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Kate Lee, CFA (TMFklee)

Kate Lee previously worked extensively as an equity analyst at Royal Bank of Scotland, ABN AMRO, and Societe Generale in Korea and Hong Kong. Moving to Australia in 2016, Kate also worked for NSW Health as a senior strategy analyst for the planning department. Kate is a keen investor and has a history of investing in Korean, US and Australian markets over the past 10 years. She's also a CFA charter holder. During her free time, she can be found bushwalking or playing puzzle games.

Recent Articles

A young male builder with his arms crossed leans against a brick wall and smiles at the camera as the Brickworks share price climbs today
Value Investing

Looking for value shares? This ASX 200 gem looks like a no-brainer buy to me!

| Kate Lee, CFA (TMFklee)

Is this dividend favourite shaping up as an ASX value gem?

Read more »

Man holding out $50 and $100 notes in his hands, symbolising ex dividend.
Dividend Investing

This 7% ASX dividend share pays cash every quarter

| Kate Lee, CFA (TMFklee)

Who wants more frequent cash payments?

Read more »

A man in a suit looks surprised as he looks through binoculars.
ETFs

3 ASX ETFs to watch ahead of Nvidia earnings release tonight

| Kate Lee, CFA (TMFklee)

Check out which ASX ETFs own Nvidia shares.

Read more »

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Earnings Results

Can this ASX healthcare stock, down 22% in a year, turn the tide after FY24 results?

| Kate Lee, CFA (TMFklee)

How did this ASX healthcare company do in FY24?

Read more »

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Earnings Results

Coles shares on watch after strong FY24 results

| Kate Lee, CFA (TMFklee)

How will Coles shares react following the robust FY24 results?

Read more »

Emotional euphoric young woman giving high five to male partner, celebrating family achievement, getting bank loan approval, or financial or investing success.
Earnings Results

Up 25% this year, can this ASX small-cap share keep rising after FY24 results?

| Kate Lee, CFA (TMFklee)

This ASX small-cap technology share has delivered robust FY24 results.

Read more »

A grey-haired mature-aged man with glasses stands in front of a blackboard filled with mathematical workings as he holds a pad of paper in one hand and a pen in the other and stands smiling at the camera.
How to invest

What is the Rule of 72, and why does it matter?

| Kate Lee, CFA (TMFklee)

How fast can you double your money? Use this simple formula to estimate.

Read more »

A farmer uses a digital device in a green field.
Earnings Results

Can Rural Funds narrow price discount to NAV after FY24 results?

| Kate Lee, CFA (TMFklee)

Rural Funds units are valued at a historically high discount to the company's net asset value.

Read more »

two men in hard hats and high visibility jackets look together at a laptop screen that one of the men in holding at a mine site.
Earnings Results

Why is this beaten-up ASX All Ords mining share rising after FY24 results?

| Kate Lee, CFA (TMFklee)

Is there a light at the end of the tunnel for this ASX All Ords mining share?

Read more »

Three analysts look at tech options on a wall screen
Earnings Results

Guess which ASX small-cap share is soaring 9% on FY24 results?

| Kate Lee, CFA (TMFklee)

This ASX small-cap share is charging higher after releasing FY24 results.

Read more »

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Earnings Results

Sonic Healthcare: Has the storm finally passed?

| Kate Lee, CFA (TMFklee)

Is the worst over for Sonic Healthcare shares?

Read more »

A young boy wearing a hat, sunnies and striped singlet looks fierce and flexes his arm in victory.
Earnings Results

Why is this ASX small-cap jumping 8% after releasing FY24 results?

| Kate Lee, CFA (TMFklee)

This ASX small-cap company is firing on all cylinders!

Read more »

Emotional euphoric young woman giving high five to male partner, celebrating family achievement, getting bank loan approval, or financial or investing success.
Earnings Results

Brambles share price hits record high on strong FY24 results

| Kate Lee, CFA (TMFklee)

Brambles shares are rocketing on strong FY24 results and share buyback plans.

Read more »

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Earnings Results

Aspen Group reports a 15% growth in underlying profit

| Kate Lee, CFA (TMFklee)

Affordable accommodation provider Aspen Group delivered a double-digit growth in net profit.

Read more »

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Earnings Results

Telstra shares on watch after a 5.9% increase in dividend

| Kate Lee, CFA (TMFklee)

Here's how the telco giant Telstra performed in FY24.

Read more »

A man with a beard and wearing dark sunglasses and a beanie head covering raises a fist in happy celebration as he sits at is computer in a home environment.
Earnings Results

This ASX small-cap stock is climbing today on 280% profit boost

| Kate Lee, CFA (TMFklee)

This ASX small-cap trades well below its asset value. Can this narrow after its FY24 results announcement?

Read more »

Magnifying glass in front of an open newspaper with paper houses.
Earnings Results

HomeCo Daily Needs REIT reports resilient FY24 results

| Kate Lee, CFA (TMFklee)

HomeCo Daily Needs REIT guides for a 2.4% growth in distribution in FY25 to 8.5 cents.

Read more »

man on his phone in front of all his computer screens checking the market and the ASX 200
Opinions

Down nearly 15% in a month, is this ASX ETF ready for a bounce?

| Kate Lee, CFA (TMFklee)

This ASX ETF looks interesting to me at the current price.

Read more »

Two kids in superhero capes.
Small Cap Shares

2 ASX small caps to consider for high yields and bargain prices

| Kate Lee, CFA (TMFklee)

Here are 2 ASX small-caps shares offering low prices and high yields.

Read more »

Magnifying glass in front of an open newspaper with paper houses.
REITs

With a 7% dividend yield, is this ASX REIT too good to ignore?

| Kate Lee, CFA (TMFklee)

This ASX REIT might be a way to achieve stable income growth, in my view.

