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Brilliant Investment Thinking by Advisers for Advisers.
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JB Hi-Fi expects big profit jump in FY20

JB Hi-Fi (ASX: JBH) has given another update to the market. It’s expecting a big profit jump in FY20. About the company JB Hi-Fi is one of...

Pandemic calls forth another capital raising

It seems that every day another ASX listed company is announcing a capital raising with mixed results. Most recently, Vicinity Centres revealed a $1.4 billion...

Spread is your value factor

Low interest rates justify high equity PE’s, and that is particularly so for long duration, high growth equities. So goes the story. It’s worked in...

War vs. COVID-19

The scale of the human, social and economic costs wrought by COVID-19 has prompted some politicians to compare it with war. Although this might create some...

Getting back to normal with Franklin Templeton

Franklin Equity Group's John Remmert and Donald Huber share which trends they think are permanent and which are likely just a phase.

Are CBA shares worth $49?

Dividends from Commonwealth Bank of Australia (ASX: CBA) shares and the ‘Big Four’ have been put under the microscope. So far, CBA has held up the...

Examining Pushpay as a small cap holding

Pushpay (ASX: PPH) has just reported its 2020 financial year result. Is it the best small-cap to buy at this share price? What is Pushpay? It is a New...

Embracing Big Brother

Most of us have not experienced the current level of government and institutional direction of our lives. The impact on business is likely to be profound.

Stress testing supply chains

Our underlying companies in the Legg Mason Martin Currie Global Long Term Unconstrained Fund have shown resilience in terms of balance sheet strength and...

Stress testing supply chains

Our underlying companies in the Legg Mason Martin Currie Global Long Term Unconstrained Fund have shown resilience in terms of balance sheet strength and...

Assessing the impact on Australian small caps

The COVID-19 global pandemic is unfolding quite differently to all other major market events seen through history. Governments globally are facing a delicate...

Not even normal for a crash

Stock markets have crashed, we can be confident of that. History suggests there is no quick recovery from crashes like these, which means lasting consequences...

A 10-point plan to avoid recession

The world economy is teetering on a knife edge: the Chinese and Indian economies were slowing even before the COVID-19 Coronavirus, and as Australia was...

Scrutiny will lead to improved outcomes

Over the last few weeks there has been a heightened level of debate concerning Listed Investment Companies (LICs) and Listed Investment Trusts (LITs). As...