Is the sharemarket correctly pricing in fundamentals?
We analyse the fundamentals of companies such as Afterpay, Amcor, Brambles and Orica, and we seek to provide an objective insight into the...
Investors Mutual’s Key Tenets for Managing Small-Cap Risk
We discuss our key tenets of risk management in small-cap investing – capital preservation, investing for the long term, and...
Why earning income from shares has taken on extra significance
We discuss the issue of low interest rates and why investors are turning to the sharemarket for...
Where to for the economy and sharemarket as we head towards 2021?
We discuss what’s happening in the economy and sharemarket, and why IML’s funds remain skewed towards good quality, defensive...
Do valuations and PE ratios matter when the cost of money is zero?
This article discusses why valuation parameters and fundamentals remain an essential element in selecting stocks for one’s...