Second Half 2016 Outlook: Where to from Here?
Over the past year Australian companies have been effected by changing regulation, falling interest rates and currency, sharp drops in commodity...
187 Views
Retain Defensive Bias as the Reluctant Rate Cutter Likely to Deliver More Stimulus
Interbank Cash Rate Futures point to a 65% probability that the RBA will cut the Overnight Cash Rate (OCR) by 25 basis points to 1.5% on...
210 Views
DUET Group - Low Risk Acquisition, Good Deal Record
Duet Group plans to raise A$200m through an institutional placement in order to fund the acquisition of the remaining 20% stake of DBP from...
176 Views
Gas Production No Longer a Core Business for AGL
AGL Energy will no longer try to partly self-supply gas and will write off the value of its oil and gas exploration and production...
201 Views
Lifting The Lid On Warren Buffett's Investment Secrets (Update)
In May, I published a report citing recent journal literature that sought to decompose Buffett’s Alpha. The authors attribute Warren Buffett’s...
527 Views