May 26th, 2017
Curious investor, Bruce Cleary started thinking about his retirement in the 80s when he secured his first property in Canberra. He then waded into the stock market with some early disasters, before he refined the approach that has set him up for retirement.
Now Bruce’s share portfolio consists of small and medium caps. His strategy: buy no more than six percent of any stock and try to have a maximum of two stocks in any one sector.
April 24th, 2017
Challenger Limited is an ASX-listed investment management firm managing $64.7 billion in assets (as at 31 December 2016). 25 April 2017 James Brandis spoke to Charles Leyland to update his Top Stocks. Let’s start with QBE, (ASX: QBE). It’s done pretty well since you spoke to Alan in late November. Are you going to hang … Continue reading “Challenger replaces QBE”
April 22nd, 2017
I’ve had an epiphany! I was going to call it my eureka moment, but I’ve already done that.
My epiphany relates to the Fourth Industrial Revolution – it’s not about technology or automation, it’s about the dominance of customers. So the winner will always be the best product as you’ll discover in my Overview today.
I’ve also included a fascinating interview with professor of international economics Richard Baldwin. He’s got some great insights into future uses of technology like virtual and augmented reality and he reckons we’re about to have our own steam revolution in Australia.
There’s a salutary tale about downsizing the family home that nobody over the age of 60 can afford to miss. I’ll explain the nuances of RBA board meeting minutes, look at the rapid drop in Iron Ore and give you Greenspan’s nonagenarian view on Trump’s US dollar.
April 4th, 2017
In the FUNDamentals, six fund managers write exclusively for The Constant Investor to address the question of the week. And we summarise the latest views and opinions of leading fund managers.
March 15th, 2017
Does the romance of being a cafe owner in your retirement years sound tempting? Just milling around, latte in hand chatting with the regulars as the profits roll in…
Well, it might not be as simple as that. Graham Long, Chairman of the Australian Institute of Business Brokers, brings his small business expertise to The Spotlight.
March 3rd, 2017
The Money Cafe
BHP has found $11 billion in savings, is that a good thing, or does that make them the former most inefficient business in the world. And NIB is beating Medibank, simply by providing better customer service. Alan Kohler and James Kirby draw these conclusions as they review the week in finance in The Money Cafe.
January 24th, 2017
Alan Kohler: John, the ratings agencies have been worried about the credit rating and the size of the deficit. What’s the task? What’s the deficit now? And what is the task facing the Government? John Daley: Well, the deficit for the year we’ve just finished, 2015-’16, is probably going to be about 38 billion dollars. … Continue reading “John Daley”