In Focus

Unfortunately, this is the final issue of Pacific Wealth. In investing, timing isn’t everything, but in this case it hastened the demise of this service.  Subscribers’ remaining months will be fullfilled by our excellent Global Income Edge letter, which has proven itself a great source for strong income and international… Read More

Pacific tech is different than Silicon Valley tech. It is more hardware-oriented, makes more, uses more engineering, and is financed and managed on different principles that in many ways are more sound.So in adding Pacific tech to your portfolio of Silicon Valley stocks, you’re diversifying not just regionally but in… Read More

As countries graduate from poor to rich, the biggest investments they make are in buildings and infrastructure. That makes real estate companies key to their stock markets, generating massive internal growth and profits in the transforming economies.In the Pacific Wealth Portfolio, about 20% of our holdings are devoted to real… Read More

It’s gone from bad to ugly in the Australian iron ore industry. The numbers tell the story.Iron ore was recently selling for about $50 a ton, 60% less than it was in 2013. Slowing demand from China, which buys 70% of the iron ore shipped, is the major reason. But… Read More

Perhaps no other sector epitomizes the global hunt for yield as much as Australian real estate investment trusts (A-REIT). During the year ended February 12, the S&P/Australian Securities Exchange 200 Property Index posted a 37.1% total return in local currency terms.Even accounting for the 14% slide in the value of… Read More

Australia’s economy is forging ahead, despite the downturn in commodity prices. While the slump in iron ore, oil and other commodity prices will slow Australia’s growth rate in 2015, there is a silver lining: A weaker Australian dollar (the “aussie”) will benefit a large swath of the country’s non-mining sector. Read More