dividends

Investment Theme
Peter Gardner

The 2018-2019 financial year has seen a dividend windfall for investors from Australian resource companies, an industry that isn’t historically associated with high levels of income. The cause of this windfall has been strong commodity prices (particularly iron ore prices after the Vale dam disaster caused a significant reduction in... Show More

Equities
Robert Miller

A recent podcast with Robert Millner, Chairman of Washington H Soul Pattison & Company Ltd (ASX:SOL) provided valuable insights into the mindset of a long-term investment conglomerate. What started as a chemist on Pitt St in the 1870s has turned into what some would argue is the closest thing Australia... Show More

Equities
Peter Gardner

On 1 April 2019, Woolworths announced a $1.7B off-market share buy-back. The buy-back will have a $4.79 capital component, with the balance being a fully franked dividend. The buy-back will be based on a tender, with investors tendering to sell shares at a discount of between 10% to 14% below... Show More

Asset Allocation
Dr Don Hamson

Forecast for shares income, including from the banks, remains solid. For the “glass half empty” thinkers, there is plenty of bad news to focus on in 2019 – the Trump trade war, Brexit, falling house prices, the final report of the Financial Services Royal Commission, political risk and more. Show More

Expert Insights

Dr Don Hamson from Plato Investment Management is always on the lookout for the best income opportunities from equities. His research suggests that there has been a 40% increase year on year for the dividends being paid out from the resources sector. "One of the reasons why commodities are doing well... Show More