Latest Videos

How to trade large-cap insurers


Thursday, July 6th, 2017
Hello again everyone, I’m David Walker from StocksInValue. Today I’d like to discuss QBE Insurance Group’s recent guidance downgrade, why we still hold the stock in the model portfolio, some problems I see with criticism of the downgrade in the...Click to view

Hopes of Trump stimulus no longer driving markets


Thursday, July 6th, 2017
Contradictory messaging coming from Fed committee members speaking independently in the media has the market constantly guessing at present. While Trump appears to be running out of steam and his bag of tricks nearing empty, has he really got much...Click to view

Investing when growth is flat and yield is falling


Thursday, June 29th, 2017
For any investor, one of the most important portfolio considerations to make is asset allocation, and where and when to deploy capital. Depending on which stage of the investment cycle you’re in will determine your required weighting across asset classes....Click to view

Will Trump sink the market?


Thursday, May 25th, 2017
Hello again everyone, I’m David Walker from StocksInValue. In this week’s investment committee we began as always with a discussion of the market and macro environment and what this meant for our portfolio positioning with regard to capital deployed, the...Click to view

The Budget in Review


Friday, May 12th, 2017
While John is away interstate for Clime, David and Anthony step in to discuss some of the grittier details of yesterday’s Federal Budget from Treasurer, Scott Morrison. They delve into the implications for investors in banks, healthcare, energy, property, media...Click to view

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