The iron ore spot price is at $47.08 and three in every four tonnes of iron ore produced globally is now at / near loss making. In today’s AFR the front page headline reads “Iron ore price war rocks Atlas” and through our morning meeting we discussed which high cost... Show More

Crown Resorts Limited have announced the launch of the of their subordinated notes II offering, proposed code (ASX:CWNHB) They are seeking to raise 400M with the ability to raise more. The issue price is A$100.00 per security The Margin will be determined via a bookbuild and is expected to be in the... Show More

Why you should consider global equities and my favourite ETF's As most of you know I have just returned from a trip to Melbourne where I met with a number of investors, accountants, financial planners and family offices. It was great to meet with everyone and more importantly to pick your... Show More

With rates remaining on hold I take a look at the positive and negative impacts of low interest rates. Will another rate cut be good for our economy? Australian's have a love affair with the property market, which has caused property prices in Sydney and Melbourne to reach record highs of... Show More

Our market has performed well, but can it last? The S&P/ASX 200 has opened at 5936 and with the bulk of reporting season now behind us, where is our market heading? This year equities have taken off year with rate cuts being the primary driver of the recent moves in our market.... Show More

Another way to beat low interest rates: Recently I published an article about the much anticipated NAB Capital Notes, while I have had some interest in the broker bid, investors have been asking me if there are any other investments that I like that offer a better yield. If you are... Show More

Woodside Petroleum (WPL) has reported well, Toll Holdings (TOL) - take over bid, Amcor Limited (AMC) continues to perform - More Here: http://eepurl.com/beAOVT Show More

Are you looking for a way to beat low interest rates? NAB Capital Notes could be the answer! More here: http://eepurl.com/beuXjX Show More

Amcor (AMC) has announced a $500M share buy back, while ANZ Banking Group (ANZ) has disappointed with their quarterly update. For more see: http://eepurl.com/betQvL Show More

ANZ Capital Notes 3 Broker Firm Bid. Defensive positions to add to portfolio's and what happened over night. to read more follow: http://eepurl.com/bcDFiv Show More

Will we see a Christmas rally? Cyclical sectors like mining, energy and retail have sustained heavy losses over the past few weeks while more defensive sectors like telecommunications, utilities, financials and some health cares have fared much better. I'm expecting domestic equities to rally into the back end of this year and... Show More

Telstra Corporation (TLS) FY14 results are out Sales $26,296m up 6.1%, EBITDA $11,135, margins 42.3%, H2 15 cents, dividend, $1bn buy back. The result looks quite good, they have slightly beat expectations. On an ex-dividend basis TLS is on 15.3x 2015 earnings, yield 5.8%, we maintain a BUY recommendation and... Show More

Insurance Australia Group (IAG.ASX) are set to report their 2014 FY results on 19/08 - I'm looking for a strong report As we saw with the SUN result, net insurance margins are expanding, I expect IAG to report underlying margins of 13%?14% to 2017 and headline margins of 14%?15%. We have... Show More

TLS is due to announce its annual results tomorrow, last FY it commenced trading ex-dividend on 27th August. The market is looking for sales of 25,318.22M, EBIT 6,717M, NPAT 4,065.7M, EPS 32.55. We have TLS on a 2015 PE of 15.3x and a 2015 Yield of 5.8% With the banks looking... Show More

REA Group (REA) - FY14 Report 08/08 Key Dates: FY14 Result: August 8th Why I like it: While SHAW does not officially cover REA I'm looking for a positive report on 08/08. REA has recently acquired 17.22% of iProperty Group (IPP) from Seloger for $106.3m, funded from existing cash holdings. This transaction is the... Show More

Shares in Cochlear Limited (COH) have jumped 5.5% After their FY Report While SHAW does not officially cover Cochlear (COH) consensus figures suggest that the market was looking for SALES 809m , EPS $1.81, DPS 2.54, EBIT 168m, NPAT 103m. While NPAT was down 29% for COH their sales revenue was up... Show More

Resmed Inc (RMD) applies for coding for flow-generator platform. Appears poised to launch Airsense 10 and is due to announce its 4Q14 results tomorrow. History suggests that new product platforms are a significant driver of revenue and earnings growth. Our analysis indicates that the market is likely to re-rate RMD's PE multiple... Show More