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The yield trap of 2018

The yield trap of 2018

LIVEWIRE | DANIEL MUELLER In each of the previous 5 years, there have been several obvious candidates from which to ‘award’ the yield trap of the year. 2018 was harder. One could easily pick on AMP. But a combination of a lofty starting share price and lack of asset sales, due to management overhaul and […]

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26, September 2018
Australian equities | Australian shares
The next bluechips to cut their dividends

The next bluechips to cut their dividends

JASON TEH | “You can hold a rock concert, and that’s okay. And you can hold a ballet, and that’s okay. Just don’t hold a rock concert and advertise it as ballet.” Warren Buffet. Yield traps are akin to a retiree couple thinking they’re attending ‘Swan Lake’ only to see Venom perform ‘Welcome to Hell’ […]

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27, June 2018
Australian equities | Australian shares
The yield trap of 2017

The yield trap of 2017

DANIEL MUELLER | Want to know the biggest yield trap of 2017? Each year there are dividend plays that turn out to be yield traps. In 2012, it was QBE. During 2012 to 2014, we saw several consumer stocks turn out to be yield traps including Seven West Media, David Jones and Myer. The year […]

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16, November 2017
Australian equities | Australian shares
Telstra's Trump moment

Telstra's Trump moment

DANIEL MUELLER | Did Telstra just have its Trump moment? Prior to Telstra’s FY17 result, media articles abounded speculating the company was going to announce the securitisation of its recurring NBN payments. The media cited various analyst reports that a securitisation of up to $18 billion was about to create a capital management bonanza for […]

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16, November 2017
Australian equities | Australian shares