Monthly Archives: October 2012

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UK Dividend Funds: Oil stocks fracking lagging!

Despite the positive reaction to BP’s results and dividend hike our overriding sense is that the global sector is not generating great investor confidence.

October 31st, 2012 by

Funds

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Income Funds: UBS bucks the 33/1 bond trend!

Another superstorm is ripping through the City of London this week. The headlines tell us that Swiss investment banking giant UBS is cutting 10,000 staff and the primary focus of retrenchment is bonds.

October 31st, 2012 by

Debt

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UK Dividend Funds: Shining a light on tobacco!

WealthiFi has been concerned that the multi-decade out-performance of tobacco might be coming to a close. Today’s full year results from UK giant and mega dividend payer Imperial Tobacco provides material for both the optimist and sceptic.

October 30th, 2012 by

Funds

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Superstorm in US but Europe not as calm as you think!

We will let the economic glitterati speculate in the media as to the financial impact of Superstorm Sandy but our experience of such disasters would suggest big picture economic activity will shrug this off.

October 30th, 2012 by

Debt

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Dividend funds shock: A technology utility with a 4% dividend!

Only recently we flagged our concern about the headlong rush into high yielding sectors in the US leading to some amazingly expensive valuations. Now for a shock….

October 26th, 2012 by

Income

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Corporate earnings and performance, trick or treat?

It has been a noisy few weeks of corporate earnings reports and the usual knee-jerk share price reactions to beats and misses.

October 26th, 2012 by

Editorial

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Global Income Funds: Australia has its own Bankia bonfire!

WealthiFi has marvelled at the massive size of the Australian bank sector relative to its own economy and even to the entire eurozone bank sector. Australian bank share prices have been on a tear and still boast juicy yields.

October 26th, 2012 by

Funds

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I-Am-Alive

Dividend Funds: Retail investors not dead just rational.

It has been pointed out to this writer over the years that in the context of the age of the human species the investment industry is only nano-seconds old. More bluntly put, we are pretty new to this investment business 

October 26th, 2012 by

Funds

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Not a great week for French banking!

France is a worry for us. But we are not the only ones worrying. Check out the S&P downgrade of BNP today and lots of negative comment on developments in France.

October 26th, 2012 by

Financials

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China: Positive noises from gambling and Japan!

Yep, the US earnings season is reaping the whirlwind of a recessionary Europe and a slower China but WealthiFi is wary of trading on history. Watch for change…

October 26th, 2012 by

Style & Sector Trends

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