Where should one invest for the longer term? This is not as “easy” as it was 12-24 months ago.
I was pounding the table to buy back then. But the market is well and truly reflated now. The bargains aren’t there in the same way.
By Murray Dawes,
Commodities are cyclical. Always have been, always will be. The poor fools who bought at the top arguably got what they deserved.
You don’t buy those types of shares when they’re booming. You’re supposed to buy them when they’re down.
By Murray Dawes,
Nobody knew, even those at Apple, just how gigantic the company would become.
In turn, Apple’s investment in China skyrocketed. Apple’s money and training capitalised China’s entire electronics industry.
But it was never the plan. There was no plan. It just happened that way.
By Murray Dawes,
Cameco has cut uranium production forecasts which put a rocket under the uranium sector. It looks like the bull market has returned and there are a few stocks looking ready to run.
By Murray Dawes,
One thing we DO know about so called “bubbles” – periods of speculative excess that result in a crash – is they’re usually fuelled with borrowed money. US “margin” debt – borrowed money used to buy shares – is at a record high.
By Murray Dawes,
We know that the earnings growth hasn’t been there for the last few years. The market is going up anyway.
Some people are surprised by this. They shouldn’t be.
By Murray Dawes,
You might remember we chatted about REITs like SCG last week. Here’s a great example of a company having a business model with another juicy angle to generate value.
By Murray Dawes,
That’s the power of buying in a downturn, if you can get your analysis right.
But we’re not in a bear market, anymore. Where can we find something that’s still suppressed?
By Murray Dawes,
Buying companies when the jaws of operating leverage start opening up is the way to make great investments. Murray and Callum discuss a $200bn US tech stock which is a household name and an Aussie SAAS company. They both look like they are in the early stages of a strong rally.
By Murray Dawes,
If commercial property firms are rising, then the economy can’t be too bad. It means rents and leases are solid, or the market would be dragging them down.
By Murray Dawes,
Investment ideas from the edge of the bell curve.
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