In the Media

Lowdown on Investing

Sunday Examiner - 18 May 14

One of the biggest beginners’ mistakes is in thinking a 50-cent stock is better value than a $50 one, says Dale Gillham, chief investment analyst at Wealth Within, which runs the only accredited diploma in share trading. So where do you start? Go for any of the stocks in the top 20. They will be blue chip and have stood the test of time. The cardinal rule is know thyself. If the thought of shares jumping up and down willy-nilly worries you, consider property. If you don’t want to tie your money up in something that is always requiring attention or repairs, then the sharemarket might be a better fit...

The ABC of Investing

The Age - 14 May 14

One of the biggest beginners' mistakes is in thinking a 50-cent stock is better value than a $50 one, says Dale Gillham, chief investment analyst at Wealth Within, which runs the only accredited diploma in share trading. ''They believe they get more shares and, as such, are more likely to get a better return, which is simply untrue,'' he says. Another is not having a selling price in mind when you buy. If nothing else, this concentrates the mind wonderfully, because it will force you to put a value on the stock, which in turn will mean doing some homework. ''Your exit price is more critical than the buying price,'' Gillham says. So where do you start...

The Gloomy Country

Sydney Morning Herald - 14 May 14

However, fund manager and Wealth Within analyst Dale Gillham said domestic investments usually offered stronger, more stable returns. Unlike those from other nations, Australian dividends also carried tax credits, while international shares were subject to withholding tax, Mr Gillham said. “There are also enough places in Australia to invest your money without going overseas,’’ Mr Gillham said. “There are 500 shares for example on the All Ordinaries Index, when in fact you really only need 10 stocks for your portfolio to work. “Investors also start to lose control to some degree when they invest overseas...

$4 a good price for DJs shares

Daily Telegraph - 22 Apr. 14

South African Woolworths SA sprang out of left field last week, throwing a $4 per share bid on the table to blow the Myer/David Jones merger plans out of the water. The bid has left shareholders wondering whether or not it is a good deal? The most important thing an investor can do when weighing up a decision to accept or reject the bid is to look at where the share price has been trading over recent years, as this provides an indication of where it may go...

Research House Warns on Performance Fees

Investor Daily - 14 Apr. 14

Speaking to InvestorDaily, Dale Gillham, director of boutique fund manager Wealth Within, said when it comes to performance fee funds it can be difficult for investors to establish what they will be paying so it is important for investors to focus on a few factors. “You shouldn’t be paying a performance fee on a negative return, regardless of whether it outperforms the index or the benchmark and the fund needs to have a high water mark before they start charging,” Mr Gillham said...