Weekly Research and Wealth PDFs
Weekly Review - 24th March 2017
In this Research Weekly Review we highlight:
- TPG Telecom: Interim Result 2017
- Property: Interim Result 2017 round-up
- Myer: Interim Result 2017
In this Wealth Weekly Review we highlight:
- Super is not a housing affordability solution
- February's flat end delivers modest super returns
- InvestSMART forum: Super is changing, are you ready?
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Weekly Review - 17th March 2017
In this Research Weekly Review we highlight:
- Reckon to spin off document management
- Can Mitula keep making moolah
- Medical marijuana and the one hit wonders
In this Wealth Weekly Review we highlight:
- Rebalancing our portfolios
- Fed effect will hit dollar, rates
- Imminent fed rate rise is just the start
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Weekly Review - 10th March 2017
In this Research Weekly Review we highlight:
- ALE Property: Interim Result 2017
- Is Aconex the xero of the construction sector?
- Primary's doctors take the knife to margins
In this Wealth Weekly Review we highlight:
- Salary sacrificing will soon get easier
- Taking it to the pensions limit and beyond
- Should you consider investing in commercial property?
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Weekly Review - 3rd March 2017
In this Research Weekly Review we highlight:
- PMP: Interim Result 2017
- Amaysim: Interim Result 2017
- QBE Insurance Group: Result 2016
- Perpetual: Interim Result 2017
In this Wealth Weekly Review we highlight:
- The danger of chasing returns
- Billionaire buffett takes an active swipe
- ETFs Roadtest: IOZ vs STW
- Profits bonanza has a capex warning
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Weekly Review - 24th February 2017
In this Research Weekly Review we highlight:
- BHP Billiton: Interim Result 2017
- Flight Centre: Interim Result 2017
- Virtus Health: Interim Result 2017
- ASX: Interim Result 2017
In this Wealth Weekly Review we highlight:
- NAB throws a lifeline
- SMSF assets top $650 billion
- The rush to June 30 begins
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Weekly Review - 17th February 2017
In this Research Weekly Review we highlight:
- Reckon: Result 2016
- Rio Tinto: Result 2016
- Ansell: Interim Result 2017
- JB Hi-Fi: Interim Result 2017
In this Wealth Weekly Review we highlight:
- Australia's iron ore cliffhanger
- Is there a better investment opportunity than housing?
- Australia's economic outlook: The four main risks
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Weekly Review - 10th February 2017
In this Research Weekly Review we highlight:
- Last drink for Coca-Cola Amatil
- Servcorp sends in the family
- Carsales: Interim result 2017
- CYBG's duffy does the blocking and tackling
In this Wealth Weekly Review we highlight:
- Webcast: Understand the new pension rules
- Tax with Max: tipping the pensions cap
- Rates robbery: Don't get caught
- Investors face a new mining squeeze
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Weekly Review - 3rd February 2017
In this Research Weekly Review we highlight:
- Navitas: Interim Result 2017
- Virtus dissapoints with market share loss
- More project delays hit GBST
- OFX warns again and sacks CEO
In this Wealth Weekly Review we highlight:
- A cash strategy for SMSFs
- The China threats to Australian investors
- Will the RBA step in to tackle the dollar
- The TTR dillema: Will it pay to quit work?
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Weekly Review - 27th January 2017
In this Research Weekly Review we highlight:
- Wesfarmers' coal curveball
- Resmed margins disappoint (again)
- Aurizon lacking a gravity train
- Bellamy's faces class action
In this Wealth Weekly Review we highlight:
- Start thinking outside the SMSF square
- The oil and gass picture brightens
- Are non-miners turning the investment corner?
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Weekly Review - 20th January 2017
In this Research Weekly Review we highlight:
- Macro: What chance a trade war?
- The lid is lifted on Bellamy's
- Sirtex Medical: The bull and bear case
- Shutting shop on Real Food Group
In this Wealth Weekly Review we highlight:
- Join our new Smart Investor sessions
- Super returns enjoy a late surge
- Negativity has some investsment positives
- Can holiday homes ever be a good investment?
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Weekly Review - 13th January 2017
In this Research Weekly Review we highlight:
- Portfolios weather politcal storms
- Best books, recommendations and lessons for 2016
- Caltex outgunned by BP.
In this Wealth Weekly Review we highlight:
- Does borrowing for super make sense?
- A financial plan of attack for 2017
- Economic scorecard shows good results
- Tax with Max: Getting it right before July 1
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Weekly Review - 16th December 2016
In this Research Weekly Review we highlight:
- Crown cashes in on Melco
- 5 from 15: Timbercorp - Our worst buy ever
- IAG: Cutting costs to stand still
- Santos goes to market. Again.
In this Wealth Weekly Review we highlight:
- 10 Property predictions for 2017
- Time to get into some super rebalancing
- In defence of SMSF borrowing restrictions
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Weekly Review - 9 December 2016
In this Research Weekly Review we highlight:
- Bellamy's gets creamed
- Top 3 for 3: The final stretch
- Aristocrat Leisure: Result 2016
- ALS: Testing the waters
In this Wealth Weekly Review we highlight:
- Can re-contributions avoid the $1.6m cap?