Read more »

An older couple dance in their living room as they enjoy their retirement funded by ASX dividends
ETFs

I'd buy 200 units of this ASX ETF to generate an extra $70 of monthly passive income

| Kate Lee, CFA (TMFklee)

I think this ASX ETF is a low-risk option to generate more passive income.

Read more »

Three male athletes sprint on an athletics track with the sun low on the horizon behind them representing the race between ASX lithium shares to outperform
Dividend Investing

3 top ASX shares whose dividends keep growing

| Kate Lee, CFA (TMFklee)

Here are 3 ASX dividend shares with a strong track record.

Read more »

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Cheap Shares

Why I think this ASX penny stock is a bargain near its 52-week low

| Kate Lee, CFA (TMFklee)

Looking for a bargain ASX share to invest in? This small cap looks interesting to me.

Read more »

Three people in a corporate office pour over a tablet, ready to invest.
Opinions

Nearing a recession? Here are 3 ASX shares I would consider today

| Kate Lee, CFA (TMFklee)

Here is a list of three ASX shares that I think are well-positioned.

Read more »

Coles Woolworths supermarket warA man and a woman line up to race through a supermaket, indicating rivalry between the mangorsupermarket shares
Consumer Staples & Discretionary Shares

Clash of the titans: Can Coles keep outperforming Woolworths?

| Kate Lee, CFA (TMFklee)

Coles shares has outperformed its competitor Woolworths over the past year.

Read more »

Elderly couple look sideways at each other in mild disagreement
Bank Shares

Warren Buffett is selling his banking shares. Is it time to run?

| Kate Lee, CFA (TMFklee)

Why is Warren Buffett selling his banking shares?

Read more »

Cubes placed on a Notebook with the letters "ETF" which stands for "Exchange traded funds".
ETFs

Better ASX ETF buy: Vanguard Australia Shares Index ETF (VAS) vs Betashares Nasdaq 100 ETF (NDQ)

| Kate Lee, CFA (TMFklee)

Which ASX ETF fits better for your portfolio? Let's analyse what you should consider.

Read more »

a mine worker holds his phone in one hand and a tablet in the other as he stands in front of heavy machinery at a mine site.
Resources Shares

BHP share price has dropped 16% in 2024, so is it time for me to buy?

| Kate Lee, CFA (TMFklee)

Current valuations of BHP shares look attractive to me.

Read more »

Miner looking at his notes.
Cheap Shares

Down 20% and yielding 9%, is this ASX mining share a bargain?

| Kate Lee, CFA (TMFklee)

Check out this beaten-up ASX small cap share in the mining services sector.

Read more »

A young bearded man wearing a white t-shirt with a yellow backdrop holds up his arms to his chest and points to the camera in celebration of ASX shares rising today
Dividend Investing

Buy these ASX dividend shares for 4% to 8% yields

| Kate Lee, CFA (TMFklee)

Here are three ASX dividend shares on my watchlist today.

Read more »

Three people gather around a large computer screen where they are looking at something that is captivating their interest with a graphic image of data and digital technology material superimposed to the right hand third of the image.
ETFs

Microsoft results: Key takeaways for Betashares Nasdaq 100 ETF investors

| Kate Lee, CFA (TMFklee)

Here are key takeaways from Microsoft's results for Betashares Nasdaq 100 ETF investors.

Read more »

Modern accountant woman in a light business suit in modern green office with documents and laptop.
ETFs

Down 14% from its all-time high in June, is it time to buy this ASX ETF?

| Kate Lee, CFA (TMFklee)

I think this might be a buying opportunity for this ASX ETF.

Read more »

Happy man working on his laptop.
Financial Shares

Up over 90% in a year, is it too late to buy this ASX financial share?

| Kate Lee, CFA (TMFklee)

Generation Development Group's share price rose approximately 90% over the past year.

Read more »

ETF written on cubes sitting on piles of coins.
ETFs

Which Vanguard ASX ETF yields the highest passive income right now?

| Kate Lee, CFA (TMFklee)

Here's a list of Vanguard ASX ETFs offering higher than 3% yields today.

Read more »

Little girl looking down trying to zip up her pink windcheater.
BNPL shares

Why is the Zip share price tanking 5% today?

| Kate Lee, CFA (TMFklee)

The Zip share price is down over 5% today as the company starts its share purchase plan.

Read more »

A man sits in casual clothes in front of a computer amid graphic images of data superimposed on the image, as though he is engaged in IT or hacking activities.
International Stock News

What did Nasdaq high flyers Tesla and Alphabet just report?

| Kate Lee, CFA (TMFklee)

Nasdaq earnings season continues with Google-parent Alphabet and Tesla reporting overnight.

Read more »

A man has computer-generated images rushing through his head indicating an AI (Artificial Intelligence) concept of a communication network.
AI Stocks

Forget NextDC: 2 ASX artificial intelligence (AI) stocks to buy instead

| Kate Lee, CFA (TMFklee)

Here are two ASX AI shares to consider, in my view.

Read more »

A young woman sitting in a classroom smiles as she ponders lessons learned.
How to invest

3 things I've just learned from this billionaire investor

| Kate Lee, CFA (TMFklee)

Let's learn from seasoned billionaire investor Howard Marks.

Read more »

Three happy construction workers on an infrastructure site have a chat.
Resources Shares

3 ASX mining sector shares to buy if you're afraid of commodity price impacts

| Kate Lee, CFA (TMFklee)

These ASX mining shares are in the 'pick-and-shovel' business.

Read more »

A couple lying down and laughing, symbolising passive income.
How to invest

No savings? I'd use the Warren Buffett method to earn lifelong passive income with ASX shares

| Kate Lee, CFA (TMFklee)

Learn how to invest from Warren Buffett.

Read more »