3 May 2024

Recently trending

2024/25 super thresholds – key changes and implications Five months on from cancer diagnosis Uncomfortable truths: The real cost of living in retirement Is Australia ready for its population growth over the next decade?Why LICs may be close to bottoming

Australian Investors Association: "Australia's foremost independent financial newsletter for professionals and self-directed investors."

John Egan, Egan Associates: "My heartiest congratulations. Your panel of contributors is very impressive and keep your readers fully informed."

John Pearce, Chief Investment Officer, Unisuper: "Out of the (many many) investmentrelated emails I get, Cuffelinks is one that I always open."

Reader: "The BEST in the game because of diversity and not aligned to financial products. Stands above all the noise."

Reader: "It's excellent so please don't pollute the content with boring mainstream financial 'waffle' and adverts for stuff we don't want!"

Reader: "Congratulations on a great focussed news source. Australia has a dearth of good quality unbiased financial and wealth management news."

Ian Silk, CEO, AustralianSuper: "It has become part of my required reading: quality thinking, and (mercifully) to the point."

Reader: "Best innovation I have seen whilst an investor for 25 years. The writers are brilliant. A great publication which I look forward to."

Steve: "The best that comes into our world each week. This is the only one that is never, ever canned before fully being reviewed by yours truly."

Eleanor Dartnall, AFA Adviser of the Year, 2014: "Our clients love your newsletter. Your articles are avidly read by advisers and they learn a great deal."

Reader: "Carry on as you are - well done. The average investor/SMSF trustee needs all the help they can get."

Reader: "An island of professionalism in an ocean of shallow self-interest. Well done!"

Ian Kelly, CFP, BTACS Financial Services: "Probably the best source of commentary and information I have seen over the past 20 years."

Scott Pape, author of The Barefoot Investor: "I'm an avid reader of Cuffelinks. Thanks for the wonderful resource you have here, it really is first class."

Reader: "I subscribe to two newsletters. This is my first read of the week. Thank you. Excellent and please keep up the good work!"

Reader: "Great resource. Cuffelinks is STILL the one and only weekly newsletter I regularly read."

Andrew Buchan, Partner, HLB Mann Judd: "I have told you a thousand times it's the best newsletter."

Reader: "I can quickly sort the items that I am interested in, then research them more fully. It is also a regular reminder that I need to do this."

Reader: "Is one of very few places an investor can go and not have product rammed down their throat. Love your work!"

Noel Whittaker, author and financial adviser: "A fabulous weekly newsletter that is packed full of independent financial advice."

Reader: "Keep it up - the independence is refreshing and is demonstrated by the variety of well credentialed commentators."

Reader: " Finding a truly independent and interesting read has been magical for me. Please keep it up and don't change!"

Jonathan Hoyle, CEO, Stanford Brown: "A fabulous publication. The only must-read weekly publication for the Australian wealth management industry."

Rob Henshaw: "When I open my computer each day it's the first link I click - a really great read."

Don Stammer, leading Australian economist: "Congratulations to all associated. It deserves the good following it has."

David Goldschmidt, Chartered Accountant: "I find this a really excellent newsletter. The best I get. Keep up the good work!"

Reader: "Love it, just keep doing what you are doing. It is the right length too, any longer and it might become a bit overwhelming."

Professor Robert Deutsch: "This has got to be the best set of articles on economic and financial matters. Always something worthwhile reading in Firstlinks. Thankyou"

Home / 161

Edition: 161

1-7 out of 7 results.

Edition 161

24 June 2016

This week, three of Australia's leading fund managers focus on current conditions in equity markets: Roger Montgomery on why he's weighting more to cash, Mark East on how to judge new company floats, and Anton Tagliaferro on finding companies with growth prospects regardless of what is happening in the macro economy.

Cash is king when the market holds the aces

Roger Montgomery
23 June 2016
12

Cash gives options over future lower prices, and it avoids the risk of permanent capital loss. But it comes with another risk, the loss of purchasing power, and is not a good long-term investment.

Opportunities in new company floats

Mark East
23 June 2016

Successes and failures have been spread evenly across the current IPO cycle, so what should investors look for? There are special situations in new floats which improve the chances of finding a winner.

Focus on quality industrial stocks regardless of the economy

Anton Tagliaferro
23 June 2016

There is always market uncertainty, but the economic outlook is broadly set and investors should focus more on companies delivering solid returns over the next few years almost regardless of market conditions.

Hybrids: the good, the bad and the ugly

Elizabeth Moran
23 June 2016
2

Almost every hybrid has a unique structure, and some of the conversion terms, especially following a ‘loss absorption’ event, are as ugly as a cane toad. Billions have been issued recently as investors search for income.

Where is Australia’s future growth?

Phil Ruthven AO
23 June 2016
9

The Australian economy is changing, with new jobs in services, retail and health replacing the lost jobs in manufacturing. These trends are important for investors to find the successful companies of the future.

Time and tide should dampen negative gearing proposal

Noel Whittaker
23 June 2016
9

Estimates of the cost savings from abolishing negative gearing are overstated because the property becomes positively geared and incurs capital gains tax on sale, and allowing it on new homes only is dangerous.

Firstlinks is sponsored by:

Alliances

Site Map

About Firstlinks

Disclaimer
The data, research and opinions provided here are for information purposes; are not an offer to buy or sell a security; and are not warranted to be correct, complete or accurate. Morningstar, its affiliates, and third-party content providers are not responsible for any investment decisions, damages or losses resulting from, or related to, the data and analyses or their use. To the extent any content is general advice, it has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Articles are current as at date of publication.
This website contains information and opinions provided by third parties. Inclusion of this information does not necessarily represent Morningstar’s positions, strategies or opinions and should not be considered an endorsement by Morningstar.