Jun 26, 2018The next bluechips to cut their dividendsJASON TEH | “You can hold a rock concert, and that’s okay. And you can hold a ballet, and that’s okay. Just don’t hold a rock concert and...
Jun 7, 2018Caltex: Shrink to growSAM DYSON | Investors love companies that can deploy capital at high returns over a long period of time. However, great shareholder...
Apr 26, 2018The bubble in qualityJASON TEH | It is hard to spot a market bubble in the making. As they inflate, market participants often rationalise their investment...
Apr 15, 2018The real danger lurking in the shadowsJASON TEH | While many investors fret about bonds or bond-like proxies from rising interest rates, the real danger lurking in the shadows...
Apr 10, 2018Defensives: perception v realityJASON TEH | Are Australian bond-like proxies going to suffer a bondcano moment? Certainly, stocks that have defensive characteristics...
Apr 5, 2018Run for the hills... interest rates are explodingJASON TEH | …Or that is what some equity pundits masquerading as bond experts want you to believe. They predict that a ‘bondcano’ of...
Feb 26, 2018Myer: Winter is comingDANIEL MUELLER | What do Amazon, Buffett and Sydney CBD retail have in common? You know about Amazon and its potential to destroy...
Jan 28, 2018The sky is not falling, but storm clouds are brewingJASON TEH | The sky is not falling was the message in September 2017. Our message was that the overall market did not show excessive...
Nov 15, 2017Big hat, no cattleSAM DYSON | Mining 101: a good mining company makes money at the low end of a steep cost-curve. This is BHP’s strategy and it is working...
Nov 15, 2017The yield trap of 2017DANIEL MUELLER | Want to know the biggest yield trap of 2017? Each year there are dividend plays that turn out to be yield traps. In...