Infrastructure investments are commonly characterized as a defensive asset class and known for their stable cash flows. The asset class can be attractive for income-focused investors looking for a stream of consistent, in some cases passive income. Investors commonly seek out infrastructure style assets through unlisted investment vehicles. It is the most cost and management efficient […]
UK Market Holidays 2021
Is the UK Market Open for trading? The list below shows the days in which the London Stock Exchange is closed for trading. Good Friday Friday 2 April 2021 Easter Monday Monday 5 April 2021 Early May Bank Holiday Monday 3 May 2021 Spring Bank Holiday Monday 31 May 2021 Summer Bank Holiday Monday 30 […]
US Market Holidays 2021
Is the US market open for trading? These are the days in which the US equity market is not open for trading. The US bond market, in some cases, observes different market holidays. New Years Day Friday, January 1 Martin Luther King, Jr. Day Monday, January 18 President’s Day Monday, February 15 Good Friday Friday, […]
Newcrest Mining Dividends (NCM)
Newcrest is Australia’s largest gold miner and is included ASX mining index.
ASX Trading Days 2021
ASX Trading Days The list below shows the days that the ASX closes early or closed for trading. Even though the Australian stock exchange is located in Sydney, the nontrading days reflect Australia’s national Australian public holidays. 2021 Dates Non Trading Days Friday, 1 January New Year’s Day Tuesday, 26 January Australia Day Friday, 2 […]
Rio Tinto Dual Listing Arbitrage?
The mining industry makes up one of the largest sectors in the ASX and Rio Tinto (RIO) as one of Australia and globally largest listed diversified miner is one of the largest contributor to the sector market size. Historically we preferred Rio over BHP (or S32) due to its higher concentrated exposure the main commodity […]
It looks like G8 Education has a Slow Road to Recovery
G8 Education share price took a hit during the covid sell off and since then the recovery has been slow yet steady. One of the biggest misconception of the child care sector is that it turns out during periods of economic uncertainties, spending on childcare is discretionary. Unemployment or lack of employment attractive opportunity is […]
How Much Can Crown Share Price Fall?
The Crown share price recently has taken a beating after the revelations from the NSW liquor and gaming inquiry showed the incompetence of the management and board to the whole world. The backdrop of limits on international tourism and the shutdown of Melbourne where it makes up a largest share of its earning is not […]
list of monthly dividend stocks on ASX
A crucial piece for dividend investors that are more focused on a regular income stream is a preference for a more frequent monthly dividend payment schedule. For most of the companies listed on the ASX dividends are paid after the interim or annual results and companies rarely pay quarterly dividends due to the administrative burden […]
TPG Telecom – A new beginning
TPG Telecom is now undisputedly the top 3 telecom provider in Australia and it got to where it is today from implementing an acquisitive strategy. It bought iinet, the 2nd largest provider of DSL and National Broadband Network (NBN) internet service in Australia at the time and now following the merger with Vodafone it cement […]
APA Group Share Price Shows Business Steady As She Goes
APA Group is an owner and operator of Australian energy infrastructure assets and the company sits comfortably as the largest listed infrastructure company on the ASX and in the ASX 100 index. It is often the goto company for investors looking for a big well known Australian company which pays consistent dividends. [wpdatatable id=250] APA […]
Australian Cumulative Preference Shares
Cumulative preference shares or commonly referred to as hybrid shares is one of the most common form of capital raised by Australian banks from retail investors. Bank preference shares by far make up the largest segment of the hybrid market. Cumulative Preference Shares Preference shares are a form of hybrid investment which sits in between […]
Coles Share Price and Dividend History
Coles is one of three major supermarket brands in Australia. Along with Woolworths and Aldi, the three companies has almost 70% of the industry market share. Wesfarmers bought the Coles Group in the depth of the GFC and it was one of its best investments. The new group was subsequently demerged from Wesfarmers in late […]
Will ANZ Dividend History Buffer the Share Price Fall?
