Another High P/E Stock Falls, Aconex

I have posted a few blogs in recent times related to the risk associated with profit downgrades for high P/E companies. For a general discussion of this effect read an earlier blog post  here . Ye...

What does a bubble look like?

1-Page (1PG) is a software as a service (SaaS) company providing HR solutions for businesses. It listed in late 2014 for a price of $0.20 and one look at today’s share price of $0.205 might cause ...

The Risks of High P/E Stocks

Buying any stock carries risks with the composition of those risks varying depending on the particular company and industry in which it operates. Resource stocks, like BHP Billiton (BHP), carry si...

Blackmores reports massive earnings but drops 22%...what's the issue?

Although not in a Rivkin portfolio, Blackmores (BKL) has been heavily talked about in the news and has been one of the darling stocks of the ASX in recent years. The strong growth in demand for vi...

Plenty of ‘blue-sky’ left within Domino’s growth-by-acquisition pipeline

Given that it will immediately be earnings accretive on a pro-forma basis by around 4%, it's hardly surprising that positive sentiment towards  Domino’s Pizza Enterprises Ltd’s (ASX: DMP)  €35 mil...

How to find stocks with the hallmarks of ‘sustainable’ competitive advantage

There are over 2,400 stocks listed on the ASX, but believe it or not, only a choice few can truly lay claim to having a competitive advantage – which simply put is a company’s ability to reinvest ...

Is James Hardie seriously over priced?

After a stellar run since January that pushed the share price up 35% year to date – mainly due to modest recovery in the US housing market and a declining Aussie dollar – building products supplie...

10 stocks for income-hungry investors

Two concerns of income investors are the protection of capital and falling cash rates .  These issues combined create a conundrum, as low cash rates giving poor returns force investors to move fur...

DISCLAIMER: Rivkin aims to provide clear and simple information to those visiting our website. If any part of this disclaimer does not make sense, please phone Rivkin and ask to speak with a member of our Dealing and Relationship Management Team. Rivkin provides general advice and dealing services on securities, derivatives and superannuation (SMSF). Rivkin also provide SMSF administration and accounting services. Rivkin does not provide advice that takes into account your, or anybody else's, investment objectives, financial situation or needs. We strongly suggest that you consult an independent, licenced financial advisor before acting upon any information contained on this website. Investing in and trading securities (such as shares listed on the ASX) and/or derivatives (such as Contracts for Difference or 'CFDs') carry financial risks. CFDs carry with them various additional risks that differ from more simple securities such as fully-paid company shares. Some of these risks include not owning the underlying instrument from which a price is being derived, settling trades 'over the counter' with a financial institution rather than on a stock exchange, and using leverage to gain access to trades that may have a higher face value than your initial deposit. This risk of leverage means that it is possible to lose more than your initial investment. Our aim is to create more life choices for our clients, which means improving the wealth of clients throughout many market cycles by nurturing a relationship spanning many years. If you are not comfortable with your understanding of the risks involved before using a Rivkin product and service, please contact our office to seek further information or a Product Disclosure Statement, or make an appointment to sit with one of our friendly financial experts. It is in our interest for your Rivkin experience to be a rewarding and comfortable one. Rivkin is a trading name of Rivkin Securities ABN 87123290602, which holds Australian Financial Services Licence No. 332 802.