Anton Tagliaferro

Most people are familiar with the concept of compound interest when it comes to term deposits where one can earn interest on interest by continuing to roll over a term deposit several times. However, many investors do not relate the concept of compounding to their investments in the sharemarket. Show More

Anton Tagliaferro

One of the most basic economic concepts is the relationship between the demand for a product and its price: as prices go up, demand goes down, and as prices go down, demand increases. So if ‘widgets’ are generally sold for $10 and then go on sale for $5, people will... Show More

Anton Tagliaferro

Of late, the headlines on dividends have been primarily focused on the proposed removal of some of the more favourable tax treatments should the Labor Party get elected to power. While franking credits certainly enhance the attraction of dividends received from Australian companies to many investors, we believe there are... Show More

Fund Manager Q&A
Livewire Exclusive

The allure of fast money and the ‘fear of missing out’ toy with investors on a daily basis. Right now valuations of companies exposed to themes like electric vehicles, medicinal marijuana and emerging infant formula markets could be described as ‘effervescent’. Indeed, fads and trends have been always been a part... Show More

Buy Hold Sell
Buy Hold Sell

Everyone loves a bargain, but buying out-of-favour stocks can be a risky business. The five stocks discussed in today’s episode have fallen an average of 32% over the past year, so is it better to snap up some value, or avoid the falling knives? In this week’s Buy Hold Sell, Matthew... Show More

Buy Hold Sell
Buy Hold Sell

Unloved with low PEs and enticing yields these are the calling cards of cheap stocks and in a market that’s running hot, true value is hard to find. In this episode of Buy Hold Sell we’ve invited two 'value-style' investors to cast their eyes over three stocks that appear cheap... Show More

Thank you for your comments Jarrad and Ben, we always have an eye on the downside at IML, something many investors forget until tough times arrive.

On What to do when the market goes mad -

Thank you for all of your comments. I agree that dividends are just one important element of assessing when to buy shares in a company. At IML we look for 4 quality attributes: a strong competitive advantage; a history of consistent, recurring earnings; a capable management team; and the ability to grow earnings and consequently their dividends over time. We also seek to buy these quality companies at a reasonable price.

On Why dividends are so important -

Thank you Shabbir, Wendy and Romano for your comments. It's been a busy week! Wendy we are working on a piece about yield sensitivity at the moment so stay tuned. And please let me know when your crystal ball arrives back from the shop as I'm interested to hear what it has to say!

On My thoughts on the recent Wall Street correction -