- Economy shrinks: Wake-up call for Australia
- Why five-to-seven years isn't adding up
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Weekly Review - 2 December 2016
In this Research Weekly Review we highlight:
- Is Sirtex's $20,000 teaspoon enough?
- Vocus: AGM 2016
- Amaysim Investor Day
- Enter Bravura: GBST's biggest competitor
In this Wealth Weekly Review we highlight:
- The big issues of 2017
- The ABCC of Building, and Pension renovations
- Don't worry aobut volatile markets
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Weekly Review - 25 November 2016
In this Research Weekly Review we highlight:
- Myer: AGM 2016
- Brambles: A pallet of poor returns
- Will Dreamworld take away from Ardent's main event?
- F&P Healthcare: Interim Result 2017
In this Wealth Weekly Review we highlight:
- How value investing is paying off
- Share dilution: be alert, not alarmed
- How our employment shift is affecting investors
- Will OPEC muster the energy?
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Weekly Review - 18 November 2016
In this Research Weekly Review we highlight:
- Opportunity calls at TPG
- Carsales' core business monitoring
- Does Bellamy's have the winning formula?
- OFX: Interim Result 2017
In this Wealth Weekly Review we highlight:
- Prepare for a stumble on Trumponomics
- Should you buy a CBD apartment?
- Pension cap creates a property dilemma
- SMSF collectors still on ATO notice
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Weekly Review - 11 November 2016
In this Research Weekly Review we highlight:
- 3P learning: a textbook case
- Flight Centre's ticket to ride
- Does low-cost IVF threaten Monash?
- Westpac: result 2016
In this Wealth Weekly Review we highlight:
- The next big gold rush
- Positioning for China's cash flood
- A big margins call for iron ore miners
- Is smart beta smarter than your average ETF?
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Weekly Review - 4 November 2016
In this Research Weekly Review we highlight:
- Carsales' Statton splutters
- Woolworths accentuates the positive
- Macquarie Group interim results
- ANZ: results 2016
In this Wealth Weekly Review we highlight:
- Low inflation must lead to an assets rethink
- How social impact investing is paying off
- AGL Energy noteholders face a long wait
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Weekly Review - 28 October 2016
In this Research Weekly Review we highlight:
- Ingham's: TPG Flick
- Cochlear: The hearing industry heavyweight
- Ainsworth's shocking first half
- Target toys with Wesfarmers
In this Wealth Weekly Review we highlight:
- Australia's rates reality is lower for longer
- Coal surge fires up Australian Investors
- Gambling with note holders
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Weekly Review - 21 October 2016
In this Research Weekly Review we highlight:
- Tatts and Tabcorp set to join forces
- A Lott to like about Tatts
- Sydney Airport investor day
- Aged care providers sink to new lows
In this Wealth Weekly Review we highlight:
- Big banks face lower return risks
- The long commodities grind
- Super: It's time to move on
- Recycling mortgage debt into 'good debt'
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Weekly Review - 14 October 2016
In this Research Weekly Review we highlight:
- Portfolios bounce back after Brexit
- Trade Me and Facebook square off
- Village Roadshow's reporting season flop
- 5 from 15 - ARB Corporation
In this Wealth Weekly Review we highlight:
- How healthy is the Australian residential sector?
- Does dynamic asset allocation stack up?
- The US threats for Australian Investors
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Weekly Review - 7 October 2016
In this Research Weekly Review we highlight:
- iSentia's social skills
- Sticking with Servcorp
- Expanding our LIC coverage
- Why Australian banks earn so much profit
In this Wealth Weekly Review we highlight:
- The construction risks for property investors
- The hybrids threat to retail investors
- Four financial gifts for the family
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Weekly Review - 30 September 2016
In this Research Weekly Review we highlight:
- What to do when everything looks expensive
- ARB shifts back into gear
- IRESS's super acquisition
- Amcor: Buying big and getting better at it
In this Wealth Weekly Review we highlight:
- Four reasons why dividends are set to rise
- Why the Aussie market is still below its peak
- It's time: Lowe's infrastructure call
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Weekly Review - 23 September 2016
In this Research Weekly Review we highlight:
- Caltex: refined and redefined
- Iress: Going OK in the UK
- Vita Group: Result 2016
- Getting a Hold on property trusts
In this Wealth Weekly Review we highlight:
- Avoiding the danger zone through active portfolio management
- Why investors should monitor their customer journeys
- A super property alert for SMSF trustees
- Eyeing off the term-deposits war
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Weekly Review - 16 September 2016
In this Research Weekly Review we highlight:
- Sonic Healthcare blessed by regulators
- Mining Services Update: FY2016
- Vita Group: Result 2016
In this Wealth Weekly Review we highlight:
- Australia's hottest property investment destinations
- Morrison's super changes still have victims
- A billionaire's top stock picks
- Your guide to Telstra's share buy-back