Bell Direct Magazine

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

Is EBITDA as bad as Buffett says?

Page 1 of 1<p><b>EBITDA can be a helpful valuation tool in some instances--just don't mistake it for free cash flow.</b><p>In Berkshire Hathaway's annual report …

Investing

Education

<b>19th May 2017</b><p>The bank sector is down 9.9% from the top in three weeks capped by a week of Budget based bank bashing. There are four golden rules of …

Finance

Chart: Here's How 5 Tech Giants Make Their Billions

Chart: Here’s How 5 Tech Giants Make Their Billions<p>on May 12, 2017 at 1:03 pm<p>Shares 1<p>The Revenue Streams of the Five Largest Tech Companies<p><i>The Chart</i> …

Advertising

The game-changer for residential property

Expectations for Australian residential property prices have been tempered recently by Governor Lowe’s presentation, data including soft wages growth …

Real Estate

8 reasons market vulnerable to nasty selloff

The US looks suddenly' very vulnerable" to a nasty selloff once everyone considers these 8 points, and I'm a BUYER of gold stocks for the first time …

S&P 500

3 LICs that we love

We are at an interesting stage in the cycle, with the ASX 200 hovering around recent highs, global equities looking expensive, and calls for boom and …

Investing

Diversification: capturing those outliers

At a conceptual level, diversification is all about spreading risk and not putting all our eggs in one basket. Quantitatively, as I’ve previously …

Investing

4 domestic bubbles caused by incentives

“Show me the incentive and I’ll show you the outcome” ... Charlie Munger’s quip is typically insightful and relevant to many of the ructions …

Finance

Resources stocks: boom or bust?

Page 1 of 1<p><b>Regardless of what happens to commodity prices, investors should always choose carefully when investing in resource stocks, using</b> …

Finance

Buy Hold Sell: Where is the value?

Howard Marks once said “Investing is a popularity contest, and the most dangerous thing is to buy something at the peak of it’s popularity.” So in …

Stocks

Media Centre

<b>Glenn Freeman</b>: I'm Glenn Freeman for Morningstar, and I'm joined here by David Ellis, our senior banking analyst, to discuss Budget 2017 and the …

Banking

Investing in XTBs with Bell Direct

15 fresh investment ideas from Future Generation

The 2017 Future Generation Investment Forum has been a resounding success. Livewire provided coverage of the event in which 13 of Australia’s leading …

Stocks

Which telco to back - Telstra, TPG or Vocus?

Buy Hold Sell: Stocks making all-time highs

3 new investment thematics from the budget

To cut through the deafening noise around this week’s Federal budget, Livewire has asked four of Australia’s leading Economists to boil the budget …

What's the biggest risk to the banks?

Interim reports for the major banks have concluded and the wires are awash with Budget commentary. Sentiment towards the Budget seems largely …

Malcolm Turnbull

Global Market Outlook: May 2017 - Earnings Uplift

Global stocks rose further in April, reflecting solid earnings results in the United States and reduced political risks in Europe. The outlook for …

Eight high conviction stocks to buy in May

Our high conviction stocks are those that we think offer the highest risk-adjusted returns over a 12-month timeframe, supported by a …

Buy Hold Sell: Stocks for a stormy market

It's been a dream run for equities recently, with indices steadily floating higher. This week, however, volatility returned and investors got a sniff …

Media Centre

Coppo: 8 charts on May seasonal strength and weakness

With bank reporting kicking off as we enter the seasonally weak month of May, I’ve looked at data back to 2000 to highlight some of the best and …

Markets

What would a housing crash do to stocks?

3 key themes for bank reporting

REITs offering numerous short opportunities

Since the rapid 20% correction witnessed from August to November 2016, the real estate and infrastructure sector has made a significant recovery. …

Real Estate

Telstra Is not the next BHP

Beware the dividend stock for which the share market starts anticipating a significant deterioration in operational dynamics and thus, eventually, a …

Stocks

Buy Hold Sell: 4 stocks feeling the heat

Where there’s smoke, there’s usually fire, so in this episode the panel focus on four stocks that are feeling the heat right now. Activists, short …

Chart: The World's Largest 50 Companies by Revenue

World’s Largest 50 Companies by Revenue in 2016<p>Today’s data visualization comes from Datashown, and it compares the world’s largest companies by …