Understand the present before predicting the future

Thursday, October 19th, 2017

Recently an investor posed us a question that flowed from his readings of a “doomsday” commentator who suggested that markets were vulnerable to an interest rate shock likely to flow from the predicted adjustments of US cash rates. He had... Continue reading

Where to find opportunities in large companies

Thursday, October 19th, 2017

There is so much confusion about the stocks in the ASX’s large-caps index, the ASX 50. Some investors see them as ‘blue-chips’ by virtue of their size and longevity, and thus see them as long-term portfolio holds. Others think the... Continue reading

QBE’s 2019 outlook improves after the catastrophes

Thursday, October 19th, 2017

2017 is set to be the worst year on record for insured catastrophe losses. With some three months to go, 2017 insured losses of around US$150 billion are set to exceed the $120 billion of 2005 and $134 billion in... Continue reading

Lessons from ‘Black Monday’

Thursday, October 19th, 2017

Black Monday for the US market became Black Tuesday in Australia. The US market had fallen by 22% on Monday night and the Australian market crashed by 25%. My recollections are that the warning signs were observable in 1987. The... Continue reading

Dividend Detective: REX Holdings

Tuesday, October 17th, 2017

ASX code: REX Share price: $1.51 Industry: Airlines Forecast FY18 Distribution: 10c Airlines are not typically synonymous with the type of companies one would expect an income-oriented investor to consider for their portfolio. However, proving there are exceptions to almost... Continue reading

A better way to find the technologies of the future

Thursday, October 12th, 2017

One of the most striking features of science fiction, in its exploration of technology’s wildest dreams and darkest nightmares, is its ability to view the world resulting from individual, revolutionary developments. Blade Runner, among the most famous sci-fi films ever... Continue reading

Market Wrap: Big movers in a slow September

Thursday, October 12th, 2017

Although the ASX by and large remained flat throughout the September quarter, a handful of stocks saw some rather drastic shifts over the period. Analysts, David Walker, Scott Maddock and Damen Kloeckner come together to discuss their perspectives. In this... Continue reading

Reporting season for the big industrials

Thursday, October 12th, 2017

The reporting season just completed was fairly uneventful – and so it should have been. The requirement for listed ASX companies to keep the market and therefore investors informed has worked – at least over the last few months. The... Continue reading

What’s driving markets right now?

Thursday, October 12th, 2017

In this article we look at some of the more topical subjects influencing financial markets and analyse a few interesting charts. We start with rising rates – the message being delivered by the Federal Reserve’s Janet Yellen in uncharacteristic straightforward terms.... Continue reading

QBE vs IAG: where the upside and risks are

Tuesday, October 10th, 2017

2017 is set to be the worst year on record for insured catastrophe losses. With some three months to go, 2017 insured losses of around US$150 billion are set to exceed the $120 billion of 2005 and $134 billion in... Continue reading

Protecting your portfolio from inflation

Thursday, October 5th, 2017

The UK’s consumer price index (CPI) came in at 2.9% in August – 0.9% above the Bank of England’s target of 2%, and well above the 0% figure of two years ago. Although we don’t think there is much reason... Continue reading

CBA’s conflicted strategies weigh on the stock for two years

Thursday, October 5th, 2017

Commonwealth Bank’s exit from life insurance underwriting in Australia and New Zealand is one of the better strategic decisions the bank could have made, and there should be more of it (Suncorp and AMP please take note). Life insurance underwriting... Continue reading

Global Stock Valuation: Pernod Ricard

Thursday, October 5th, 2017

Pernod Ricard – Results update Pernod Ricard is a French listed wines and spirits company. They produce wines, bitters, whiskies, liqueurs, cognacs and brandies, as well as white spirits and rums. The Group is present in all four major geographical... Continue reading

What the Fairfax demerger means for investors

Thursday, October 5th, 2017

Fairfax (FXJ) last week released the scheme booklet detailing its proposed demerger of digital property arm Domain Group, one of the most anticipated corporate events of 2017. FXJ shareholders will vote on the proposal prior to the company’s AGM on... Continue reading

AVN: A 7% yield and room to grow scale

Wednesday, October 4th, 2017

ASX Code: AVN Security price: $2.25 FY18 value: $2.50 Industry: REITs FY18 forecast distribution: 16.4 cents per share Aventus Retail Property Fund (AVN) was first listed in October 2015, backed by a consortium led by retail mogul Brett Blundy and... Continue reading

Market Wrap: Searching for growth

Thursday, September 28th, 2017

Clime and StocksInValue analysts, David Walker and Adrian Ezquerro, along with CBG Analyst, Vincent Cook, come together to discuss their perspectives on the market this week. In this open format they cover off a mix of small, mid and large-caps including Collins... Continue reading

Early childcare provider with attractive yield

Thursday, September 28th, 2017

ASX code: TNK Share price: $1.84 Industry: Early childcare Forecast FY2018 Distribution: 12 cps, fully franked Roll-up stocks are a mixed bag, particularly so within the early childcare sector still haunted by the failure of industry behemoth ABC Learning in... Continue reading

Stock in the Spotlight: APN Outdoor

Thursday, September 28th, 2017

This week, the spotlight falls on APN Outdoor (APO), which you may recognise from the model portfolio. As the name suggests, APO is an outdoor media company providing media agencies with a range of campaign options, from billboards, to railway... Continue reading

Four high yielding small-cap REITs for the income investor

Thursday, September 28th, 2017

After years of delivering stellar total returns, the tide would appear to be turning against Australia’s listed property sector. The Australian Real Estate Investment Trusts (AREIT) sector delivered a disappointing -9.8% over the past 12 months, comparing unfavourably to the... Continue reading

How safe are ETF’s?

Thursday, September 21st, 2017

The first Exchange Traded Fund (ETF) was launched almost 25 years ago in January 1993. Based on the S&P 500, a feature of this listing was its tracking of one of the world’s most recognised and most liquid equity indices.... Continue reading

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