Three property investments for the watchlist
Falling prices across the property sector have some value investors salivating. So, leaving aside our preferred pick of Westfield Group, let’s examine three other property investments that we’d love to own at the right price.
Centro's credit crisis
Centro hedged its interest rate risk, its exchange rate risk and believed that it had plenty of funding sources. Along came a black swan event in the form of a credit crisis and its house of cards came crashing down.
Centro's crisis of confidence
For some time we've been warning of the dangers of this highly indebted, expansionist property group. But with a 92% price fall, is there now opportunity where once there was risk?
Wilson finds value at home
Geoff Wilson doesn’t believe there's much value in the stock market right now but he seems to see plenty in Wilson Investment Fund.
Sigma gets its house in order
There's considerable evidence emerging that Sigma’s problems can be overcome. Despite the recent price rise, the stock remains cheap.
International LICs make the cut
Listed investment companies focusing on international stocks are an easy and economical way to achieve some international exposure for your portfolio.
Meet Matthew and Geoff
Geoff Wilson and Matthew Kidman are the main men behind Wilson Investment Fund. We recently caught up for a wide-ranging chat. These were the highlights.
PEPS aren't that peppy
Bank of Queensland is one of the first institutions to offer fixed income securities to investors since the sub-prime debt crisis. But do PEPS have enough spice to entice investors?
An opportunity in pipeline trusts?
Envestra and Australian Pipeline Trust have suffered price falls and now offer attractive yields. But their hedge fund-like debt levels complicate matters considerably.
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