Tim Hannon

Chief Investment Officer with Newgate Capital. Australian equity and real estate securities. All views are our own, no recommendations given

[Tim Hannon @TimHannon00]

The bank rally will likely fade as reality unfolds. Bank earnings will continue to deteriorate as the real economy slows. Just look at motor vehicle sales, air travel, business confidence, retail sales, housing starts.

[Tim Hannon @TimHannon00]

The Royal Commission outcome looks tepid and certainly not as bad as feared. We would expect banks to enjoy a reasonable relief rally of 5-6%.

[Livewire Markets @LivewireMarkets]

It seems a number of respected commentators have decided a bear market is upon us. Perhaps so, but for now, we're going to give the aged bull market the benefit of the doubt. We explain our reasons here, and outline 3 new stocks we have taken positions in: https://t.co/jK9yf75ZN9

[Tim Hannon @TimHannon00]

Agree totally with Jemima Whyte. It is difficult to understand why Inghams (ING) is rallying given input price increases, senior management turnover, and a highly stretched balance sheet. Already a highly shorted stock, but that's irrelevant. Stock up 35% in 6 months.

[Financial Review @FinancialReview]

Inghams has all the hallmarks of a classic private equity blow-up, says Jemima Whyte.
https://t.co/tNvXtUpaIk
#ausbiz

[Jean de Fondaumière @waugoola]

Why VGI's Rob Luciano says Australia is a shorter's paradise - Jemima Whyte https://t.co/RnVcj42cnv via @FinancialReview

[Financial Review @FinancialReview]

Using accounting firms as a defence against short sellers is a tactic coming under scrutiny, writes Jemima Whyte. #ausbiz https://t.co/P4hFbxHKfw

[Tim Hannon @TimHannon00]

Major buying of the AREIT sector over past weeks by a passive global REIT Fund. Passive funds have no regard for valuation, they have ramped up stocks with obvious fundamental issues, for example shopping centres and residential companies. We expect a correction in the sector

[Tim Hannon @TimHannon00]

Some investment insights I recently shared with Livewire Markets https://t.co/1k6RRiwgZM

[Tim Hannon @TimHannon00]

"A simple analysis of the Australian housing market, using history as a guide" by @TimHannon00 on @LinkedIn https://t.co/yLlRUKKRFo

[Tim Hannon @TimHannon00]

Lower interest rates will not help the Australian economy, the RBA shouldn't bother" by @TimHannon00 on @LinkedIn https://t.co/t9350cD0oS

[Tim Hannon @TimHannon00]

"Infigen Energy (IFN) - a pure play renewable energy producer" on @LinkedIn https://t.co/vA4V67tHST