Opportunities for reflection, celebration, caution and patience
Following a week’s hiatus, this week’s Investment Matters is chock full of topics relating to portfolio positions, the market overall and updates from the Australian Bureau of Statistics.
Each topic highlights opportunities for reflection, celebration, caution and patience.
In no particular order, the rundown is as follows:
The announced takeover of a portfolio significant position, De Grey Mining.
Promising AGM update from long-held portfolio position in EarlyPay
A brief analysis of recent moves by famed US investor Warren Buffett and how that relates to both clients’ portfolio positions and the Australian market overall.
Unfortunately a disappointing update from the small Alternatives position in Hemideina.
ABS National Accounts – a sombre read for citizens but not all bad news for equities.
Australia’s ‘National Accounts’ – little growth, other than in population
Investment Matters highlights our Top Eight insights on the ABS (Australia Bureau of Statistics) estimation of the size and growth of the Australian economy, the so-called National Accounts.