23 February 2025

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Retirement is a risky business for most people The perfect portfolio for the next decade UniSuper’s boss flags a potential correction ahead The challenges with building a dividend portfolio How much do you need to retire?

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Home / Fundamental Analysis

Fundamental Analysis

1-7 out of 7 results.

Second-level thinking on Australian banks

Roger Montgomery
25 January 2017
12

Understanding the difference between first- and second-level thinking can make for more informed investment decisions, finding things others miss or bringing insights others don’t possess.

Why bother with company visits?

Chris Stott
14 April 2016
3

Although companies adhere to a continuous disclosure regime, it's hard to replace the value of company visits for active managers, who glean insights and understandings that financial reports and ASX statements fail to convey.

Cheap stocks: how to find them and how to buy them

Karl Siegling
19 September 2014

It's surprising to learn that only 25% of Australian listed companies are actually profitable. Whether you favour fundamental or technical analysis or both, how do you find and invest in cheap, good quality companies?

What makes a company attractive?

Hugh Dive
5 September 2014
1

While fund managers are reluctant to reveal their newly-found 'top picks' to the public, there is an underlying process which can be used to identify an attractive company to invest in.

Technical versus fundamental analysis in equity markets

Roger Montgomery
23 May 2014

The two main approaches used to find good companies in equity markets are technical and fundamental analyses. Devotees of each style will argue their way is best. Roger Montgomery favours the fundamentals.

Squiggly lines and lessons in market timing

David Bell
4 April 2014
2

Obviously it’s best to sell high and buy low, but in the irrational world of stock markets, the past may offer little guide to the future. The most we can realistically expect is to learn how to tilt the odds in our favour.

You the speculator

Roger Montgomery
13 February 2013

Unwittingly, you are probably a speculator rather than an investor and this series of articles will encourage you to turn your back on speculating forever.

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Most viewed in recent weeks

Retirement is a risky business for most people

While encouraging people to draw down on their accumulated wealth in retirement might be good public policy, several million retirees disagree because they are purposefully conserving that capital. It’s time for a different approach.

Jon Kalkman
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The perfect portfolio for the next decade

This examines the performance of key asset classes and sub-sectors in 2024 and over longer timeframes, and the lessons that can be drawn for constructing an investment portfolio for the next decade.

James Gruber
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UniSuper’s boss flags a potential correction ahead

The CIO of Australia’s fourth largest super fund by assets, John Pearce, suggests the odds favour a flat year for markets, with the possibility of a correction of 10% or more. However, he’ll use any dip as a buying opportunity.

James Gruber
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The challenges with building a dividend portfolio

Getting regular, growing income from stocks is tougher with the dividend yield on the ASX nearing 25-year lows. Here are some conventional and not-so-conventional ideas for investors wanting to build a dividend portfolio.

James Gruber
22 January 2025

How much do you need to retire?

Australians are used to hearing dire warnings that they don't have enough saved for a comfortable retirement. Yet most people need to save a lot less than you might think — as long as they meet an important condition.

Brendan Coates, Joey Moloney
22 January 2025

Welcome to Firstlinks Edition 594 with weekend update

It’s well documented that many retirees draw down the minimum amount required and die with much of their super balances untouched. This explores the reasons why and some potential solutions to address the issue.

16 January 2025

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