In this paper, Ben Goodwin explores the current tightness across the major energy markets, the economic implications of this, and our outlook on the implications for related equities.
In this last episode of the series of BHS Neil Margolis discusses the five long-term compounders with annual yields ranging from 2% to 6%.
In the second episode of BHS, Neil Margolis deep dives into income stocks and the under-appreciated sectors.
In this BHS episode Neil Margolis talks about six Aussie players set to supercharge their dividends over the months to come.
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 discuss their approach to Corporate Governance
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.
