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One of the most dangerous things an investor can do

One of the most dangerous things an investor can do

JASON TEH | The market corrections in February and October should be a warning to investors that the stock market is highly cyclical. It was inevitable that ‘growth’ stocks, which pushed the market to new highs for many months eventually led the collapse. Investors who paid heed to Howard Marks’ famous quote on cycles would […]

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26, November 2018
Australian equities | Australian shares
Coles vs Woolworths: Comparing trolleys

Coles vs Woolworths: Comparing trolleys

DANIEL MUELLER | In a matter of weeks, Wesfarmers’ demerger of Coles will be complete. Coles will be listed as a stand-alone business for the first time in 11 years. You may think that both Coles and Woolworths have similar risks given that they operate in the same industry. However, a deep dive into the […]

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09, November 2018
Australian equities | Australian shares
Witching hour for Cinderella stocks

Witching hour for Cinderella stocks

JASON TEH | We all know the story of Cinderella. Transformed into a glamorous princess, she was the belle at the ball. However, the celebration abruptly stopped at midnight, when her gown turned back into rags and her coach turned into a rotten pumpkin. Growth stocks are sometimes like Cinderella, glamourous companies that can have […]

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01, November 2018
Australian equities | Australian shares