Education
Below are all our articles under the above category.
Cooking the Books: Here are 4 manipulative ways for your stocks to be manipulated
Have you heard of the term cooking the books? Cooking the books is a term used to describe the illegal act…
How are stock market indices like the ASX 200 determined?
Stock market indices like the ASX 200 and S&P 500 are used as barometers for the performance and overall health…
Pay attention to these 5 signs to buy a stock
What are the most important signs to buy a stock on the ASX or any other stock exchange? In this…
Stocks burying bad news: Here are 4 types of bad announcements that companies try to slip past you by releasing after 4.10pm
Stocks burying bad news is something that all investors will encounter at some stage in their investing journey. But some…
Why do companies get an ASX query? These are the 3 most common reasons
In this article, we look at why your company might get an ASX query? Specifically, the 3 most common reasons.…
Here’s why you need to watch gross margins as much as net margins
When looking at margins, gross margins are not typically considered by retail investors. But by considering them, you might gain…
Investing in stocks for retirement: Here’s why you should give it serious thought
Investing in stocks for retirement is an excellent option to consider. Investing in stocks can help you build a substantial nest…
Here are the 5 best books about share trading
Books about share trading are a great way for beginners to get started and for more experienced investors to gain…
Consensus estimates: How accurate are they and why is it such bad news if companies miss them?
If you’ve read some of our articles before, you might hear us talk a lot about consensus estimates. You may…
How to make money in the stock market? Here are the 2 most reliable ways
How to make money in the stock market? Simply put, it is to buy a stock, whether on the ASX…
Here are the 5 Top investing mistakes and how to avoid them
Sometimes, losing money in the stock market can occur due to bad luck, but other times it is due to…
Valuing stocks: Here are the 4 best methods used by investors
Valuing stocks can be an intimidating prospect for many investors, especially those just starting out. However, there are several well-established methods…
Here are the 3 best months to buy stocks
What are the best months to buy stocks? It is difficult to answer this question because there will always be…
4 of the strangest reasons directors sell shares in their company
What does it take for directors to sell shares in their company? Given it can be perceived as a sign…
Anti Woke ETFs: Are they for real and do they practice what they preach?
Have you ever heard of so-called ‘Anti Woke ETFs’? If you’re sick of companies that are big on ESG, this…
Why was Charlie Munger so famous?
In light of his recent passing, you might be wondering why was Charlie Munger so famous? If you’re reading this…
Here’s why looking at a stock’s standard deviation is critical for investors
A stock’s standard deviation is not something that many investors tend to look, even some professional investors. It is slightly…
5 ASX Stocks that have seen substantial shareholders selling recently
When you see substantial shareholders selling their shares in their company on the ASX, whether all of them or just…
NZX companies on the ASX: Here are 4 peculiar ASX stocks you probably didn’t know were NZX listed too
There are roughly 60 NZX companies on the ASX, equating to more than a third of the total number of…
6 companies that suffered a remuneration report strike this AGM season
Each AGM season, there are always a handful of ASX companies that endure a remuneration report strike. All companies have…
The ASX is shrinking for the first time in 18 years – will this disturbing trend reverse in 2024?
“The ASX is shrinking for the first time in 18 years” – say the headlines in much of the media.…
5 bad ASX IPOs that we think will bounce back…eventually
Yesterday we looked at bad ASX IPOs (and some foreign ones too) that bounced back. The lesson we hoped investors…
Here is what a Santa rally is and whether or not long suffering investors can expect one in 2023
There is a stock market phenomenon known as a Santa rally. We thought we’d take a look at what this…
When looking at an IPO prospectus, here are the top 5 things to look out for
When companies list, they will commonly put out an IPO prospectus – a formal document that provides detailed information about…
What is the difference between fundamental and technical analysis? Here are the most important things aspiring investors must know
What is the difference between fundamental and technical analysis? And what even are these two methods to analyse stocks in…
The Alpha of a stock: Here’s why it is important for investors to know
The Alpha of a stock is another important investing metric that stock investors need to know about. In this article,…
Here are our top 4 contrarian stock ideas on the ASX
Many investors are looking for contrarian stock ideas on the ASX. After all, Warren Buffett said to be greedy when…
What is a dead cat bounce and how can you identify one?
