Portfolio

  • Breathing fire in the West

    While the sun doesn't rise in the west, plenty of other things do and resources-related companies are certainly shining, write Julie-anne Sprague and Michael Vaughan.

  • Macquarie felled in seventh round by knockout blow

    Winners become losers as markets turn bearish, none more so than the derivative dabblers who rode the leveraged boom, writes Alison Kahler.

  • Westpac price tempts though risks remain

    Buying up bank stocks right now is not a strategy for the faint-hearted

  • Trading at a premium but there's upside there

    Energy utility and coal-seam gas company Origin Energy is trading at a premium to the one confirmed takeover offer on the table, but analysts believe there is still upside to be found in buying the stock.

  • Triple net can reduce risk under stress

    As prices of property trusts collapse - and indeed the model is being called into question - there is one corner of the market that might pull through the credit crisis in good shape. Orbis Investment Capital managing director Simon Marais says companies operating a so-called triple net lease are still sound long-term investments.

  • Opportunities for bold and brave

    Risk-shy investors show no sign of losing their aversion to smaller listed companies

  • Snapshot

    Climbing back

  • Wealth funds a sovereign challenge

    Wayne Swan has been at pains to argue that his approach to investment by sovereign wealth funds in Australian entities does not amount to creeping financial protectionism.

  • Bonus reading in payslips

    Employees who earn bonuses and commissions should check their next few payslips carefully

  • Long live salary-sacrifice perks

    Salary deals came under fire from the budget, but some perks survived, writes Zoe Fielding.

  • Now's the time to trade in your car package for a better model

    Cars are the most popular item for employees to include in a salary package, despite tax cuts that have savaged the benefits most people get out of the traditional method of salary sacrificing for a car.

  • Contribution carrot hides a nasty taste

    People with do-it-yourself superannuation funds must be aware of the need to implement any strategy correctly because there can be unexpected nasty surprises for those who don't

  • Fund tells investors to stay calm as returns fall

    Perennial Investment Partners has advised investors not to panic as data from the fund manager reveals the average portfolio fell more than 14 per cent over the past financial year.

  • Unlisted assets save day for super funds

    These assets avoid market risk but increase liquidity risk if there's a rush of redemptions, writes Nina Wan.

  • Market losers stuck in high gear

    Resources demand and the credit crunch both had a bearing on the year's performance numbers, writes Nina Wan.

  • Merged miners aim for global clout

    Mid-sized miners Oxiana and Zinifex thought that by merging they could create a company of global significance with the potential to be a consolidator of other similar-sized groups in different regions and commodities.

  • A hot alternative to equities

    When the economy slows and the equity markets are a drag, the bond funds offer stable returns and a higher yield, writes Katja Buhrer.

  • Newcrest punishment may be overdone

    As the gold price has lost its lustre, so has the share price of Newcrest Mining

  • Snapshot

    The outlook for Australian banks is stable despite the higher cost of funds and shorter maturity dates, credit ratings agency Moody's Investor Services says

  • Mining services provider poised for organic growth

    The acquisition of Huddy's has provided Industrea with a presence in a new region and a broader offering, writes Trevor Hoey.

  • Bearish assessments carry some bite

    Having a positive long-term view on equities is tough when the bears are out in force

  • Trustees prefer private lending arrangements

    An absence of confidence in financial markets, higher interest rates, high expenses and legislative uncertainty have kept a lid on self-managed superannuation fund (SMSF) gearing arrangements.

  • Exchange-traded funds get moving

    Irrespective of the prospects for the Australian sharemarket in the coming year, an international diversification strategy is attractive as the US economy in particular begins to recover from recent woes and the Australian dollar is earmarked to drop.

  • From little things big things grow

    Acommon view is that small-cap resources stocks are far too speculative to warrant serious attention from longer-term investors

  • Savcor optimistic despite teething problems

    Since Savcor listed on the Australian Stock Exchange in December, its share price has been kept low possibly due to its relative obscurity and the complex nature of its business.

  • CommQuest management cops the flak

    Management at listed marketing services company CommQuest has come under fire after surprising the market with a downgrade to its prospectus earnings forecasts just months after lifting its guidance following solid growth at its digital marketing division.

  • Infrastructure funds feel the cold

    Infrastructure funds are no longer producing the high yields and strong capital growth they've pumped out since their inception, write Nina Wan and Michael Smith.

  • Write-downs

    Mirvac Group and Valad Property Group's profit downgrades mark the beginning of sector-wide declines in earnings and distribution cuts, analysts say.

  • Dividends

    A dividend is the amount of a company's after-tax earnings that it pays to shareholders.

  • Stick to the rules and avoid margin calls

    Gearing to buy shares still makes sense, even in the current market, but you have to diversify, writes Stephen Calder.

Don't miss our guide to Profit Season 2008, including expert analysis and fund managers top tips. Plus exclusive roundtable video of leading experts and a calendar of results