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FAANG Stocks still the engine room of the Nasdaq 100

The Nasdaq 100 powered to all-time highs last year, driven by the famous “FANG+” stocks. Nasdaq Total Returns While making up just nine of the 100 stocks in the Nasdaq, the ten FANG+ stocks – Facebook (now called Meta Platforms, which ruins the acronym a touch), Amazon, Apple, Nvidia, Netflix, Google (which trades under the…

Contributor | 16th Feb 2022 | More
The most important measure of manager performance

The proliferation of data and information has done little to improve the outcomes for self-directed investors. With information on almost any issue and a social media system built to reinforce our own beliefs or views in many cases, making sound investment decisions has never been harder. As an experienced financial adviser, I like to think…

Drew Meredith | 11th Feb 2022 | More
  • Electric vehicle adoption surges during pandemic

    From an almost uphill battle, car manufacturers have experienced a massive turn around in electric vehicle (EV) sales over the past two years. Globally, says the International Energy Agency (IEA), EVs accounted for almost 9 per cent of the car market in 2021, hitting 6.6 million vehicles, which represents a tripling of their market in…

    Ishan Dan | 11th Feb 2022 | More
    Why this manager has a record low P/E despite valuation concerns

    As Australia gears up to open its borders, the local equity market is positioning itself for higher inflation and higher bond yields. DNR Capital’s portfolio manager, Sam Twidale, says the “winning stocks are coming from the value and cyclical sectors such as Resources and Energy, especially in the small-cap sector.” Inflation has also changed from…

    Ishan Dan | 11th Feb 2022 | More
  • These are the border reopening’s biggest winners

    After much deliberation, Australia has made the move to reopen its international borders to fully vaccinated tourists from February 21. Prime Minister Scott Morrison ended one of the world’s strictest and longest-running pandemic travel restrictions, saying, “It’s almost two years since we took the decision to close the borders to Australia.” The impact of Australia’s…

    Ishan Dan | 9th Feb 2022 | More
    Keeping your credentials safe: the latest tech opportunity

    Start-up app CredShare has successfully raised $2.8 million on the back of its cutting-edge credentials platform, and how it has changed the lives of many users. What exactly do we mean when referring to credentials? It’s everything from university degrees, to post-graduate qualifications, to particular job requirements such as the responsible service of alcohol (RSA)…

    Ishan Dan | 4th Feb 2022 | More
    ‘Cost-benefit’ the driver of leading climate change-focused equity fund

    Nick Griffin’s Munro Partners has launched a climate fund providing investors exposure to carbon solutions. Griffin says “We’ve reached this point where now its simply a cost-benefit analysis. And while the heating of the planet will slow over time, it’s clearly not on the trajectory that we need it to be. So what people and…

    Ishan Dan | 4th Feb 2022 | More
    Is AFIC offering value today?

    Could the Australian Foundation Investment Co.Ltd. (ASX: AFI) (AFIC) share price be a buy for the long-term? The listed investment company (LIC), which has the job of investing in other shares for shareholders, is one of the oldest LICs. It has been investing since 1928. Why is the AFIC share price worth considering? One of the most effective ways…

    Contributor | 4th Feb 2022 | More
    REA profit flies but property remains the major unknown

    The REA Group Limited (ASX: REA) share price has risen after net profit went up more than 30% in the first half of FY22. REA Group owns stakes in several digital real estate businesses, with the key asset being realestate.com.au. FY22 half-year result Highlights from the core operations for the six months to 31 December 2021, compared to…

    Contributor | 4th Feb 2022 | More
  • PIMCO’s three key risks to economic recovery

    Global fixed-income manager PIMCO delivered a reasonably positive outlook for the global economy in its 2021 Q4 Cyclical Outlook report, titled ‘Investing in a fast-moving cycle’. On the back of the robust global recovery in 2021, PIMCO remains convinced that the long-term outlook will be more uncertain and volatile, with ‘cycles becoming shorter in duration,…

    Drew Meredith | 4th Feb 2022 | More
    What happened to Robinhood Markets (NASDAQ:HOOD)

    Robinhood Markets (NASDAQ:HOOD) may well end up remembered as one of the stocks of the 2020s. It was one of the highlights, or lowlights for many, of both 2020 and 2021, shooting to prominence with its high-frequency, uber-popular zero-commission trading platform. Consumers trapped at home and flush with cash during the pandemic, unable to work…

    Drew Meredith | 4th Feb 2022 | More
    Telstra’s announces new infrastructure initiatives

    The Telstra Corporation Ltd (ASX: TLS) share price is in focus after the ASX share announced it’s going to spend up to $1.6 billion on infrastructure. Telstra’s $1.6 billion infrastructure spending plan Australia’s largest telecommunications business has underlined its market position by announcing two infrastructure projects to support the nation’s digital economy and further improve connectivity. To…

    Contributor | 2nd Feb 2022 | More