ASX 20

A key aspect of our philosophy is that “every company has a price”. This leads to us looking across the entire market for investment opportunities. In that process...

We believe major bank dividends are sustainable. This is despite a challenging operating environment that we feel is being reasonably managed to grow profitably at a...

Australians' love affair with residential property is on the rocks. Data from Corelogic shows an aggregate fall of around 3% for all dwellings across the 5 capital...

We have decided to take a look at the major banks in Australia. There are a number of reasons why stock market investors are worrying about the Australian banking...

The listed independent platform providers – HUB24, NetWealth, Praemium and OneVue – have been stellar performers in recent years. It’s not surprising when you consider...

BHP has delivered for shareholders in the 12 months since we laid out our bullish thesis on Livewire which you can see here. Collectively Andrew Mackenzie as CEO and...

If reporting season has kept you busy, you may have missed the regular commentary on notable results from Livewire's contributing managers, so we’ve pulled them all...

The elephant in the room for residential property is the ongoing pressure on banks' net interest margins. While the recent rise in funding costs has been well...

In March this year Bill Shorten pledged that should Labor win the upcoming election they will axe cash refunds for excess imputation credits paid to individuals and in...

Welcome to the FNArena Reporting Season Monitor for the August result season 2018. The Monitor reports ratings and consensus price target changes, along with brief...

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Santos, Flight Centre, South32, Qantas...

I met with the CFO and COO from Fortescue Metals (FMG) this week as they did the rounds following their recent full year results. There were some brief prepared...

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Oil Search, BHP Billiton, Scentre Group,...

When you pull up your car at a railway crossing in the Pilbara, you can afford to switch off the engine and get out to stretch your legs – you’ll be waiting for quite...