Analysts Caroline Mullin and Hamish Carlisle share their views on Australian Private Health Insurance and how the current regulatory regime provides a highly favourable backdrop for investors in PHI.
One year on from the onset of the COVID-19 pandemic, Joey Mui reflects on the impact it has had on the world and for the companies Merlon researches.
In light of how dovish central banks currently are, Hamish Carlisle reflects on Merlon’s current thinking around inflation and interest rates.
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”.
Merlon discusses their view on the recently announced sale of amaysim to Optus.
Ben Goodwin explores the current outlook for oil and outlines the investment case for a few related equities
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.
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.
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.
Neil Margolis joins Livewire’s Buy Hold Sell to discuss six income candidates and whether they can be trusted for sustainable dividends
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.
Ben Goodwin explores the outlook for oil and related equities