Weekly Investing Report

NAB’s dividend cut derisks the stock


Friday, May 17th, 2019
Although the 16% cut to NAB’s interim dividend, down to 83 cents per share, reduces shareholders’ income now, shareholders should more than benefit from a higher share price because the cut derisks the stock by increasing the bank’s capital buffers....Click to view

Frankly annoying


Friday, May 17th, 2019
In this View, I am taking the liberty of expressing my personal frustration at the current franking debate. In particular, I am expressing my frustration with the prosecution by the ALP of its proposed policy to abruptly change taxation rules...Click to view

Macquarie should trade at a premium to the market, not in line


Wednesday, May 8th, 2019
Following on from our recent company update on Sonic Healthcare, another high-quality stock on our watchlist for the next market correction is Macquarie Group. Trading on just 15 times 2020 consensus earnings now, the stock is already interesting when the...Click to view

The market’s rally explained by charts


Wednesday, May 8th, 2019
The surge in equity markets in 2019 is caused by many macro factors acting in unison. In no particular order, we observe across the world readings of low inflation, low but steady growth, supportive economic policy settings, low interest rate...Click to view

Company Update: Credit Corp


Thursday, May 2nd, 2019
Credit Corp is currently undertaking a share purchase plan (SPP), which was announced on 1 April 2019 together with a $125 million placement. The SPP is priced at the lower of $20.45 and a 2.5% discount to the volume weighted...Click to view

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