ASX:TCL

How to identify a sustainable dividend

Livewire Exclusive

For the income-focussed equity investor, there are few things that strike fear into the heart more than a dividend cut. The capital losses alone can destroy years of income, and that’s before you even consider the reduced dividend stream. Telstra has fallen nearly 30% since announcing its dividend cut in... Show More

income investing ASX:MTS ASX:NAB ASX:TLS ASX:TCL Equity Income

9 Champion Stocks: Must haves in a portfolio

Peter Quinton

These Champion Stocks all have a long term positive thematic, which should drive superior earnings growth and shareholder value over the coming years, notwithstanding inevitable disruptions in the economic and investment environment as well as some corporate stumbles from time to time. Show More

Putting Transurban through our filters

Peter Meany

For those of you who don’t know, Australians travel on Transurban roads every day. The company manages and develops urban toll road networks in Australia and North America and is a top 20 company on the ASX. I recently sat down with Transurban's CEO, Scott Charlton, to discuss the technology... Show More

ASX:TCL

Resources v Industrials – a Growth vs Value conundrum

Anton Tagliaferro

The significant outperformance of Resources over Industrials since February 2016, is a major factor contributing to the recent underperformance of Value managers like IML, compared to Growth and Momentum strategies which I discussed in a recent wire. Show More

value investing ASX:AMC ASX:BXB ASX:CTX ASX:TAH ASX:TCL ASX:PGH

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Buy Hold Sell: 5 favourite yield stocks

Buy Hold Sell

Income investors once turned to high-yield stocks as the income from traditional sources dwindled. But what should holders of those high yield stocks now do as bond yields creep back up again? As yields on the two asset classes converge, equities become relatively less attractive, and analysts have to use... Show More

ASX:CBA ASX:IAG ASX:SYD ASX:TLS ASX:TCL

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Growth at a reasonable yield

Marcus Tuck

John D. Rockefeller once said: "Do you know the only thing that gives me pleasure? It's seeing my dividends coming in". Mr Rockefeller was perhaps a little too fond of his dividends, but they are an important component of total equity returns, particularly in a high-dividend-paying market such as Australia's... Show More

ASX:SUN ASX:SYD ASX:TCL ASX:WOW ASX:AGL

3 overvalued yield stocks (WOW, TCL, BWP)

James Gerrish

Global interest rates are rising after a multi decade decline in US Bond Yields and recently we saw interest rates / bond yields rally above those on offer by stocks, a fairly new phenomenon to many players in today’s market although it’s definitely not yet occurring in Australia. The US... Show More

ASX:TCL ASX:WOW asx:bwx

9 Champion Stocks

Peter Quinton

These 9 Champion Stocks all have a long-term positive thematic, which should drive superior earnings growth and shareholder value over the coming years, notwithstanding inevitable disruptions in the economic and investment environment as well as some corporate stumbles from time to time. Show More

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The 20 most 'liked' wires this quarter

Alex Cowie

One of many slick features our talented dev team has built this quarter is a re-engineered ‘Trending' panel on our website. Their algo crunches data from clicks, likes, comments, and social shares (the button at the bottom-left of each wire), to create an ever-changing carousel of your favourite content. Show More

Buy Hold Sell: 5 high quality big caps

Buy Hold Sell

Good quality is obvious when you see it: Swiss watches… Italian shoes… Australian reality TV… However, the mark of quality usually comes with a price tag to match. It’s no different in the markets, and sometimes it’s too easy to ignore the metrics, and just follow the crowd to use... Show More

ASX:CSL ASX:MQG ASX:REA ASX:SYD ASX:TCL

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Transurban: Weakness is a chance to accumulate

Leyland Private Asset Management

The now famous “toll bridge” reference to investing was made famous by Warren Buffett. This is not to say that you should literally invest in a toll bridge, but rather in the type of investment that works much like one. They make great growth investments when you can find them... Show More

ASX:TCL leyland asset management

The danger in expensive defensives

Charlie Aitken

After a short period of relative calm, it appears rising global bond yields, led by US Treasuries, are going to again prove a headwind to certain “defensive” parts of equity markets. Show More

ASX:RHC ASX:SYD ASX:TCL

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See what The CEO's thought of the Domestic Economy, Chinese Manufacturing and Agriculture this week

NAOS Asset Management

“The Melbourne, Sydney and Brisbane economies are performing very strongly, driven a lot on the back of the infrastructure spend and now the pickup in sentiment. The pipeline of infrastructure projects continues to build” Scott Charlton, CEO, Transurban Show More

What Mattered Today; Mkt higher ahead of US inflation print on Wednesday

James Gerrish

The market continued to recover today post last week’s savage selloff with some of the higher risk plays, particularly in the commodity space doing well – the Lithium Miners like Orocobre, Pilbara Minerals and Galaxy topping the leader board today (adding 6%+) while Kidman Resources (KDR) which we hold in... Show More

ASX:CGF ASX:COH ASX:TCL

First Impressions from Reporting: Challenger, GPT Group, Transurban, Boral and Cochlear

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Challenger (CGF), GPT Group (GPT), Transurban Group (TCL), Boral (BLD) and Cochlear (COH) with links through to more detailed reports. Show More

ASX:BLD ASX:CGF ASX:COH ASX:GPT ASX:TCL february 2018 reporting season

What Mattered Today: Markets Drift Lower Again

James Gerrish

A choppy session played out today with some decent buying off early lows before the mkt simply rolled over and drifted into the weekend. Public School holidays start today so volumes will drop off and as we suggested in the AM report this morning, markets are generally well bid from... Show More

ASX:MQA ASX:TCL asx:gma

Direct From The Desk; A quick update on recent corporate activity

James Gerrish

James Gerrish takes a quick look at ANZ's life sale, Transurban's $1.9b cash call to fund the West Gate Tunnel, Tox Free (TOX) & Cleanaway (CWY) and what this means for Bingo (BIN) + the AWE takeover tussle. Show More

ASX:ANZ ASX:TOX ASX:TCL asx:bin ASX: AWE

Where to find opportunities in large companies

Clime Asset Management

There is so much confusion about the stocks in the ASX’s large-caps index, the ASX 50. Some investors see them as ‘blue-chips’ by virtue of their size and longevity, and thus see them as long-term portfolio holds. Others think the ASX 50 is largely useless: a motley, concentrated index of... Show More

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Buy Hold Sell: Winners & Losers from Rising Rates

Buy Hold Sell

In this episode of Buy Hold Sell the panel discuss a selection of rate sensitive stocks including Transurban, Scentre Group, CBA and Suncorp. What we learn is that both fund managers have some clear views on the winners and losers should rates head higher. Show More

ASX:CBA ASX:SUN ASX:TCL ASX:SCG

Transurban chart to take the scenic route

Michael Gable

There’s a lot to like about Transurban (TCL), but not the way that has traded in the last few days. This begs the question that, despite all the pundits loving it, do we buy it at $12, or can we get it closer to $10? Imagine that, grabbing TCL when... Show More

fairmont equities ASX:TCL