Apr 20, 2018 - WBK is down over 6% since I recommended selling.The company has under-performed the broader financial sector, but some economic developments could benefit the Australian economy.The Royal Banking Comm
Feb 09, 2018 - While WBK offers a high yield, total return has lagged. Australian interest rate outlook is increasingly dovish, which is negative for large banks. US banks currently offer faster growing dividends.
Feb 04, 2018 - The big Australian banks have a loan book that is over 200% of GDP and pay a dividend of over 5%. Credit creation is still growing the loan book at 2.5% of GDP. Coming central bank rate rises will cas
Feb 01, 2018 - The current account is improving with rising commodity prices.Private credit creation is surprisingly strong in a country with such a high private debt burden.The government sector is reducing its net
Jan 29, 2018 - Looking for high-quality growth investments relies on making similar business assessments as one would as a dividend investor.I'm currently in a mode of capital accumulation and choosing deferred divi
Jan 26, 2018 - Foreign Banks Stock Outlook - January 2018
Jan 18, 2018 - Westpac Banking Corp Buys NextEra Energy Inc, Invitation Homes Inc, Lumentum Holdings Inc, Sells Accenture PLC, Alibaba Group Holding, Medtronic PLC, Stocks: NEE,INVH,LITE,IRM,LUV,TSLA,MMP,NAVPD,MKTX,IQV,PEB,, release date:Jan 18, 2018
Nov 07, 2017 - The following slide deck was published by Westpac Banking Corporation in conjunction with their 2017 Q4 earnings call.
Oct 30, 2017 - Westpac Banking Corp Buys Alibaba Group Holding, Apple Inc, Becton, Dickinson and Co, Sells JPMorgan Chase, Delta Air Lines Inc, Bank of America Corporation, Stocks: AAPL,HST,BDX,DLR,AIV,ROST,BABA,SFR,DWDP,HDB,TSM,IB, release date:Oct 30, 2017
Oct 11, 2017 - Buy and hold is a popular strategy.Four years ago, I railed against the popular strategy and pointed out its flaws.The model portfolio I put together did not beat the S&P 500.