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Monday, 27 September 2021
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Fortescue, Crown, TPG Telecom, 7 Group, Flight Centre and Wisetech are the Australian companies among the family/founder businesses showing resilience in the COVID-19 pandemic versus non-family peers.
The measurement and disclosure of human capital within a company will give investors greater confidence about future business prospects and better integrate strategic and human resource functions.
It was a good reporting season with market EPS expectations increasing 1.6%, the best outcome since 2010, but as ever, some segments of the market are faring much better than others.
Commodity price falls and China worries overhung the market at the start of 2016, and some miners posted terrible results. But February’s reporting season had some bright spots and room for optimism.
If it looks like a duck and quacks like a duck, is it necessarily a duck? That’s the mindset that is sometimes required to understand the revenue growth numbers being reported by companies at this time of year.
Company releases relating to acquisitions, mergers or divestments, by nature, have the objective of painting a positive outlook. A deeper dive into the facts allows us to make more educated investment decisions.
The RBA Governor says rising house prices are due to "the design of our taxation and social security systems". The OECD says "the prolonged boom in house prices has inflated the wealth of many pensioners without impacting their pension eligibility." What's your view?
It's a remarkable statistic. In any year since 1875, if you had invested in the Australian stock index, turned away and come back eight years later, your average return would be 120% with no negative periods.
Never stand between Australian households and an uncapped government programme with $3 billion in ‘free money’ to build or renovate their homes. But excess supply is coming with an absence of net migration.
Picking macro trends is difficult. What may seem logical and compelling one minute may completely change a few months later. There are better rewards from focussing on identifying the best companies at good prices.
The survey drew a fantastic 2,000 responses with over 1,000 comments and polar opposite views on what is good policy. Do most people believe the home should be in the age pension asset test, and what do they say?
Critics of franking credits are missing the main point. The taxable income of shareholders/taxpayers must also include the company tax previously paid to the ATO before the dividend was distributed. It is fair.