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Listed stock commentary covering small-caps to big-caps, growth to income, domestic to global, and momentum to deep value.

Reporting Season

Is this as good as it gets for the Big Australian?

With profit down 32% and dividends down 40% from last year, is this the end of BHP's golden era? Yu Li from Blackmore Capital gives her take
BHP
S32
Chris Conway
Livewire Markets
Equities

Adairs sheets home the blame for its poor HY23 result

If you needed more convincing that Australia’s retailers are doing it tough, take a look at the HY23 result from manchester and homewares retailer Adairs (ASX: ADH). ...
ADH
Roger Montgomery
Montgomery Investment Management
Equities

The revenge of value

Buying ‘value’ companies could once again be the dominant factor for generating alpha over the medium term as ‘sticky’ inflation persists.
Cameron McCormack
VanEck
Equities

Ryman looks like a classic value trap

If you think a company must be ‘value’ because its share price is down 50%, look again.
Stephen Bennie
Castle Point Funds
Reporting Season

Not all ASX gold miners are made equal: One disappoints (while its rival thrives amid takeover talk)

There's a lot to like about gold but not all gold miners are made equal.
BGL
DEG
+1
Kerry Sun
Livewire Markets
Equities

A veteran of regenerative medicine: Paul Anderson, Co-Founder, CEO & MD of Orthocell

In this episode we are hugely fortunate to have an absolute leader in their very specialist field join us on the show. Our special guest is Mr Paul Anderson, CEO and...
OCC
Euroz Hartleys Ltd
Euroz Hartleys Ltd
Equities

Identifying takeover targets: What looks like a good deal?

Takeover targets can add another element of returns to portfolios
AGL
AKE
+26
Rob Crookston
Rob Crookston
Wilsons Advisory
Equities

How to find undervalued businesses and avoid value traps

I discuss how our intrinsic approach to assessing a company’s worth helps us identify undervalued businesses
Jason Kim
Tyndall AM
Reporting Season

FNArena reporting season monitor: February 2023 – Week two (94 stocks covered)

Ratings, consensus price targets, and FNArena insights on each stock covered feature in the following article
AMP
BAP
+22
Rudi Filapek-Vandyck
FNArena
Reporting Season

Earnings beat, dividend surprise, increased buyback and positive outlook - This miner ticks all the boxes

Whilst revenue and profit were down from last year, this miner beat expectations by 14% and added $50m to its current buyback.
S32
Chris Conway
Livewire Markets
Equities

Chalice abuzz with Hancock-Twiggy-BHP takeover talk as Dorsch reveals ‘corporate sitting at 4.9%’

And another big position said to be held through derivatives. Plus, SQM betting on Azure’s lithium potential.
BHP
CHN
+2
Barry FitzGerald
Independent Journalist
Equities

Copart, the Junkyard Alchemist

The story of a scrappy entrepreneur turning junk into gold.
Nicholas Cregan
Fairlight Asset Management
Buy Hold Sell

Buy Hold Sell: 3 stocks with ultra-low PEs (and 2 darlings to drop)

Totus Capital's Ben McGarry and Merlon Capital's Neil Margolis analyse three low PE stocks and each name a popular stock facing headwinds.
GMG
+2
Buy Hold Sell
Livewire Markets
Reporting Season

This stock's first-half profits are up 135%, and there may be more to come

Emanuel Datt from Datt Capital discusses the results of one of Australia's largest coal mining companies.
Chris Conway
Livewire Markets
Reporting Season

Has this widely held stock's dividend disaster come to an end?

Investors rejoiced when Telstra hiked its dividend for the first time in seven years at its full-year result. But will the payouts continue?
TLS
Hans Lee
Livewire Markets
Reporting Season

This commercial property titan just upgraded its EPS guidance by 13.5%, but is it all priced in?

Management says this company is in a strong position, but the health of the company is not the same thing as the value of its stock.
GMG
David Thornton
Livewire Markets
Reporting Season

Wesfarmers delivers a profit beat but concerns linger

Shrinking margins and rising costs overshadow what was otherwise a positive half-yearly result for the retail and industrial conglomerate
WES
Glenn Freeman
Livewire Markets
Reporting Season

Why record profits may not be enough for Commonwealth Bank

The rising rates environment has benefited the banks, although Commbank's report may indicate that NIM expansion is coming to an end.
William Heine
Livewire Markets
Equities

The sectors set to boom as China reopens

In a tough economic landscape, the reopening of China could be a boost for a range of sectors according to Munro’s Nick Griffin.
Nick Griffin
Munro Partners
Equities

What are we seeing from reporting season in small caps so far?

In this video I joined Scott Phillips to provide an update on what we have seen from reporting season so far. It is early in the number of companies who have reported,...
AD8
NCK
Gary Rollo
Montgomery
Reporting Season

Green transition spells a tough time for dividend darling Fortescue

Fortescue is caught in an identity crisis between big dividends and its new path towards decarbonisation and green hydrogen.
BHP
FMG
RIO
Kerry Sun
Livewire Markets
Reporting Season

The company shattering ultra-high earnings expectations... again

One of Australia's premier mid-caps has handed down its first-half results. But has it managed to surprise the market yet again?
CSL
IMM
PME
Hans Lee
Livewire Markets
Equities

It is terribly simple

Why we think 2023 may see the ASX post its highest profits on record.
AKE
AWC
BHP
+10
Schroders Australia
Schroders
Reporting Season

Why a fall in net profit is not the full story for Cochlear

Antares’ Andrew Hamilton believes the market is missing some key drivers for the global leader in hearing implants.
COH
Sara Allen
Livewire Markets
Equities

JB Hi-Fi’s result tells us the consumer slowdown has already begun

Consumer electronics and home appliances retailer, JB Hi-Fi (ASX: JBH), has just released its first-half results for FY23. For the six months to December 2022, there...
JBH
NCK
Roger Montgomery
Montgomery Investment Management
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