TELSTRA CORPORATION LIMITED.
Another really strong day for Aussie stocks as traders position for further interest rate cuts locally following a weaker than expected print on inflation at 11.30am this morning…A host of investment banks along with ANZ, WBC and NAB are now calling for two rate cuts this year, the... Show More
The first day back on the desk following the Easter break and the market roared up through 6300 today on the back of some marginally positive leads overseas however the buying into the close on stock option expiry (a Wednesday due to ANZAC day on Thursday) implies that... Show More
Firstly, there was a good quote across my Bloomberg screen this morning that’s worth re-printing here – it sums up my thinking towards the market / investing / trading. Running portfolios for the last ~15 years, and writing a daily note for most of that can be a really rewarding... Show More
To be a successful equity investor, there are a few very simple tenets to follow if you want to get a head-start – and these include avoiding underperformers and not getting sucked into yield traps, Plato Investment Management managing director, Dr Don Hamson, said in a recent presentation.Hamson also had... Show More
Interest rates around the world, including Australia, have been falling recently. Where conventional wisdom one year ago was for rising rates, now expectations have factored in domestic rate cuts and falling yields over the next 3 years. Aussie 10-year government bonds are at all-time lows standing at 1.75%. This change... Show More
With the emergence in recent years of passive Exchange traded funds (ETFs) a ferocious contest has developed between those pushing the virtues of passive investing, and those defending the craft of active investing. Show More
Telstra recently reported their half-year results - revenue, earnings and cash flow all broadly lined up with expectations so there weren’t many surprises. Although since we last looked at Telstra there have been some interesting developments. I discuss these in the following four minute video. Show More
Volatility at the stock level was alive and well today with some big swings in companies that reported results….Breville (ASX:BRG) a cracking set of numbers and the stock reacted accordingly while the woes at AMP continue. Nothing to like about the stock here and a classic example of the old... Show More
Never mind the profit, what about the dividend? For most TLS investors the dividend is the thing. Remember that the 3c special dividend is just that. Special. Special dividends do not last forever. For growth investors, there are far better opportunities elsewhere. For income investors, there may well be better... Show More
Australia reporting season kicks into 5th gear as results come thick and fast from now on, with Telstra, AMP, Suncorp among today's numbers. Also: George Soros compares the EU to the Soviet Union; Some creative accounting for NBN; the world's 6th biggest economy now in Trump's crosshairs; and cheap fuel... Show More
Through reporting season, we are publishing exclusive fund manager commentary on specific company results soon after they are announced. The pace really picks up from here, and we wanted to flag what is coming up so that you can be the first to know, because as Coppo recently pointed out,... Show More
Welcome to Nikko Asset Management’s 4 Minute reporting season wrap up on the week that was in Australian markets, and what we are reviewing in the week ahead. Show More
It’s obvious. Retirees need income. With cash and fixed interest offering low yields, equities are a good place to look for income. On the surface, it may seem easy creating an income portfolio from shares – just select stocks from a list of high dividend yielders. However, setting up an... Show More
A fairly lacklustre Friday and first day of February – always a big month with domestic reporting season kicking off on Monday. Today the market opened higher, made a low around lunchtime then edged up into the close – all in all a fairly muted session which is understandable, why... Show More
The ASX 200 came off the boil today with the index now looking set for a more protracted pullback into the ~5750 region or ~4% lower. After a reasonable open considering the weakness overseas, selling towards the banks ticked up and the market grinded down into a lunchtime low. Business... Show More
Phil King thinks Zip is the best way to buy now, pay later; Telstra faces industrial action as it won't (can't?) give payrises that match inflation; growing concerns over China's "great wall of debt"; and the Royal Commission into aged care operators gets underway. Here's what's happening in markets today.... Show More
Payday lenders in the firing line, Blake Henricks from Firetrail explains how he uses board games to be a better investor, and reports reveals European austerity cost the EU economy $1.3 trillion. Here's what's happening in markets today. Show More
There are several areas of analysis that have stirred debate at JCP as we head into 2019, and each appears to carry a bit more bite than in standard years. These include the following topics, which we discuss in full, with stock examples, in our 2019 market outlook attached. Show More
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
For two years now, Roger Montgomery has been warning investors of a pending housing crash. While these claims were initially met with scepticism, as the data has deteriorated significantly in Sydney and Melbourne, more investors are coming to accept this thesis. According to CoreLogic’s Home Property Value Index, prices for... Show More