Media Comment

StocksInValue provides insight into stocks and investing in general. Our writers are often sought for comment and publication in a wide range of national press. A selection of these articles can be viewed below.

A smart strategy for a fully valued stockmarket

From: 
 David Walker, Senior Equities Analyst
the-australian

These are confusing, unprecedented times for investors. The key direction-setter for interest rates, the US Federal Treasury, remains split on the timing of its first hike in many years, Chinese data in recent days has disappointed again and Europe continues to have negative interest rates. Figure 1. Government bond yields Source: Mauldin Economics, Thomson Reuters […]

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Value Investor: Profits set to bloom

From: 
 Alex Hughes, International Analyst
fe2

CF Industries is the largest manufacturer of nitrogen fertiliser in the US and the second largest in the world, with nitrogen fertiliser manufacturing facilities across the Midwestern US states of Louisiana, Iowa, Mississippi and Oklahoma as well as plants in Ontario and Alberta in Canada. CF has annual production capacity of over 7.4 million tonnes […]

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Powerful first quarter on ASX should extend deeper into year ahead

From: 
 David Walker, Senior Equities Analyst
the-australian

At the start of the year I said monetary policy divergence globally would be a dominant theme this year, and the divergent performance of equity markets in the first quarter — the three months to March 31 — reflected this theme. The ASX rose more than 9 per cent in the March quarter, driven mainly […]

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