Labor’s proposal on franking credits is not only facing considerable opposition, but it is also encouraging people to consider future ways to utilise the credits. It is a chance to think deeper about estate planning.
Among the focus on tech stocks and healthcare sectors, the quality in consumer staples stocks tends to be overlooked, but these are the companies we continue to buy from in all economic circumstances.
The Commonwealth Bank’s reputation has taken a battering at the Royal Commission, and a veteran of 13 years on the top table of the Bank’s Executive Committee explains what went wrong and where we should head.
Companies always boast the synergies and growth prospects of acquisitions, but dig a little deeper with these questions and you might see why most of these deals fail to add value when finally bedded down.
Large companies supported and promoted by investment managers, brokers, analysts and investment banks have disappeared quickly sometimes. Retail investors should manage equity risk by diversification.
Fintechs want to inject themselves between banks and their customers in the most profitable areas. Most will fail but others will chip away and the banks must respond, while the regulators keep a close watch.
Stocks are vulnerable if interest rates rise much faster than expected on inflation concerns. What is the probability of this heightened risk and what are the consequences for portfolios?
This exclusive annual scorecard checks bank results in a difficult year, and looks ahead at the hurdles and opportunities for the sector that many Australians rely on for their income.
Tim Wilson MP, Chair of the House Standing Committee on Economics inquiry into refundable franking credits, has asked Cuffelinks readers to make submissions.
The coming of 5G will herald a communication and internet revolution, but the benefits to consumers and society will not automatically translate to huge profits for providers and suppliers. Who will win?
The history of the Big Four banks is littered with bad strategies by overpaid executives, taxpayer-funded rescues and a lack of competition. As the banks clean up the Royal Commission mess, Macquarie has overall done better.
Many people are hoping bank profits and share prices will resume growth once the Royal Commission is done with, but new competition from digital disruptors could mean disappointment for bank shareholders.
There is no single asset class that consistently outperforms all others year on year but over the long term (>10 years), actively managed asset classes have performed better, and all asset classes have outperformed inflation.
Investors in Tesla at current prices are not neglecting the obvious. Disruptors come at a high price because they do not carry the sunk costs of infrastructure and outdated distribution models.