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1. Trading ideas and stocks to watch

This category contains 11 posts

24 Jan 2023 (AFR) – Why the (improved) 60/40 portfolio is back in vogue

(24 January 2023, AFR, p27, Arian Neiron Contributor) There has been a lot of discussion recently about the so-called “60/40 portfolio”. Mind you, thousands of traders and investors do not follow such strategies – myself included. However, this news article is interesting reading because of the various references to the opinions of portfolio construction, including: … Continue reading

13 Jan 2023 (AFR) – How to pump and dump like the Wolf of Wall Street

(13 January 2023, AFR, p27, Tom Richardson Markets reporter and commentator) Firstly, PLEASE NOTE that I do not advocate using a strategy such as this. I am posting this information here only as an educational heads-up for investors and traders, to help them understand the pitfalls that can await them when investing and trading in … Continue reading

3 Dec 2022 (AFR) – Why the ETF surge explains the woes at Perpetual, Magellan

(3 December 2022, AFR, p40, Chanticleer) Here’s some insight into recent performance of managed funds, with comment on ETFs. “Active equity fund managers employing highly paid stock pickers are facing tough times because they can’t match the surging inflows at exchange-traded funds. “There are two statistics that explain why leading active equity fund managers such … Continue reading

30 Nov 2022 (AFR) – Five-year winning streak eludes all fund managers – S&P finds

(30 November, 2022, AFR, p30, Vesna PoljakMarkets editor) – “Fund managers cannot thump the market five years in a row, according to an analysis by S&P Dow Jones Indices, leading it to claim that outperformance by active managers is “relatively short-lived”, if not statistically impossible. “ Read more at AFR.com.

24 Sept 2022 (AFR) – Listed or unlisted: who’s got it right?

(24 Sept 2022, AFR, p29, Duncan Hughes Reporter) This article touches on a contentious issue that many investors contemplate from time to time, when looking to make a new investment. Some funds in unlisted assets promise unrealistic returns. Perhaps one answer is in this article. “A 27 percentage point difference in performance returns between listed … Continue reading

30 June 2022 (AFR) – Tyro plunges as CEO jumps ship

(30 June 2022, AFR, p24, Vesna Poljak) – Is there a problem with the Buy Now Pay Later (BNPL) sector? Astute and nimble traders and investors might have already implemented their exit strategy on stocks like this. The price chart shows a downtrend. From AFR: “Shares of Tyro Payments suffered a 16.7 per cent loss … Continue reading

30 June 2022 – Volt Bank to close, return $100m to customers

(30 June, 2022, AFR, p13). With Volt Bank closing, does that signal issues that might affect other banks, such as Judo Bank? Astute traders and investors who are holding stocks like these might pay closer attention to share price performance, and their individual exit strategies. (Remembering that the price shares reflect the underlying opinions of … Continue reading

30 June 2022 – Australian almond harvest in jeopardy as ‘Covid for bees’ strikes apiaries – impacting local almond producers

Select Harvest’s share price fell yesterday due to this varroa mite issue near Newcastle. Will there be a share price recovery opportunity for nimble share traders in the near future, once this problem is resolved? Read more about the varroa mite infestation at TheGuardian.com. Read the Select Harvest company announcement here.

24 June 2022 (AFR) – Lake Resources plunge exposes concerns about ASX 200 index

(24 June 2022, AFR, p33, Jonathan Shapiro and Alex Gluyas) – Some astute investors like to anticipate the stocks that will enter, or leave, a market index in the periodic rebalance activity. The ASX200 (XJO) index is rebalanced quarterly, and some investors manage to make money over the couple of weeks prior to the rebalance … Continue reading

Trading ideas – banks too cheap? Or to avoid?

22 June, 2022, AFR (p24). “How investors are playing the big bank sell-off. Investors are divided about whether bank stocks should still have a position in their portfolios following a vicious sell-off sparked by concerns about the economic impact of aggressive rate increases by the Reserve Bank.” Read it here… https://www.afr.com/wealth/personal-finance/how-investors-are-playing-the-big-bank-sell-off-20220615-p5atzf

Trading ideas ???

After running my Aussie Sharemarket Barometer blog for a few years, and then stepping back for a few months to re-think it, I’ve decided to now focus on “trading ideas and stocks to watch” for a small and select group of traders/investors. BUT, none of the material here can be considered financial advice! It is … Continue reading

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