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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

two men smiling with a laptop in front of them, symbolising a rising share price.
Dividend Investing

2 ASX shares with shareholder-friendly policies

| Kate Lee, CFA (TMFklee)

Meet these two ASX dividend shares with excellent track records.

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A group of three men in hard hats and high visibility vests stand together at a mine site while one points and the others look on with piles of dirt and mining equipment in the background.
Opinions

Down 40% in under 3 years, is the Lynas share price due a bounce?

| Kate Lee, CFA (TMFklee)

Is there any hope for Lynas shares?

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Happy woman holding $50 Australian notes
Opinions

2 ASX shares with strong cash flows

| Kate Lee, CFA (TMFklee)

These ASX shares boast excellent cash flows and are inexpensive to buy, in my view.

Read more »

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How to invest

3 pieces of investment advice from Peter Lynch

| Kate Lee, CFA (TMFklee)

Want to invest like a pro? Here are three valuable lessons from legendary American investor Peter Lynch.

Read more »

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Consumer Staples & Discretionary Shares

Buying Coles shares? Here are key metrics you'll want to know

| Kate Lee, CFA (TMFklee)

Grab a coffee and join me in this fun financial analysis exercise for Coles.

Read more »

woman consoles robot
Opinions

Is this ASX small-cap stock an overlooked beneficiary of the AI boom?

| Kate Lee, CFA (TMFklee)

Some industry experts anticipate power shortages. Can this ASX company benefit from this trend?

Read more »

Woman smiling with her hands behind her back on her couch, symbolising passive income.
Opinions

Down 9% in a year, is it time to buy this ASX 200 dividend stock?

| Kate Lee, CFA (TMFklee)

Now may be a good opportunity to add this dividend stock to your portfolio, in my view.

Read more »

A middle-aged couple dance in the street to celebrate their ASX share gains
Retirement

How much money do you need to retire?

| Kate Lee, CFA (TMFklee)

Planning for retirement? Here are key considerations and effective strategies to help you prepare.

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two women stand at a computer smiling in a large factory with high shelves piled with goods, as though working in logistics.
Opinions

2 ASX companies that could benefit from warehouse shortages

| Kate Lee, CFA (TMFklee)

Here are two ASX companies that are capitalising on the industrial property boom.

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Opinions

2 ASX companies dominating their niches

| Kate Lee, CFA (TMFklee)

Here are two ASX shares I think are punching above their weight in the global market.

Read more »

Person with a handful of Australian dollar notes, symbolising dividends.
Cheap Shares

2 cash-rich ASX companies to buy now

| Kate Lee, CFA (TMFklee)

Here are two ASX-listed shares boasting substantial cash reserves.

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a small boy dressed in a bow tie and britches looks up from a pile of books with a book laid in front of him on a desk and an abacus on the other side, as though he is an accountant scouring books of figures.
Value Investing

3 ASX shares trading below their book values

| Kate Lee, CFA (TMFklee)

Looking for undervalued stocks? Price-to-book values may be your guide.

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Three business people stand on platforms in the desert and look out through telescopes.
Opinions

3 ASX stocks Warren Buffett could buy today

| Kate Lee, CFA (TMFklee)

I think these ASX stocks could match Warren Buffett's selection criteria.

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Opinions

3 ASX shares with high insider ownership

| Kate Lee, CFA (TMFklee)

The boards of these companies have skin in the game.

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A businessman slips and spills his coffee.
How to invest

Peter Lynch says to avoid these 3 investing mistakes

| Kate Lee, CFA (TMFklee)

Here's some timeless investing wisdom from legendary investor Peter Lynch.

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A laughing woman holds her hands up, indicating a share price racing higher ahead of a trading halt on the ASX market
IPOs

Life 360 shares halted ahead of Nasdaq IPO

| Kate Lee, CFA (TMFklee)

Life360 requested a trading halt today as it prepares for an announcement.

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Dividend Investing

Up 34% in a year, is it too late to buy Wesfarmers shares?

| Kate Lee, CFA (TMFklee)

Wesfarmers shares have been on fire in the past year.

Read more »

a bricklayer peers over the top of a brick wall he is laying with a level measuring tool on top and looks critically at the work he is carrying out.
Dividend Investing

Down 17% in 3 months, is it time to buy this ASX 200 dividend superstar?

| Kate Lee, CFA (TMFklee)

Brickworks shares are trading at an attractive valuation, according to experts.

Read more »

Young woman using computer laptop with hand on chin thinking about question, pensive expression.
Communication Shares

Are Telstra shares now a brilliant bargain?

| Kate Lee, CFA (TMFklee)

Telstra is optimising its costs for future profit growth.

Read more »

Two couples race each other in supermarket trollies, having a great time, smiling and laughing.
Retail Shares

Would I be crazy to buy Coles shares at $16?

| Kate Lee, CFA (TMFklee)

The Coles share price has outperformed rival Woolworths over the past year.

Read more »