ASX:ALL

Australian Results Season: Resurrection or Crucifixion?

Marcus Padley

Here is the ASX 200 results calendar - the results season is still a couple of weeks away. As usual, it is a best endeavours calendar, some companies simply don’t set a reliable date. The big companies generally do. Show More

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Aristocrat: Poised for the next leg of growth

Ben Clark

Aristocrat Leisure was my choice for 2018 in the Livewire "Predictions and top picks" series filmed in December. Aristocrat hosted an investor session last week, which was attended by over 100 analysts, investors, and fund managers. After a very busy start to 2018, I thought I’d pass my points from... Show More

Where to find opportunities in large companies

Clime Asset Management

There is so much confusion about the stocks in the ASX’s large-caps index, the ASX 50. Some investors see them as ‘blue-chips’ by virtue of their size and longevity, and thus see them as long-term portfolio holds. Others think the ASX 50 is largely useless: a motley, concentrated index of... Show More

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Profit warnings and profit upgrades in 2017

Richard Coppleson

Of the profit warnings this year, 81% of them have been "downgrades". I have found some really interesting observations that I’ll mention through this note that are worth being aware of, before then discussing the main 15 "Positive" Profit Warnings in 2017. Show More

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A quality stock for a rising AUD

Chris Stott

Currency is one consideration among many factors, including the quality of the management, industry position and earnings per share, which we assess when evaluating a company as an investment proposition. In this wire, we look at some areas to avoid, and one stock in particular that offers good exposure, should... Show More

Just 2 ASX stocks pass the Benjamin Graham filter

Nathan Bell

With valuations for high quality businesses currently near or at an extreme, we thought we’d run a screen based on Graham’s Stock Selection Criteria to see if it produced any overlooked, inexpensive stocks. Ben Graham is regarded as the father of value investing, having authored Security Analysis and its friendlier... Show More

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