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          <time datetime="2019-02-22T07:30:08+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 22, 2019 07:30</time>
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              A &#39;Priceless&#39; investment case
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The great investor Peter Lynch who ran the Fidelity Magellan Fund is often quoted saying: “the best investment ideas you see with your own eyes in everyday life”  ...
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        Aitken Investment Management
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          <time datetime="2019-02-22T06:33:49+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 22, 2019 06:33</time>
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              Webjet: 30% jump on results but still on a PE of 14
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  Webjet (WEB) reported one of the best results of reporting season to date yesterday, and the market promptly rewarded it with the stock finishing up 30% on the day -...
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        <time datetime="2019-02-22T06:33:49+11:00" data-controller="datetime" class="hidden sm:block sm:flex-none order-1 w-36 uppercase pre-header-sm lg:pre-header-md text-darkgray">February 22, 2019 06:33</time>
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/buy-hold-sell">Buy Hold Sell</a>

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          <time datetime="2019-02-22T06:30:08+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 22, 2019 06:30</time>
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Buy Hold Sell: 5 resilient big <span class="whitespace-nowrap">caps<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  There have been some astounding one-day moves this reporting season among the market darling midcaps, including Altium jumping 20%, Webjet soaring 30%, Blackmores...
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          <time datetime="2019-02-21T17:45:53+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 21, 2019 17:45</time>
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              WBC now predict 2 rate cuts this year
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  A volatile session today as the market was sold off early following stronger than expected employment data which initially saw the market lower, the AUD higher as...
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  Welcome to the FNArena Reporting Season Monitor for the February result season 2019. The Monitor reports ratings and consensus price target changes, along with brief...
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        FNArena
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          <time datetime="2019-02-21T15:23:39+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 21, 2019 15:23</time>
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              Firstwave Cloud Technology (FCT) - Earnings Inflexion Point for International has Arrived
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  I wish I was writing this note a year ago, however optimism and reality work on different timelines. Nonetheless, given the opportunity at the doorstep, we think...
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        Alpine Capital
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          <time datetime="2019-02-21T14:55:30+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 21, 2019 14:55</time>
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  Over the past 20 years, Bunnings sales revenue and earnings have never gone backwards, despite multiple housing cycles, the Global Financial Crisis and competitor...
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        Schroders
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          <time datetime="2019-02-21T11:38:23+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 21, 2019 11:38</time>
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              10 surprises for 2019
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  We asked our portfolio managers to share their views on potential surprises for 2019 which on balance of probabilities are unlikely to happen but shouldn’t be written...
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      <div>
        Sintra Capital
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          <time datetime="2019-02-21T10:12:57+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 21, 2019 10:12</time>
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              Tied to the rails – the rise and fall of market sectors
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  The below chart tracks the proportion of the different sectors of the US stock market over the past 218 years:    Source: Global Financial Data  While there are...
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          <time datetime="2019-02-21T09:58:23+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 21, 2019 09:58</time>
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  ASIC investigates unusual trading in Afterpay shares yesterday; Tesla loses another senior executive after just two months in the job; and Howard Marks tells investors...
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        Livewire Markets
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Here&#39;s why you should think twice before <span class="whitespace-nowrap">selling<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  It’s never been easier to trade. It’s cheaper than ever, you have unlimited access to information, and you can execute a trade from the device sitting at your...
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  Emerging markets were volatile throughout 2018, especially during quarter four as they sold off and took some valuation froth out of the market. This has continued...
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        Fidelity International
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              Dividends the size of Jupiter! 
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  With Australian investors love of resources and a passion for dividends, it seems incredible that a company could yield over 24% in a commodity with strong...
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        Fiftyone Capital
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          <time datetime="2019-02-21T06:30:09+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 21, 2019 06:30</time>
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              Nearmap: Global leader in the delivery of reality-as-a-service
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  Nearmap (NEA) released another impressive set of results on Wednesday, with strong numbers across all of its key KPIs. Annualised contract value (ACV) growth was...
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          <time datetime="2019-02-20T17:05:51+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 20, 2019 17:05</time>
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              Quiet day from an index perspective but huge moves at the stock level
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  Reporting hit a peak today with around 35 companies out with results and once again, we’ve had some significant moves across the market. From what I can see 25 large...
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</a></div>

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        <time datetime="2019-02-20T17:05:51+11:00" data-controller="datetime" class="hidden sm:block sm:flex-none order-1 w-36 uppercase pre-header-sm lg:pre-header-md text-darkgray">February 20, 2019 17:05</time>
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          <time datetime="2019-02-20T16:38:15+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 20, 2019 16:38</time>
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              Market overlooking Stockland&#39;s solid fundamentals
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Stockland announced their 1H19 results this morning. Conditions remain challenging for the group with a deterioration in housing market conditions, reduced credit...
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        Dexus Real Estate Securities
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          <time datetime="2019-02-20T15:21:15+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 20, 2019 15:21</time>
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              Making the case for a cut
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  The Australian economy performed well during 2018 with rising GDP, lower unemployment and stable inflation. Despite this, the outlook for 2019 is not as positive, as a...
</div>

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        Yarra Capital Management
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