I replaced Woolworths with Coles in our model portfolios early last year. This year I did the reverse. Is it now time to go back to Woolworths or stick with Coles? Let’s have a look at the recent earnings and sales reports of both stocks, and what the brokers have to say.
If I wanted an investment in bonds, what fund could you suggest? Where do the major brokers see Cochlear heading? Should I take part in Goodman Group’s share purchase plan? Are dividends really being cut?
In this article, I look at how our model portfolios have performed so far in 2025.
Is there an ETF on the ASX that tracks the US Russell 2000 small cap index? Should I take up my entitlements in the Qualitas Real Estate Income Fund? What do the brokers think of Flight Centre, which reported poorly and fell? When does BHP go ‘ex-dividend’ and is there a DRP I can join?
Telstra is a classic defensive stock. High income, low volatility and limited downside risk. It’s not as cheap as it was before the profit announcement, but does it have room to go higher? Here’s what I think…
Which gold companies should I buy? What do you think of the discretionary retailers Super Retail Group and Accent? Should I invest in the Barrow Hanley Global Share Fund? With Telstra announcing a higher dividend, is it too late to take part in the Telstra DRP?
Treasury Wine Estates (TWE) and ASX Limited (ASX) reported first half profit results last week. Leaders in their respective industries (the ASX an effective monopoly), both companies are currently in the “unloved” category with investors and trading “cheaply” compared to historic averages. Here’s a look at what they have to offer.
Which ASX listed companies could be impacted by President Trump’s 25% tariff on steel and aluminum imports? Do you think CSL is a buy? Why is Suncorp returning capital and doing a share consolidation? If I am in the CBA DRP, can I change my instructions before the next dividend payment of $2.25?
Many investors aren’t quite sure what short selling is all about. There are 4 types of short selling but it’s the third type, the sector view, that I want to focus on here today because it tells us there are professionals who feel that certain industry/sectors are either “over-hyped” or vulnerable to the macro-economic environment.
Should I consider the ‘short’ position in a stock before deciding to buy? Should I vote in favour of a proposal to restructure a company that is currently suspended from the ASX? Do the brokers see further upside for Aristocrat Leisure? When does CBA announce its first half profit?
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