by Mark Draper
Property trusts have been touted as a potential beneficiary from the Labor proposal to deny refunds from franking credits due to their relatively high level of unfranked income.
Professional property investors Hugh Dive, portfolio manager at Atlas Funds Management, and Adrian Harrington, head of funds management at Folkestone, offer some tips about what to look for when buying property trusts – whether listed or unlisted. Underlying these, of course, is the need to buy at a reasonable price. For the full article click on the below link.
From recurring earnings to debt structure, the experts outline what should be on your checklist before you buy.
QBE have been turning the ship around through the removal of non-core businesses. Hugh Dive from Atlas Funds Management revisits QBE to assess how the recent changes filter through to a viable investment.
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Wesfarmers (WES) released the details of the Coles demerger. Hugh Dive from Atlas Funds Management unpacks the details of what will soon be an ASX Top-30 company. Click here to launch the interview
Worley Parsons is up 48% for the year. How much of this gain is from the oil price and how much is derived from stronger growth prospects? Hugh Dive from Atlas Funds Management looks through the numbers to reveal interesting insights to the company’s fragility. Click here to launch the interview
Origin Energy (ORG) is down -19% after reporting season where ORG suspended the dividend yet again. Hugh Dive from Atlas Funds Management reviews ORG at discounted prices to assess whether to see if it’s time to buy or not. Click here to launch the interview