The negative effects of ALP policies on housing, SMSFs and profit margins are already impacting certain sectors of the market, such as banks, residential property developers, homebuilders and retailers. Show More
nbn
Spirit Telecom appears to be emerging as a major beneficiary of the NBN's underwhelming high-speed internet deployment. As professional investors, we're always looking for an angle to make a dollar. And one company's misstep is often another's opportunity. Show More
Want to know the biggest yield trap of 2017? Each year there are dividend plays that turn out to be yield traps. In 2012, it was QBE. During 2012 to 2014, we saw several consumer stocks turn out to be yield traps including Seven West Media, David Jones and Myer.... Show More
In this article we look at some of the more topical subjects influencing financial markets and analyse a few interesting charts. We start with rising rates – the message being delivered by the Federal Reserve’s Janet Yellen in uncharacteristic straightforward terms. Then we cast an eye over President Trump’s tax... Show More
Prior to Telstra's FY17 result, media articles abounded speculating the company was going to announce the securitisation of its recurring NBN payments. The media cited various analyst reports that a securitisation of up to $18 billion was about to create a capital management bonanza for shareholders. Show More
Broadband product developer, NetComm Wireless (ASX:NTC), bounced strongly after news filtered out NBN Co is set to announce an expansion of its Fibre-to-the-Distribution point (FTTdp) roll-out to one million homes, up from the 700,000 homes currently announced. Show More
Andrew Hansen once told me his eponymous billing software company had hardly ever lost a client. "That's the good news", he told me, "but we have hardly ever won one from an incumbent provider either". Show More
Buy Hold Sell
Where there’s smoke, there’s usually fire, so in this episode the panel focus on four stocks that are feeling the heat right now. Activists, short sellers and industry disruption are all creating headaches for the likes of BHP, TPG Telecom, Quintis and Aconex. Panel: Matthew Kidman, Centennial Asset Management; Rhett Kessler,... Show More
“Fake news” is a term thrust into stardom by Donald Trump, depicting an unjust and deliberately misleading media. But is it only media outlets who commit this informational faux pas? Transparency of a business’s financial information is essential to the valuation and pricing of their securities. So, how are market... Show More
Developer of broadband products for global telecommunication networks, NetComm Wireless (ASX:NTC), recovered nicely during July after being beaten up in June due to uncertainty regarding the federal election outcome. NTC is well placed to win material hardware supply contracts for the federal government’s NBN roll-out but the election was a... Show More