Did the recent stock price action surprise us? No. The opposite in fact. The recent stock price action confirms what we’ve said in recent weeks.

It seems clear that the RBA’s move will continue to drive Aussie investors from term deposits into dividend paying stocks in the hunt for a reasonable yield. A falling Aussie changes the valuation metrics for a lot of stocks. So today’s Money Weekend will leave the currency wars behind and focus on value.

‘Safe’ dividend stocks have outperformed all comers during the recent bull run. Some now look expensive compared to other sectors. So what should you do?

Foreign investors can get nearly twice as good a yield in Australian dividend stocks as they can in stocks anywhere else.

It’s a great time to buy growth stocks. We said that a few weeks ago as stocks hit the peak. To us, dividend stocks looked overvalued at worst and fairly valued at best.

We had lunch with a couple of old broker pals yesterday. The broad opinion was that we were all worried that the stock market was heading for a fall. But not the whole stock market, just one bunch of stocks in particular.

As far as stock investing is concerned the only two things you need to look for…the two things that move markets…are interest rates and earnings.

The easy trade since the middle of last year has been to buy dividend-paying stocks. So, what do investors do now? How can you maximise your stock market returns after shares have already gone up?

It looks like Australian stocks are tracking the exchange rate. This makes sense if you believe the US fiscal deal is a green light for the ‘risk trade‘.

We can’t claim we saw the capital gains coming in 2012 for big blue chip stocks, but we did strongly suggest you have a big chunk of your savings (your ‘safe money’) in dividend paying stocks.

For the final edition of Money Weekend we’ve brought you a taste of this year’s most popular articles (and more).

The next twelve months will continue the trend from the last twelve months. It will continue to be a stock-pickers market. But rather than investors picking blue-chips for yield, the action will come in the small-cap sector.

Kris Sayce explains how if you’re sensible and you don’t get in above your head, you can use margin lending and small-cap stocks as a conservative way to boost your share returns.

Rather than taking a big risk by putting all your cash money into shares, look at the alternative.

Sometime our seemingly contrary advice often leads to us getting questions like this from readers, ‘How come you’re telling me to buy stocks when Murray says the market is about to crash? I’m confused.’ It’s a fair question, and we’ll answer it today…

The world is slowing down. China’s GDP growth is not what it used to be. And if you’re sceptical about Chinese statistics, you probably know it never was what it used to be. The Americans still haven’t found their feet, despite epic stimulus efforts. Europe is a basket case and probably in recession. In short, [...]

Yesterday we left you with a cliff hanger: “So, what is the path to freedom and prosperity? The After America investment symposium had the answer to that… “Your only option is for you to take care of yourself and your family. “How do you do that?” Today we’ll show you how to help build your [...]

A 23% range. For two and a half years, the ASX200 has been stuck in a 23% trading range… ASX200 Stuck in a Rut Click here to enlarge Source: Yahoo Finance What’s bizarre about this is that we are living in some of the most tumultuous times on economic record. Surely markets should be on [...]

Stocks now pay way less than bonds once again, but neither pay much… BLINK and you missed it. US equities offered a greater yield on investment than did US Treasury bonds for less than five months… And from the day this oddity struck, 18 Nov. 2008, the S&P still had another one-fifth to fall.   [...]

The National Australia Bank [ASX: NAB] takes the razor to its dividend. Actually, it’s just lopped a bit off the top. Our guess is that it’s a political dividend cut rather than a financial dividend cut. In other words, it wanted to show the market that it is serious about maintaining its capital strength, while [...]

Despite the little rebound in financial stocks yesterday, are you happy to buy into the banks yet? We’re not. ANZ Bank’s yield will still be around 8% even after it cuts the interim dividend. That’s pretty good compared to the 3.75% you can get in a high interest savings account. But as good as that [...]

“If anything, the update appears to be positive versus consensus and our forecasts.” That’s the comment by GoldmanSachs JBWere on the Westpac half-year report. GoldmanSachs are clearly a “glass is half full” kind of organization. Because when we looked at the Westpac update yesterday we saw a glass that was three-quarters empty. But maybe they [...]

We have climbed down from our soapbox today, in order to take a look at the banks. Or, more precisely, the dividends on bank shares. Today’s Age reports that “Australian banks pressured to lower dividends.” It’s a touchy subject for the four major banks. If there are two things Australian income investors like it’s a [...]