Telstra's Slower Growth but Still a Reliable Dividend Stock
Telstra (TLS AU) reported FY16 numbers recently that were slightly below our expectations. However, while the operating result was a bit weak, the...
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Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
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Telstra's Leading Position and Reliable Cash Flow Make It an Attractive Income Stock
For Fiscal 2016, the delivery on guidance was such that the result could be regarded as "boring"--a treasured quality against the volatile economic...
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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...
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Launch of Evidente's Long Only Model Portfolio (Australia)
In this post, Evidente launches its benchmark aware, long only model portfolio for Australia for the 2017 financial year. It is designed to be a...
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