Collected Wisdom

This week we look at Origin Energy, Corporate Travel Management, Caltex, Primary Health Care, Domino’s Pizza and Sonic Healthcare.

Summary: Relying on average market returns to guide investment decisions can result in investors taking an overly negative view of the opportunities that exist. The ASX200’s limited diversity has contributed to negative sentiment, as the financials and natural resources sectors have dragged overall average performance down. Strong performers can still be picked from a market with subdued average growth. For example, as financials and resources have taken a hit in the UK market, the information technology sector has delivered very strong results.

Key take out: Value investors should be aware that the Australian economy looks set to move away from traditional investment areas, and they should look for companies capable of succeeding in challenging market conditions.


SMS Code Sent…

Hi {{ user.FirstName }}

Looks like you've already taken a free trial

Please enter your payment details

We have sent you a code via SMS to {{user.DayPhone}}

please enter this code below to activate your membership

If you didn't receive SMS code please

Looks you are already a member. Please enter your password to proceed

Please untick this box when using a public or shared device

Verify your mobile number

Please sign up for full access

Updating information

Please wait ...

  • Mastercard
  • Visa

Related Articles