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15 May 2024
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In an era where growth companies dominate and the likes of Nvidia grab all of the attention, dividend paying stocks are flying under the radar. Some of these stocks offer compelling prospective returns.
In an age of artificial intelligence bringing transformative changes to industries, innovative companies will continue to win, and win big. Here's a guide about how to identify the companies with long growth runways.
The holy grail of investing is to find a stock that can generate life-changing returns. Here are four ways to improve your chances of unearthing the next Nvidia or Pro Medicus, and the challenges you may face along the way.
2023 saw global dividends rise to a record US$1.66 trillion, up by 5% on an underlying basis. The year also ended on a positive note, though Australian dividends lagged other countries, largely thanks to the miners.
For one Commonwealth Bank worth ~$200 billion, you can buy three of Europe's leading banks with much larger addressable markets. This is just one example of the extreme valuation divergences across global stock markets.
Owning quality, dividend-producing industrial shares is key to building a decent income stream. Here is an update on the long-term performance of industrial stocks against indices, listed property, and term deposits.
The Magnificent Seven stocks have driven indices to new highs, yet could face headwinds in the coming year. Challenges include their stretched valuations, inherent cyclicality, and high correlation to each other.
Despite worries about interest rates, inflation, recession and war, the Australian share market performed well in 2023. But how does last year compare to history and are there any pointers to future ASX returns?
The ASX All Ordinaries index is around the same price that it was in 2007, so is it time to give up on the local share market and look elsewhere? Here's why you shouldn't listen to the pessimists and stay invested.
The ASX 200 is around the same price that it was 16 years ago. The poor long-term performance can be largely blamed on our taxation system, which encourages companies to pay out most of their earnings as dividends.
The negative stock/bond correlation from 1998 until 2019 was the anomaly, not the positive relationship that began in 2022. In the years ahead, portfolio diversification should come increasingly from security and manager selection.
It is important to be selective in this environment to ensure exposure to stronger over weaker companies. It is also an opportunistic time because an attractive entry price can help some of the weak to survive.
If you’re like me, you may have put money into term deposits over the past year and it’s time to decide whether to roll them over or look elsewhere. Here are the pros and cons of cash versus other assets right now.
How useful are the retirement savings and spending targets put out by various groups such as ASFA? Not very, and it's reducing the ability of ordinary retirees to fully understand their retirement income options.
Australia will have 3.7 million more people in a decade's time, though the growth won't be evenly distributed. Over 85s will see the fastest growth, while the number of younger people will barely rise.
There's been little debate on how spending changes as people progress through retirement. Yet, it's a critical issue as it can have a significant impact on the level of savings required at the point of retirement.
Recently, I compiled a list of ASX stocks that you could buy and hold forever. Here’s a follow-up list of US stocks that you could own indefinitely, including well-known names like Microsoft, as well as lesser-known gems.
The $3 million super tax will capture retired, and soon to retire, public servants and politicians who are members of defined benefit superannuation schemes. Lobbying efforts for exemptions to the tax are intensifying.