Ultimate contrarian trade (Part 2)

Grek  Greek regulators are finally taking steps to reopen the Athens stock exchange.  After a month of closure, it will be interesting to see how volatile the market will be during the first few days of trading.  Will investors run for the exit or has prospects of a European bailout managed to calmed nerves? ThisRead More

Ultimate contrarian trade (Part 1)…

Financial crisis The current unfolding crisis in Europe intrigued my curiosity about investing in Greek shares during this very uncertain period.  I know that investors tend to overreact and that the best time to invest is when everyone throws in the towel (capitulation), which is typically associated when fear is at it’s highest (be fearful whenRead More

Good things come in small packages…

Regional Express Holdings As a general rule, I stay away from investing in the aviation sector given its tough and volatile business conditions.  But on rare occasions like this one, I bend the rules. Regional Express is Australia’s largest regional airline based in Mascot, NSW.  It was formed by merging the old Hazelton and KendellRead More

Good old checklists…

I believe it is important to have a checklist before making an investment.  Very much like buying a pre-owned vehicle, a used car buying checklist can help us avoid buying a “lemon” by reminding us of specific checks or to be aware of certain faults.  Therefore, given the risk inherent risks in investing, an investment checklistRead More

Hedging inflation ….

For my first post (which has been a long time coming!), I thought I touch on the Australian stock market returns. We’ll look at whether returns from the ASX keep up with inflation (inflation adjusted returns – which are not frequently cited) and what portion of returns is made up by dividends. I’ve used the ASXRead More