Bourse Discourse: ARG, BEN, BPT
The pressure on companies this reporting season is higher than ever. Here’s how Argo Investments, Bendigo and Adelaide Bank and Beach Energy fared on Monday after announcing their results.
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Bell Potter LIC Weekly: WAM Leaders Record Portfolio Outperformance
Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: WAM Leaders Record Portfolio Outperformance.
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Mirrabooka Ups Earnings Despite Market Struggles
Despite its portfolio underperforming somewhat, LIC Mirrabooka Investments has ridden out the market slide to report higher revenues and earnings for the year to June 30.
Read MoreThe Impact of Inflation and Interest Rates on Investments
AFIC’s David Grace comments on the recent change to RBA monetary policy and the positioning of AFIC’s portfolio of high-quality company investments in this environment.
Read MoreBell Potter LIC Weekly: Quality Growth – Going, Going, Gone
Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: Quality Growth – Going, Going, Gone
Read MoreBell Potter LIC Weekly: Discounts widening with the sell-off
Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: Discounts widening with the sell-off.
Read MoreBell Potter LIC Weekly: Sector regulatory update, thoughts and caveats
Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: Sector regulatory update, thoughts and caveats.
Read MoreBell Potter LIC Weekly: Well Done and Done Well
Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: Well Done and Done Well
Read MoreBell Potter LIC Weekly: PIMCO Global Income Opportunities Trust (PMX)
Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: PIMCO Global Income Opportunities Trust (PMX)
Read MoreBell Potter LIC Weekly: Straight from the corporate playbook
Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: Straight from the corporate playbook
Read MoreHigher Dividend Income Lifts Argo Payout
A one-off bonanza for the six months to December from the country’s second-biggest LIC Argo Investments has come with a warning that the good times are unlikely to reoccur.
Read MoreBell Potter LIC Weekly: Earnings, free-cash-flow and dividends
Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: Earnings, free-cash-flow and dividends.
Read MoreAFIC Profit Up, Outperforms ASX-200 in First Half
AFIC Managing Director, Mark Freeman, discusses the LIC’s strong performance for the first half of the 2021/22 financial year and outlines what the outlook is for the future.
Read MoreBell Potter LIC Weekly: Forager Australian Shares Fund (FOR)
Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: Forager Australian Shares Fund (FOR).
Read MoreEarnings Surge but Dividend Steady for AFIC
Unlike its smaller associate Djerriwarrh Investments, Australian Foundation Investment Co (AFIC) did not lift the company’s interim dividend, despite a surge in income and earnings.
Read MoreThings Looking on the Up for LICs
Friday’s December half figures from Djerriwarrh Investments gave us a good idea of the way most of the listed investment company sector will report their interim results.
Read MoreA Positive Year for the Banks
It’s been a good year for the ‘Big Four’ banks as they have returned to pre-pandemic profit levels, and AFIC has benefited from a higher level of dividends reflective of the better outlook.
Read MoreBell Potter LIC Weekly: A contrarian look at Magellan
Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: A contrarian look at Magellan
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Three Key Reasons to Hold Private Equity in Your SMSF
Attractive long-term performance coupled with lower risk / correlation to listed equities, as well as improved resilience through market cycles, makes this once hard-to-access asset class increasingly important.
Read MoreBell Potter LIC Weekly: Why Culture Matters
Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: Why Culture Matters.
Read MoreMilton Announces Special Dividend
Shareholders of Milton Corporation will get a fully franked special dividend of 37 cents a share once the investment house’s proposed merger with Washington H. Soul Pattinson is finalised next week.
Read MoreThe Listed Private Equity Revolution
A recent structural innovation now allows retail investors the ability to access global private equity investments via securities traded on major stock exchanges, as Steven Milch from Pengana explains.
Read MoreBell Potter LIC Weekly: Flagship to issue convertible notes
Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: Flagship to issue convertible notes.
Read MoreArgo Down but Naught Out
Adelaide-based LIC Argo Investments has cut its dividend payout to shareholders after reporting a 12% plus slide in earnings for the year to June.
Read MoreBell Potter LIC Weekly: Qualitas Real Estate Income Fund
Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: Qualitas Real Estate Income Fund (QRI)
Read MoreBell Potter LIC Weekly: WAM Leaders Entitlement Offer
Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: WAM Leaders Entitlement Offer
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Does Size Matter for Listed Investment Companies?
With some merger and acquisition activity starting to happen in the LIC space recently ‒ investors may be wondering if size matters with LICs. Well, according to AFIC, it does and it doesn’t.
Read MoreBell Potter LIC Weekly: Sector outlook and picks for FY22
Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: Sector outlook and picks for FY22.
Read MoreDjerriwarrh Makes Good on Final Payout
Melbourne-based Listed Investment Company Djerriwarrh Investments lifted its final dividend to soften the impact of a lower interim dragging down its full year payout to shareholders.
Read MoreMirrabooka Cashed Up and Ready to Pounce
LIC Mirrabooka Investments remains cashed up and ready to exploit what it says will be times when stocks “temporarily’ fall out of favour with investors in the coming year.
Read MoreLIC Sector Grows 32% over Past Year
At the end of June, the Listed Investment Companies (LICs) and Listed Investment Trusts (LITs) sector had seen its market capitalisation rise 32% from a year ago.
Read MoreSucceeding Over the Long Term
Australian Foundation Investment Company (AFIC) Managing Director Mark Freeman explains why AFIC has held some stocks for 90 years and how it benefits investors.
Read MoreBell Potter LIC Weekly: Positive prospects for dividends
Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: Positive prospects for dividends.
Read MoreBell Potter LIC Weekly: Dissecting the fee structures of LICs and LITs
Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: Dissecting the fee structures of LICs and LITs
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