Daryl Wilson

May 22nd, 2017 Domestic / ASX

Daryl is CEO and Portfolio Manager at Affluence Funds Management.

Budget 2017, banking sector half-yearly reports, & Amazon’s impact on advertising

May 3rd, 2017 Research Watch

This week, policy wonks, political geeks and financial number-crunchers turn their attention to Canberra in the lead up to Budget Night 2017, and analysts have already begun to look at potential impacts on various sectors. Meanwhile, the banks are releasing their half yearly figures, and some are questioning how long the good times (or earnings) are going to roll, if mortgage repricing begins to slacken. Plus, if you think Amazon is only going to impact on the retail sector, Morgan Stanley urges you to think again.

Budget tips, housing and – gasp! could Nine drop cricket?

April 28th, 2017 The Money Cafe

Alan Kohler and James Kirby speculate on what could and should be in the federal budget, what recent NASDAQ trends mean for tech investors and management changes at Ardent Leisure.

Amazon, Fixed gold price and CPI causes debt worries

April 27th, 2017 Talking Finance

Amazon is coming and Australian retailers need to prepare themselves. Morgan Stanley says online sellers and shopping mall could feel the strain in the coming years, but Ruslan Kogan is enthusiastic about their arrival.

Meanwhile RBC Capital Markets forecasts less up and down in gold prices with a fixed price long term view. And Annette Beacher from TD Securities has some worries about debt levels following this week’s CPI data.

War with North Korea is not as likely as you might think

April 26th, 2017 The Spotlight

If you go to North Korea, be sure to take a satellite phone and a well stocked medical kit – you don’t want to risk the hospital.

US based Peter Hayes of Sydney University’s Centre for International Security Studies has visited North Korea 7 times to fully understand the culture and politics of the country.

AGL Energy outperforms ASX200, but can it continue to rise?

April 26th, 2017 Research Watch

This week, the markets prepare for the release of the first quarter inflation figures (hint: it’s not going to be huge number), Ord Minnett downgrades AGL Energy on assessment that the company has reached the top and has to stop, analysis of how China’s move to crack down on pollution from aluminium production may be a boon for Australian producers, and brokers prepare to bid farewell to DUET Group, after Treasury and the FIRB approve the CKI-led takeover.

What is the greatest risk for investors in 2017?

April 25th, 2017 FUNDamentals

In the FUNDamentals, we invite fund managers to write exclusively for The Constant Investor and address our question of the week. We also summarise the latest opinions of leading fund managers to bring you a range of views in one convenient location.

Remember the network effect when evaluating tech stocks

April 25th, 2017 Fund Managers

According to Nick Griffin the network effect is underestimated by most investors when looking at stocks like Amazon, Facebook and Google. It goes far beyond the physical network effect developed by retail and food chains.

FlexiGroup

April 24th, 2017 Top Stocks

FlexiGroup provides a range of finance products and payment solutions to consumers and businesses through a network of retail and business partners. This includes interest free cards and no interest ever payment plans and consumer and business leasing solutions. 24 April 2017 James Brandis spoke to Charles Leyland to update his Top Stocks. You said FlexiGroup … Continue reading “FlexiGroup”

APN replaces Fairfax Media

April 24th, 2017 Top Stocks

APN News & Media has a diverse portfolio of vibrant media assets in Australia and NZ.  24 April 2017 James Brandis spoke to Charles Leyland to update his Top Stocks. Fairfax (ASX: FXJ) have continued rising in value since you spoke to Alan in November. What’s happening there? Are you holding on? Fairfax has been … Continue reading “APN replaces Fairfax Media”




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