Bell Direct Magazine

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

February market performance review

Highlights from Buffett’s 2017 letter

Having just consumed Buffett’s most recent letter to Berkshire Hathaway investors, I thought I’d share some of the most interesting parts with …

Three stocks we're happy to buy today

Throughout reporting season we highlight companies we are happy to buy following our assessment of results. Here are our three of our top picks from …

Infographic: Here's 40 Stock Market Terms That Every Beginner Should Know

Here’s 40 Stock Market Terms That Every Beginner Should Know<p>Understanding the stock market can be a daunting task for any new investor. Not only are …

Buy Hold Sell: Quality stocks on sale

The Risk-Return Matrix: Where does it say to invest?

A run of decent economic numbers for the US and the eurozone and the fiscal stimulus promised by US President Donald Trump are reinforcing views that …

Stocks

Beyond the Jargon: It’s all about Earnings

Net profit after tax (NPAT), adjusted earnings, normalised earnings, pro-forma earnings, earnings per share… With so many different phrases and …

Investing

Four stocks we're happy to buy today

Throughout reporting season we will highlight companies we are happy to buy following our assessment of results. Here are our four of our top picks …

January 2017

Industry starts the year slowly, product development continues.<p>The ETF industry took a rare pause in its growth trajectory in the first month in …

Beyond the Jargon: PE and PEG

<b>Alternative phrases</b>: Price to earnings ratio, PER, p/e.<p><b>Short explanation</b>: A quick and easy way of comparing the prices of different stocks or …

Stocks

Will bank shares rise in 2017?

Bank<p>Share price at time of writing<p>2017 dividend forecast<p>2017 dividend yield forecast<p>Clime’s 2017 valuation<p>Total 2017 return (dividends plus capital …

Turnaround opportunities

What the share-price charts say about Woolworths, Origin, Qantas and Fairfax.<p>When a company is in crisis, investors tend to sell first and ask …

Stocks

Where are the best prospects for dividends?

How mFund is helping investors put money to work

Easy-to-use service provides more choices to diversify away from a concentrated exposure to Australian shares – or cash.<p>For investors unintentionally …

Stocks

Here's why the ASX could show further strength

Page 1 of 1<p><b>The Australian market is showing more upside potential than previously expected, technical analyst Lesley Beath says.</b><p>In the last report, I …

Stocks

Aurizon books $54m 1H17 net profit despite earlier write-downs

Page 1 of 1<p><b>The freight operator's net profit increase for half bucks downward trend and shareholders receive 13.6 cents a share dividend, even after</b> …

Profit

Livewire Reporting Roundup

<b>The Good, The Bad and The Ugly</b><p><i>James Gerrish, Market Matters / Shaw and Partners</i><p>As is to be expected each reporting season, the range of results …

Where are we in the global investment cycle?

<b>Key points:</b><p>We are still a long way from the peak in the investment cycle. There is little sign of economic excess globally: underlying inflation is …

Buy Hold Sell: Small-caps under pressure

How to analyse company results

<b>Part 1 – Pre-result preparation</b><p>Investors who only start thinking about results once they’re released are at a natural disadvantage to those who’ve …

SaaS

The Best Profit Prospect for the ASX In Years

<b>The banks, for example, have not enjoyed any noteworthy uplift in forecasts</b>. Their risk profile has improved somewhat, predominantly because Basel …

Stocks

2017 Australian Equity Market Outlook

Equity markets: Over-priced or on the money?

The price of equity markets has been a talking point for many months, with many investors concerned there could be a correction just around the …

Stocks

Warfare is on the Rise. Gold will be too.

February 2017 Reporting Season - Trading Insights

• Download the calendar (sorted by date)<br>• Download the calendar (sorted alphabetically)<br>• Coming soon - <b>Bell Potter's forecasts and recommendations</b><br>• Watch …

Julia Lee's insights: January review

Is Donald Trump’s honeymoon with investors over?

<b>Key points</b><p>Donald Trump’s presidency comes with greater than normal risks. But his policy announcements should improve in quality over time, and …

Economics

Education

<b>OzForex</b> (OFX) and <b>GBST</b> (GBT) have both had profit warnings - <b>both are down 19% in a day</b>. <b>Aconex</b> (ACX) fell 45% in a day on a profit warning earlier the …

Stocks