What’s the most important tool for valuing a company?

May 23rd, 2017 FUNDamentals

Seven fund managers with diverse opinions take us through the tools they employ to evaluate a company, plus commentary on bond ETFs, China’s monetary policy, green bonds, and Silicon Valley’s negative impact on productivity.

Fairfax, Warren Bezos?, Trump’s troubles, Europe’s comeback & the banks’ levee

May 20th, 2017 Weekly Overview

Fairfax is about to change hands for the 3rd time in 30 years, but the winning bidder is yet to be decided. Could Jeff Bezos be the new Warren Buffett? Trump’s troubles could be blessings for investors. Europe’s on the comeback as political risk fades and the bank levy could be offset by renegotiated deals with mortgage brokers.

Is the budget good or bad for investors, on balance?

May 16th, 2017 FUNDamentals

Not bad, quite bad and mixed. One thing our 5 fund managers do agree on is that the budget isn’t good for investors. Also this week a report from the 2017 Bennelong Investment Forum, China’s growth, Amazon in Australia and house prices.

Budget economics, super housing, bank tax, Comey, Macron & volatility

May 13th, 2017 Weekly Overview

After a week of Budget brekkies Alan Kohler serves up his observations on the nation’s financial plan in his Overview. The plan to allow superannuation to be used for house deposits has captured the spotlight, but there’s been a significant change to negative gearing which has had less focus. Meanwhile, the banks should be okay with the bank tax, but we all know who’s really going to pay. And FBI chief Comey’s departure is an indicator that the US administration is scrambling for control.

How much demand exists for ethical investing?

May 9th, 2017 FUNDamentals

From not much to quite a lot, 7 fund managers debate the popularity of ethical investments, plus commentary on active and passive investing, Aussie dividends, Trump’s first 100 days, faith based investing and more.

US jobs, Financialised commodities, La belle France?, Growth Haven, the Budget

May 6th, 2017 Weekly Overview

Investing in Australia is not delivering great returns in the past year, or the past 10 years. Alan explains why and looks at what options we have if we don’t invest in Oz.

Treasurer Scott Morrison elaborates on the division of good and bad debt. And Alan reflects on a milestone birthday.

ANZ isn’t getting out of Asia, just adapting to the environment

May 4th, 2017 Full Interviews

ANZ’s half yearly results were described as ‘messy’ this week, but they were just shy of expectations thanks to the sale of some Asian assets. The bank knows where they’re going to win and they’re focussing their efforts on those areas.

Incumbents struggle to maintain revenue as cheaper competitors challenge marketshare

May 1st, 2017 The C-Suite

Registry Direct can seek the same return on equity at a much lower price and their IPO will help increase their claim on the market.

Registry Direct provides companies with both registry services and self service registries. But the surprise is that it’s the enormous market of unlisted companies that are banging down their door.

Alan Kohler’s Overview

April 29th, 2017 Weekly Overview

Investing in Australia is not delivering great returns in the past year, or the past 10 years. Alan explains why and looks at what options we have if we don’t invest in Oz.

Treasurer Scott Morrison elaborates on the division of good and bad debt. And Alan reflects on a milestone birthday.

What is the greatest risk for investors in 2017?

April 25th, 2017 FUNDamentals

In the FUNDamentals, we invite fund managers to write exclusively for The Constant Investor and address our question of the week. We also summarise the latest opinions of leading fund managers to bring you a range of views in one convenient location.




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Archives


May 27th, 2017 : Get ready to buy, retail’s bad week & Bitcoin explained (sort of)


Category: Weekly Overview

May 26th, 2017 : Data: the new oil. Here are the companies with the biggest wells


Category: Disruption - With Alex Pollak

May 26th, 2017 : I want my tax to be tax deductible!


Category: The Money Cafe