Goodbye cheap money
Central banks returning monetary policies to neutral are bad news for companies that rely on cheap debt for expansion. Charlie Aitken likes companies that generate cash, and says the party is over for infrastructure
Let's go shopping
The correction is over â weâve dodged the bullet. There are some exceptions on Mike Manganâs list of leading companies, but the overall outlook is strong making now a good time to start adding to portfolios
Bird Flu Risks
Global anxiety is growing that bird flu will become a pandemic among humans. Shane Oliver says that despite its very real dangers â in health and economic terms â the risk of it becoming widespread is low, although he advises investors should monitor how it develops
Gold Regroups
Gold is set for a bull run, oil is ready to settle for the rest of the year and there have been some very interesting sales of directorsâ interests â especially in a leading retailer, writes Charlie Aitken
How to buy a mansion with your super and win
By using a reverse mortgage, retirees can use their super to buy a more expensive home and generate a means-test free income that allows them to also draw a full aged pension. Peter Mair explains
Peter Morgan - The Transcript and Audiotape
Leading fund manager Peter Morgan set the cat among the pigeons earlier this week when he questioned valuations in the infrastructure sector and expressed scepticism over Listed Investment Companies (LICs). Today we publish a transcript and audiotape of associate editor Michael Pascoe's interview with the head of 452 Capital.
Question Mark
Property editor Mark Armstrong has received dozens of e-mails from subscribers seeking advice on property investment issues. Today we're launching Mark's new column, Question Mark. If you have any questions on your property investments, drop a line to questionmark@eurekareport.com.au
Affordable Buffett
Looking to invest in Warren Buffett's Berkshire Hathaway? Itâs difficult, given that a single share is worth as much as a new Mercedes-Benz. An Australian fund manager believes it has a way of making Berkshire accessible to retail investors. Veteran stockbroker Richard Campbell tells the Buffett story and casts a cool eye over the new Australian venture
Crivelli's Call - The Transcript
A full transcript of associate editor Michael Pascoe's interview last Friday with managed funds industry doyen Mike Crivelli.
Bear-faced Rupert
When the executive chairman of the company accused of misleading conduct tells investors their shares have not performed because of a bear market, Mike Mangan decided it was a claim worth investigating. His verdict: Up to a point, Lord Murdoch
Dangerously Creative
Peter Morgan fears creative financiers in the infrastructure sector are inflating a bubble with ominous parallels to the lead-up to the crash of 1987, writes associate editor Michael Pascoe. In todayâs video interview, Morgan tells Pascoe why he believes the market is at a cyclical high
All Systems Go
There are plenty of reasons to believe the Australian stockmarket will stay well ahead of its long-term average during 2005-06. However, Charlie Aitken fears some sectors, particularly infrastructure, are starting to defy gravity
Holding Company
Self-storage is just catching on, is growing fast and has huge potential. And, as Mark Armstrong and Fiona Marsden explain, it offers investors different ways of getting a foothold
Best Bank Buys
In a close field, analysts at The Intelligent Investor give the edge to ANZ and Westpac, but remain unconvinced of NAB's recovery story as banks approach their reporting season.
Fringe Magnets
Young marrieds with children are heading out of town for the wider spaces of the inner suburbs, pushing auction activity and prices to unprecedented levels. By Mark Armstrong