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Equities

Corporate outlook statements point to a tougher year ahead

As the reporting season avalanche gathers pace, a few company reports have really caught our eye. Here’s our take on reports by BHP, a2 Milk, Beacon Lighting and...
BHP
+1
Roger Montgomery
Montgomery Investment Management
Equities

Reporting Season Highlights – A2M, DMP, SHV, LOV, CAT, IRI & PSQ.

We recap some of the profit reporting season highlights from this week including A2 Milk, Domino’s Pizza, Select Harvests, Lovisa Holdings, Catapult Group, Integrated...
+4
Bell Potter
Stockbroker
Equities

BHP’s ‘excitement’ over its latest South Australian copper find looking justified

BHP’s chief Andrew Mackenzie says he’s excited by the company’s “new copper opportunity” near Olympic Dam. In truth, it’s actually an old WMC discovery. But there’s no...
BHP
+1
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: Winners and losers in the growth game

There’s a popular narrative in the market that companies attacking global markets have been a great place to make returns. For example, Nearmap, A2 Milk and Vista...
+2
Buy Hold Sell
Livewire Markets
Equities

Money for nothing? Assessing the Qantas buyback

Today Qantas announced its annual results. Despite significantly increasing fuel costs to the tune of $614m, Qantas managed to maintain a constant 55c statutory EPS...
QAN
Dr Don Hamson
Plato Investment Management
Equities

FNArena Reporting Season Monitor: August 2019 - Week 3

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...
AMC
APA
+18
Rudi Filapek-Vandyck
FNArena
Equities

Income that will let you sleep at night

Our investment view on SCG is that it owns the best retail portfolio in Australia and New Zealand in a sector that continues to have higher barriers to entry (for...
SCG
Pete Morrissey
Pete Morrissey
Dexus
Equities

Four key signposts for equities

In early August, we made the decision to move tactically underweight equities. Adopting a more cautious stance is perhaps not surprising given this is...
Todd Hoare
Todd Hoare
LGT Crestone
Equities

NEC: Turning headwinds into plain sailing

Nine Entertainment Co (NEC) posted a strong result despite headwinds from a soft free-to-air (FTA) television advertising market and weak property listing volumes on...
Lucas Goode
IML
Equities

Why add small caps to your portfolio

If I were to characterise the domestic small cap market in just one word, it would be ‘dynamic.’ It is truly dynamic in the sense that it is constantly changing and...
Dominic Rose
Montgomery Lucent Investment Management
Equities

Why technology is the big advantage for small companies

Technology once presented a major barrier to entry and often stifled competition. So what changed? We see the explosion in the cloud as a catalyst for why we believe...
Gary Rollo
Montgomery
Equities

A2 Milk: Don’t throw the baby out with the bath water

Surprise around a lower margin outlook in FY20 has well and truly captured the market’s attention and seen a significant sell-off in A2 shares today. It is clear that...
Andrew Mitchell
Ophir Asset Management
Equities

Service Stream: Move over NBN, Comdain has arrived

Service Stream (SSM) has developed into a core small-cap industrial poised to capitalise on servicing Australia’s essential networks including electricity, gas, telco...
SSM
Arden Jennings
Ausbil
Equities

Reporting Season Highlights – NWL, WBC & SXY

We recap some of the profit reporting season highlights including Netwealth, Westpac Group and Senex Energy. Full reports are available below via links.Netwealth...
Bell Potter
Stockbroker
Equities

The New Criterion: the ASX stocks storming the US military establishment (or trying to)

A paradox of the Pentagon is that it can start a war in about five minutes, but when it comes to selecting contractors to supply the materiel the process drags out...
ASB
+1
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

ARB: Good result from a tough market

Overall, ARB’s FY19 result was largely in line with expectations, in spite of the soft market conditions. The predictability of the result was reassuring and it is...
Natalie Tam
abrdn
Equities

Always look under the hood

Count Plus ('CUP') owns and partners with accounting and financial advisory firms, forming a network largely focused on Australia's eastern seaboard. It provides value...
Emanuel Datt
Datt Capital
Equities

Go global to secure dividend income, Janus Henderson tells Aussies

Seasonality of payouts, an over-reliance on the financials and resources sectors, and a lack of dividend growth means that Australian investors would benefit from...
Nick Grove
Nick Grove
Livewire Markets
Expert Insights
Sponsored

An investing style forged by fire

ANZ and Westpac have just reported deep operational losses, unemployment has leapt to 10% and The State Banks of Victoria and South Australia have both collapsed. The...
Livewire Exclusive
Livewire Markets
Equities

Another outstanding result from Altium

Altium has again delivered an outstanding full-year result, posting EPS growth of 41% for the year. Revenue grew a healthy 23% with the highlight again being the...
Ben Clark
TMS Private Wealth
Equities

Whoppers and impossible valuations

Your correspondent isn't a regular visitor to Burger King. I'm not sure I've been into one in this millennium. But there is one on London’s Tottenham Court Road, about...
Ted Franks
Pengana Capital Group
Equities

‘You’re the star’ – the parallel between yield stocks and The Truman Show

Trade wars. Tariffs. Quantitative easing and modern monetary policy. Rate cuts. Bond yields breaching new lows. The AUD hitting its lowest level against the USD in a...
NUF
Schroders Australia
Schroders
Equities

Surviving and thriving after the next Trump Tweet

Markets continue to obsess over the trade war. For our parts, we remain focused on finding and backing businesses that we think have the potential to...
Joe Magyer
Joe Magyer
Lakehouse Capital
Equities

High valuations: Is this a case of the tail wagging the dog?

The plunge in both short-term and long-term interest rates has sparked a debate about how other asset classes respond, including equities. In the wire below, I outline...
Vince Pezzullo
Perpetual Asset Management (Australia)
Equities

Don't be blinded by the headlines

This week’s dramatic market sell-off prompted a number of scary headlines. While correct, they are often taken out of context. FactSet tells me that the market...
Kerry Craig
J.P. Morgan Asset Management
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