ER207
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www.eurekareport.com.au INSIDE THIS ISSUE Eureka Report WEEKL Y REVIEW 4 GFC-hardened blue chips By James Frost Capital management during the GFC has defned a new generation o blue-chips. 6 Investing’s unexpected lessons By Robert Gottliebsen Learn to ollow your instincts, not the herd. 8 Computershare gets a free kick By Ivor Ries The ACCC blocks its rivals rom merging. 9 Get more from iron ore By Tim Treadgold There’s still plenty o money to be made in iron ore. 11 Beating volatility the easy way By Mark Carnegie Don’t be tempted to revise your asset allocations. 12 Taxman warns on contributions By Bruce Brammall Should you be worrying about your contributions? 14 Transurban’s wish list By Tom Elliott Transurban threatens to bulk up, strange moves at Alinta and the ACCC’s Easter eggs. 16 To 5000 and beyond By Rudi Fil apek-V andyck This time valuations support a breakthrough. 18 How to prepare for inflation By Doug Turek Ensure your portolio is correctly positioned. 20 Investment Road Test: CBA OzAsia By Tony Rumble A disappointing new product ails to deliver. 21 Retail’s best buys By Guy Carson Smaller stocks are oten better perormers. 23 Research Watch By Luke McKenna ‘Death-crosses’, the “China’ brand, Greeks bet against themselves, the GFC board game. 25 Collected Wisdom By Alex Liddington-Cox Buy Worley, hold Premier, sell IAG, newsletters say. 27 ValueLine: Directors behaving badly By Roger Montgomery Good managers, but bad at investing your money. 29 The Speculator By David Haselhurst A buzz grows around our avourite biotech. 31 How far can property rise? By Monique Wakelin Experts tip 10% or more. What do you think? 34 Letters of the Week By Eureka Report subscribers 35 Week in View: The Saturday email briefing By Alan Kohler Number 207, April 1, 2010 Eureka Report is published by Eureka Report Pty Ltd 22 William Street, Melbourne 3000. T: (03) 8624 3000 F: (03) 8624 3088. The legions of shareholders who bought T elstra from the government have a lot to worry about these days, but much of what you are seeing in the media is wide of the mark. I don’t buy the repeated assumption that the NBN will be bad for Telstra. In my view, Telstra will either be paid a lot of money to be the NBN’s anchor tenant or it will milk i ts copper network for another decade. And that’s just the start. Tim T readgold looks at the changing iron ore market and nds there is still plenty of money to be made. James Frost explains how GFC capital raisings will impact EPS for years to come. Robert Gottliebsen asks readers to follow their investment instincts and not the herd. Rudi Filapek-Vandyck makes the case for the ASX to push through 5000 in April. Doug T urek unveils his ination-ghting portfolio. Monique Wak elin puts for - ward her predictions for house price growth, and there’s much, much more. Y our Eureka Report weekly review is ready to print. I hope you enjoy it. Best wishes, Alan Kohler Publisher Alan Kohler Managing editor James Kirby Assistant editor James Frost Sub editor James Harrison Superannuation editor Bruce Brammall Chie reporter Alex Liddington-Cox Telstra and the NBN Don’t discount Telstra By Alan Kohler There’s a lot of confusion and misinformation surrounding Telstra and the NBN. It’s time to set the record straight.
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