My Two Cents

Lending restrictions start to bite and risky loans become a thing of the past

APRA, ASIC and the Royal Banking Commission have enforcded much needed changes to put a stop to risky bank lending practices. They're now starting to bite and the property market is cooling.

My Two Cents

A New World built on 5G

A world with no boundaries, no wires, no speed bumps and no limits. A world where everything talks to each other and anything is possible. In the not so distant future this world will be a reality. It’s called 5G.

My Two Cents

eSports is the hottest phenomenon sweeping the content driven world

Gaming is no longer a nerdy hobby. It’s a mainstream sport backed by multi-million dollar budgets.

My Two Cents

Federal Budget Briefing

Treasurer Scott Morrison handed down the 2018 Federal Budget. The 2018-19 Australian Commonwealth Budget is a budget focused on small amendments rather than sweeping reforms.

My Two Cents

Does Fixed Income Diversify Portfolio Risk?

In this article Ardea Investment Management look at whether Fixed Income really does help diversify portfolio risk

My Two Cents

A few rotten apples turn an entire industry upside-down

The Royal Banking Commission hears of bribes, conflicts of interest, misconduct and deceptive behaviour. It's time for change.

Charts of the week

Interesting Charts – 15 June 2018

In this section we look at all charts North Korea

What We Liked

What we were reading this week

Here are 3 worthy reads that think subscribers will find interesting.

What We Liked

What we liked, what we disliked – 8 June 2018

The Australian economy is looking a lot stronger following a raft of positive economic data this week and CBA agrees to pay a $700m penalty.

Market Insights

Brexit and Grexit were big but an Italexit is huge

First Brexit now Quitaly. Italian shares fell 3% following a sell-off in the bond market, bond yields rose on concerns that Italy may exit the Euro

Charts of the week

Interesting Charts 1 June 2016

With all the commotion centring on Italy and its politics, we thought it would only be fitting to put up a few charts on the Italian economy.

What We Liked

What we Liked and Disliked – 26 May 2018

This week Santos rejected Harbour Energy’s ‘best and final’ offer to buy all shares and BWX receives a takeover offer.

Ferrari Portfolio

Ferrari Portfolio – 18 June 2018 – We’re selling 4 stocks and buying 1

Ferrari Portfolio

We’re taking profit from Aristocrat and buying a new stock.

We're selling Aristocrat Leisure today and buying a new stock

From The Herd

3 Stocks from the Herd – TLS, FXJ, LLC

This week see why we've got a screaming buy on TLS. Also why we don't like Fairfax and what our insights are on Lend Lease.

Ferrari Portfolio

Ferrari Portfolio enjoying the Bull run. No change.

Here is the Ferrari portfolio for the 11 May. We have made no changes. The portfolio is tracking along well.

Ferrari Portfolio

Ferrari Portfolio – We’re selling two stocks and buying one

For the Ferrari portfolio this week we're selling two underperforming stocks and we're buying one that has upside potential.

From The Herd

3 Stocks from the herd – ARB, BAP, JBH

This week we look at two automotive stocks that are doing well, ARB Corp and Bapcor. We also take a look at JB Hi-Fi following a disappointing profit downgrade.

Under The Microscope

Deep dive on Santos (STO)

Harbour Energy have lodged a binding bid to takeover Santos at US$4.98. See what we think.

X-Factor Stocks

Deal-flow: Who we met this week

Some of the deals that have come across our desk this week and who we met this week.

Fund Review

Centuria on 80 Grenfell Street Adelaide opportunity

The Centuria Capital Group is buying the 80 Grenfell Street Tower, which is a modern office tower on sale for $200m. See what we think of the opportunity.

X-Factor Stocks

2 Buys, 2 Holds, 2 Sells

In this section we look at 2 stocks we would Buy, Hold and Sell.

Fund Review

Which stockmarkets look cheap after the torrid start to 2018?

The start of 2018 has been volatile for stockmarkets. Duncan Lamont, Head of Research, explains how it has shifted valuations.

X-Factor Stocks

2 buys / 2 Holds / 2 Sells

In this section we look at 6 stocks - 2 buys / 2 Holds / 2 Sells

Education

5 things worrying investors that shouldn’t – JP Morgan

This week we met with the team at JP Morgan. They provided a paper written highlights five thematic issues worrying investors that shouldn’t.

Education

What is a De-listed Company?

In this article we through what happens when a company becomes de-listed and how it occurs.

Education

Faster payments between the Banks

The New Payments Platform (NPP) introduced by banks will allow payments to be sent or received 24 hours, 7 days a week regardless of the bank.

Education

What is Seed Capital and how does it work?

In this article we talk about seed funding and how it works. We look at Series A, B, C and the exit stages.

Education

Can you trust broker tips?

It’s an interesting question. Stock brokers are very professional, they’re highly qualified and have years of experience. But can you trust their recommendations?

Lifestyle

Wattle Partners Hawaiian Luau Party

Hawaiin Luau Party at Wattle Partners