We look at Sydney Airport (ASX:SYD) – a strong income stock – and its use as a bond proxy, and compare it to ASX:CSL – a strong growth stock. Sydney Airport should be some 15% higher than it currently is based on increasing dividend yield, so why isn’t it?

Harvey Norman (ASX:HVN) is under pressure, falling to a new low after Citi analysts reported it as most-exposed retailer to falling house prices. The population is still increasing, and this means more furniture and appliances. Is Harvey Norman ripe for buying?

Qantas (ASX:QAN) has been had a strong recover over the last 3 years. We consider the strengths and weakness of Qantas further and conclude that Qantas is unlikely to advance much higher in price in the mid-term.

PEF Capital strives to make an annual gross return of +36%. How is this possible? We discuss some of the techniques we use.

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Contacts 
Stephen Arulogun           Chief Investment Officer              +61 (0) 402 255 524

24 December, 2018 in Corporate Advisory Insights

Mizzie The Kangaroo: develop through fun

Mizzie The Kangaroo: develop through fun   Welcome to Mizzie The Kangaroo, by Sandra Ebbott. Mizzie The Kangaroo features a range of products designed to help infants develop through fun. Its premier product,… Read More
18 December, 2018 in Investment insights

Has Venture Capital Benefited Australians In Recent Years?

Investment into Australian venture capital and private equity opportunities (Australian Investees) have historically provided investors with strong returns and portfolio growth. According to Deloitte Access Economics, Australian Investees achieved an… Read More
4 September, 2018 in Investment insights

Passive Investing – ETFs are a lot riskier than first thought

Passive Investing – ETFs are a lot riskier than first thought It is estimated that $36.2 billion is invested in Exchange Traded Funds (ETFs) locally, representing 1% of exchange transactions.… Read More