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Is the worst over for Qantas?
Today I’m taking a deep dive into Qantas to see whether I think it’s a buy.
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Markets
Has Orora paid too much for European bottle maker Saverglass?
This is the question investors in packaging company Orora (ORA) will be asking before before putting their hands in their pockets to help fund the acquisition.
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Modest losses for our portfolios in August as market digests reporting season
Although there were modest losses for our portfolios in August, year-to-date, our portfolios are enjoying respectable gains.
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Is a 6.6% yield for a defensive stock enough?
Should Investors in energy infrastructure company APA Group (APA) take part in its current share purchase plan? What will APA buy with the funds raised? Is the proposed acquisition strategic? At what price should you take up these shares?
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Telstra: a safe bet in a choppy market
Telstra’s certainly more attractive than a few weeks ago. Will it drift lower? Are we far off a major support area and at what price? Is the telco a “hold” for investors, and should they increase their exposure?
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CBA’s dividend boost signals higher bank dividends
Would I buy CBA at these levels? Has CBA’s result given me the confidence to be overweight the sector?
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Portfolios gain in July as market nears high for the year
The Australian sharemarket posted a positive return of 2.9% for July as it neared a 12 month high. Our model portfolios also delivered positive returns, with the growth portfolio continuing to outperform the benchmark.
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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.
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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?
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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.