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Expert buy, hold and sell recommendations from our team of analysts.

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Big listed investment companies (LICs) are cheap

For four years I’ve been warning about being shareholders in major LICs such as Australian Foundation Investment Company (AFI) or Argo Investments (ARG). Last year, I nominated these as “sells” but this situation has reversed and these LICs are trading at a discount for the first time since 2019.

Paul Rickard · September 25, 2023
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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?

Paul Rickard · August 28, 2023
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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?

Paul Rickard · August 21, 2023

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