Income
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Moving AHG to a hold
It will stay in the portfolio for the dividend yield, but we’re factoring in the short term risks. -
Secrets of an income investor
Our income specialist reveals the key tools of the trade. -
Our top LICs for income
ALF, Cadence, Djerriwarrh and WAM top the table for the best income. -
Steadfast Group enters the Income portfolio
The insurance broker network has met or exceeded guidance since listing and is not exposed to the same volatility as a traditional insurance business. -
Giving up on Dick Smith
The latest guidance from DSH disappoints again - we sell the stock to protect our profitable income portfolio. -
Our income stocks stay strong
Flexigroup, Automotive Holdings Group and Arena REIT AGMs deliver some good news for the Income First model portfolio. -
Rights issues and how to use them: Flexigroup
The FXL entitlement offer will provide the Income First model portfolio with an instant paper profit but not all rights issues are this successful. -
Raising DWS's valuation
The IT services stock’s positive trading update offers investors some extra confidence. -
Our Income First model portfolio does the business
The portfolio has seen a swell in news flow but its yield and total return are within our expectations. -
Flexigroup’s attractive rights issue
The consumer lending business’ acquisition of Fisher and Paykel Finance is positive over the longer term. -
Dick Smith disappoints
The retailer has hit a soft patch in a crucial period. We downgrade our assumptions. -
The smart money’s on Tatts Group
The large cap gaming stock has an enviable track record of dividend payments and is well positioned to keep this up. -
Bank dividend risks: What to do
Westpac’s capital raising highlights the pressure on bank profits and the need now for investor scrutiny. -
Another look at G8 Education
Although it could take some time for the market to recognise value in the stock after a failed takeover bid, the childcare centre operator remains a compelling investment. -
Income First model portfolio update
Despite launching in volatile trading conditions, our Income First Model Portfolio is slowly becoming invested and is outperforming so far. Dick Smith has proved a laggard, while Wellcom and Virtus have performed well. -
Adding Arena REIT
With a focus on childcare properties and medical centres, the real estate investment group offers an above-market yield. -
DWS: Servicing a turnaround
The IT services and consulting business offers an attractive yield and appears set to benefit from a recovery in demand. -
Flexigroup: Credit where it’s due
The non-bank lender offers a compelling dividend and looks like good value. -
VRT: A solid dividend in the medical space
IVF business Virtus Health is a growing company with healthy cash flow. -
A Wellcom result
The marketing and advertising business reported a strong dividend and a profit that beat previous guidance.
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