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          <time datetime="2019-12-12T12:04:55+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 12, 2019 12:04</time>
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              The rising cost of Christmas Dinner
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  As Australians begin to prepare for the festive season, thoughts naturally turn to the prospects of a substantial meal to celebrate Christmas. Unfortunately, the...
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        Firetrail Investments
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          <time datetime="2019-12-12T10:51:50+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 12, 2019 10:51</time>
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          <div class="sm:flex-grow">
            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Cash Earners over Cash Burners
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  At Totus, we like to invest in quality cash earners and with the ability to short and offset these with cash burners. With 2019 coming to a close, one thing we believe...
</div>

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        Totus Capital
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                <figcaption></figcaption>
              </figure>
            </div>
          <div class="sm:flex-grow">
            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Ten most tipped stocks: +50% for 2019
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    This time last year we surveyed our readers for their thoughts on some key market issues and also asked for their number one stock pick for 2019. Soon after, I...
</div>

          </div>
</a>      </div>
        <div class="pt-4 pb-4 sm:hidden">
          <div class="flex gap-2">
    <div data-controller="tooltip">
  <a aria-label="ALL" data-controller="event" data-event-name-value="link_click" data-event-id-value="42988" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-all">
    <div
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>
  <div class="flex items-center gap-2">
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  </div>
</div>

</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="169" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-all">
      <div class="p-4 flex group">
        <div class="flex flex-col">
          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Aristocrat Leisure Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:ALL</div>
        </div>
      </div>
</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-169">
            Followed by<span class="font-bold text-gray-700"> 2093 </span>people
        </div>
          <div 
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  data-load-engagement-count-target="follow"
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    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
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  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="ALU" data-controller="event" data-event-name-value="link_click" data-event-id-value="42988" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-alu">
    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">ALU</span>
  </div>
</div>

</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="102" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-alu">
      <div class="p-4 flex group">
        <div class="flex flex-col">
          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Alurion Resources Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:ALU</div>
        </div>
      </div>
</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-102">
            Followed by<span class="font-bold text-gray-700"> 2630 </span>people
        </div>
          <div 
  class="follow-stock-code-102-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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      </div>
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  </div>
</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
    </div>
  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="APT" data-controller="event" data-event-name-value="link_click" data-event-id-value="42988" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-apt">
    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">APT</span>
  </div>
</div>

</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="63" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-apt">
      <div class="p-4 flex group">
        <div class="flex flex-col">
          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">AFTERPAY LIMITED</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:APT</div>
        </div>
      </div>
</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-63">
            Followed by<span class="font-bold text-gray-700"> 3672 </span>people
        </div>
          <div 
  class="follow-stock-code-63-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
  data-followable-id="63"
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      </div>
    </div>
  </div>
</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
    </div>
  </div>
</div>

    <a class="px-1 py-0.5 text-bold-md text-nav-item" data-controller="event" data-event-name-value="link_click" data-event-id-value="42988" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/wires/ten-most-tipped-stocks-50-for-2019">
      +7
</a></div>

        </div>
        <div class="pt-4 pb-4 lg:pb-2 hidden sm:block">
          <div class="flex gap-2">
    <div data-controller="tooltip">
  <a aria-label="ALL" data-controller="event" data-event-name-value="link_click" data-event-id-value="42988" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-all">
    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">ALL</span>
  </div>
</div>

</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="169" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-all">
      <div class="p-4 flex group">
        <div class="flex flex-col">
          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Aristocrat Leisure Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:ALL</div>
        </div>
      </div>
</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-169">
            Followed by<span class="font-bold text-gray-700"> 2093 </span>people
        </div>
          <div 
  class="follow-stock-code-169-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
  data-followable-id="169"
  data-options="{&quot;custom_data&quot;:{&quot;section&quot;:&quot;stock_code_tooltip&quot;},&quot;style&quot;:&quot;hovercard&quot;}"
></div>

      </div>
    </div>
  </div>
</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
    </div>
  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="ALU" data-controller="event" data-event-name-value="link_click" data-event-id-value="42988" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-alu">
    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">ALU</span>
  </div>
</div>

</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="102" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-alu">
      <div class="p-4 flex group">
        <div class="flex flex-col">
          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Alurion Resources Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:ALU</div>
        </div>
      </div>
</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-102">
            Followed by<span class="font-bold text-gray-700"> 2630 </span>people
        </div>
          <div 
  class="follow-stock-code-102-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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      </div>
    </div>
  </div>
</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
    </div>
  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="APT" data-controller="event" data-event-name-value="link_click" data-event-id-value="42988" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-apt">
    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">APT</span>
  </div>
</div>

</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="63" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-apt">
      <div class="p-4 flex group">
        <div class="flex flex-col">
          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">AFTERPAY LIMITED</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:APT</div>
        </div>
      </div>
</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-63">
            Followed by<span class="font-bold text-gray-700"> 3672 </span>people
        </div>
          <div 
  class="follow-stock-code-63-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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      </div>
    </div>
  </div>
</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
    </div>
  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="APX" data-controller="event" data-event-name-value="link_click" data-event-id-value="42988" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-apx">
    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">APX</span>
  </div>
</div>

