Monthly Archives: June 2012

10-reasons-to-drink-beer-3

AB-Inbev executives looking for another deal bonus?

AB-Inbev have announced a $20 billion deal to consolidate its ownership of the Modelo group and its signature Corona brand.

June 29th, 2012 by

Mergers and Acquisitions

Comments: 1

sand-castle

Whoosh, there goes another defensive profit miss!

Nike missed expectations last night having beaten the Street in 17 of the last 18 quarters. WealthiFi has been cautious on the old reliables in “Whoops, defensives not so defensive?”

June 29th, 2012 by

Style & Sector Trends

Comments: 0

supreme-court

The hypocrisy of Stockton and SCOTUS reactions….

WealthiFi apologises for steering clear of the build-up to the Supreme Court(SCOTUS) decision on Obamacare. It was just SO political.

June 29th, 2012 by

Government

Comments: 0

Edna-Everage-C

G’day Australia, it’s housing Groundhog Day.

“You mustn’t judge Australia by the Australians” – Dame Edna Everage.

June 29th, 2012 by

Financials

Comments: 2

eu-in-flames

EU Summit: Two Italian wins in the same night?

The euro is strengthening this morning on a very late 4.30am conclusion to the EU summit. We went to bed hearing the Spanish and Italians wouldn’t sign up

June 29th, 2012 by

Debt

Comments: 0

robbery2

Dividend Fund Risk: Exhibit A….

We wrote in “Dividends: Three Questions for Your Income Advisor” that we were concerned about the tendency of dividend income products to lazily deploy capital in the biggest companies, sectors and dividends. Big does not mean sustainable

June 28th, 2012 by

Income

Comments: 0

hbomb

Banks: Dividends or derivatives?

A recurring theme on WealthiFi is the still very large weightings of financials in lots of fund products purely on the basis of their size.

June 28th, 2012 by

Financials

Comments: 2

bartiromo_money_honey

CNBC: Platform or content problem?

A former client used to say that the bear market in equities would not end until CNBC left the TV screens. Apart from his views on Philips I tended to listen to him

June 28th, 2012 by

Style & Sector Trends

Comments: 0

open_pit_mine

Glencore-Xstrata and the myth of shareholder value?

So the investment bankers might be rebuffed after all. Thanks to the Qataris, shareholder power is in the ascendancy.

June 28th, 2012 by

Mergers and Acquisitions

Comments: 0

protest-outside-barclays-bank-agm-london_670775

LIBOR fraud: Done…for you big boys?

The EU summit dominates the headlines without anybody believing concrete action will result. However, WealthiFi is of the view that the really significant small headline

June 28th, 2012 by

Financials

Comments: 0