telstra

Equities
Tim Kelley

We’ve recently seen some developments in relation to the proposed TPG-Vodafone merger, including the ACCC announcing it will block the merger. By way of quick recap, in August last year, TPG and Vodafone Australia announced the intention to merge – a transaction that would bring together TPG’s strength in the... Show More

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Telstra shares are down 34% over the last 12 months. It’s been a painful period for many investors, especially when accompanied by a dividend cut. The problems for the company are now well-known: falling revenues from fixed line disconnections (partially offset by payments from the NBN) and margin pressure in... Show More

Buy Hold Sell

There was a time when Telstra was a staple of almost every Australian investor’s portfolio. Stable earnings and a big fully-franked yield meant that it never had problems attracting buyers. Things are different now. After cutting its dividend in August, Telstra is now down >30% year to date. In the latest... Show More

Daniel Mueller

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

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The old saying goes; ‘there are two sides to every trade’, but in the case of Telstra, we have three. In this second part of our equity income series, we take a close look at Telstra following the announcement of the upcoming dividend cut, and the associated share price fall. Contributors... Show More

Daniel Mueller

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