ASX 20

Welcome to the FNArena Reporting Season Monitor for the August result season 2019. The Monitor reports ratings and consensus price target changes, along with brief...

An interesting session played out locally following a strong rebound from US stocks overnight, the Dow Jones adding +372pts underpinning our futures which traded...

With CSL’s management guiding to underlying growth in the mid-teens (adjusting for the impact of the move to direct distribution in China), we continue to see upside...

In the following video, I sat down with Andrew Grimes to break down the many-facets of the Australian healthcare sector, while also providing a snapshot of where...

Something has gone amiss with my messaging to investors, maybe? At the recent National Conference organised by the Australian Investors Association (AIA), I showed a...

Today I argue that the trade war could be over, or at least transform into a trade impasse, which might in turn unleash the mother-of-all search for yield rallies as...

NAB shares reached 11-month highs after the appointment of Ross McEwan as CEO to start by April 2020. Formerly head of Commonwealth Bank’s retail bank, Ross left...

In the second part of our Q&A, Tony Cousins, Chief Executive & Chief Investment Officer at Pyrford International, discusses some Aussie stocks that tick all of his...

In a world awash with market data, an enduring way to create an edge is to travel. While getting out there and meeting with company management can deliver invaluable...

Nowadays, it's easy for investors to become overly preoccupied with the larger macroeconomic picture. Nonetheless, such a preoccupation is perfectly understandable...

Welcome to the FNArena Reporting Season Monitor for the August result season 2019. The Monitor reports ratings and consensus price target changes, along with brief...

The local market revered back to the previous sentiment in July, on the back of the NZ Reserve Bank reducing its key interest rate from 1.5% to 1% this afternoon. This...

The year was 1999. Keanu was stuck in a matrix, the Backstreet Boys "wanted it that way" and, as The Artist Formerly Known as Prince had so eloquently predicted...

A big day for the local market with the index losing another 2.44% coming on the back of a 1.90% decline yesterday – the drop from recent highs to today’s low is now...

As we enter the August reporting season, we see a strong chance of FY19 results beating low expectations, but market estimates for FY20 look too heroic, leaving scope...

In investing, as in other areas of life, there is the visible and the hidden. Something tangible, like an object or a number, is easily seen, and more memorable...

Many value investors would undoubtedly feel a lot like Dorothy in the current market environment, like they have taken a knock to the head during a violent twister...

To help you navigate the August 2019 reporting season, we have provided a listing of upcoming company announcements in chronological order, with our forecast NPAT...

This time last year, we published several articles on Livewire (including this one) outlining some of our thinking on Telstra (TLS), and in particular highlighting an...

The back-story... I try to put my money where my mouth is. A couple of months prior to the Federal Election, we shifted more than $100m into franked ASX hybrids for...

Yield chasing has spilled over into nearly every asset class, with Australian listed bank hybrids no exception. The current average margin of bank bills + 2.40% is...

Today I write that the RBA has been spinning stories (basically blatant BS) on housing, the most miraculous of which is the completely fallacious claim that cutting...

The new field season in WA’s Paterson province has brought fresh exploration impetus, with Rio firing up 11 rigs while nearby juniors Sipa and Antipa are planning...

With the cash rate at just 1.0% and Westpac calling 0.5% by February, income stocks are firmly back on the menu. So, this week we scanned the market for outsized...