Blogs

The New Criterion

One value-seeking investor recently proposed a daring mission for Criterion which, naturally, your intrepid columnist chose to accept: identify a handful of small cap stocks with reliable earnings and dividends, trading on an earnings multiple of 10 times or less…

Kavanagh

So far in the election campaign, the parties have not had anything to say about an issue that concerns a lot of people – housing affordability. The Coalition made some moves in this direction a couple of years ago, when…

The New Criterion

Fluence Corporation (FLC) 56c Fluence chief Henry Charrabe fluently rattles off the reasons why investors should be warming to the global water treatment outfit, which recently won an African contract worth more than the company’s circa $200 million market capitalisation.…

Kavanagh

The House of Representatives Standing Committee on Economics has released the report of its inquiry into the implications of removing refundable franking credits. It’s a very disappointing report. The product of 1777 submissions, 19 public hearings and seven months of…

The New Criterion

FSA Group (FSA) $1.04 Amid the ongoing fallout of the Hayne banking royal commission another area of financial services has been subject to quieter reforms: the thriving market for debt agreement and debt consolidation arrangements. As anyone who listens to…

Kavanagh

Australians have suffered their biggest fall in household wealth since 2011, reflecting the impact of the falling housing market and the sharp correction in stock prices during the December quarter. The latest Australian Bureau of Statistics figures on household wealth…

The New Criterion

Long synonymous with struggling dairy farmers and perpetual milk glut, Australia’s dairy market is rapidly tightening as the producers compete more aggressively for supply that has been eroded because of drought. Bega Cheese (BGA, $4.69) chief executive Barry Irvin believes…

Kavanagh

The government has decided not to make any changes to the borrowing arrangements for self-managed superannuation funds, after reviewing a report on the issue by the Council of Financial Regulators and the Australian Taxation Office. Treasurer Josh Frydenberg said in…

The New Criterion

The flagging housing market and sagging consumer sentiment ahead of the federal and NSW elections have affected the performance of an unlikely ASX-listed exponent – the assisted reproduction outfit Virtus Health (VRT, $3.98). Judging from the market leader’s recent half…

Kavanagh

Consumers who are disappointed with the Government’s move to sidestep the Hayne Royal Commission’s recommendation on mortgage broker commissions can take comfort from developments elsewhere. The Australian Banking Association gave an update last week on work its members have been…