Recent Media and Articles of Interest:

Date Description Link
15 November 2014 Hugh Dive comments on the growing share of the market by international discount grocers in an AFR Smart Money article "The supermarket duopoly is starting to fray'' (online & print) Article
23-24 Aug 2014 Hugh Dive comments on mining stocks in an AFR weekend article "Stock pickers' guide to value" Article
30 August 2014 Hugh Dive comment in an AFR article on Sonic Healthcare "$7 co-pay may hurt growth" Article
29 August 2014 Cuffelinks article by Ashley Owen "Policy pincers in Australia and the US" Article
14 August 2014 Cuffelinks article by Ashley Owen "Investing and jogging for the long run" Article
14 August 2014 Hugh Dive quoted in an AFR article on CSL's success in China "CSL wins by playing the long game in China" Article
7 August 2014 Brett Sanders quoted in Money Management  article on managed accounts "Back in the spotlight - still!'' Article
17 July 2014 Cuffelinks article by Ashley Owen: Part 4 of a 4-part series on Australia's big default. Article
12 July 2014 Stefano Cavaglia interviewed by Christopher Joye in an AFR online article "Fund managers spill the beans on returns" Article
11 July 2014 Cuffelinks article by Ashley Owen: Part 3 of a 4-part series on Australia's big default. Article
27 June 2014 Cuffelinks article by Ashley Owen: Part 2 of a 4-part series on Australia's big default. Article
23 June 2014 Money Management online article announcing the appointment of Stephen Karrasch as Philo's head of sales Article
20 June 2014 Cuffelinks article by Ashley Owen: Part 1 of a 4-part series on Australia's big default.  This one is entitled "A primer on government debt, default and inflation" Article
19 June 2014 Comment by Hugh Dive on Healthscope in AFR print article "Changes that boost Healthscope's value" Article
18 June 2014 Comment by Hugh Dive on Healthscope in AFR online article "7 changes that improved Healthscope's financial health" Article
10 June 2014 An Australian article by Don Stammer "Markets calm, and then things turn tranquil" includes quotes from Philo's  Market Monitor as well as a Philo chart on investment returns. Article
30 May 2014 Cuffelinks article by Ashley Owen: Part 3 of the Labor v Liberal series looks at the impact deficits and surpluses have had on equity returns. Article
27 May 2014 Hugh Dive quoted in AFR article on Wesfarmers "Investors warn Wesfarmers" Article
23 May 2014 Cuffelinks article by Ashley Owen: Part 2 of the Labor v Liberal series looks at Australia’s level of government debt since Federation Article
16 May 2014 Cuffelinks article by Ashley Owen: Part 1 of a 3-part Labor v Liberal series looks at which parties have produced more federal surpluses and deficits Article
11 April 2014 Hugh Dive article in Cuffelinks "What's going on in Australian equities? Article
27 Mar 2014 Hugh Dive quote on the privatisation of Medibank Private in AFR article "Green Light for Medibank Sale" Article
14 March 2014 Cuffelinks article by Ashley Owen: Part 3 of the Stock Market Olympics series "Silver and bronze go to the US and UK" Article
7 Mar 2014 Cuffelinks article by Ashley Owen: Part 2 of the Stock Market Olympics series "Australia can learn from gold medal winner, Denmark" Article
28 Feb 2014 Cuffelinks article by Ashley Owen: Part 1 of the Stock Market Olympics series "Stock Market Olympics, and the winners are..." Article
7 Feb 2014

Cuffelinks article by Ashley Owen "Economic growth and equity return outlook"

Article
5 Feb 2014 An online and print AFR article "Australian shares tipped to ride out emerging markets storm"includes a Philo chart Article
31 Jan 2014 Cuffelinks article by Ashley Owen "Global stock markets in 2013" Article 
13 Dec 2013

Comments by Brett Sanders on Philo's MDA service in a Professional Planner online article "Centric Wealth MDA lifts efficiency gains"