The term dead cat bounce has gained popularity in recent years. And there have been plenty of examples of this…
Activist investors: Here’s what you need to know about them and 4 famous activists to watch out for
Hear the term ‘Activist investors’ and you might think GetUp, the progressive activist group that forced Woolworths to hold an…
Why a stock’s beta is important for investors to know about
In this article we look at the concept of Beta in relation to stocks. Beta (sometimes represented by the figure β)…
Government bonds: Why are they so important in financial markets and why are they so high now?
Most investors will have heard of government bonds and know that they are important to financial markets. But not all investors…
Here’s why the Lehman Brothers collapse was such a watershed moment
The Lehman Brothers collapse in September 2008 was one of the major triggers for the global financial crisis. This event…
Here’s how to get a remuneration strike at an AGM
This AGM season, like any other, a remuneration strike is one of few notable things that may happen at a…
The ASX & SGX: Imagine if the proposed $8.4bn merger had actually gone ahead
Remember when the Singapore Exchange (SGX) made a A$8.4bn bid for the ASX? It was over a decade now, but we…
Why has the Aussie dollar been weak in 2023 and is this good or bad for shares?
Just over a decade ago, the Aussie dollar was on parity with the US dollar, meaning you could buy a…
‘Don’t Catch a Falling Knife’: Here’s what this saying means and 3 ways to avoid it
Don’t Catch a Falling Knife: Have you ever heard that phase? If you haven’t, this article is for you because…
After hours trading: Here’s how it works on the ASX & internationally
The ASX may be ‘officially’ open for only 6 hours a day, but after hours trading extends it significantly. In this…
It is AGM Season! Here’s why investors should care and go to their company’s meeting
It is officially AGM Season! This is because most companies hold their AGMs (Annual General Meetings) in the next couple…
How to tell which stocks to buy? Here are the 6 most important ways
How to tell which stocks to buy? Investing in markets such as the ASX can be an exciting and profitable venture,…
Why do cash burning ASX companies raise capital at a discount?
Why do ASX companies raise capital at a discount? This is a question many investors ask when they are diluted…
Sovereign Wealth Funds: How do they work and how does Australia’s stack up?
In this article, we look at Sovereign Wealth Funds. They are worth knowing about because they have a bigger role…
What do these 9 ASX stocks and the Simpsons have in common?
We thought we’d have a bit of fun with our ASX stocks focus for a change. We’ve watched some companies closer…
Should I invest in metal exchanges rather than in resources stocks?
If investing in resources stocks (particularly junior explorers) is too risky, another option is investing in metal exchanges. But is…
Passive investing: What is it and is it a better option than active investing?
The question we’re looking at in this article is: how does passive investing compare to active investing? We look at…
What is Microinvesting and how can I give myself the best head start?
In this article, we take a look at Microinvesting – a form of investing that allows you to buy stocks…
Here are the 30 best investing quotes for stock investors
What are the best investing quotes? Warren Buffett would account for several such as ‘be fearful when others are greedy’ and…
What is the trading platform with the lowest fees?
Investors wanting a good return on their assets would be looking for the trading platform with the lowest fees. We can’t…
Performance rights: They can be handed out like a blank cheque, but here’s what investors need to know
Many investors will have heard of the term ‘performance rights’, but may not know what they are. Although these are intangible…
Here’s why its crucial to know the liquidation value of your stock
We don’t think many investors think about a company’s liquidation value. Unless they invest in distressed companies. But we think…
Here is the rich history of the ASX, all the way back to the 19th century!
The history of the ASX began in 1987 when half a dozen state-based stock exchanges amalgamated into one via an…
Why do ASX small caps get recapitalised? And do existing shareholders have hope of coming out ahead?
