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              What CEOs have been saying during the ASX reporting season
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  This special edition contains quotes and market announcements from company results throughout February across a wide range of industries.
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        NAOS Asset Management
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              The potential and perils of increasing franking credits
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  There are two key benefits associated with borrowing to invest in Australian equities that can potentially help investors&#39; portfolios.
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        VanEck 
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Beware the Ides of March! What to expect from ASX stocks this month
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Seasonal analysis suggests March can be a volatile month, it also suggests March performance tends to reflect prior months’ performance.
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          <time datetime="2024-03-01T12:54:47+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 01, 2024 12:54</time>
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              A snapshot of Australian bank/super fund exposure to commercial real estate
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Bank exposure to commercial real estate has risen to 13% of loans, while super fund holdings total a larger 16% of their assets.   
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              My favourite ASX turnaround story of 2023-24
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  A closer look at Bravura Solutions&#39; turnaround and how this may apply to future cases.
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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>All the big calls from reporting season (including why small-cap earnings can grow 10-15% in the next two <span class="whitespace-nowrap">years)<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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  Take a deep dive into all the big themes, key sectors, and biggest risks and opportunities from reporting season. 
</div>

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          <div class="sm:flex-grow">
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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>3 ASX stocks with growing dividends (and why headline yields are <span class="whitespace-nowrap">misleading)<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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            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  In this episode of The Pitch, Medallion Financial&#39;s Michael Wayne provides a deep dive on dividends.
</div>

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  As investment managers, one of the most important – but also one of the hardest – things to do is knowing when to admit you’ve made a mistake. And errors of judgment...
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        Yarra Capital Management
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              Toyota: How the hybrid engine regeared the investment case
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  The world’s biggest car company is reaping the rewards for a multi-pathway approach to reducing CO2. That’s good news for investors.
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              Rinehart sets tongues wagging with US$120m exploration push in Ecuador
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  The move has implications for Cascabel to Sunstone. Plus, $14m Great Western about to drill three DeGrussa lookalike targets in WA.     
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              ASX 200 to rise, S&amp;P 500 logs best February in 9 years + Lithium futures rally
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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>How this listed fund manager plans to grow AUM to $15 billion in 5 <span class="whitespace-nowrap">years<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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  Elanor Investors Group is screening cheap and scaling up as institutional investors climb aboard
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              From risk to resilience: the power of security in a CRED investment
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  An excerpt from Zagga’s Whitepaper, ‘Remarkably Resilient: Australian Real Estate in and Age of Inflation’.
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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>8 stocks that should be on your radar following reporting <span class="whitespace-nowrap">season<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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              Crypto narratives, market insights, and the outlook for 2024
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  Exploring a few prominent trends poised to shape the crypto landscape in 2024
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          <div class="sm:flex-grow">
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              Why increasing dividends is bad for share price growth
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  Everyone loves a dividend. But should they? Higher dividends mean lower growth, as the history of CSL and Telstra make clear
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</span>Buy Hold Sell: 5 small stocks headed for large-cap <span class="whitespace-nowrap">status<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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            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  In this episode, our guests analyse the growth potential of Life360, Temple &amp; Webster and HUB24. Plus, they each name a big &quot;buy&quot;. 
</div>

