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Charlie Aitken is founder and fund manager of Aitken Investment Management.
He is the former Managing Director of Bell Potter Wholesale and the author of the daily equity market newsletter Ringing the Bell.
Charlie started his financial markets career in 1993 on the floor of the Sydney Futur...View more >
Mobile data addiction, and the high smartphone penetration it translates into, means that Telstra will continue to grow. Charlie explains why he prefers the tracks to the train.
Ignore the doomsayers who say the yield trade is over. There is still plenty of upside for the Big Four that will continue to benefit from the East Coast recovery.
Charlie reaffirms his bullishness on the East Coast recovery and singles out Bank of Queensland as a long-term play.
On the back of the East Coast property recovery, a boom in discretionary retail stocks is on the cards. Old laggards like DJs and Myers could be set to benefit too.
This diverse company, with interests spread across mining and media, is akin to a family office vehicle. If FY14 is the trough for the company, then FY15 could be full-steam ahead.
James Packer’s Sydney play is paying off for the company with strong EPS growth forecast for the next three years. Charlie explains why he’s happy to trade off dividends for this kind of growth pe..
