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My Two Cents |

18 May 2018

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Deep dive on Santos (STO)

Under The Microscope

18 May 2018

What we were reading this week

Market Insights

18 May 2018

Deal-flow: Who we met this week

X-Factor Stocks

18 May 2018

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My Two Cents

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.

My Two Cents

What are Australia’s fund managers holding?

For the average punter, stock picking is a hard game. In this article we look at what stocks the investment gurus of today are picking.

My Two Cents

The house of ETF cards

ETFs are becoming more and more popular with advisers and their clients, being bought and sold like any regular stock. But will they be the cause of the next GFC?

My Two Cents

Data Breaches & Cryptoworms: The World Held to Ransomware

Facebook shares fell as much as 8% on Monday after reports that Cambridge Analytica mined the data of over 50 million users of the social network without their permission.

Markets

Charts of the week

Charts of the week

Here are our weekly charts

Charts of the week

Chart of the week

Here is the chart of the weeek. One that we find attractive

What We Liked

What we Liked and What we Disliked

In this section we look at all the important news that we liked and disliked.

Market Insights

Westpac posts a solid HY result on lower bad debts and higher NIM

Westpac posts a solid result. Lower bad debts. Higher NIM. But outlook subdued.

Market Insights

NAB result in-line with expectations. Offloads MLC.

The NAB results are in and they’re in line with expectations, the result hit by preannounced restructuring charges.

Market Insights

ANZ results beat expectations. Says it will learn from the Royal Commission

ANZ results beat expectations but the outlook for the banking sector remains challenging.

Unconventional Wisdom

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.

From The Herd

3 Stocks from the herd – BHP, BLD, SHV

In this section we provide readers with three stocks that have attracted the interest of the broking community or the ‘herd’.

Ferrari Portfolio

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

The Ferrari Portfolio has pulled back a little, so we've decided to sell some laggards and take a position in a new stock.

Ferrari Portfolio

Ferrari Portfolio – We’re holding on for now

We aren't transacting this week. We're holding for now.

Under the Microscope

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

X-Factor Stocks

3 China focused ASX stocks

In this section we provide readers with three ASX listed stocks that have exposure to China via their operations and sales channels.

Fund Review

Jeffrey Cole talks about a utopian world

Evans & Partner's Jeffrey Cole talks about disruption and a new world of tech

Education

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

Education

Investing in Robotics – Nanuk Asset Management

The rise of the collaborative robot or cobot is designed to perform specific tasks in physical interaction with humans in a shared workspace.

Education

New tool for the tool bag

Retirees have just been given a new tool for their strategy tool bag. The downsizer superannuation contribution (DSC) legislation was just passed just before Christmas.

Education

Ask a Guru – Superannuation Changes

This year saw major changes that affect the way member’s benefit from many of the major tax concessions of superannuation following the implementation of the federal government’s new superannuation regime.

Education

Capital Structure

We thought it would be worth¬while taking a step back and looking at the capital structure of a bank or company in greater detail.

The Unconventional Newsletter

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