Looking beyond the share price: a key lesson from CBL’s capitulation

16 April 2018

Stocks can switch from triumph to disappointment in myriad ways – CBL recently demonstrated how an irresistible stock may crash and burn, reminding investors about prioritising capital protection over soaring share prices. Yet there was always one key reason why CBL was a riskier stock than first appeared when it was flying high. CBL is […]

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30 years after 1987 – how stock market crashes can make you a better investor

16 October 2017

Nobody in the investment industry will enjoy remembering the 1987 stock market crash, 30 years ago this month, yet this event still holds many valuable lessons for investors. Without wanting to frighten anyone, crashes are relatively common over history. At Prime Value, our team has experienced several crashes: Black Monday 1987 (which was actually “Black […]

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What makes the table-topping Prime Value Cash Plus Fund tick?

20 September 2017

Prime Value’s Cash Plus Fund, launched in 2014, currently tops the ‘enhanced cash fund’ tables for performance over both the one year and three-year time periods. The Fund has delivered a 6.0% net return including franking credits for the year to 30 August 2017, and has returned 4.3% net annually, including franking credits, since inception […]

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Prime Value’s views on current market volatility. The Importance of prudent stock selection

28 August 2017

Given current market volatility, we thought it timely to provide a brief update as to our thinking with regards present market conditions. August has clearly been a challenging month for equity investors, with major sell-offs across global equity markets. With two trading sessions remaining, the Australian share market is down approximately 7% over the month, […]

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Yield Report – Cash and Fixed Income Manager

24 August 2017

Click here to read the full article –  Yield Report Aug 17

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Is the market expensive? Four reasons this is the wrong question to be asking.

10 August 2017

Is the market currently expensive? This is something we hear a lot from investors, and see a lot in the mainstream papers. But is it really the correct question to be asking? It can be easy to forget we do not own the market – rather, we own a portfolio of stocks. While individual stocks […]

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Rotation to large caps ‘uncomfortable’ but creating opportunities

22 May 2017

The rotation away from quality to large cap stocks, which has defined the last six months on the Australian equities market, has been painful for many investors but more opportunities are appearing as a result. The rotation has been uncomfortable and created much uncertainty, which can cause investors to panic. It creates uncertainty into how […]

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Avoiding the next Vocation: Five “watch outs” for selecting stocks

6 May 2017

Avoiding poor stocks when investing is as important as selecting big winners. One or two bad performers is all it takes to damage a portfolio. Investors should always consider preserving capital rather than just focusing on potential returns when choosing stocks. With any stock, you need to ask: what can go wrong? Where are the […]

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Opportunity stocks

15 August 2013

Click here to read the full article – Opportunity Stocks

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