This post formed the basis of an article which then appeared in the Australian Financial Review on 1 March 2017. Michael Gable is a regular expert contributor to the AFR. You can access the AFR version HERE. LendLease ended 2016 at about the same levels as where it started. The charts however show that it was in the red for much of the calendar year. One of the major concerns that the market had was with settlement risk. There was …
This post formed the basis of an article which then appeared in the Australian Financial Review on 22 February 2017. Michael Gable is a regular expert contributor to the AFR. You can access the AFR version HERE. Everyone seems to have a story about Telstra’s customer service, and not all of it is positive. For investors though, and especially SMSF’s, the view is a little brighter as the big story over time has been the dividend. The stock currently yields …
This post formed the basis of an article which then appeared in the Australian Financial Review on 16 February 2017. Michael Gable is a regular expert contributor to the AFR. You can access the AFR version HERE. Trying to value resource companies can be notoriously difficult because of commodity price assumptions. Analysts tend to be too optimistic when stock prices have already peaked, and they tend to be too conservative once prices have already bottomed. The 12 month rally …
This post formed the basis of an article which then appeared in the Australian Financial Review on 15 December 2016. Michael Gable is a regular expert contributor to the AFR. You can access the AFR version HERE. The success of JB Hi-Fi over the years has been well covered with the share price sitting over 5 times higher than where it was 10 years ago. We have been buyers of JB Hi-Fi in the past, attracted by their impressive growth. …
This post formed the basis of an article which then appeared in the Australian Financial Review on 7 December 2016. Michael Gable is a regular expert contributor to the AFR. You can access the AFR version HERE. The Australian market has recently been edging higher but much of that is due to earnings upgrades in the commodities space. The sector has done it real tough in the last few years but this year we have seen some of these stocks provide …