</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="150" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-apx">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Appen Ltd</div>
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        </div>
      </div>
</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-150">
            Followed by<span class="font-bold text-gray-700"> 2724 </span>people
        </div>
          <div 
  class="follow-stock-code-150-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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      </div>
    </div>
  </div>
</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
    </div>
  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="BHP" data-controller="event" data-event-name-value="link_click" data-event-id-value="42988" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-bhp">
    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">BHP</span>
  </div>
</div>

</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="318" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-bhp">
      <div class="p-4 flex group">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">BHP Group Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:BHP</div>
        </div>
      </div>
</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-318">
            Followed by<span class="font-bold text-gray-700"> 2387 </span>people
        </div>
          <div 
  class="follow-stock-code-318-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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      </div>
    </div>
  </div>
</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
    </div>
  </div>
</div>

    <a class="px-1 py-0.5 text-bold-md text-nav-item" data-controller="event" data-event-name-value="link_click" data-event-id-value="42988" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/wires/ten-most-tipped-stocks-50-for-2019">
      +5
</a></div>

        </div>
      <div class="lg:flex lg:items-center clear-both">
        <div class="mt-2 lg:mt-4">
          <div class="flex items-center">
    <div class="mr-2">
          <picture style="">
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>3 golden tailwinds for the silver <span class="whitespace-nowrap">doughnut<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Macquarie has defied the sceptics in recent years and outperformed the financials index by another 14% over the last 12 months. One fundie that has been calling it...
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          <time datetime="2019-12-12T09:16:37+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 12, 2019 09:16</time>
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              2019 Review
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  Picture this, the week before Christmas 2018. The S&amp;P 500 has just had the worst quarter of performance since Q3 2011. October down -6.91%, November up 1.85% and...
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        Frame Funds Management
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/macro">Macro</a>

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          <time datetime="2019-12-12T07:11:05+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 12, 2019 07:11</time>
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              Portfolios need to be reshaped for a new reality
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  As usual, I start with my long held view that the short term for investment markets is much harder to forecast than the long term. Therefore, I outline our...
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</a>    <div class="px-4 mt-0.5">
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        Clime Asset Management
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Dividend traps hidden in plain <span class="whitespace-nowrap">sight<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  As a leading equity income specialist, we asked Plato’s Peter Gardner if the big four banks and Telstra could be dividend traps, and if they still deserved a spot in...
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          <time datetime="2019-12-11T17:37:59+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 11, 2019 17:37</time>
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              30 years of investment lessons from Japan,
and the implications for real estate
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        Quay Global Investors
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              Reality bites - the importance of long-term sustainability
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  The one thing I think investors won’t be able to ignore in 2020 is genuine sustainability. And by that, I mean a company’s ability to create and maintain sustainable...
</div>

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        Fidelity International
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          <div class="sm:flex-grow">
            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Beware the Chinese slowdown
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  I am a long-term, business-focused investor who does not spend too much time on macroeconomics. Still, as a Sydney-based global manager, I would be remiss to not...
</div>

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        Lakehouse Capital
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          <time datetime="2019-12-11T12:26:47+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 11, 2019 12:26</time>
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              Another year, another decade
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  At school and university my favourite day was always the first day of the academic year. The first day was filled with possibilities, excitement and plans for the year...
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">OIL SEARCH LIMITED</div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Domino&#39;s PIZZA Enterprises Ltd</div>
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        Fidelity International
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              Guard against complacency
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  Towards the end of the market cycle there is little reward for risk. Whilst this is true today, the current cycle is somewhat different to most. Government bond yields...
</div>

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        Perpetual Asset Management (Australia)
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          <time datetime="2019-12-11T08:52:45+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 11, 2019 08:52</time>
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              The New Criterion: small cap dividend stocks you probably have never heard of
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  Bored with the Big Four? Tired of Telstra? Have Coles and Woolworths exceeded their shelf life?For yield chasing investors, the small cap sector can offer attractive...
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              IOOF get the go ahead (IFL, BOQ)
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  The local market initially bucked the overnight weakness seen in the US to chop around par for the morning before selling picked up at lunch to see the ASX200 close...
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Bank of Queensland Ltd</div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Insignia Financial Ltd</div>
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        Market Partners 
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          <time datetime="2019-12-10T12:32:17+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 10, 2019 12:32</time>
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              The Words of 2019: “Flygskam” &amp; “Tågskryt”
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  For the lexophiles (yes this is a thing) amongst us, it’s not the sell side research forecasts for the upcoming year (“cautiously optimistic with expected equity...
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        Ellerston Capital
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          <time datetime="2019-12-10T12:31:03+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 10, 2019 12:31</time>
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              Active is dead, long live active - The rise of passive
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  Passive investing continues to grow in popularity. In the US alone, 50% of equities are invested via passive strategies. While low fees are an attraction, history has...
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        Firetrail Investments
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          <time datetime="2019-12-10T11:13:35+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 10, 2019 11:13</time>
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Kee Gan - Discussing the UK Election &amp; how Brexit has created opportunities in the UK property <span class="whitespace-nowrap">market.<svg xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24" fill="none" id="embed_podcast" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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   Kee Gan explains how property assets with yields of 7-9% are being found across the UK as Brexit fears have reduced competition for certain assets. Kee also covers...
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        Koda Capital
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              Interest rates are low for a reason
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   Many equity market investors seem to be falling into the trap of thinking that interest rates are low purely for their benefit. Ironically, if you were to ask the...
</div>

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        Lazard Asset Management
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