Where there’s smoke, there’s usually fire, so in this episode the panel focus on four stocks that are feeling the heat right now. Activists, short sellers and industry disruption are all creating headaches for the likes of BHP, TPG Telecom, Quintis and Aconex. Panel: Matthew Kidman, Centennial Asset Management; Rhett Kessler,... Show More
For eight years unitholders in AMP Capital China Growth Fund (ASX:AGF) have suffered from a substantial discount on their unit price relative to the underlying value of their fund. This discount has persisted through both buoyant and weak financial market conditions. Indeed, the Board has presided over a fund with... Show More
Wilson and Cuffe backing the new Activists in town. Geoff Wilson of Wilson Asset Management and Chris Cuffe, the ex-head of Colonial First State have put their cash and names behind a new LIC. Cuffe and Wilson have plenty to occupy their time, so their backing of the Global Value... Show More