In the Media

Working the Crowd

Herald Sun - 16 May 16

Dale Gillham, chief analyst and founder of fund manager Wealth Within, said his business was founded almost 14 years ago on a similar informal version of crowd funding. “I think it is a great idea. Anything that makes it easier for small business to get funding is going to be better,” Mr Gillham said. “I particularly like the idea of people investing in things that personally capture their imagination...

7 Tips on Getting Kids to Save and Invest

Australian Securities Exchange - 19 Apr. 16

Most Australians still need a reality check when it comes to money and investing. Even after more than 30 years of compulsory superannuation, the average Australian retires on far less than what is needed to fund a comfortable retirement. Tragically, the situation is unlikely to change for future generations of retirees unless more parents actually start “walking the talk”. So how do we create a better future? First, most Australians do not personally contribute extra to their superannuation, nor do they invest much outside super. Rather, a large majority tend to live for now and spending chews up most of what they earn. I find that trend alarming...

Earning Their Keep

Herald Sun - 25 Aug. 15

Many industrial companies will get a “free boost” from the fall in the value of the Australian dollar, however, shareholders are expected to look beyond this type of gain to examine underlying earnings and future prospects, Wealth Within founder Dale Gillham says. With wide expectations that most companies will meet their profit expectations this season, Mr Gillham says attention will fall on the next set of projected numbers. The outlook for the year ahead will drive share price movements on announcement days, he says. “Statements about the coming year will drive the share price, investors will be looking for earnings forecasts...

All That Glitters is Not Gold

Daily Telegraph - 22 Aug. 15

For many investors, swapping cash to buy gold bars certainly has its allure, particularly when other investments may seem a lot more risky, but before you get too excited about the thought of holding gold, let me say that not all that glitters is your golden opportunity. As with any investment, there are times to buy and times to sell. In my experience, it is extremely common for investors to make mistakes when investing, simply because they fail to sell. Buying something before you understand when and how to exit can be financial suicide. But how do you sell, when you have never learnt how? This issue is so common, which is why, when teaching ‘the how’, I harp on about the importance of setting stop losses...

Astute Investors Read the Charts

Geelong Advertiser - 25 Jul. 15

After the global financial crisis, we saw a rise in the number of class actions in Australia launched by shareholders claiming compensation against listed companies. Can we blame share holders who question whether they can trust the people who run Australian-listed companies to do the right thing? One example was Sigma Pharmaceuticals (SIP), which settled in the Federal Court in late 2012, paying $57.5 million to shareholders after a class action launched by disgruntled shareholders. SIP had reportedly forecast for growth in 2009, but then posted a loss of $389 million some months later. The share price fell by around 50 per cent...