Every now and then, ASX companies get recapitalised for varying reasons. Typically, the company is in a poor state being…
When your company proposes issuing shares to directors, here are 3 questions you need to ask
Companies issuing shares to directors inevitably leave shareholders with mixed feelings. On the one hand, directors are getting something essentially for…
The ASX is demutualised: Here is why that is a good thing
The ASX is demutualised and it has been since 1998. At the time, it was the first in the world…
Should I trade CFDs? Only if you’re comfortable with the extreme risk
Should I trade CFDs? CFDs (contracts for difference) are a powerful trading tool that allow retail investors to speculate on…
ASX v US stocks: 5 things we’d like to see the ASX learn from Wall Street
The ASX v US stocks debate is a common one among Australian investors – which exchange will generate better returns?…
What is shareholder dilution and when is it a good thing?
With the ASX hosting more small-cap companies than large ones, the concept of shareholder dilution is one that investors should…
Why do ASX companies undertake share consolidations? Here are the 2 key reasons
Some microcap ASX stocks (particularly companies below 1c) will undertake share consolidations for several reasons. SIGN UP FOR THE…
Many stocks have investor relations personnel. How can you judge their success or failure?
Many listed companies will have people dedicated to investor relations – either in-house staff or outside personnel from dedicated firms.…
How do analysts value stocks? Here are 3 key ways to judge what a stock is worth
In this article we answer the question ‘How do analysts value stocks?‘ By knowing how they do it, you can…
What is CAGR and why do listed companies like using it?
Although it is not as commonly used by Australian listed companies, Compound annual growth rate (CAGR), is a growth metric…
Demergers … The 5 most famous break ups!
Demergers are a common organisational restructuring tactic listed companies undertake. In this article we look at why companies undertake them…
Most ASX companies are in a blackout period right now – here’s what it means
ASX companies that use either the calendar year or July 1-June 30 year as their financial year are currently in…
How to rebuild your wealth after a divorce? Here are 5 key steps
How to rebuild your wealth after a divorce? It can be a daunting and overwhelming task. However, it doesn’t have to…
Why do some companies capitalise expenses such as R&D? Should investors even care?
There’s plenty of accounting plays companies can make and one of them is to capitalise expenses. To capitalise expenses (particularly…
What is a contrarian investor, who are some of the most famous ones and can I make money if I adopt this strategy?
What is a contrarian investor? Are they nobodies on the fringe of the market? Or are they the prophets you…
Here are the 2 most important stock market taxes that investors need to be aware on
As one of two certainties in life, investors need to be aware of stock market taxes. Investors may be liable…
Clinical trial stages: Here are the 4 big hurdles that biotechs need to overcome
A biotech wanting to bring a drug or product to market has to clear various Clinical trial stages. In this…
How to avoid losing money on stocks? Here are 3 reliable ways
How to avoid losing money on stocks? In this article, we answer that question. Investing in stocks can be a…
Why companies do M&A deals? Here are the 3 most important reasons
In this article we look at why companies do M&A – Mergers and acquisitions. M&A activity is an extremely common…
Chinese tourists in Australia: Will they ever return in their pre-COVID 19 numbers or will tourist operators be left distraught?
Chinese tourists in Australia were important to Australia’s economy pre-pandemic. Spending peaked at $12.4bn annually. Six months since China re-opened,…
How do interest rates affect stocks? Here are the 3 big ways
How do interest rates affect stocks? That’s a question that is particularly pertinent with interest rates being hiked at the…
CDIs (Chess Depository Interests): Why are some ASX companies listed in this way?
Some ASX companies have their shares listed as CDIs, or ‘Chess Depository Interests’. This is particularly true with American companies…
So, you want to invest in India on the ASX? Here are your best options
So you want to invest in India on the ASX? Maybe you missed out on China and like the idea…
Help: I own a delisted ASX company! What can I do?
If you own shares in a delisted ASX company, you’re probably wondering what to do. Some stocks have a happy…
Here are 4 of the most famous ASX corporate collapses in history and what you can learn from them
ASX corporate collapses – they can and do happen. No stock is immortal. Some survive longer than others – but…
Tax loss selling: Should you do it before the end of FY23?
It’s that time of the year when investors engage in tax loss selling. If you clicked on this article, you’re probably…
So your stock will release shares in escrow? What’s going to happen to the share price?
