Trump Expectations Too High?

Trump Expectations Too High?

Global markets were generally lower on Friday, although the US market made a late surge which saw the Dow Jones index experience its 11th straight day of gains (the longest since 1987). Wall Street is trading at record levels since the election of Donald

Earnings in Focus

Earnings in Focus

Last week was full of corporate earnings announcements across Australia & NZ, and there will be more of the same this week. As we have discussed in the past, during earnings season the focus of investors generally shifts away from economic issues with the

Stocks Hit New Highs

Stocks Hit New Highs

Global markets were generally higher on Friday as US stocks jumped to another record and crude oil rallied and investors reignited reflation trades while awaiting details of the Trump administration’s plan to cut taxes. Former Goldman Sachs president Gary

Markets Dip – Political Risks Outweigh Earnings

Markets Dip – Political Risks Outweigh Earnings

Global markets sold off overnight, as political risks outweighed corporate earnings strength offshore.    Trump has continued to spark controversy, most recently with his orders around banning immigration from certain countries. A busy start to the Presid

Key Themes & Top Stock Ideas for 2017

Key Themes & Top Stock Ideas for 2017

The late-year rally fuelled by the U.S. election has pushed stocks to peaks, which has seen some investors express caution that the market could be primed for a spill to start 2017. While we would be hesitant in broadly buying stocks at the current junctu

AU/NZ Model Equity Portfolios Power Ahead

AU/NZ Model Equity Portfolios Power Ahead

Both the Australian and NZ Model portfolios performed strongly, up +10.2% and +13.6% respectively over the 2016 calendar year. A strong month for equity markets in December saw the Australian market (ASX 200) end the year with a 7% annual gain for 2016. W

We just made +77% in this BLUE CHIP Stock

We just made +77% in this BLUE CHIP Stock

We thought BHP Billiton (BHP.AX) was oversold earlier this year during market panic & turmoil, and its share price has rallied nearly +80% since we bought it during the rout across mining stocks. While optimism around a Trump/Republican victory is helping

ATM's Top Dividend Stocks

ATM's Top Dividend Stocks

Recent market moves have reflected the rotation of investors from yield to growth stocks. As we have discussed in our updates, over the last few months the “yield trade” has reversed rapidly. There are signs of a prospect of higher interest rates and less

NZ Tourism Boom Stock Shines

NZ Tourism Boom Stock Shines

Tourism Holdings (THL.NZ) continued it stellar share price run as it announced a business acquisition in the US which we discuss below – ATM has made a solid +60% return on THL since buying it in April last year. Across both our NZ and Australian portfoli

Key Themes & Top Stock Ideas for 2017

Key Themes & Top Stock Ideas for 2017

The late-year rally fuelled by the U.S. election has pushed stocks to peaks, which has seen some investors express caution that the market could be primed for a spill to start 2017. While we would be hesitant in broadly buying stocks at the current junctu