          </div>
</a>      </div>
        <div class="pt-4 pb-4 sm:hidden">
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    <div data-controller="tooltip">
  <a aria-label="360" data-controller="event" data-event-name-value="link_click" data-event-id-value="58810" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-360">
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  <div class="flex items-center gap-2">
    <span class="text-bold-md">360</span>
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</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
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    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="2231" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-360">
      <div class="p-4 flex group">
        <div class="flex flex-col">
          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">LIFE360 Inc</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:360</div>
        </div>
      </div>
</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-2231">
            Followed by<span class="font-bold text-gray-700"> 939 </span>people
        </div>
          <div 
  class="follow-stock-code-2231-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
  data-followable-id="2231"
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      <div class="border-6 border-tooltipDownArrowLight"></div>
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    <div data-controller="tooltip">
  <a aria-label="BRG" data-controller="event" data-event-name-value="link_click" data-event-id-value="58810" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-brg">
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  <div class="flex items-center gap-2">
    <span class="text-bold-md">BRG</span>
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</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
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    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="375" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-brg">
      <div class="p-4 flex group">
        <div class="flex flex-col">
          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Breville Group Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:BRG</div>
        </div>
      </div>
</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-375">
            Followed by<span class="font-bold text-gray-700"> 116 </span>people
        </div>
          <div 
  class="follow-stock-code-375-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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  <a aria-label="CTT" data-controller="event" data-event-name-value="link_click" data-event-id-value="58810" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-ctt">
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    <span class="text-bold-md">CTT</span>
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</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="2726" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-ctt">
      <div class="p-4 flex group">
        <div class="flex flex-col">
          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Cettire Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:CTT</div>
        </div>
      </div>
</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-2726">
            Followed by<span class="font-bold text-gray-700"> 78 </span>people
        </div>
          <div 
  class="follow-stock-code-2726-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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      +4
</a></div>

        </div>
        <div class="pt-4 pb-4 lg:pb-2 hidden sm:block">
          <div class="flex gap-2">
    <div data-controller="tooltip">
  <a aria-label="360" data-controller="event" data-event-name-value="link_click" data-event-id-value="58810" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-360">
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    <span class="text-bold-md">360</span>
  </div>
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</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="2231" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-360">
      <div class="p-4 flex group">
        <div class="flex flex-col">
          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">LIFE360 Inc</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:360</div>
        </div>
      </div>
</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-2231">
            Followed by<span class="font-bold text-gray-700"> 939 </span>people
        </div>
          <div 
  class="follow-stock-code-2231-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
  data-followable-id="2231"
  data-options="{&quot;custom_data&quot;:{&quot;section&quot;:&quot;stock_code_tooltip&quot;},&quot;style&quot;:&quot;hovercard&quot;}"
></div>

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      <div class="border-6 border-tooltipDownArrowLight"></div>
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  <a aria-label="BRG" data-controller="event" data-event-name-value="link_click" data-event-id-value="58810" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-brg">
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    <span class="text-bold-md">BRG</span>
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</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="375" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-brg">
      <div class="p-4 flex group">
        <div class="flex flex-col">
          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Breville Group Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:BRG</div>
        </div>
      </div>
</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-375">
            Followed by<span class="font-bold text-gray-700"> 116 </span>people
        </div>
          <div 
  class="follow-stock-code-375-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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  <a aria-label="CTT" data-controller="event" data-event-name-value="link_click" data-event-id-value="58810" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-ctt">
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    <span class="text-bold-md">CTT</span>
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</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="2726" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-ctt">
      <div class="p-4 flex group">
        <div class="flex flex-col">
          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Cettire Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:CTT</div>
        </div>
      </div>
</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-2726">
            Followed by<span class="font-bold text-gray-700"> 78 </span>people
        </div>
          <div 
  class="follow-stock-code-2726-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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    <div data-controller="tooltip">
  <a aria-label="HUB" data-controller="event" data-event-name-value="link_click" data-event-id-value="58810" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-hub">
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    <span class="text-bold-md">HUB</span>
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</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
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    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="943" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-hub">
      <div class="p-4 flex group">
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          <div class="sm:flex-grow">
            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              ASX 200 sniffs record as Ramsay beats, lithium short squeeze continues
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  10 of 11 major ASX sectors finished higher in a broad-based rally. Property and gold stocks led as the lithium short squeeze continues...
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      +6
</a></div>

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          <time datetime="2024-02-29T16:09:44+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 29, 2024 16:09</time>
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              Is inflation crashing?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.
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        Nucleus Wealth
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              Although he pioneered small cap value investing, Ken Fisher&#39;s top 4 positions are &quot;Magnificent&quot;
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  He&#39;s one of the world&#39;s wealthiest hedge fund managers. And he&#39;s betting on the AI trade - big time.
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      +11
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