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One of the main themes that played out this reporting season was the absence of company dividends. The cash doled out by the largest 50 ASX listed companies was by in large withdrawn to conserve capital during the pandemic. A study released this week by Janus Henderson looked at the dividends paid out recently by…
Charter Hall Group (ASX:CHC) delivered one of the surprises of earnings season last week, once again exhibiting the importance of quality when it comes to investments in property. Quality, as they say, comes down to your definition and in our view it is about the tenant, not necessarily the underling asset. With the property sector…
This week we take a look at the often misunderstood, bulk retailing business Costco (NASDAQ:COST). Similarly to Woolworth’s (ASX:WOW) the company has performed reasonably well throughout the COVID-19 shutdowns benefitting from hoarding and its business model of offering incredibly low prices for bulk purchases. The company sells all kinds of food, automotive supplies, toys, hardware,…