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James Packer’s Sydney play is paying off for the company with strong EPS growth forecast for the next three years. Charlie explains why he’s happy to trade off dividends for this kind of growth performance.

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The Treasurer’s push for growth at the G20 has done great things for the share market but he could do even better if he refrained from a tough budget for another year.

The correction of a few weeks ago is now well behind us, as the S&P 500 in the US looks to hit an all-time high this morning. Its best ever close was 1,850.84. So what’s going on? And to add drama to the stor..

The big Australian mining companies have finally understood what their shareholders want – a better control of costs and more dividends or buybacks. Here’s why they are both in Charlie’s portfolio.