Caltex: Shrink to grow
SAM DYSON | Investors love companies that can deploy capital at high returns over a long period of time. However, great shareholder...
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- Apr 27, 2018
The bubble in quality
JASON TEH | It is hard to spot a market bubble in the making. As they inflate, market participants often rationalise their investment...
- Apr 16, 2018
The real danger lurking in the shadows
JASON TEH | While many investors fret about bonds or bond-like proxies from rising interest rates, the real danger lurking in the shadows...
- Apr 11, 2018
Defensives: perception v reality
JASON TEH | Are Australian bond-like proxies going to suffer a bondcano moment? Certainly, stocks that have defensive characteristics...
- Apr 6, 2018
Run for the hills... interest rates are exploding
JASON TEH | …Or that is what some equity pundits masquerading as bond experts want you to believe. They predict that a ‘bondcano’ of...
- Feb 27, 2018
Myer: Winter is coming
DANIEL MUELLER | What do Amazon, Buffett and Sydney CBD retail have in common? You know about Amazon and its potential to destroy...
- Jan 29, 2018
The sky is not falling, but storm clouds are brewing
JASON TEH | The sky is not falling was the message in September 2017. Our message was that the overall market did not show excessive...
- Nov 16, 2017
The yield trap of 2017
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...
- Nov 16, 2017
Telstra's Trump moment
DANIEL MUELLER | Did Telstra just have its Trump moment? Prior to Telstra’s FY17 result, media articles abounded speculating the company...
- Nov 16, 2017
Is Woolworths regaining its mojo?
DANIEL MUELLER | Woolworths “is a wonderful organisation, with enormous upside.” This was the first thing former CEO Grant O’Brien said...
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