Opinion

What is sustainable? In this case I’m not referring to dividends, which clearly weren’t sustainable given the flood of ‘deferrals’ and cancellations delivered in recent months. This week I’m referring to sustainability, as in ‘is a company operating sustainably and not pillaging solely for profit?’.

Fisher & Paykel Healthcare (ASX: FPH) has released its FY20 full-year result for the 12 months to 31 March 2020. What is Fisher & Paykel Healthcare? Fisher & Paykel is a manufacturer, designer and marketer of products & systems for use in respiratory care, acute care and the treatment of obstructive sleep apnea. The company has…

The Australian Taxation Office has announced it will take no prisoners in situations where applicants are found deliberately exploiting the early release super system. The tax office has already stopped applications and prevented super money from being released and reviews circumstances after an application has been processed. Members, who have lost their job or had…

Here’s a chart I included in our Value Investor Program last year when I hosted value investing workshops in Melbourne, Sydney and Brisbane (note: the program is now fully available online). Source: Rask Australia, based on the fantastic book called, The Gorilla Game. The chart is our take on the ideas put forward in the brilliant…

As a sector on the stock exchange, agribusiness probably doesn’t get enough love from investors, being so reliant on the seasons. And with persistent drought across much of the country in recent years, it hasn’t been a great time for the nation’s farmers. The drought meant that only one-third of Australia’s usual summer crops were…

Australians need to rethink their approach to their investment portfolios as they face the grim reality of a slowdown in the growth of the economy. But opportunities lie ahead. Last week the Australian Bureau of Statistics (ABS) revealed that Australian Gross Domestic Product (GDP) fell 0.3 per cent in the March quarter of 2020, and…

Investors relying on dividends for income have had a rude awakening over the last few months, with many ASX-listed companies cutting or deferring dividends. But there are certain management terms to spot in company reports to analyse the strength of the business. Angela Ashton, founder and director at Evergreen Consultants, thinks dividends will be impaired…

In uncertain times such as the present, with asset prices and exchange rates fluctuating unpredictably, many investors are looking to make sure their portfolios are well-diversified, a and to shore-up the defensive areas of their portfolios; while also looking to hedge risk in other parts of the portfolio – and even to take advantage of…

Dividend cut. Dividend deferred. Tomato. Tomatoe? Here’s how you can put a price on the dividend from a bank like ANZ.

Australians worried about their retirement savings during the pandemic-induced market volatility can now rest easy as it is revealed that superannuation has weathered the economic storm. Last week the Australian Prudential Regulation Authority (APRA) revealed that just 0.3 per cent of the value of Australian superannuation has been lost in the 12 months to 30…

Double-digit returns seem to be a thing of the past for many investors. But one global equity growth fund has withstood the test of time and volatility to continually deliver high returns and outperform the index. Growth managers have continued to show their wares this year and Franklin Templeton’s $405 million (as at 30 April…