Looking for new molehills to climb…

By Bear Feller. As various Australian statistics point to a negative GDP reading in the third quarter the growling of the bears – of whom I count myself an unofficial member – grows louder. And, according to commentary by David Llewellyn Smith on his Houses and Holes blog, those growls are joined by the snorts of the ‘unbulls’, a new economic animal of bulls turned bears. These unbulls, like Goldman Sachs’ Tim Toohey or Rismark’s Christopher Joye, are as yet unwilling... Read More

Guide: How to read annual reports

Much of the best data gleaned from companies is taken from the annual reports they produce.  Companies around the world and here in Australia, use them to tell investors and the major market players exactly how they have performed in the previous 12 months and where they’re headed in the future. Understanding them is absolutely fundamental to any investor who wants to go out and find their own diamonds in the rough and really understand what good and bad businesses look... Read More

Things are heating up

Whether you’re a global warming skeptic or a believer, a warmer planet appears to be on the cards for everyone over the next 40 to 80 years, and the next generation savvy investors will need to be more aware of changes to the global environment. Opportunities will exist for those that understand the ramifications of these changes and adjust their portfolio’s to gain exposure to the growth companies that focus on tackling the effects of climate change, food and agriculture,... Read More

The researched view: November 29

Each week, we produce a macro investing wrap of the best of the world’s content from domestic and international websites. Here’s what matters for the week ahead: This week, we take a look at The RBA’s Glenn Steven’s comments to the House of Representatives, Germany’s rise and rise as Europe’s bailout country of choice and much more. Higher inflation and tighter than desired monetary policy Glenn Stevens bi-annual appearance before the House of... Read More

FN Arena

FN Arena is an independent Australian stockmarket report publication and was founded by Rudi Filapek-Vandyk. FN Areana describes itself as “a supplier of financial, business and economic news, analysis and data services. Our vision is to build one service that integrates all our current and future applications and services in easy to manage one stop shop.” Well known for it’s Broker Call column – which consolidates the general market opinion from a large... Read More