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  1. Telstra – Cash cow

    The cash keeps rolling in at Telstra so the investment question is how and when will the company pay it out to shareholders? The good news is that shareholders are already enjoying the fruits of a robust business model underpinned … Continue reading

  2. The more things change

    An interest rate cut, political turmoil and commodity prices still plumbing levels that make the Australian currency less attractive. It’s all happening, so how should you position your portfolio? Oil inventories in the US have risen to an 80-year high … Continue reading

  3. Woodside Petroleum – Wheatstone now, Browse later

    The plunge in global oil prices and an opportunistic purchase has changed the outlook for Woodside Petroleum. We think it’s worth buying WPL shares as a contrarian way of buying a quality oil and gas company while the sector is … Continue reading

  4. A tapering sort of year

    ‘Tapering’ was the mot-du-jour as 2014 began with the US Federal Reserve introducing the world to the art of unwinding its massive program of quantitative easing. At the same time, the Chinese government was reaffirming its target of 7.5% economic … Continue reading

  5. TPG Telecom – Momentum undisturbed

    Two things have changed in recent weeks for TPG but the company has reiterated its FY15 earnings guidance nonetheless. This stock isn’t cheap but its earnings momentum is worth buying.   Firstly, the government’s response to the Vertigan review has … Continue reading

  6. Retailers in need of therapy

    Australia’s beleaguered retailers just can’t catch a break as yet another international store chain opened its doors in Pitt Street this week. Sephora is the latest, and probably not the last retailer to find the landscape enticing enough to set … Continue reading

  7. HVN – Hardly Normal

    The weird and whacky world of Harvey Norman entered a new phase this week. On the surface, the announcement of a fully franked special dividend of 14 cents per share, matching the full year dividend, was unreservedly good news for … Continue reading

  8. The Groundhog Index

    The ASX200 index has found itself back at the starting line for the year. Fundamental value in some stocks has been steamrolled by circumstances beyond management control. Where are the opportunities and threats? The resources market continues to suffer a … Continue reading

  9. APN Outdoor – Breaking Out

    There must have been countless songs invoking the ‘neon lights’ of a city, but the lyrics are probably a tad more romantic than the grimy business of outdoor advertising. But outdoor advertising is seeking a new digital future to liven … Continue reading

  10. Foxtel in the Ten house

    Rumblings of a takeover of the destitute Ten Network by Foxtel and other parties is growing louder. At stake is more than just a valuable free-to-air commercial television licence. The billionaires club that bought into Ten needs a solution to … Continue reading