Investing Compass

Can you value a share just using dividends?


Listen Later


We run through why dividends are valuable for investors, and a valuation technique for shares that investors are usually quick to dismiss.


A message from Mark and Shani


For the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.

We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.

The book is currently in presale which is an important time to build momentum. If anyone would like to support this project you can buy the book now. Thanks in advance!


Purchase from Amazon

Purchase from Booktopia


This week in Mark’s Unconventional Wisdom column, he looks at the investment theory of mean reversion. Simply, what goes down, must come up. A deep exploration shows that this type of strategy can be successful for individual investors, and he calls out 5 ASX opportunities using this strategy.

 

The largest asset manager in the world, Blackrock has declared that the 60/40 portfolio should be rethought. They also believe that a 70/30 portfolio is likely to deliver 6.5% going forward. In this week's Future Focus column, Shani takes a look at what the research says, and what investors can realistically do to still achieve their goals.

 

Over a year has now passed since Guzman y Gomez's ASX debut. So in the latest edition of Ask the analyst, Joseph thought it would be a good idea to catch up with Morningstar's consumer sectors analyst Johannes Faul. Johannes discussed his view on Guzman's long-term prospects in Australia, what might be baked into the share price at recent levels, and why Johannes is more cautious on Guzman's international prospects than the market.

 

The recent surge in crypto - especially Bitcoin - has reignited debate over the role of these alternative assets in modern investing. In this week's Young & Invested, Sim unpacks what's fuelling the latest bull run and explores whether crypto deserves a strategic position in the long-term portfolios of young investors.


To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here.

Audio Producer and mixer: William Ton.

Hosted on Acast. See acast.com/privacy for more information.

...more
View all episodesView all episodes
Download on the App Store

Investing CompassBy Morningstar Australia

  • 5
  • 5
  • 5
  • 5
  • 5

5

22 ratings


More shows like Investing Compass

View all
CommSec Market Update by CommSec

CommSec Market Update

14 Listeners

Motley Fool Money by LiSTNR

Motley Fool Money

85 Listeners

The Money Puzzle by The Australian

The Money Puzzle

52 Listeners

Equity Mates Investing Podcast by Equity Mates Media

Equity Mates Investing Podcast

55 Listeners

The Rules of Investing by Livewire Markets

The Rules of Investing

13 Listeners

Your Wealth by NAB

Your Wealth

6 Listeners

Australian Investors Podcast by Rask

Australian Investors Podcast

22 Listeners

Australian Finance Podcast by Rask

Australian Finance Podcast

29 Listeners

Buy Hold Sell, by Livewire Markets by Livewire Markets

Buy Hold Sell, by Livewire Markets

2 Listeners

The Call from ausbiz by ausbiz

The Call from ausbiz

7 Listeners

The Money Café with Alan Kohler by Intelligent Investor

The Money Café with Alan Kohler

31 Listeners

Chanticleer by Australian Financial Review

Chanticleer

16 Listeners

The Fin by Australian Financial Review

The Fin

23 Listeners

5 in 5 with ANZ by ANZ

5 in 5 with ANZ

7 Listeners

Australian Retirement Podcast by Rask

Australian Retirement Podcast

8 Listeners