Daily FNArena News - FYI

In order to have achieved a good return on your portfolio in March, you would have had to ignore quality and yield and simply gone with momentum.

Investors buying BHP Billiton shares because of its uranium reserves are overlooking something: current supply contracts are locked in until 2010.

Sell in the morning and buy in the afternoon. Making money from Telstra shares has never been easier.

The amount of neutral recommendations in FN Arena’s universe has fallen below 51% of the total again, and share prices are in retreat. Coincidence?

We’re completely relying on the homework done by the experts at Barclays Capital on this one.

Things may not be looking as bad for the Kiwi dollar after all.

FN Arena’s good friend, astute commentator Dennis Gartman of the globally respected Gartman Letter, suggests the US dollar is under “real and universal pressure”.

The latest estimate data show the growth of advertising spending slowing even further than predicted – at least in its quantifiable form.

Suddenly proprietary trading by investment banks is under attack from ASIC and the media. While ASIC is possibly naive in its understanding of the potential fallout, some observers should take more time to realise how the market works.

Weekly musings from your editor.