See what The CEO's thought of Telecommunications, Gas & Gaming this week

NAOS Asset Management
NAOS Asset Management Listed Investment Companies (LICs) ASX: NCC, ASX: NAC

"Last year we'd get a kilo of butter for around six dollars and now it's easily $9.50. A growing preference for more natural, less processed foods in home cooking has contributed to a growing consumer demand for butter. The consensus holds that this strong world demand for butter and dairy... Show More


Executive Series : Adairs Limited (ADH) CEO & Executive Director, Mark Ronan

CommSec Online Stockbroker

In this short video we discuss the turnaround in fortunes for ADH which could be seen in the performance of like for like sales over FY17, In which the first half finished down 4.0%, while the second half grew 1.0%. Show More

consumer discretionary ASX:ADH Adairs

Sunset Strip > Trading Day Wrap From Blue Ocean 20170227

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market ran into more profit taking on US fiscal uncertainties, upcoming US Fed / Chinese NPC meetings, Euro elections and Brexit worries on stretched global market valuations. Consumer Discretionary, IT and Health Care tried to keep the market higher while Resources and Financials weighed it down today. Energy sector... Show More

Avoiding the traps: Smaller companies H1 results preview

Roger Collison
Roger Collison DMX Asset Management

Expectations for the upcoming reporting season are at the highest they have been in 3 years. In our experience, heightened expectations often lead to disappointments. This is particularly the case for industrials with global operations which in the last 6 months have had to contend with the impact of Brexit... Show More

SHIELD - Sustainable High Yield | Yield trade keeps outperforming

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Global markets continue their positive momentum into 2017 on-the-back of the recovery in the US and stability in China, however stretched valuations around the markets are expected to weigh on sentiment over the next few weeks. An improving outlook for interest rates and strong commodity prices has driven a better... Show More

Executive Series - Adairs Ltd (ADH) COO, Mark Ronan

CommSec Online Stockbroker

Tom Piotrowski speaks with Adairs Ltd (ADH) COO, Mark Ronan about the retailer’s double digit like-for-like sales growth, its strategy for further expansion in New Zealand, and its outlook for FY17 To view more Executive Series interviews, visit: Show More

tom piotrowski ASX:ADH Adairs Executive Series Mark Ronan

Executive Series - Adairs Ltd (ADH) CEO & Managing Director, David MacLean

CommSec Online Stockbroker

CommSec’s Tom Piotrowski speaks with Adairs Ltd (ADH) CEO & Managing Director, David MacLean about the company’s half year results & upgraded FY16 guidance To view more Executive Series interviews, visit: Show More

ASX:ADH Adairs Executive Series

Buy Hold Sell – The modern world of retail

Buy Hold Sell
Buy Hold Sell Livewire

With the consumer showing signs of life and the busy Christmas period approaching this episode of Buy Hold Sell looks at a selection of old and new businesses exposed to the retail sector. Scentre Group owns 14 of the top 20 shopping centres in Australia, offering a high quality and... Show More


The Buy Side Brief: Sectors and stocks that could surprise in reporting season

Livewire Exclusive

In August investors will receive the full year financial reports for the many of Australia’s listed companies. It is an important period, providing investors with an insight into the health of the industries and businesses operating within the Australian economy. Recently, however, investors have had to navigate a challenging investment... Show More

Five small cap stocks to watch

Chris Prunty
Chris Prunty QVG Capital

Stocks with US$ revenues ought to do well in reporting season as these revenues are translated back into A$ at a weaker A$ than in prior periods. We own billing software provider Hansen Technologies (ASX:HSN) which has a high proportion of foreign revenues. Stocks leveraged to housing construction, house prices... Show More

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