Education
Patrick Poke

More than 50% of LICs on the ASX are currently trading at a discount, including more than 30% trading at a discount of 10% or more. Geoff Wilson AO, Chairman and Chief Investment Officer of Wilson Asset Management, says that buying LICs at a discount is like “a real-life Boxing... Show More

Geoff Wilson AO

When the market hit the 5000 mark for the first time since the global financial crisis in early 2013, it spurred me to plan the launch of the first listed investment company to provide investment and social returns. Show More

Buy Hold Sell
Buy Hold Sell

Financials are at a crossroads. On the one hand, banks and insurance companies are set to benefit from recovering global growth and higher interest rates. However, many financials face increasing competition from fintech disruptors, often backed by the world’s largest technology companies such as Alipay, Apple Pay, and Ant Financial. Australia... Show More

Buy Hold Sell
Buy Hold Sell

There was a time when Telstra was a staple of almost every Australian investor’s portfolio. Stable earnings and a big fully-franked yield meant that it never had problems attracting buyers. Things are different now. After cutting its dividend in August, Telstra is now down >30% year to date. In the latest... Show More

Geoff Wilson AO

It was Monday, 19 October 1987, and I thought the world of finance was ending. I remember the feeling like it was yesterday. I was a 29-year old stockbroker, living and working in New York, witnessing the biggest market meltdown since the crash of 1929. Show More

Buy Hold Sell
Buy Hold Sell

What do Brexit, the NBN, and Star Wars all have in common? They’ve all caused significant falls in the prices of certain ASX stocks. Brexit has weighed on the share price of multinational fund manager, Henderson Group; the NBN and competition in the telcos sector have harmed the stock price... Show More

Buy Hold Sell
Buy Hold Sell

At the inaugural Buy Hold Sell Live event, we dialled up the ‘intellectual horsepower’ and heard from three leading Australian fund managers; Geoff Wilson AO from Wilson Asset Management, Steve Johnson from Forager Funds, and John Murray from Perennial Value Management. Find out which stocks have been making headlines for... Show More

Geoff Wilson AO

We believe news media company APN News & Media Limited (ASX: APN) represents compelling value post demerger of its NZ assets. APN recently moved to spin off New Zealand Media and Entertainment (NZME) and raise $180 million through an entitlement offer to shareholders. Following the demerger of NZME, APN also... Show More

Geoff Wilson AO

As the share prices of listed investment companies (LICs) have traded closer to their true underlying values or net tangible assets (NTA), a flood of money has poured into the sector. The Australian Securities Exchange (ASX) reports the total number of LICs has jumped from 51 to 87 over the... Show More

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