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Home » News & Insights » Insights
Jan 2021

Reinventing Value Investing

Merlon reflect on their approach to value investing in light of NYU Professor Aswath Damodaran’s series of articles on value investing that advocated a “New Paradigm for Value Investing”.

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Nov 2020

The Strategic Value of amaysim

Merlon discusses their view on the recently announced sale of amaysim to Optus.

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Oct 2020

Oil – Pricing in a More Realistic Recovery

Ben Goodwin explores the current outlook for oil and outlines the investment case for a few related equities

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Oct 2020

Need dividends? Steer clear of cyclicals and cherish cashflow

In this Livewire article Neil Margolis discusses what they look for in yield stocks, which sectors hold the most income appeal, and his top ex-20 ideas for sustainable dividends and capital growth.

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Oct 2020

Buy Hold Sell: 5 of the most traded stocks

In this episode of Buy Hold Sell, Neil Margolis talks about the most traded stocks on Bell Direct in September, and if value managers find them attractive.

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Sep 2020

Building a Sustainable Income Portfolio

In this Livewire Expert Insights video Neil discusses what investors should be thinking about when it comes to building a sustainable portfolio of dividend stocks.

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Sep 2020

Buy Hold Sell: 6 sustainable dividend stocks

Neil Margolis joins Livewire’s Buy Hold Sell to discuss six income candidates and whether they can be trusted for sustainable dividends

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Jul 2020

Long-term Dividend Opportunity the Main Game  

Investors shouldn’t lose sight of the main game, with the sustainable yield opportunity as attractive as it has been in many years. Neil Margolis discusses the outlook for dividends in the near-term and long-term.

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Jul 2020

Oil – Pricing in More Realistic Recovery

Ben Goodwin explores the outlook for oil and related equities

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Apr 2020

COVID-19 Roadmap

The Merlon team discuss their views on the current state of markets and how they are approaching risks.

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Jan 2020

Trade war – winners, losers and…is it over?

Ben Goodwin discusses the outlook for gold, oil and iron ore in light of the trade war.

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Dec 2019

Merlon Clarifies its Position Regarding Couche-Tard Offer for Caltex Australia

Our letter to the Caltex Board of Directors regarding their rejection of the Couche-Tard bid.

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