Know what you own, and why you own it.
At Seneca, we invest in high quality, growing businesses at reasonable prices, for the long term. We make investment decisions based on data, evidence, incentives and experience. We value simplicity, transparency and consistency and like to invest alongside people with similar priorities.
Luke Laretive of Seneca Financial Solutions reviews their 2023 top dividend stock picks, namely, GQG Partners Inc (ASX: GQG), AUB Group Ltd (ASX: AUB) and Macquarie Group Ltd (ASX: MQG). How did their top 3 dividend shares perform in 2023?
Luke Laretive of Seneca Financial Solutions highlights 3 significant ASX shares, namely, MMA Offshore Ltd (ASX: MRM), RPMGlobal Holdings Ltd (ASX: RUL), and Life360 Inc (ASX: 360), that upgraded earnings during November. Are these share prices a buy today?
The S&P/ASX 200 (INDEXASX: XJO) has shown lots of share price ups and down this year. Luke Laretive of Seneca Financial Solutions tells us 3 reasons why we are underweight ASX retail shares. Are these share prices undervalued?
Collins Foods Ltd (ASX: CKF) share price is up by 8% today. Luke Laretive of Seneca Financial Solutions explains how Collins Foods and Yum! Brands, Inc. (NYSE: YUM) made this significant increase.
Are graphite companies like Syrah Resources Ltd (ASX: SYR) and Talga Group Ltd (ASX: TLG) a buy? Luke Laretive from Seneca Financial Solutions tells us why he has his eye on the ASX’s graphite players.
The common mistake I see across the financial media, retail investors, and scarily, most financial advisers are not comparing ‘apples with apples’ when it comes to selecting fund managers.
Sonic Healthcare Ltd (ASX: SHL) has traditionally viewed as an ASX share that provides a mixture of dividends and defensive growth for investors. However, SHL shares have been sold off 17% over the last 6 months.
At current prices, PXA shares have never been cheaper and appear undervalued on 26x FY25e P/E – estimates which only assume a partially success to its UK rollout and continued subdued Australian housing volumes.
Although there are risks associated with BHP expanding outside of its core money making business being iron ore, BHP management has a history of sensible capital allocation has helped BHP generate a total shareholder return of 13.2% per annum (includes dividends) over the last 20 years.
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