articles by Stuart Jackson
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Bank dividend cuts to deliver blow to retirees and investors
Stuart Jackson
July 30, 2020
Rod Myer published an article in The New Daily discussing why the financial regulator has ordered the big banks to cut their dividends in response to the COVID-19 crisis – dealing a major blow to the incomes of investors and super fund members. Stuart Jackson comments on why APRA has ordered them to restrict their dividend payments to 50 per cent of their earnings. Read here.
by Stuart Jackson Posted in On the Internet.
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Consumption data signal trouble ahead for many businesses
Stuart Jackson
July 29, 2020
JobKeeper has been incredibly important in supporting consumer spending in Australia. But recent data show that spending could be plateauing – even before JobKeeper is wound back. This could signal even worse times ahead for many businesses. Continue…
by Stuart Jackson Posted in Consumer discretionary, Market commentary.
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Why investors have lost their taste for Treasury Wine Estates
Stuart Jackson
July 13, 2020
You’d think that Australia’s global winemaker and distributor, Treasury Wine Estates (ASX:TWE), would be reasonably immune to the effects of the COVID-19 pandemic. But the owner of famous brands like Wolf Blass, Lindemans and Penfolds is also feeling the pinch, with its latest trading update pointing to a tough year ahead. Continue…
by Stuart Jackson Posted in Companies.
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Could US lockdowns slam the breaks on this market rally?
Stuart Jackson
June 29, 2020
The COVID-19 data coming out of the US is grim and getting grimmer. My concern is that many investors have been pricing in an increasingly positive economic recovery, which may not eventuate if governments in the US need to re-introduce lockdowns. And that spells danger for share prices in the US – and other markets as well. Continue…
by Stuart Jackson Posted in Global markets, Market commentary.
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New data confirms the meteoric rise of online shopping
Stuart Jackson
June 10, 2020
The government-imposed COVID-19 lockdown accelerated a number of social trends. One of those was our increasing preference for online shopping. Recent data shows that even though the lockdown pushed total retail sales off a cliff in April, online sales shot up. And one retailer – Kogan – stood out from the pack. Continue…
by Stuart Jackson Posted in Companies, Consumer discretionary.
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Our take on Aristocrat Leisure’s recent results
Stuart Jackson
May 27, 2020
Investors in Australian slot machine and mobile games developer, Aristocrat Leisure (ASX:ALL), have enjoyed stellar returns over the past 10 years, with the share price up over 500 per cent in that time. However, its results for the 6 months to the end of March were patchy, and it remains to be seen how strongly the business can emerge from the coronavirus lockdown. Continue…
by Stuart Jackson Posted in Companies, Stocks We Like.
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Why the big banks are underperforming the market
Stuart Jackson
April 23, 2020
If you’re holding shares in an Australian bank – particularly National Australia Bank (ASX:NAB), Westpac (ASX:WBC) or Australia and New Zealand Banking Group (ASX:ANZ) – then you’re likely feeling less wealthy than you were back before Coronavirus was a household word. In just two months, the market has priced in the impact of loan losses by the banks and the potential need for dilutive equity raisings. And the worst may not be over. Continue…
by Stuart Jackson Posted in Companies, Financial Services.
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Bank investors – your dividends could soon be put on ice
Stuart Jackson
April 9, 2020
Each day the coronavirus pandemic sets another domino to fall. The latest could be bank dividends. It’s now very likely that our banks will cut – or even postpone – their dividends this year. If they do, it will be a major blow to many retail investors and retirees. Continue…
by Stuart Jackson Posted in Companies, Financial Services.
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Why revenue growth should accelerate for Australian Finance Group
Stuart Jackson
March 3, 2020
While achieving revenue growth is proving to be challenging for the banks at present with the impact of ultra-low interest rates and the effects of the Hayne Royal Commission, there are parts of the credit market that are generating very strong growth. Continue…
by Stuart Jackson Posted in Companies, Financial Services, Stocks We Like.
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IDP shrugs off coronavirus concerns to post another cracking result
Stuart Jackson
February 13, 2020
IDP Education’s (ASX: IEL) 1H20 result was warmly welcomed by the market. And why wouldn’t it be? The result surpassed all expectations, and recent concerns about the effect of the coronavirus on company earnings were covered off. Continue…
by Stuart Jackson Posted in Companies, Stocks We Like.
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