Monthly Archives: August 2012

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Mining sector: Dreaming in OZ!

WealthiFi often looks to the mainstream media headlines for clues as to potential popular delusions. Oz is now providing rich pickings.

August 31st, 2012 by

Style & Sector Trends

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Barclays: New CEO, new criminal investigations!

Barclays has gone for the steady hands of a retail veteran in the group, Antony Jenkins, as the new group CEO. No, not the Jenkins fella who rogered/did the tax planning

August 31st, 2012 by

Financials

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UK Dividend Funds: WPP joins the digital dance!

Our second favourite tax dodger Sir Martin Sorrell (the first being Vodaevasion) was back in the news today with the WPP H1 results. Sir Martin was clearly wounded by Sorrell’s oversized wedgie floors him.

August 31st, 2012 by

Funds

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Mining Sector: China missing the Oz beat!

The mining sector reminds WealthiFi of housebuilding in 2007. That should worry investors.

August 30th, 2012 by

Style & Sector Trends

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Global Dividend Funds: Hot but hazardous!

There is a reason for ultra-low interest rates. As financial markets await further reassurance from the Hole of Jackson and Super Mario it is important to remember that the global financial system in many regions is on central bank life … Continue reading

August 30th, 2012 by

Income

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Dividend Funds: Shipping in a new cash-back tactic!

While dividend income is a hot space at the moment on planet ZIRP not all shareholders are in love with the tax treatment of dividends. However, we are witnessing some new tactics which could further endear cash generative businesses to … Continue reading

August 30th, 2012 by

Funds

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Value Funds: A hidden gem amid food scarcity?

Drought has dominated headlines in the agrifood sector globally for months but not all countries are created equal. Ireland has had a miserable wet summer but that’s not all bad for value-add dairy products.

August 29th, 2012 by

Value

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Dividend Funds: Telco trouble in France… again!

Remember those juicy Telco dividends in our review of the iShares Euro Stoxx Select Dividend 30? An amazing five of the Top six holdings were euro Telcos!

August 29th, 2012 by

Funds

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Australia more like PIIGS than we thought…!

It’s not just WealthiFi worried about the size of the Australian banking system – already bigger than that of the entire Eurozone – there are others worried about foreign lending to same.

August 28th, 2012 by

Debt

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Bigfoot_Closeup

Spanish Banks: The problem with disguise….ask Bigfoot!

Despite a perceived successful Spanish bill auction today(6 month money whoop whoop) the euro political game of chicken continues. Spain is the Bigfoot in the euro firewall.

August 28th, 2012 by

Financials

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