Wilson Asset Management weekly: Rio Tinto

Chris Stott

US President Donald Trump's decision to impose tariffs on China on Thursday caused heightened concerns that a trade war could escalate, hurting global growth. The S&P/ASX All Ordinaries Accumulation Index fell on the news, to close down 2.1% for the week. President Trump said exemptions from US tariffs may only... Show More


The Rules of Investing: The Dividend Dilemma

Livewire Exclusive

Bill Shorten caused quite a stir last week as Labor proposed a policy of removing the cash refunds for franking credits that some investors currently receive. While the changes affect a relatively small number of people compared to the broad Australian taxation system, it’s hard to ignore the serious impact... Show More

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David Lynch


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stuart hearn

thanks, it all helps us navigate the coming minefield

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Stephen Small

You have forgotten about the large number of those retired that use "wrap accounts" or "master funds" that would have the same affect as those in SMSF's

Proposed Labor changes a headache for SMSFs

Elizabeth Moran

SMSF expert, Tony Negline gives his unique view of the proposed Labor Party changes to claiming franking credits. He provides suggestions on structuring your SMSF and how to utilise your franking credits. Show More

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Facebook’s Cambridge Analytica Scandal, Crypto Bans Escalate, Royal Commission Revelations

Kent Kwan

Get the investor scoop on a scandal-heavy week involving Facebook, cryptocurrency, and Aussie banks. What does it all mean for investors? Show More

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You can run, but you can’t hide

Magellan Asset Management Limited

Strava is an app that styles itself as “the social network for those that strive”. Runners, cyclists and others use the app to track, share and compare their exertions and even determine a ‘Suffer Score’. Show More

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Daniel Wei Khing Seow

Fascinating. Great article. A real thought provoker.

A franked discussion

Clime Asset Management

The announcement by the Australian Labor Party (“the ALP”) of its policy shift to stop the cash rebate of franked dividends was predictable … and is alarming. Show More

This is what the new face of retailing looks like

Matthew  Coleman

‘Experiential retailing’ means different things to different people. Traditional retailers view it as the solution to the online threat. Shoppers see it as improving the face of shopping centres, offsetting the decline of department stores with innovative new speciality outlets and entertainment options. As for commercial property investors, well, we’ll... Show More

Does Kip McGrath Education Get an A

Mark Tobin

Kip McGrath Education Centres Limited (KME: ASX) has been a long-standing microcap on the ASX. The company provides private tuition for students through a network of franchise tutors. The company has been overhauling its business model and systems in the last few years in order to improve profitability and capture... Show More

Lucapa set for double dose of diamond action

Barry FitzGerald

Exploration is poised to resume at Lucapa’s spectacular Little Spring Creek find in WA, where the company recovered 19 diamonds from one drill hole shortly before the wet season set in last year, while first production is looming at the Mothae diamond project. Plus, Nagambie hunts for Fosterville-style bonanza gold. Show More


Buy Hold Sell: 5 high quality big caps

Buy Hold Sell

Good quality is obvious when you see it: Swiss watches… Italian shoes… Australian reality TV… However, the mark of quality usually comes with a price tag to match. It’s no different in the markets, and sometimes it’s too easy to ignore the metrics, and just follow the crowd to use... Show More


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Sr V

Loving the return to the format of old. Keep it up please!

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Matthieu de La Mettrie

Great format! very clear and concise.

What Mattered Today; Resources help a choppy session

James Gerrish

There was some aggressive selling early in the local futures market which saw the ASX 200 hit by ~40-points / 0.7% early in the morning which surprised us considering the strong lead from resources overseas. It felt like overseas selling given it lasted 45-minutes before it vanished, worth watching out... Show More


Podcast: Profiting from the global rise of internet usage

Peters MacGregor Capital Management

In the third episode of the Peters MacGregor Global Investing Podcast, Nathan Bell, Head of Research, and Trevor Scott, Senior Investment Analyst, compare and contrast the digital landscape and internet service providers in Australia and around the world. With growing internet usage demands and consumption of online content around the... Show More

Should you sell bonds/hybrids to buy ASX listed RMBS?

Christopher Joye

Switching out of senior bonds and hybrids to invest in Australian residential mortgage-backed securities (RMBS) while house prices are falling---and likely to remain weak for years---is one of the more surprising trades I have seen of late. It is right up there with selling major bank hybrids on the ASX... Show More

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Selling in a bull market

Livewire Exclusive

In the midst of a bull market, there’s no shortage of commentators, brokers, and friends with the latest tip on what to buy. However, nobody ever says much about selling. Baron Rothschild said the secret to his success was “I never buy at the bottom and I always sell too... Show More

Is the Coles demerger a good idea?

Tim Kelley

Recently, Wesfarmers Limited (ASX: WES) announced its intention to demerge the Coles business into a separate ASX-listed company. While WES will retain up to a 20 per cent stake in Coles, the demerger effectively splits the company into two separate entities, with WES owning Bunnings, Kmart, Target, and Officeworks, as... Show More

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What to own if the market closed for five years

Livewire Exclusive

Five years is a long time in financial markets. Five years ago, the ASX 200 was just hitting 5,000 points for the first time since Lehman’s collapse, US stocks were being “whipsawed” by instability concerns in Italy, and Dick Smith Electronics was getting ready to debut on the ASX. Show More

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The increase in the global cost of capital to bite

Charlie Jamieson

The US Federal Reserve raised interest rates by 0.25% as expected to the upper band target of 1.75%, 0.25% higher than that of the RBA cash rate. The Fed rationalised the increase noting the strengthening of the economic outlook in recent months. Show More

3 Healthcare Stocks Poised for M&A

Bell Potter

After a quiet year for global takeover activity in the pharmaceutical sector in 2017, Trump's tax cuts have fired up the appetite for acquisitions in the sector. US firms in particular have been active in snapping up undervalued Australian biotech assets. Show More


What Chance Of A Big Correction?

Rudi Filapek-Vandyck

The share market is, above anything else, a mix of conflicting emotions, in particular when assessed on a short term scale. Sometimes even a hint of potential risk on the horizon can set off a stampede of money fleeing onto the sidelines, as has happened on many an occasion, but... Show More

Why aren't rising rates hitting gold?

Michael Wayne

Gold is holding up despite an environment of rising bond yields that are traditionally a headwind for the metal. With this relationship breaking down, we look at what is supporting gold, and nominate our preferred exposures in the sector. Show More