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Articles from: 3 stocks set for strong cash-flow growth to The importance of quality

3 stocks set for strong cash-flow growth

Author: Nicholas Grove
Date: 21 Jun 2016

The investment firm believes a focus on free cash flow yield and free cash flow growth is particularly interesting at present given the market's preoccupation with dividend yields against a backdrop of low competing interest rates

3 Australian tech stocks worth considering

Author: Glenn Freeman
Date: 28 Jun 2016

"Tech stocks tend to be capital-light businesses--you don't need much capital at all to build a technology business--it's all about people [and not infrastructure or stock]," says Gareth James, a senior equity analyst at Morningstar

Young remain financially conservative

Author: Geoff Davey
Date: 18 Dec 2014

Millennials have been thought to behave more conservatively when it comes to their finances compared to older generations

Winners and losers in the Year of the Monkey

Author: Anthony Fensom
Date: 12 Dec 2016

For Australian investors, picking the right sectors in the mischievous Year of the Monkey has proven challenging, with the Year of the Rooster set to deliver its own surprises

Will the Year of the Rooster crow for Australian investors?

Author: Anthony Fensom
Date: 18 Jan 2017

The past Year of the Monkey was a mixed one for investors, with shocks such as Brexit and the US presidential poll keeping markets on edge while the domestic economy weakened

Will 2016 be the sixth year of emerging-market underperformance?

Author: Andy Brunner
Date: 19 Jan 2016

2015 was another very difficult year for emerging-market economies, and currencies have naturally been reflected in generally poorly performing equity markets

Why you should consider investing in mid-cap stocks

Author: Arian Neiron
Date: 04 Oct 2016

Australia's mid-cap sector has outperformed large-cap and small-cap stocks over the past 15 years, but despite this strong performance, the mid-cap sector has been largely ignored

Why have the BRICs underperformed?

Author: Scott Berg
Date: 09 Jun 2015

Whether looking at absolute or relative returns, economic growth figures or delivered earnings growth, many emerging market index statistics over the past few years have made for painful viewing

Why Australian investors should consider Japanese equities

Author: Anthony Fensom
Date: 26 Oct 2016

Japanese stocks have lost ground in 2016, with a rising exchange rate dampening exporters' profits and foreign investors retreating from the market

Why ANZ's sale of SRCB stake makes sense

Author: Nicholas Grove
Date: 04 Jan 2017

On Tuesday, the bank announced it had agreed to sell its 20 per cent stake in SRCB to China COSCO Shipping Corporation Limited and Shanghai Sino-Poland Enterprise Management Development Corporation Limited for $1.8 billion

When the going gets tough, go exotic

Author: AllianceBernstein
Date: 07 Sep 2016

Whether investing globally--or with a particular regional focus, such as Asia, or sector focus, such as emerging markets (EM)--investors can benefit from taking both a top-down and bottom-up view of portfolio construction

When size doesn't matter: small caps beat larger rivals

Author: Anthony Fensom
Date: 16 Jun 2016

In a sector where active management often yields results, choosing the right fund can prove rewarding

What you need to know about the pension transfer balance cap

Author: Julie Hartley
Date: 15 Nov 2016

In late September, the government released the second tranche of proposed superannuation changes, which covers the pension transfer balance cap, concessional contribution changes, catch-up concessional contributions and the removal of the earnings tax exemption for transition-to-retirement pensions

What lies within the investor's psyche

Author: Lesley Beath
Date: 21 Jun 2016

But as I noted at the time, "there are other emotions that come into play

What is causing market volatility?

Author: Hermes
Date: 01 Aug 2016

The dire predictions about the fate of global markets if the UK voted to leave the European Union remain to be fulfilled

What are the ATO's SMSF compliance targets for FY17?

Author: Anthony Fensom
Date: 24 Nov 2016

Fewer SMSF trustees and their funds were penalised by the ATO in fiscal 2016, with the ATO pointing to its more collaborative approach

Wesfarmers to maintain momentum

Author: Christine St Anne
Date: 28 May 2015

It was a relatively candid Richard Goyder who fronted the recent Australian Shareholders' Association annual conference in early May

Two bubbles

Author: Andrew Fleming
Date: 02 Nov 2016

Two years ago, two price bubbles emerged on the ASX and we progressively positioned the fund against both of them

Trump gets a full house but caution prevails

Author: Peter Warnes
Date: 10 Nov 2016

Donald Trump, President of the United States (POTUS)

Trump executive orders, US ructions to have muted Aussie equities impact

Author: Glenn Freeman
Date: 08 Feb 2017

As Donald Trump's presidency nears the 30-day mark, amid persistent uncertainty and volatility in financial markets, an attempt to reverse the Dodd-Frank financial reforms could be next on the already long list of executive orders

Troubled times for super

Author: Anthony Fensom
Date: 01 Aug 2016

What might investors expect? Firstly, a look at what Treasurer Scott Morrison proposed in his pre-election budget:

Top stock picks for fiscal 2016

Author: Anthony Fensom
Date: 24 Jul 2015

Plunging oil prices helped Qantas Airways (QAN) fly away with the prize for the top ASX 200 stock for fiscal 2015

Top emerging-markets opportunity

Author: Nicholas Grove
Date: 26 Sep 2014

When Pink Floyd's Roger Waters wrote the seminal and highly influential Another Brick in the Wall in the late 1970s, he could not have imagined the protest song would be used decades later to help illustrate a different approach to emerging-markets investing

This telco stock is now trading at an attractive discount

Author: Glenn Freeman
Date: 05 Dec 2016

Vocus Communications' (ASX: VOC) share price slumped 23 per cent at the end of November, following management's disappointing guidance of between $205 million and $215 million in net profit after tax (NPAT) for fiscal 2017

This stock's growth trajectory may be off the chain

Author: Glenn Freeman
Date: 12 Jan 2017

The transaction reinforces the attractive fundamentals of the animal healthcare industry in developed markets, and bodes well for the integrated pet-care business model of Greencross (ASX: GXL)

These 5 stocks led large-cap share price growth in 2016

Author: Glenn Freeman
Date: 09 Jan 2017

The top four are mining businesses, with the fifth a global steelmaker

The smart-beta ETF revolution

Author: Arian Neiron
Date: 25 Jan 2017

In 2017, smart-beta investing will continue to gain momentum

The real stock market villain

Author: John Rekenthaler
Date: 31 Jan 2017

Michael Lewis' 2014 treatise on high-frequency trading, Flash Boys , generated enormous attention

The other PBR: tax-free transition-to-retirement pension payments

Author: SUPERCentral
Date: 09 Mar 2016

The banana sundae of a transition-to-retirement pension is to have the earnings of the superannuation interest supporting the pension to be tax-free and to have the pension payments themselves tax-free as well

The importance of quality

Author: Arian Neiron
Date: 11 Feb 2016

"It's quality, rather than quantity, that matters." The quote may sound like a tag line from a 1950's advertisement, but surprisingly it comes from Roman Emperor Nero's tutor and adviser, Lucius Seneca.

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