Just what are shares in escrow? And what happens when they are released? Essentially, escrow arrangements ensure that existing investors who…
What is an asset impairment? And is it really that bad a kick in the guts as some investors think?
You may have heard companies announce an impairment of particular assets. This is typically perceived by investors as bad news,…
The FIRB … Who is the Foreign Investment Review Board and why do they kill great deals?
Investors may or may not know the Foreign Investment Review Board (FIRB), but those who do might know it for…
The Humm saga showed ASIC has significant powers
At the end of last month, ASIC dropped a bombshell on Humm (ASX:HUM) and its investors. For roughly 24 hours, the…
So you stock went into voluntary administration … Is it all over now or will you get any of your money back?
Voluntary administration – these are the two words that no investor wants to hear. What will happen next and will…
Custodian trades: Here’s why it wasn’t really JP Morgan, HSBC or CBA that risked their money on your stock
Custodian trades are trades that make it appear like a major bank has bought or sold your company, but it…
It is Confession Season: Here is why investors need to be particularly alert in FY23
It is Confession Season in the Australian share market. Companies will commonly provide guidance towards their annual results and it…
Should you buy Qantas shares? Here are 5 reasons why the company thinks you should
Should you buy Qantas shares? On one hand, there’s the common mantra that investors should never buy airlines, not to mention…
What does your company’s auditor do and why is it so likely to be a Big 4 firm?
Each and every ASX company will have auditor. But what do they do? And why is it almost always one…
Will crypto recover in 2023? And if so, is now the right time for investors to get in?
Will crypto recover? Investors have asked this question for several months. Some have been wanting to get in, but have been…
So your company announced a non-binding MOU: Is it a genuine deal or desperate puffery?
When you’re invested in a microcap stock, you might hear it has signed a ‘non-binding MOU’ (short for Memorandum of…
Currency hedging: Here’s how it works and why it’s so important to so many companies and investors
You’ll commonly hear the term ‘currency hedging’. It is undertaken by many companies as part of the ordinary course of…
So you want to trade international stocks? Here’s 4 things to consider
Modern technology allows Australian investors to trade international stocks just like local shares. Stocks Down Under Concierge, recognising this, has…
Is $100 or more an expensive share price? Here’s why it’s not
With few ASX companies with share prices over $100, you’d be forgiven for thinking it is an expensive share price. Overseas,…
Share buybacks: Are they a good sign or a waste of company money in 2023?
Share buybacks are a controversial topic amongst investors. Some Concierge subscribers may be aware that Cyclopharm (ASX:CYC) unveiled one last week…
How can you build a stock portfolio that delivers good returns? Here are 4 necessary steps
How can you build a stock portfolio that generates good returns and grows your wealth? It’s not easy but it…
Carbon neutral investing: Here’s what curious investors need to know and which stocks they might easily consider
As the world seeks to reduce carbon emissions, Carbon neutral investing might be a strategy for investors to consider. But…
Relative Strength Index (RSI): How can it be used and how useful is it?
One of the simplest technical indicators that investors can employ is the Relative Strength Index (RSI). How does it work…
Orphan Drug Designation: What is it and why is it a big deal for biotech stocks?
While most small cap health stocks dream of commercialisation, companies at an early stage get excited about achieving Orphan Drug…
ESG Investing in 2023: How can I tell if a stock or fund is ethical or ESG compliant?
ESG investing is becoming increasingly popular with investors. But as this happens, it begs the question as to just how you…
5 of the worst ASX IPOs in the last decade!
Earlier this week, we wrote about the best ASX IPOs and now we’re writing about the worst ASX IPOs in…
What is a company’s profit margin and why is it crucial in 2023’s high-inflation environment?
In the high inflationary environment we’re in, investors will hear companies talk about margins. What are companies talking about? Why are…
Is investing in ASX international companies more challenging than domestic companies in 2023?
Investing in ASX international companies is eerily similar to investing in domestic companies. After all, you buy and sell shares…
Income Investing: It’s a good strategy but here are 4 factors you should consider
Income investing in relation to stocks involves generating returns from stocks via dividends, rather than share price appreciation. Dividends are…