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Edition: 199

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Edition 199

  • 28 April 2017

When travelling with time to relax over the leading international newspapers, it's even more apparent that most commentary is suited to short-term trading rather than long-term investing. Today's headline is tomorrow's letter to the editor and not much more. It matters little what the market did yesterday or some expert's opinion on the next day. As Warren Buffett said in 2016 after a bout of market volatility, "Don't watch the market closely. The money is made in investments by investing, and by holding good companies over long periods of time."

Why Australians love dividends and franking

Australians love owning dividend-paying shares, especially with the added benefits of franking credits, and the rewards from owning shares should not be judged in terms of price movements in isolation.

Unpacking the '30-year bull market' in bonds

The reality of investing in a bond is that regardless of whether we have experienced a massive bull market, the most a bond is worth at maturity is the face value.

Do LIC options provide investors with value?

It’s common practice for LICs to issue ‘free’ options with their initial public offerings to offset the effect of listing costs on NTA. So, why are LIC options rarely exercised?

Lessons from a famous shareholder activist battle

Hostile takeover battles can produce heated disputes between company directors, managers and shareholders. What’s in the company’s long term interests and who decides? Does shareholder activism aid or hinder?

The meaning of life and real estate portfolio construction

Most simple questions in investing disguise a myriad of complex issues. Here are 11 questions that should be asked before investment in a real estate portfolio can be pursued.

Four tips on what makes a good commercial property

Direct investment in a commercial property often comes with unique risks not associated with a diversified portfolio, such as the exposure to a single tenant and special lease conditions.

What Luxembourg and UCITS now offer Australian investors

UCITS may be an unknown structure to most Australian investors, but it has been an amazing success around the world, and a special ASIC exemption may increase its use in Australia with easier access to the same system.

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Three steps to planning your spending in retirement

What happens when a superannuation expert sets up his own retirement portfolio using decades of knowledge? He finds he can afford much more investment risk in his portfolio than conventional thinking suggests.

Finding sustainable dividend stocks on the ASX

There is a small universe of companies on the ASX which are reliable dividend payers over five years, are fairly valued and are classified as ‘negligible’ or ‘low’ on both ESG risk and carbon risk.

Among key trends in Australian banks, one factor stands out

The Big Four banks look similar but they are at fundamentally different stages as they move to simpler business models. Amid challenges from operating systems, loan growth and neobank threats, one factor stands tall.

Why mega-tech growth are the best ‘value’ stocks in the market

They are six of the greatest businesses ever and should form part of the global portfolios of all investors. The market sees risk in inflation and valuations but the companies are positioned for outstanding growth.

How inflation impacts different types of investments

A comprehensive study of the impact of inflation on returns from different assets over the past 120 years. The high returns in recent years are due to low inflation and falling rates but this ‘sweet spot’ is ending.

How to manage the run down in your income in retirement

The first of five articles on modern retirement income products that aim for an increasing pension that lasts for life and on average should not decline in real terms. They are not silver bullets but worth a look.

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