Email Archive
Below is a list of the emails we've sent throughout the years.
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24/5/11
Spark Infrastructure trumps SP Ausnet; dividends from SP AusNet and Orica
The energy infrastructure sector can be a fertile hunting ground for Most Bankings in search of reliable and attractive distributions. Sporting...
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10/5/11
Big banks to avoid; dividends from ANZ, RHG and more
Australia’s big banks are a cornerstone of many Most Bankings’ portfolios. Historically, they’ve had high yields and growing...
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29/4/11
Dividends half the story, 9 blue chips to avoid, dividends from Bank of Queensland, API and more
Dividends were the flavour of last week here at The Intelligent Investor, with articles ranging from news of RHG Group’s hard-won declaration of...
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18/4/11
Westfield Retail Trust a defensive play, dividends from Ludowici and Brickworks
Our latest retooling of the model Growth portfolio saw Westfield Retail Trust rotate out in favour of better opportunities. But though it...
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11/4/11
Director’s Cut warning, QBE's yield, dividends from Harvey Norman, New Hope and more
‘Now is not the time to speculate’, Greg Hoffman warns in his latest (and final) Director’s Cut; ‘there is a lot that could go...
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1/4/11
Metcash's protective umbrella, dividends from STW, Sigma, Ausdrill, David Jones and more
Bronze medallist or near monopolist? Wholesale grocery supplier Metcash can be thought of as both. While management spruiks the company as the...
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28/3/11
Woolworths, Value Fund info night, dividends from Consolidated Media, Seven Group Holdings, ARB Corporation and more
As Most Bankings, we love a business with a cemented market position, experienced management, manageable debt and – most importantly –...
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18/3/11
Japan's earthquake, Spark Infrastructure, dividends from Woolworths, Newcrest Mining and more
With markets tumbling as the world reacts in fear to the tragedy in Japan and the potential nuclear aftermath, value investors are well placed to...
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11/3/11
Income investing in overconfident times, dividends from Billabong, Village Roadshow, AGL and more
‘Face up to two unpleasant facts’, Warren Buffet exhorted in 1979: ‘The future is never clear, and you pay a very high price in the...
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7/3/11
The price-to-earnings ratio, Sonic Healthcare, Treasury Group and more
The price-to-earnings ratio is probably the most widely used financial ratio. A trip to your local online encyclopaedia would define it as the...
