Telco reviews are coming

We're looking at both TPG and Vocus and will have reviews on both in due course.

TPG and Vocus have both fallen close to 40% over the past few weeks as questions emerge about margin stability in a post NBN world. While the timing of this concern is odd – we raised it months ago when we slapped a Sell on Vocus – the content is legitimate.

With both TPG and Vocus now near or below our buy prices, we are looking at them in detail. This is not a fleeting opportunity created by irrationality; caution is needed. We’re removing price guides while we complete our research but we will reinstate them with the next review. We’re working on it now so expect it later this month. No action is needed for the moment.  

InvestSMART FORUM: Come and meet the team

We're loading up the van and going on tour from April to June, with events on the NSW central & north coast, the QLD mid-north coast and in Perth, Adelaide, Melbourne, Sydney and Canberra. Come and meet the team and take home simple strategies that you can use to build an investment portfolio to weather any storm. Book your spot here.

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