Article
6 Dec 2013

Brett Sanders' paper on Vertical Integration is discussed in an online Money Management article ''Non-aligned planners should not emulate institutions for service offering"

Article
 5 Dec 2013  Cuffelinks article by Ashley Owen "Equities deliver high returns and low volatility - again'' Article
21 Nov 2013  Cuffelinks article by Ashley Owen "Australia joins the PIIGS Article
15 Nov 2013  Cuffelinks article by Ashley Owen "In Macau, new Asian money and Australian property Article
15 Nov 2013  Cuffelinks article by Ashley Owen "A day in the life of theory versus practice Article
12 Nov 2013 Article by Don Stammer in The Australian using a Philo chart "It's too early to call an end to bull market" Article
8 Nov 2013 Cuffelinks article by Ashley Owen "Would you invest in this emerging market?" Article
28 Oct 2013 Hugh Dive quote on privatisation of Medibank Private in AFR article "Medibank float seen as good for health shares" Article 
24 Oct 2013 Cuffelinks article by Ashley Owen "My personal perspective on 10 years of the mining boom" Article
22 Oct 2013 Article by Don Stammer in The Australian using a Philo chart "Dynamic asset allocation the way to put bang in your bucks" Article
10 Oct 2013 Cuffelinks article by Ashley Owen "US Government defaults: what happened next?" Article
8 Oct 2013 Ashley Owen comments in AFR article "Think the US won't default? It has before - three times" Article
3 Oct 2013 Cuffelinks article by Ashley Owen "US Government has previously defaulted, it's not risk-free" Article
26 Sept 2013 Cuffelinks article by Ashley Owen "US Government shut-down - been there, done that Article
21 Sept 2013 Ashley Owen comments in an AFR article "Gains lose lustre in the cold light of inflation" Article
19 Sept 2013 Cuffelinks article by Ashley Owen "Hold the champagne, that's not a recovery yet" Article
12 Sept 2013 Cuffelinks article by Ashley Owen "Are rising oil prices bad for Australian shares? Article
5 Sept 2013 Cuffelinks article by Ashley Owen "Invest like Buffett? Diversification part 2 Article
30 August 2013 Financial Standard online, Brett Sanders talks about MDAs "MDAs key to proving value of advice" Article
29 August 2013 Cuffelinks article by Ashley Owen "Investing against the herd part 3, testing the theory" Article
21 August 2013 AFR article "Risk in hybrid securities alarms ASIC" - Hugh Dive comment Article
21 August 2013 Hugh Dive comments on Sonic's results in AFR article "Weaker dollar could boost Sonic earnings" Article
15 August 2013 Cuffelinks article by Ashley Owen "Diversification Works?" Article
13 August 2013 Ashley Owen comment in Don Stammer article in The Australian "It's never too late for long-term investing" Article
9 August 2013 Ashley Owen quoted in BRW article "While you weren't lookng: US equities have 'once in a lifetime' run of $A returns" Article
8 August 2013 Cuffelinks article by Ashley Owen: "Once in a lifetime returns from US shares" Article
1 August 2013 Cuffelinks article by Ashley Owen: Part 2 of "Investing against the herd" - consumer sentiment and equity returns Article
1 August 2013 Hugh Dive comment in AFR article "Fund managers hit out at favouritism" Article
25 July 2013 Cuffelinks article by Ashley Owen "Investing against the herd: resisting emotion" Article
16 July 2013 "US still calling the shots" Don Stammer article in The Australian Article
9 July 2013 Cuffelinks article by Ashley Owen - "A short history lesson on banks and government debt" Article
4 July 2013 Cuffelinks article by Ashley Owen - "Economic growth does not drive stock market returns" Article
19 June 2013 Cuffelinks article by Ashley Owen - "What export boom?" Article
6 June 2013 Cuffelinks article by Ashley Owen - "How much income tax do you pay?" Article
16 May 2013 Cuffelinks article by Ashley Owen - "Federal Government budgets and their impact on the stockmarket Article
30 Apr 2013 Bonds that tie us to inflation cycle - Don Stammer article in The Australian Article
29 Apr 2013 CSL's still a darling, if you've the daring - Hugh Dive comment in The Australian Financial Review Article
26 Apr 2013 Look towards your investment horizon - article by Chris Cuffe using graphs supplied by Ashley Owen Article
23 Apr 2013 CSL calls price fixing claims baseless - Hugh Dive comment in The Australian Financial Review Article
10 Apr 2013 Cuffelinks article by Ashley Owen - "Until debt do us part, Act 2" Article
01 Mar 2013 Chaos on the cards - AFR Smart Investor March edition Article
13 Feb 2013 CSL Boss bows out - Hugh Dive comment in Australian Financial Review article Article
10 Feb 2013 Cuffelinks article by Ashley Owen - "Volatility - what volatility?" Article
05 Feb 2013 ... 2012 turns out to be a good year for investors - Don Stammer article in The Australian Article
21 Jan 2013 Cuffelinks article by Ashley Owen - "Catapults and coin tricks: what Ben Bernanke learned from the Greeks" Article
03 Jan 2013 Dragon waves magic tail - derived from Ashley's release of the December Market Monitor Report Article
08 Nov 2012 Rollover Option for BoQ special Shares - Hugh Dive comment Article
26 July 2012 Stammer joins Centric Wealth investment committee Article
10 July 2012 Don Stammer reports in the Australian about the Misery Index, reviewing Australia today against the periods of misery over the last century Article
3 July 2012 Don Stammer reviews house prices - a favourite topic of debate amongst Australians presently. Article
23 May 2012 The AFR quotes Philo's Hugh Dive in relation to the departure of Boral's CEO Article

