One change in the investment landscape is that markets now only price in the present and there’s no great institutional advantage in access to information. That’s the view of Charlie Aitken, CIO of AIM Funds, who describes his process as akin to setting a trap in anticipation of changing markets. Show More
In this episode of Buy Hold Sell Matthew Kidman from Centennial Asset Management asks Geoff Wilson from Wilson Asset Management and Charlie Aitken from Aitken Investment Management for their views on some of the big names in Mining & Energy. Show More
This week Livewire attended the ‘Better Manage your Wealth’ seminar, hosted by Market Matters. The event featured talks by a number of speakers including James Gerrish of Shaw Stockbroking, and Charlie Aitken of AIM. Here’s a wrap on Charlie’s current views on 'the good, the bad, and the ugly'... Show More
Star stock-picker, Charlie Aitken, thinks that stock markets may have peaked in April 2015. “It’s probably fair to say that the bull market is over. I think you have to pick stocks”. Most of the top 20 stocks are going backwards as there’s no growth in banks or resources. While... Show More
Charlie Aitken from Aitken Investment Management says while recent headlines have focused on the slide in commodities – few have picked up on the price recovery over the past month. “I think commodity prices could rally… No one has mentioned in the last month that the iron ore price has... Show More
June saw pretty indiscriminate selling across most sectors in the ASX. Charlie Aitken from Aitken Investment Management says there is a natural resistance in the market at around the 5400 level. Aitken says: “It was a pretty dramatic month and even I was surprised at how aggressive it got in... Show More
Bell Potter executive director Charlie Aitken has entered the debate over the future of Westfield Retail Trust, strongly advising clients to vote for the merger between Westfield Retail and the Australian and New Zealand operations of Westfield Group. Read the full article by the AFR at this link http://www.afr.com/p/business/property/charlie_aitken_backs_westfield_merger_7se8kUKbCyFLeFxejh7BcK Show More
Buy Hold Sell - Geoff Wilson vs John Abernthy discussing market technology, registries and listed broking firms. The ASX holds a dominant market position but can it continue to grow? IRESS have recently made advances into the UK market hoping to find new opportunities. Computershare generates income both domestically and... Show More
Speaking yesterday at Bell Financial Group's AGM, Charlie Aitken shared his market outlook. Describing himself as 'selectively bullish' he spoke of his concern of iron-ore and banking stocks. In the short term I am worried about iron ore and iron ore equities, it's the first time I have worried about... Show More
Bell Potter Managing Director, Charlie Aitken, has provided further commentary to Lafitani Sotiriou's Sell recommendation of the ASX, in addition to his views on High Frequency Trading. Read the full article published by Fairfax media via this link http://www.smh.com.au/business/markets/highfrequency-trading-is-legalised-scalping-20140410-36ep1.html Show More
Aitken and Singo at odds over Fairfax. There are some wildly divergent views being broadcast about the future prospects of Fairfax (see my earlier post re John Singleton). Charlie Aitken says Fairfax is a company likely to benefit from an improving Australian economy. Aitken cited the recent profit result, which... Show More
Charlie Aitken says BHP is now genuinely cheap, believing that CEO Andrew Mackenzie will deliver. The BHP earnings and dividend underestimation is a macro and micro issue. It starts with medium-term iron ore price forecasts that are too low: ditto oil/gas prices, is exacerbated by AUD/USD forecasts that are too... Show More
BBG comes out of trading halt and is down 50%! Looks like there will be some cheap wetsuits floating around pretty soon.... Show More
There should be absolutely no doubt that since Bernanke raised the possibility of reducing the dose of monetary policy morphine that all tradeable asset markets have displayed withdrawal symptoms. I think this cross asset class volatility (aka withdrawal symptoms) will be a feature of markets for many months. We have... Show More
Given the large cross asset class volatility in the markets, the greatest value from here will be focus on what is delivered at the FY13 full year reporting season in August. That is when the market starts dealing with some bottom up facts and outlook guidance. Being correctly positioned into... Show More