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3 July 2024
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For those with the patience to own an investment as volatile as the AI sector, buying and holding a stock basket might make sense. However, based on internet stocks’ history, you need not rush to do so.
The 'Magnificent Seven' stocks in the US have had an incredible run and many investors are wondering how long it can last. While it may be tempting to take profits in these stocks, it could prove a costly error.
As investors, we all like to snap up a bargain but cheaply-priced stocks tend to provide short-term, temporary pleasures. Meanwhile, a quality gem is the gift that keeps on giving, even if the entry price seems expensive.
Microsoft's Bill Gates says AI innovations will come much faster than when he started in computing. For investors, the challenge is deciding at which point too much money has flowed into AI stocks.
Many investors have written off the tech sector after last year's bloodbath. But tech is entering a new phase of growth and dominance, fuelled by innovation and AI, and there are compelling ways to play this theme.
The market has erred by shunning growth companies indiscriminately. There are many growing businesses that enjoy strong free cash flow and robust balance sheets, including three US-listed large-cap companies outlined here.
The market’s myopia of 2022 has depressed valuation multiples on cyclically depressed earnings. The result is that many of the world’s most advantaged businesses can be acquired today at prices that are far below intrinsic value.
The software bubble appears to have popped but not everyone is convinced. There are many lessons from the US shale boom that are broadly applicable to the recent software boom, and it doesn't bode well for tech companies.
The leading global innovation companies such as Amazon, Google, Tencent and Alibaba, alongside tomorrow’s champions in Tesla, Afterpay and Xero, offer better prospects than traditional ‘old-world’ value investments.
Investors with heavy allocations to a broad US index should check how much is exposed to tech stocks, especially when valuations look a bit steep. It might be time to reallocate to other sectors or styles.
When Australian companies are marked against their role in tech disruption, stock market returns are higher for companies with higher tech disruption scores. They also benefit when valued using low interest rates.
While valuations for large tech stocks are now high, investors don’t need to pay big prices on stocks with technolgy advantages if they are prepared to dig a little deeper. Here are three worth checking.
Two commonly asked questions are: 'How much do I need to retire' and 'How much can I afford to spend in retirement'? This is a guide to help you come up with your own numbers to suit your goals and needs.
There seems to be more confusion than clarity about the mechanics of how the new $3 million super tax is supposed to work. Here is an attempt to answer some of the questions from my previous work on the issue.
Washington H. Soul Pattinson is an ASX top 50 stock with one of the best investment track records this country has seen. Yet, most Australians haven’t heard of it, and the company seems to prefer it that way.
We are often quoted life expectancy at birth but what matters most is how long we should live as we grow older. It is surprising how short this can be for people born last century, so make the most of it.
A new report suggests Australian housing is twice as expensive as that of the US and UK on a price-to-income basis. It also reveals that it’s cheaper to live in New York than most of our capital cities.
Here are 10 rules for staying happy and sharp as we age, including socialise a lot, never retire, learn a demanding skill, practice gratitude, play video games (specific ones), and be sure to reminisce.