Preparing for earnings season




Your Wealth show

Summary: February earnings season offers an opportunity for investors to get a greater insight into company performance, compare results within sectors and re-balance their portfolios. If you are new to investing or just want to update your market knowledge, earnings season also brings a wealth of insights and commentary to retail investors – but it’s important not to get overwhelmed. ----more---- In this episode, Gemma Dale interviews two highly seasoned analysts, Guarav Sodhi and James Carlisle of Intelligent Investor, who give their advice on how best to prepare for earnings season, and discuss: how to analyse and find opportunity in the rush of company announcements, staying focussed and learning not to get seduced by management commentary, simple steps to prepare your portfolio and your watchlist for earnings season, and the companies Guarav and James are most interested hear from this  February.   The information provided in this podcast is intended to be of a general nature only. Any advice has been prepared without taking into account your objectives, financial situation or needs. Before acting on any advice, National Australia Bank Limited (ABN 12 004 044 937 AFSL 230686) (NAB) recommends you consider whether it is appropriate for your objectives, financial situation and needs. NAB recommends that you seek independent advice before acting on any of this information. NAB is not a registered tax agent and any taxation information contained on this website is of a general nature. The tax consequences of investing will depend on your particular circumstances and we recommend that you seek professional tax advice before applying for a financial product. The information in this podcast is not a substitute for reading the relevant terms and conditions and Product Disclosure Statement (PDS) before making any decisions available via our website at www.nab.com.au ©National Australia Bank Limited ABN 12 004 044 937 AFSL and Australian Credit Licence 230686 89526A0514.