It seems a number of respected commentators have decided a bear market in equities is upon us. Perhaps this is so, but for now, this house is going to give the aged bull market the benefit of the doubt. We explain our reasoning here, and outline 3 new stocks we... Show More
It may take a while yet before the general commentariat is willing to accept that dynamics for global equities have now irrevocably changed. However, on my observation, today's equity markets are increasingly showcasing the main characteristics of a bear market. Show More
The current bull market has been running for nine years and with rates and inflation on the rise the cycle is getting long in the tooth. So in this environment which stocks can investors turn to? In this episode of Buy Hold Sell we look at 5 companies that have... Show More
It's late in the business cycle and it's time to go looking for stocks that could benefit as inflation picks up. Phil King of Regal Funds Management and Steven Ng from Ophir share their views on a selection of stocks with the potential to be late cycle gems. Show More
“Anyone in Australia who thinks they can just find a Chinese partner and have instant success in selling their products there is kidding themselves” Mark Allison, CEO, Elders Show More
Local market ran into a surprise smashing with every sector in the red. US market risk with VIX jumping 20% intraday and Tech selloff spooked the market…while Japanese inflation proved that the low inflation outlook is a global problem. July count sits at 10 up days and 10 down days…in... Show More
Local market jumped up on the global optimism before fading into a negative day on the back of terror attack in UK and US budget requests. The best performers were Gold, IT and Retail while Banks, Miners and Telcos were the worst performers. Since the start of Q2, we have... Show More
Tom Piotrowski speaks with Washington H. Soul Pattinson Chairman, Robert Millner about the company’s first half results, its commitment to paying dividends and the performance of its New Hope Coal, Brickworks and TPG businesses Show More
Local market was flat with resources holding up the rest of the market. Resources were the best performers with Metals & Mining leading the way while Utilities, IT and Property lead the way down. Central banks take center stage on Super Thursday (1) US Fed is the big show… will... Show More
A few first strikes today at Globe Metals & Mining, Spectrum Rare Earths, TV2U International and Wellard. A second strike at Jervois Mining but, courtesy of last week's shareholder requisitioned EGM, the Board has already been spilled. Today's note can be found at this link https://subscriber.theexecutiveremunerationreporter.com.au/archives/16670 Show More
Tom Piotrowski speaks with Brickworks (BKW) Managing Director, Lindsay Partridge about the company’s structure, its performance over the past year and the outlook for property construction across the major Australian cities To view more Executive Series interviews, visit: https://www.commsec.com.au/market-news/executive-series.html Show More
Tom Piotrowski speaks with Washington H. Soul Pattinson (SOL) CEO & Managing Director, Todd Barlow about the company’s full year results and the outlook for its API, Brickworks and New Hope businesses To view more Executive Series interviews, visit: https://www.commsec.com.au/market-news/executive-series.html Show More
Building materials company Brickworks (ASX: BKW) announced its half yearly results on Wednesday, with the company reporting a record first half revenue of $360 million with its main building products division the major driver. Underlying net profit after tax was $75 million, up 19.4% on the previous corresponding period which... Show More
Daily AGM Note is available and updated progressively throughout the day. QUBE Holdings 2015 AGM today saw all resolutions well supported on polls...with the share grants to the MD/CEO attracting a lower level of support than the other resolutions. ASX Listing Rule 7.1A resolutions seeking an additional 10% placement capacity... Show More