The Australian bank shares have been hit worse than the rest of the market in the Covid-19 market sell off. The reason for the sharp selloff and the tepid recovery in the ANZ stock price is that the banks are a leveraged bet on the Australian economy. At this point of the credit cycle with no material […]
NAB Share 2021 Dividend Yield and History
National Australian Bank is known as one of the major big four banks. As a result of its market capitalization, NAB is included in all of the major ASX indices. After divesting its UK division, NAB is now primarily an Australian focused bank. The main differentiator to the other major Australian banks is that it […]
Top 10 Australian Shares to Buy After Coivd-19
Covid-19 raised turmoil through the global financial markets, and for more Australian shares, they have only partially recovered their pre-Covid levels. The bull market, which started after the GFC is over and the seeds for the next cycle begin to take shape as Covid-19 vaccines become available in 2021 and a return towards normalcy. We […]
AMP Share Price and Dividend
AMP is one of the largest and oldest life insurance and wealth manager in Australia. AMP head office is located on 33 Alfred Street overlooking Circular Quay. Once known as the a pure life insurer now it is a diversified financial service business spanning from Life Insurance, Superannuation and Investment Management. The company also has one of the […]
TPG Telecom – aiming for number 2
Internet Service Providers (ISP) is a mature industry with entrenched telecommunications leader ASX Telstra. Industry growth is single digit at best with smaller competitors focusing on taking market share from each other or from acquisitions. TPG following the acquisition of iinet, is the 2nd largest provider of DSL and National Broadband Network (NBN) internet service […]
NAB Demerger of Clydesdale Group – (ASX CYB)
National Australia Bank (NAB) demerged Clydesdale Group (CYB) in early 2016. Clydesdale has been a perennial thorn in the performance of the group. We do not have a position in NAB but are keenly watching ANZ. On a macro level we are more cautious on the financial institutions due to concentrated mortgage and housing market exposure. The proposal give us […]
Whitehaven Coal – Long Life Coal Play
Company Overview The Australian coal miners are under pressure from multiple angles in the current environment with Chinese imports of coal slowing as a direct result of the displeasure by China and coal demand in the mature markets has seen a marketable shift away from coal towards natural gas in the US. Whitehaven is one of […]
BHP Share Price and Dividends Finally Recovered (BHP vs RIO)
BHP Billiton, created following BHP and Billiton’s merger in 2001, is now the world’s largest miner. It is so large that when it demerged South 32 in 2015. The newly created company stands as an ASX 50 stock by itself and BHP still maintained its number 1 ranking. The separation of S32 from the company allowed BHP […]
Telstra Share Price and Dividend History
Telstra (TLS) is a core holding in the portfolio of many retail investors. They are the dominant telecommunication carrier in Australia with a market-leading position. The business also has infrastructure shares characteristics, which means investors can estimate Telstra’s earnings and dividends with a higher degree of certainty than mining shares or energy shares like Woodside, where the underlying company performance is […]
Woodside Share Price (ASX WPL) and Dividend History
Woodside Energy (ASX WPL) is Australia’s largest oil and gas producer and is included in all of the major ASX indices from ASX 20, ASX Top 50, to ASX All Ords. Owning Woodside is gaining exposure to an operating business that produce oil and LNG price, while the commodities are the largest influence. The management can […]
Woolworth – Fresh Food and Strategy
Woolworth (ASX WOW) is the largest retailer in the ASX 50. Along with Coles, both companies holds a significant portion of the supermarket market share in Australia. Woolworth Businesses The company’s main division are segregated in to the following categories. Australia Food, Liquor & Petrol – This covers the supermarket business and its liquor […]
Is the worst over for Challenger? (ASX CGF)
Challenger (CGF) share price has taken a beating this year. The market sold off CGF shares following the expectation that interest rates will be lower for longer from now on. There is not a lot of companies the ASX 200 index with a big moat as Challenger. We like CGF because it is a thematic play on the retirement […]
Origin Energy Share Price (ORG ASX) – Follow the oil price
Origin share price has been tracking the ups and downs in the oil price. Origin is essentially trading like an oil company. Like Woodside, the future of the company is driven by LNG which is priced off the forward oil curve. We hold Origin Energy shares (ORG) in our core portfolio and use the stock as our primary exposure […]
Sandfire Resources – SFR
The price of Copper is approaching levels not seen since the GFC. It is not the only commodity that has come under pressure from the deceleration of the Chinese economy. Just ask RIO on Iron Ore and S32 on the performance of its base metal portfolio. At the same time the AUD to USD rate has […]
Shares to Watch
We always keep an eye on list of shares that we like and happily pick up some for the portfolio when the crowd head for the exits and getting out at any cost. Here is a selected list of shares to watch and highlighted commentaries on why we like it and potential catalyst in value […]
South 32 (S32) Company Drilldown
South 32 (ASX S32) was demerged from the BHP Billiton intended to unlock hidden value in the assets the market overlooked as a combined entity. The result is South 32 which is no small picnic which by its size is automatically included in ASX 50, the 50 largest companies listed on the ASX and large component of […]
List of ASX Listed Investment Companies (LIC) 2021
A listed investment company (LIC) is an actively managed closed end fund listed on the ASX. Each listed investment company set its own benchmark, either a domestic or international market index, to measure performance depending on its investment strategy. Listed investment companies predominantly focus on traditional equity investing. The recent trend shows a natural evolution of […]
Mining Companies Australia
Miners make up one of the largest sectors in the spdr s&p/asx 200 fund. Although not all companies are included in the ASX 200 most are included in the ASX All Ordinary Index. Company name ASX 3D RESOURCES DDD A1 CONSOLIDATED GOLD AYC ABM RESOURCES ABU ACCENT RESOURCES ACS ACTIVEX AIV ADELAIDE BRIGHTON ABC ADELAIDE […]