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24 July 2018
11 April 2018
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Eastern Australian Gas Markets -Santos

July 2014 In this month's blog, your diarist reviews the eastern Australian gas market and why shareholders are under weight in Santos... One of t...
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Another Financial Year Comes to a Close

June 2014 As we complete the June 2014 financial year, your diarist discusses the new focus of the market and the ten themes that have shaped it......
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Themes - Australian Federal Budget and USA Mini Technology Correction

May 2014 This blog considers the following themes: USA Mini Technology Correction Australian Federal Budget Eastern Australia Gas Market Lithi...
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Looking for X-factors

April 2014 In this month's blog, your diarist reviews possible x-factors for global and domestic economies, and their impact on the Australian mark...
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Global Themes & Value Investing

March 2014 In this month's blog, your diarist reviews global market themes, digital disruption and the importance of value investing in volatile ma...
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USA Correction?

February 2014 In this month's blog, your diarist seeks to assess the fall of the Dow Jones Index using three helpful sources... The January 2014 b...
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Opening the batting for a reasonable score in 2014

January 2014 In this first blog for 2014, your diarist reviews three themes from 2013 which may continue to apply this calendar year - The dividend...
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3 Viewpoints to Conclude 2013

December 2013 In this final blog for 2013, your diarist shares insight on an ANZ Research Report, and showcases an Economic Update from BT Chief Ec...
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Lighten CBA?

November 2013 In this month's blog, your diarist shares insight into lightening holdings in the Commonwealth Bank and more on USA tapering... Shou...
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The Tipping Point

October 2013 In this month's blog, your diarist shares insight as to why we are at the tipping point, as well as observations from the recent USA d...
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Australian Stockmarket Remains Undervalued

September 2013 With probably the longest recovery since 1900, there is strong argument that the Australian stockmarket is still undervalued... Wel...
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The Election Boosts Confidence to Invest

August 2013 The upcoming election and the start of the reporting season should give investors confidence to invest..... Welcome, as we again seek ...
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Happy New Financial Year

July 2013 Financial Year 2012/2013 - a year in review. And an outlook for the next 12 months... Happy New Financial Year, as we again seek to add ...
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Recent Market Correction Offers Opportunities

June 2013 The market drop provides further opportunities... Market Correction The S & P ASX 200 index fell from 5209 on 20th May 2013 to 4695...
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Budget, interest rate cuts - So where is the value?

May 2013 Recent budget doesn't provide an answer to the future deficit problems... Budget We had waited for the Federal Budget to issue this mont...
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Australian S & P ASX 200 Index Performed Strongly!

April 2013 This April blog sees the Australian S&P ASX 200 index having performed strongly for the financial year to date.  Index was up from 4...
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Australian S & P ASX 200 Index Hovering Around 4900!

February 2013 An increase of 22.5% since July 2012.... This February blog sees the Australian S & P ASX 200 Index hovering around 4900, an inc...
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Australian stockmarket Climbs the Wall of Worry

January 2013 Happy New Year... As we look forward to what should be a continuation of the positive share market performance of recent months.  The...
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Key drivers & overseas events

December 2012 Dividend Yields Stocks Key Driver The yield on quality blue chip shares, particularly the banks, Telstra and Suncorp has continued a...
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Portfolio performance & Obama re-election

November 2012 This blog was delayed to allow for the results of the USA Presidential and Congress elections last week.   Obama Re-election ...
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