Bell Direct Magazine

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

4 stocks to watch amid pre-Trump jitters

Page 1 of 1<p><b>It's worth keeping an eye on these healthcare stocks, with policy uncertainty in the US and Australia combining with stewardship issues to</b> …

Investing

Media Centre

<b>Glenn Freeman</b>: I'm Glenn Freeman for Morningstar and I'm joined today by our Head of Australian Banking Research, David Ellis.<p>David, thanks for …

Banking

7 Contrarian Investment Predictions for 2017

<b>1. Wheat and corn prices will rise by 50%.</b><p>One of the overlooked areas for true value investors at the moment is agricultural commodities. Wheat, corn …

Investing

5 Interesting Microcaps & Nanocaps for 2017

<b>SDI Limited (SDI)</b><p>Mkt Cap $88m<p>Share Price $0.74<p>FY17 P/E EST 12<p>Fully Franked Yield 3%<p>SDI is a global leader in the development, manufacture and supply …

The X factor for shares in 2017

Investment experts outline a potential surprise event for markets.<p><i>ASX Investor Update</i> asked three investment experts to name a potential X-Factor or …

6 stocks to watch in 2017

Page 1 of 1<p><b>These mining services companies are tipped for positive performance this year and beyond, but they won't outperform like they did in …

Business (Australia)

Why investors do worse than the funds they invest in

Investors tend to do the opposite of what works in investing. We have all always intuitively known that investors tend to buy at the tops and sell at …

Investing

The growth stocks vulnerable to a selloff in 2017

These 5 stocks led large-cap share price growth in 2016

Page 1 of 1<p><b>Resources companies dominated the top tier of companies covered by Morningstar Australasia in 2016, in terms of share price growth</b> …

Mining

Is now a good time to buy?

Page 1 of 1<p><b>Given the banks have rallied hard, resources are losing upward momentum, and the Dow Utilities is facing its downtrend, some short-term</b> …

Finance

The #1 stock picks for 2017

6 topical issues for 2017

The Technological Arms Race

In a recent TED interview, Charlie Rose asked Larry Page (Co-Founder of Google) what is his most important lesson from business. He said that he has …

Computer Science

Infographic: The Year in News 2016

The Year in News 2016<p>As an election year, 2016 was unequivocally political in nature.<p>It seemed like Donald Trump, Wikileaks, and so-called “fake …

Republicans

What will the market get wrong in 2017?

Coppo: Is it time to turn Bullish?

<b>Is it time to finally turn bullish after 3 years of treading water?? I THINK IT IS...</b><p>A history of market cycles indicates it may be turning.. I'm …

A golden era begins for value investing

Winners and losers in the Year of the Monkey

Page 1 of 1<p>The year started with dire warnings about a global crash, but ended with US stock prices at record highs, despite the shocks of "Brexit" …

Why Westpac is our pick of the big four

The 2016 reporting season suggests underlying fundamentals are becoming positive for the banks. These include slowing margin decline as competition …

Buy Hold Sell: Six value big caps

The long-awaited return of Australian earnings growth

Downgrades to bottom-up EPS forecasts over the course of a year are fairly normal, with Pollyanna-like analysts prone to over-optimism. The average …

This telco stock is now trading at an attractive discount

Page 1 of 1<p><b>Despite a share price slippage of almost 25 per cent in recent months, this corporate-client focused telecommunications company is a</b> …

Peak optimism for Australia’s big four banks

The first chart shows that the big four banks are priced richly relative to the incomes of the very customers it depends upon for its</i> …

7 investment strategies when rates are rising

<b>Buy Banks, Funds and Insurance</b><p><i>Hugh Dive, Aurora Funds Management</i><p>The companies that will perform well in a rising interest rate environment fall into …

BHS: Australia’s most shorted stocks

How to position for the great rotation

Bonds may have sold off but don't sell out

Page 1 of 1<p><b>While the outlook is mixed for bond prices, bond funds still have an important role to play in investors' portfolios, according to</b> …

Self-managed super as attractive now as ever

Page 1 of 1<p><b>Self-managed super fund trustees, and those considering the do-it-yourself route, may be reconsidering the viability of such arrangements</b> …

Quintessentials: The continuing “search for yield”