Tag Archives: SMSF Investing

MASTERCLASS Investment – Christmas Rally on the Stock Market?

The Christmas  Santa Claus Rally – what is it? While the stock market will move and react depending on various factors, there can be trends at certain periods. In the run-up to Christmas, stock market share prices have a tendency … Continue reading

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MASTERCLASS Investment – What is a Covered Call – a Trading Strategy

In addition to identifying growth shares that show all the signs of superior management, you can also help protect your portfolio against under-performance and reduce risk by employing a Covered Call Option Strategy. What are they? Covered Call Strategy is … Continue reading

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MASTERCLASS Investment – Financial Health Part 2 – Difference between Fundamental and Technical Analysis

In Part 1 of our series, we looked at how to determine financially healthy companies to invest in. Here in Part 2, we learn that share investors can tend fall into 2 groups – fundamental analysis and technical analysis, and … Continue reading

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MASTERCLASS Investment – Finding and Investing in Healthy Companies

For both SMSF or personal investing, investors want to know finding and investing in healthy companies, that is, those with financial health, as it helps investors (either those buying shares in listed and other companies, or business owners in their … Continue reading

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MASTERCLASS Investment – EOFY – Top 8 Tips for End of Financial Year Investment planning

The importance of preparing for the end of financial year (EOFY) is a crucial stage as an SMSF investor, as many actions MUST be completed before 30 June!! Here are 8 actions for end of year investment strategies to set-up … Continue reading

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MASTERCLASS Investment – Stock market recovery and timing markets – an historic view

It is interesting to look back on what history has shown happens in similar situations to get an idea what COULD happen, then assess factors that make the CURRENT situation DIFFERENT and what is LIKELY. No one knows for sure … Continue reading

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Masterclass Investment – Working Capital Meaning

Companies need to balance the right amount of working capital to function optimally so let’s look at the working capital meaning. Working Capital is the liquid (cash) assets/capital of a business which is used in its day-to-day trading operations, calculated … Continue reading

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MASTERCLASS Investment – What is the Current Ratio and what does it tell us?

The Current Ratio formula gives a value which is one of a group called “liquidity ratios” and shows a company’s ability to pay its short-term obligations (note – short term refers to the next 12 months.) In other words it is … Continue reading

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MASTERCLASS Investment – What is the Quick Ratio and how to calculate Quick Ratio

One helpful ratio for business financial health check, is the Quick Ratio formula – it is an indicator of a company’s short-term liquidity position and measures a company’s ability to meet its short-term obligations with its most liquid assets. (Usually within 3 months or … Continue reading

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MASTERCLASS Investment – Interest Coverage Ratio – How it helps to analyse a company for investing

The interest coverage ratio, (also known as interest cover or times interest earned) tells us how many times the profit/earnings  of a  company covers its total interest-payment expense bill. The formula is calculated by dividing EBIT (earnings before interest and … Continue reading

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