"Equities"

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This fundie says Visa trumps Mastercard – and it’s cheaper
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A diligent approach to investing in Agilent Technologies Inc (NYSE:A)
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Big tech's big opportunities
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How to mitigate the impacts of the banking crisis on your personal portfolio
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Tech giants likely to win the race for AI supremacy
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No secret sauce! The simple process with a proven track record
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Still a growth company? – Nike | Summer Series
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Why Bob is still buying Microsoft and Alphabet
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Simple investing tips to overcome uncertainty
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Nearly all of the #1 stock picks are in the red for 2022... Here's why that could now change
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Staying the course
By Luke Davrain, CFA
 Why this fundie is betting on luxury as recession fears mount
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Forget forecasts – focus on quality
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The Rules of Investing | We’re finding value everywhere
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Positioning in the current environment
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Volatility delivering the goods for stock pickers
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The Numbers Game: Risks hiding in plain sight
By Adam Chandler
 The highs are in for earnings and margins
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Be an investor not a speculator
By Bob Desmond, CFA
 Retailers set to benefit from cashed up consumers
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Great long-term opportunities come in times of uncertainty
By Adam Chandler
 Finding great stocks that posses pricing power
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Quality, growth, and value: The keys to buying the world's best (mispriced) businesses
By Bob Desmond, CFA
 Markets sniff out flakey businesses
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Winning the war on talent
By Luke Davrain, CFA
 Microsoft's buyout of Activision Blizzard screams opportunism
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You need to have conviction as the liquidity tide goes out
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Why Bob's 2022 wishlist is short but sweet
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Shopping for stocks in the US
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US big tech just keeps delivering quarter after quarter
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Unpacking the benefits of a high-conviction portfolio | Equity Mates
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The all-weather, all-steady approach to investing through market corrections
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The value in companies with pricing power, amid slowing growth and rising inflation
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Why a US market correction would encourage this investor to buy more
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High-margin, asset-light businesses are the best defence against inflation
By Bob Desmond, CFA
 Why Square's Afterpay is no threat to Visa
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Not even COVID could crush this 70-year-old winner
By Chris Hernandez
 Making up the numbers
By Bob Desmond, CFA
 Lowe’s – moving from good to great
By Bob Desmond, CFA
 Strong capital allocation made the difference in this healthcare business
By Luke Davrain, CFA
 This bricks and mortar retailer will continue to thrive post-pandemic
By Chris Hernandez
 Golf, concentration and free lunches
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A company that ticks all our boxes
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