ASX:CNI

Franking credits: storm in a teacup?

James Gerrish

While I'm yet to observe a popular way for governments to tax the masses, Labor's proposals on franking credits has focussed the attention of one very local and agitated demographic in particular: wealthy retirees with the time and inclination to rile the boffins that have suggested such an impost. Show More

3 high yielding opportunities

James Gerrish

Later today Market Matters will launch a new weekly income report with an associated income portfolio. Today I want to take you through three income opportunities that we’ve identified in today’s market. I provide a summary on each opportunity and an overview of the valuation. Show More

GARY (Growth At Reasonable Yield) > April 2017 Update

Mathan Somasundaram

GARY identifies companies that are able to deliver growth and yield at a reasonable cost. GARY offers a middle ground when uncertain markets flip flop between growth and yield. Predominantly small cap oriented GARY underperformed over the past month as large caps on stretched multiples continued to outperform. Show More

SHIELD (Sustainable High Yield) > March 2017 Update

Mathan Somasundaram

Market continues to chase sustainable yield in a market with growth risks. SHIELD continues to outperform the market despite a rising bond yield outlook by picking premium quality sustainable yield ideas at reasonable value. Show More

January 2017: Month ahead in meetings

Avatar fallback

First business day back and already the meetings are underway with Centuria Capital's security holders voting this morning to approve the conditional placement underpinning its acquisition of the 360 Capital Group's real estate platform (approved by its security holders on 30 December 2016)...and a unitholder requisitioned EGM to wind up... Show More