Latest Commentary

Monday, 29 May 2017

Saturday, 27 May 2017

Thursday, 25 May 2017

5 undervalued LICs


Buying LICs based on discount and premiums alone is dangerous. Here are five to watch across the categories the ASX uses to classify the LIC market.

Monday, 22 May 2017

Saturday, 20 May 2017

Trump has trumped our Trumpomania!


Trump concerns eased overnight, with European markets well into the green, while Wall Street went strongly positive, considering the political consternation that still prevails, albeit at a lower level.

Thursday, 18 May 2017

Has the ASX 200 peaked?


Charlie Aitken is concerned about the outlook for Australia’s economy and for the bricks and mortar retailers, which is one of Australia’s biggest employers.

Monday, 15 May 2017

Which bank?


Bank shares sold off following the Treasurer’s announcement of a bank levy at last week’s Budget. Today, Paul Rickard ranks the Big Four in order.

Saturday, 13 May 2017

Thursday, 11 May 2017

Short Scomo, long HGG


What will the new tax mean for the major banks and investors? Charlie Aitken shares his views on this and why he likes Henderson Group.

Monday, 08 May 2017

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