Not a subscriber ?  Start your complimentary Premium trial now

Articles from: 3 sectors to be bullish about - 16 Oct 2013 to 3 stocks favoured by SMSFs - 18 Sep 2013

3 sectors to be bullish about - 16 Oct 2013

Author: Christine St Anne
Date: 16 Oct 2013

Morningstar head of equities research Peter Warnes highlighted that confidence was on the up in the latest Huntleys' Your Money Weekly newsletter

Economic update - 15 Oct 2013

Author: Julian Robertson and Donal Curtin
Date: 15 Oct 2013

Aussie equities immune to China's slowdown - 15 Oct 2013

Author: Kate Howitt
Date: 15 Oct 2013

China's economic takeoff has been fantastic for Australia

3 big banks, 3 big dividends - 15 Oct 2013

Author: Nicholas Grove
Date: 15 Oct 2013

Over the coming weeks, three of Australia's big four banks will report their earnings for the financial year to the end of September 2013, with Australian and New Zealand Banking Group (ANZ) first out of the gate on 29 October

Sticking to the fundamentals with equities - 14 Oct 2013

Author: Alex Vynokur
Date: 14 Oct 2013

In the five years since the global financial crisis, numerous studies have pointed to the fact that, in the majority of cases, actively managed broad-market Australian equity funds are failing to beat the index net of management fees

Individual stocks appear robust - 14 Oct 2013

Author: Lesley Beath
Date: 14 Oct 2013

Disclaimer : To the extent that any content in this report constitutes advice, it is general advice that has been prepared by Lesley Beath without taking into account the particular investment objectives, financial situation and particular needs of any individual investors

Are IPOs suited to all investors? - 11 Oct 2013

Author: Christine St Anne
Date: 11 Oct 2013

Many investors have been excited about the strong pipeline of companies that are planning to float this year

How to play the resources sector - 10 Oct 2013

Author: Christine St Anne
Date: 10 Oct 2013

Chicago-based Morningstar equity strategist Daniel Rohr gave a presentation on the commodity outlook to local analysts this week

A case for Europe? - 09 Oct 2013

Author: Mark Burgess
Date: 09 Oct 2013

Despite there being much to consider over the past few months, we have made few changes to portfolios, largely leaving our overweighting to risk assets intact, and within equities and fixed income, our bias towards emerging markets

Don't rule out quick shock to system - 08 Oct 2013

Author: Lesley Beath
Date: 08 Oct 2013

Disclaimer : To the extent that any content in this report constitutes advice, it is general advice that has been prepared by Lesley Beath without taking into account the particular investment objectives, financial situation and particular needs of any individual investors

Large caps versus small caps - 08 Oct 2013

Author: Nicholas Grove
Date: 08 Oct 2013

With the Australian share market presently hovering around is long-term fair value at around 14 times forward earnings, investors may be wondering at which end of the spectrum they will find the best quality stocks

3 best ideas outside the banks - 04 Oct 2013

Author: Christine St Anne
Date: 04 Oct 2013

The four major banks may play a dominant role in the financial system but Australia's financial services industry also encompasses a $1.4-trillion superannuation sector

SMSFs' real dilemma with property - 03 Oct 2013

Author: Christine St Anne
Date: 03 Oct 2013

The debate about self-managed superannuation funds (SMSFs) and property investment intensified this week

Australia's growing role in Asian gas - 02 Oct 2013

Author: Paul Bloxham and Adam Richardson
Date: 02 Oct 2013

Australia's growing role in Asian gas markets Australia is a significant player in the global gas markets and on the verge of becoming an even larger one

Don't forget Japan - 01 Oct 2013

Author: Tom Becket
Date: 01 Oct 2013

In among the terribly tedious "taper" debate, the excitement over the long overdue return to growth in the eurozone and the "Great Deceleration" in the emerging market economies, the major story from the first half of the year has been ignored - Japan

A footy fan's guide to portfolio construction - 30 Sep 2013

Author: Bart Dowling
Date: 30 Sep 2013

Now that we're at the business end of the footy season, it seems appropriate that we outline our thoughts as to the similarities between portfolio construction and football

