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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 >
Tony Abbott wants to become the “infrastructure” prime minister, which means its time to own companies like Leighton, Lend Lease, Downer EDI and Boral.
A new government means the beginning of a new business confidence cycle with companies exposed to discretionary spending – travel and entertaining, marketing/advertising and telecommunications/IT �..
As we head into the silly season, it might just be time to call the end of austerity. A pick up in confidence should see us all spending more on food, liquor and electronics, come December.
Broker sentiment on Woolworths is poor, but that could be because analysts believe it has to be an either/or with Wesfarmers. Here we explain why sometimes it’s worth being a contrarian.
NAB and Suncorp are proving that you can resurrect yourself if you have good management that focuses on what you’re good at.
It looks like the big guys are still very, very wrong on this one. They just don’t understand that however “overvalued” it looks, the mums and dads still love it and that’s what will drive yie..
