Adam Dawes, a Senior Investment Adviser at Shaw & Partners, shares his expertise on the stock market and offers insights into various companies. He discusses the promising potential of Xero Limited, highlighting its impressive growth and US expansion. The conversation also touches on the investment outlook for JB Hi-Fi and ResMed, while weighing the merits of gold amidst market uncertainties. Additionally, they explore groundbreaking AI technology for heart image analysis, signaling a new frontier in health investments.
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volunteer_activism ADVICE
Takeover Strategy
In a takeover situation, consider holding shares for a potentially higher offer.
Sell some shares to mitigate risk if the takeover fails, like Ramsey Healthcare's drop.
volunteer_activism ADVICE
Lithium Play
Consider buying Pilbara Minerals (PLS) as lithium demand stays strong.
Exercise caution due to oversupply; this is a longer-term investment.
volunteer_activism ADVICE
REITs Recommendation
Sell BWP Trust (Bunnings' landlord) due to limited growth potential.
Explore other REITs with better prospects, especially as interest rates fall.
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In "Get Started Investing," Bryce provides a straightforward guide to the world of finance, demystifying complex concepts and making investing accessible to beginners. The book covers fundamental investment principles, risk management strategies, and practical steps to build a diversified portfolio. It emphasizes the importance of long-term investing and offers actionable advice for readers at various stages of their financial journey. The book is designed to empower readers to take control of their financial future with confidence and clarity. It is a valuable resource for anyone looking to start their investment journey or improve their existing strategies.
Don’t Stress, Just Invest
Don’t Stress, Just Invest
None
Bryce
In "Don't Stress, Just Invest," Bryce offers a practical and reassuring approach to investing, emphasizing the importance of long-term planning and emotional resilience. The book tackles common investor anxieties and provides strategies to navigate market volatility. It explores various investment options, including stocks, bonds, and real estate, and offers guidance on building a diversified portfolio that aligns with individual risk tolerance and financial goals. The book encourages readers to develop a disciplined investment approach and avoid impulsive decisions driven by fear or greed. It is a valuable resource for investors of all levels seeking to build wealth with confidence and peace of mind.
Buy or Sell with Adam Keily is back for 2025!
In our first episode, Adam is joined by Adam Dawes, Senior Investment Adviser at Shaw & Partners.
Tune in to hear Adam's take on the following companies:
IFL
PLS
BWP
AMC
EIQ
XRO
JBH
RMD
EVN
ALL
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Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
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