Bell Direct Magazine

By Bell Direct | A selection of articles related to the Australian market, curated by Head Equities Analyst Julia Lee

Seeking stable returns in an uncertain market

Finance

Australian Dollar: Is now the time to hedge?

We believe that global diversification should be at the core of each investor’s strategy. A globally diversified portfolio is likely to be better …

Economy

What's hurting your hip pocket?

With all the focus on the headline CPI each quarter, it’s easy to forget that it’s made up of a ‘basket’ of good and services. In this helpful …

Economy

Global Market Outlook: Earnings power stocks

Supported by ongoing growth in corporate earnings, global equities powered ahead in September, shaking off concerns surrounding North Korea and …

Stocks

8 high conviction stocks for October

We thought it was prudent to remind investors about the unique conditions that are suppressing market volatility at abnormally low levels. This is a …

Investing

Overweight banks in October, the winning trade

Since 2000, the Bank Index has been up 12 out of the last 16 years or 75% of the time. In the 12 years that the Bank Average has closed up, the …

Finance

Fixed

Page 1 of 1<p><b>Investors are increasingly investing in fixed-income exchange-traded funds (ETFs), some of which may help to protect against a potential</b> …

Finance

CBA’s conflicted strategies weigh on the stock for two years

Commonwealth Bank’s exit from life insurance underwriting in Australia and New Zealand is one of the better strategic decisions the bank could have …

Finance

The Tech Takeover of Advertising in One Chart

<i>The Chart of the Week is a weekly Visual Capitalist feature on Fridays.</i><p>Both Alphabet and Facebook have carefully worked at crafting their public …

21st Century Fox

The trouble with index investing

The Name of the Rose is Umberto Eco’s masterpiece whodunit set in a 14th century monastery (bags of sex and grisly violence with some serious …

Investing

Buy Hold Sell: 5 stocks with sustainable yield

• Caltex has an earnings hole to plug following the loss of contract with Woolworths<br>• Our panelists have a difference of opinion on Ramsay Healthcare; is …

Stocks

The New Criterion: Stargroup and Change Financial

<i>ATM operator Stargroup is hoping for a very nice withdrawal after the Big Four banks caved in on foreign ATM fees. Still on financial services,</i> …

Banking

6 keys to picking up good small caps

Page 1 of 1<p><b>This expert scours the globe for quality smaller companies. Here is what helps him make smart bets.</b><p>Greg Dean is the lead portfolio manager …

Investing

Education

We have identified some of the best mid-cap and small-cap fund managers and what they hold. We did that by searching on the Morningstar website the …

Investing

John Templeton: How to be a bargain hunter

Page 1 of 1<p><b>Morningstar believes there are important lessons to be learned from the world's most successful investors. Here is the second instalment</b> …

Investing

Woollies vs Wesfarmers: Which is the best and why?

YouTube

Why we like a2 Milk and WiseTech Global

Two of the largest positions in the fund right now have been a2 Milk and WiseTech Global. Both of these are stocks that have done tremendously well …

Milk

Buy Hold Sell: Winners & Losers from Rising Rates

In this episode of Buy Hold Sell the panel discuss a selection of rate sensitive stocks including Transurban, Scentre Group, CBA and Suncorp. What we …

Finance

The best trades on a 5-year view

Warren Buffett famously said: “I buy on the assumption they could close the market the next day, and not reopen it for five years”. We asked …

Finance

How should you read a broker report?

Broker reports are one of the most widely-used information sources for equity investors of all stripes, and there is no doubt they can be a very …

Finance

When short-sellers get it wrong

Short-covering rallies can be quite spectacular when the short-sellers finally concede defeat. To find out which stocks the short sellers may have …

Stocks

Oz Construction Cycle: The Impact Is Now

Not a day goes by without at least one economist, or journalist, pointing towards the housing cycle in Australia with the message: the cycle has …

Economy

Buy Hold Sell: Beaten up and unloved

The market isn’t always right, but a lot of the time it is. As Howard Marks once said, “You can’t do the same things others do and expect to …

Stocks

How downsizing retirees can boost superannuation with home sale

Page 1 of 1<p><b>People over 65 will be able to make an additional contribution to super provided they sell their house to do it.</b><p>This measure was part of …

Highlights and let downs from small-cap reporting

CBA becoming compelling value as the stock falls out of favour

The central argument of our thesis on CBA has been the stock would lose most of its premium to its major bank peers as ANZ and National Australia …

part 1

<b>Glenn Freeman</b>: I'm Glenn Freeman for Morningstar and I'm joined today by Peter Warnes, head of equities research for Morningstar Australasia.<p>Peter, …

The biggest month of dividends ever paid

Dividends for FY16 (ie dividends paid from Nov 2015 until Oct 2016) totaled $72.7billion. But for FY17, they have increased by +7.2% to $77.9 …