Paul Rickard

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Keep the faith with Macquarie

Macquarie is recognised for its risk management DNA, its ability to pivot and leverage the next market opportunity and its conservatism when it approaches the investor community. I put this announcement in the “conservative category”. However, with broker targets being lowered and profit forecasts cut, short-term gains in the stock price (back above $200) will be harder. Here’s what I think you should do.

July 31, 2023 · 4 min read

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Question of the Week

Questions of the Week

Is there value in Magellan and should I buy more? Is this a good time to buy bonds, and how do I go about it? For listed investment companies (LICs) trading at a discount, do I consider the ‘pre-tax’ or ‘after-tax’ NTA? When do the major banks report their earnings next month?

July 27, 2023 · 3 min read

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How did your super fund fare last year?

Even if you’ve outsourced your SMSF investment functions to an adviser, you’re ultimately responsible for its investment performance. How can you determine whether you’re cutting it as an investment manager?

July 24, 2023 · 5 min read

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Question of the Week

Questions of the Week

I’ve had a nice run with Megaport. Are you still bullish? Why is GEAR paying such a big distribution? What is the normal fee for an ‘off-market’ share transfer? If I make a non-concessional contribution to my super, what are the limits that now apply?

July 20, 2023 · 3 min read

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Abacus Storage King (ASK) to launch on ASX in August

Abacus Storage King (ASK) provides an opportunity to participate in a sector with medium-term tailwinds. Here’s my review of the new specialised trust.

July 17, 2023 · 4 min read

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Question of the Week

Questions of the Week

Why is CSL sinking? Can property group Centuria Capital recover? What is the new property trust that is about to list on the ASX? Have there been any changes by the Government to super pensions this year?

July 13, 2023 · 2 min read

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5 income favourites for 2023 – how are they doing?

Last December I nominated five stocks from five different sectors to consider for 2023. Here’s an update on the five stocks (including what the brokers think), and where do I think we go from here.

July 10, 2023 · 6 min read

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Question of the Week

Questions of the Week

Is Sonic Health Care a way to play the health megatrend and get “safe” income? Costa Group has received a takeover offer – should I accept? With overseas shares, can I hedge my currency exposure? Are there any changes to the super contribution caps in 23/24?

July 6, 2023 · 3 min read

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Portfolios gain in June as market posts double digit return for the financial year

Our model portfolios enjoyed positive returns in June and are in the black for 2023. Let’s take a closer look…

July 3, 2023 · 4 min read

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Question of the Week

Questions of the Week

Will infrastructure stocks return to form? I have a “dog” in gold miner St Barbara – should I sell? If a global recession looms, should I sell everything now and buy back after the market pulls back? Is Ramsay Health Care still in “buy territory”?

June 29, 2023 · 3 min read