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Andrew takes a bearish stance towards property, Matt walks us through his decision to sell Class (ASX:CL1) and Claude pitches the bull case for Webjet (ASX:WEB)
Andrew takes a bearish stance towards property, Matt walks us through his decision to sell Class (ASX:CL1) and Claude pitches the bull case for Webjet (ASX:WEB)
There’s an old (and quite unscientific) investment principle called the ‘rule of five‘ which states that for every five stocks in your portfolio, one will significantly outperform the market, three will more or less match it, and one will…well, it’ll suck. Badly. Overall, that makes the whole business of portfolio management seem rather futile. If the end result is pretty much a wash, […]
The market always offers up something of a mixed bag each results season but, on balance, at least among the most popular stocks on Strawman, what we’ve seen so far has been rather encouraging. Not so much in terms of the immediate market reaction — though we’ve certainly seen some big moves — but in terms of what these numbers say […]