Is the dream run of Australia’s Big 4 coming to an end?

Investors Mutual

The continued success and profitability of Australian banks over the last few decades, as well as recent large capital raisings, means that Australia’s big 4 banks are now valued at over $400 billion by market capitalisation and they account for over 26% of the S&P/ASX 300 index. As a result,... Show More

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The market is underestimating AGL

Investors Mutual

In the medium term, AGL Energy (ASX:AGL) is best positioned to deliver reasonable growth, yield, and value. Strength in wholesale electricity prices will drive the company's growth in the next few years. Its dividend is highly sustainable and is poised to rise given that its dividend payout ratio is around... Show More

What IML have been buying post-Brexit

Investors Mutual

The recent Brexit vote has sparked significant weakness in financial markets around the world, and while it is undoubtedly an important economic and political event for the UK, in reality, the underlying fundamentals of the vast majority of Australian companies are unchanged. Most ASX-listed companies are not directly exposed to... Show More

Stocks and sectors for a low interest rate setting

Investors Mutual

Anton Tagliaferro, Investment Director at Investors Mutual, says overall industrial stocks did reasonably well this reporting season. In particular he points out sectors such as gaming, healthcare, packaging and utilities as areas of relative strength. He says that volatility and growth concerns globally have confirmed in his mind that interest... Show More

What to expect from 2016

Investors Mutual

Anton Tagliaferro, Investment Director at Investors Mutual, thinks that it will be tough for companies to grow earnings in 2016. “It’s still going to be a stock picking market. We’re still very cautious. We’re looking for companies that we think can grow their earnings through their own steam.” He thinks... Show More

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