We have had a few questions about what’s the difference between a LIC and an active ETF recently and thought I would explore this thought a little further. First, an LIC is a funds manager that uses their smarts to beat the market or at least their benchmark. Not all LICs trade anywhere near the…
Yesterday we had a number of emails and concerned subscribers on Afterpay (ASX: APT). The concern was that it was being attacked by short-sellers. There was an article in the AFR on short-selling APT due to the convertible note. I wrote back as did Marcus on the subject. The stock was down over 3% but…
The Commonwealth Bank (ASX: CBA) results from today are OK but not dazzling. The 67% payout ratio (150c interim dividend up from 98c) is below the 91% pre-pandemic payout ratio and below the company’s stated 70-80% full-year target range. Revenue is down 1% in the first half with net profit down 21% and cash profit…
Chris takes a look at ProMedicus (ASX: PME), which is up 10% on the back of an announcement this morning. Watch the video below to find out more
This week a special ‘On the Couch’ with Chris Hall the CIO of Ellerston Low Volatility Income Strategy fund or ELVIS. The ELVIS Fund has been a consistent outperformer and is made up of between 30-40 mid to large cap stocks with a focus on delivering low volatility consistent income returns. For any member looking at ways…
Here is our initial reaction to the Vaccine news which highlights the Australian opportunities and where someone that is fully invested (like us) is finding the cash to exploit them. This podcast gives you a template for what to do today and what we are doing today – lots of ideas in here – (assuming…
ASX 200 (ASX: XJO) celebrated a Biden Presidency with the index rising 109 points to 6299 (+1.75%) an eight-month high. Dow futures up 383 helping things along. Some of the big movers from today US Presidential Election There may be some way to go with legal challenges and further accusations of fraud, but as it…
Back in August, Henry was joined by not one but two guests, Bryce Leske and Alec Renehan, the podcast doyens from Equity Mates. Two great young guys starting out on their investment journey and sharing with the world. They have created a series of successful educational podcasts which interview industry experts on investing and all things…
The US market rally has been led in the last few days and overnight by technology and healthcare, not because of Trump or Biden, but because there is no clear Senate control which means no major reforms which could hurt both sectors. In which case we are unlikely to take a lead from the US…