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Background

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Things change

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We will not disclose personal information we hold about you unless:

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In those instances where we secure your personal information in transit to us and on receipt, we use the industry standard encryption software, Secured Socket Layer (SSL) 128 bit encryption. The URL in your browser will change to "HTTPS" instead of "HTTP" when this security feature is invoked. Your browser may also display a lock symbol on its bottom task bar line to indicate this secure transmission is in place. But the internet is not a secure environment and we cannot guarantee the security of information we exchange electronically.

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We may use cookies to obtain information with regards to web site activity (such as the type of browser used, the number of pages viewed, time of the site and navigation patterns) and to help you use this site when you visit again. This information on its own does not identify an individual but it does provide us with statistics that can help us with design of the web site. You can configure your browser to accept or reject cookies. If you reject all cookies you may not be able to use some or all of our web site.

Telephone services

We may monitor or record telephone calls for training, record or security purposes. If we do so, we will tell you at the time.

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In most circumstances, you have the right to access any personal information we collect and hold about you. In certain circumstances, the law permits us to refuse your request to provide you with access to your personal information, such as when:

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Please contact our Privacy Officer at the address below if you wish to access, update or correct your personal information, or if you have a complaint about how we have handled your details. We have a compliance process for dealing with complaints and we undertake to deal with your complaint as quickly as possible, and to keep you informed of its progress. 

Further information

You can obtain further general information about your privacy rights and privacy law from the Office of the Australian Information Commissioner by:

  • Calling their Privacy Hotline on 1300 363 992; or
  • visiting their web site at www.privacy.gov.au, or
  • by writing to:

The Australian Information Commissioner
GPO Box 5218
Sydney NSW 1042

or

The Australian Information Commissioner
enquiries @ oaic.gov.au 

Changes

We may make changes to information handling and privacy policies and practices and this privacy policy. We will publish important changes on our web site and if necessary update this policy.   

Privacy Officer

Attention: the Privacy Officer
Philo Group

Level 11

37 York Street
Sydney NSW 2000

Tel: 1300 303 323

or send a message on Contact Us page

 

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