5 value-investing opportunities - 30 Sep 2013

Author: Nicholas Grove
Date: 30 Sep 2013

The Australian market currently sits near fair value on a price-to-earnings ratio (PE) of around 14 times fiscal 2014 (FY14) consensus earnings, close to its long-term average of 14.3 times and a fiscal 2013 (FY13) trailing PE of roughly 14.6 times

Equity markets in vulnerable position - 30 Sep 2013

Author: Lesley Beath
Date: 30 Sep 2013

Disclaimer : To the extent that any content in this report constitutes advice, it is general advice that has been prepared by Lesley Beath without taking into account the particular investment objectives, financial situation and particular needs of any individual investors

Communication breakdown at the Fed - 27 Sep 2013

Author: Peter Warnes
Date: 27 Sep 2013

The Dow Jones Industrial Average fell 185 points on Friday 20 September after a 40-point fall the day before

LICs join the expensive defensives - 27 Sep 2013

Author: Christine St Anne
Date: 27 Sep 2013

Australian listed investment companies (LICs) stand alongside the big banks and Telstra (TLS) when it comes to delivering stellar income returns for investors

Hope, fear and greed - 25 Sep 2013

Author: Karl Siegling
Date: 25 Sep 2013

Often in the investment industry we hear people say, "I am a fundamental investor" or "We only look at fundamentals"

Is the commodity supercycle dead? - 24 Sep 2013

Author: Nicholas Johnson and Greg Sharenow
Date: 24 Sep 2013

From the late 1990s until the 2008 financial crisis, most commodities experienced double-digit annual real (that is, inflation-adjusted) price growth, a period known as the commodity "supercycle"

5 top total return stocks - 24 Sep 2013

Author: Nicholas Grove
Date: 24 Sep 2013

Over the next five years, Australian-listed regulated utilities are set to offer higher-than-average total returns and a higher starting yield compared to most other income stocks, according to UBS

Good signs for Aussie resources - 23 Sep 2013

Author: Lesley Beath
Date: 23 Sep 2013

Disclaimer : To the extent that any content in this report constitutes advice, it is general advice that has been prepared by Lesley Beath without taking into account the particular investment objectives, financial situation and particular needs of any individual investors

Lessons from the Lehman collapse - 20 Sep 2013

Author: Christine St Anne
Date: 20 Sep 2013

The collapse of US bank Lehman Brothers in 2008 spurred one of the greatest financial meltdowns the world has ever known

Understanding the Morningstar Style Box - 19 Sep 2013

Author: Phillip Gray
Date: 19 Sep 2013

Morningstar pioneered understanding of share funds' market-cap and investment style characteristics through the creation of the nine-square Style Box

Economic update - 19 Sep 2013

Author: Donal Curtin and Julian Robertson
Date: 19 Sep 2013

Why we are bullish on China - 19 Sep 2013

Author: Peter Esho
Date: 19 Sep 2013

Chinese data continued to surprise in recent weeks

Woodside and high yield - 19 Sep 2013

Author: Nicholas Grove
Date: 19 Sep 2013

Woodside Petroleum's (WPL) announcement earlier this year that it would move from a 50 per cent to an 80 per cent payout ratio "for several years" was welcomed by investors with open arms and increased the company's appeal as a yield stock

3 stocks favoured by SMSFs - 18 Sep 2013

Author: Christine St Anne
Date: 18 Sep 2013

Self-managed super fund (SMSF) trustees are the fastest-growing clientele for stock analysis firm Skaffold

Advantages of Premium Membership

Your Money Weekly Newsletter

Independent stocks newsletter has been aiding Australian investors for over 30 years.

Independent Fund Analyst Research

For the first time in Australia Morningstar Qualitative Fund Research is directly available to individual investors.

Portfolio X-Ray

Ensure your portfolio is positioned exactly how you want with Morningstar's Portfolio X-Ray. You can discover how much of a stock you really own, individually and through managed funds with Stock Intersection.

Investment Picks

Find greatly undervalued stocks to consider daily. Browse our Fund Analyst Picks to find managed funds that best suit your needs.

Access these features and more when you sign up for Premium Membership.