In this short video we discuss the dominant themes to emerge from the current earnings season, including Telstra’s decision to pare back its future dividends. Additionally we talk about factors that have led to the underperformance of QBE Insurance & Ansell’s results and how the group will redefine its growth... Show More
We speak with with QV Equities (QVE) Investment Director, Anton Tagliaferro about the factors influencing current market trends, as well as Ansell’s decision to sell its sexual wellness business. Show More
Tom Piotrowski speaks with QV Equities (QVE) Investment Director, Anton Tagliaferro about the company’s Share Purchase Plan and standout themes from the February Reporting Season. Show More
Tom Piotrowski speaks with QV Equities (QVE) Investment Director, Anton Tagliaferro about the June quarter economic growth data To view more Executive Series interviews, visit: https://www.commsec.com.au/market-news/executive-series.html Show More
Tom Piotrowski speaks with QV Equities (QVE) Investment Director, Anton Tagliaferro about the results of the August reporting season, the outlook for the banks, and expectations of further US rate rises To view more Executive Series interviews, visit: https://www.commsec.com.au/market-news/executive-series.html Show More
Tom Piotrowski speaks with QV Equities (QVE) Investment Director, Anton Tagliaferro about the recent market volatility and where he sees value in the current environment To view more Executive Series interviews, visit: https://www.commsec.com.au/market-news/executive-series.html Show More
Anton Tagliaferro, Founder and Investment Director at Investors Mutual, says Woolworths have got some challenges ahead, but things will eventually improve. “The competitive situation is not going to get any easier. Aldi’s not going to go away; Coles aren’t going to let up. At some point, Woolworths is going to... Show More
Anton Tagliaferro, founder of Investors Mutual, says they’ve added Clydesdale Bank to their portfolio in the recent quarter. “Clydesdale looks very cheap. The big upside with Clydesdale is that it’s a very under-utilised franchise.” With NAB’s attention focussed elsewhere, new ownership could be just what it needs. “It’s been neglected,... Show More
CommSec’s Tom Piotrowski speaks with QV Equities (QVE) Investment Director, Anton Tagliaferro about the factors behind the recent market volatility To view more Executive Series interviews, visit: https://www.commsec.com.au/market-news/executive-series.html Show More
Investors have been placed on high alert when it comes to investing in new IPOs. Recent downgrades in stocks such as Dick Smith and Spotless Group highlight the risks of companies that have been dressed up by vendors seeking a high exit price. Anton Tagliaferro, Investment Director at Investors Mutual,... Show More
August has been a very tough month for Australian and global investors. At the time of writing the Australian sharemarket is down over 10% for the month. It is extremely difficult to forecast where the market will go on a day to day basis as it is influenced by many... Show More
Steadfast is an industry leader in insurance broking in Australia. It was established as a buying group for independent insurance brokers, in order to provide scale and bargaining power with major insurers. Unlike insurance companies themselves, Steadfast’s broking and underwriting businesses take no insurance risk on the company’s balance sheet.... Show More
Livewire Markets, Australia's fastest growing investor community, presents a rare opportunity to hear investment strategies, market insights and stock tips from three of Australia's most respected and successful fund managers – Anton Tagliaferro from Investors Mutual, Geoff Wilson from Wilson Asset Management and Ben Griffiths from Eley Griffiths Group. The... Show More
Anton Tagliaferro, Investment Director at Investors Mutual, says that he used the share price weakness following the recent sacking of Orica’s CEO to add to their already existing position in the stock. In a recent roadshow presentation he used this example to illustrate the opportunities he is still finding in... Show More
How would Anton Tagliaferro invest $1000. Livewire spoke with Anton Tagliaferro, Investment Director at Investors Mutual this week at his office in Sydney. During the interview we ask -- how would he invest $1000 today, given the current investment climate and macro backdrop. Tagliaferro says I'd be a little bit... Show More
Anton Tagliaferro: Telstra was a great ride, but we're getting off. In large-cap stocks, among the best decisions we made was continuing to buy Telstra shares all the way down to $2.50 as the Future Fund sold its shares aggressively. We ended up with more than 7 per cent of... Show More