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

Xmas Rally to Fade?

Xmas Rally to Fade?

Equity markets have experienced a strong rally through the Christmas period, led by the US market which is at all-time highs.   Closer to home, the Australian market (ASX 200) is sitting at its high for the year and managed to achieve +7% return for the c

"Trumpflation" sees rotation from bonds to stocks

"Trumpflation" sees rotation from bonds to stocks

Taking a bigger picture market view we continue to expect markets to remain focussed on announcements made by Trump in regards to appointments in his administration & actual specifics around policies. As this news flow is released markets will react posit

Trump to Triumph on Tuesday?

Trump to Triumph on Tuesday?

Global markets continued to sell-off on Friday, with the US market sliding for the 9th consecutive day as investors remain cautious before the US election. Traders have moved into relatively safer assets as opinion polls showed the U.S. presidential race

Gold Price Crashes

Gold Price Crashes

Market sentiment has become dominated by speculation around the next moves by central banks across the globe, which have generally implemented easing measures that have propped up stock prices and seen bond yields move lower in recent years. As a result,