ASX:BLD

Livewire Exclusive

For two years now, Roger Montgomery has been warning investors of a pending housing crash. While these claims were initially met with scepticism, as the data has deteriorated significantly in Sydney and Melbourne, more investors are coming to accept this thesis. According to CoreLogic’s Home Property Value Index, prices for... Show More

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NAOS Asset Management

"Recently, we are seeing a growing level of attention on companies that lack transparency, engage in socially unacceptable behaviour, damage the environment, or are governed in ways not aligned with shareholder or constituent interest. This trend continues to drive and fuel the growth of all our ESG products and services." Show More

Livewire Exclusive

If reporting season has kept you busy, you may have missed the regular commentary on notable results from Livewire's contributing managers, so we’ve pulled them all together for you here. For the fundies' view on results from Afterpay, Netwealth, Telstra, JB Hifi, REA Group, and 25 other key stocks, click... Show More

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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Marcus Bogdan

Public infrastructure spending in Australia has a positive outlook for the medium-long term, with government announcements and global trends indicating that large public infrastructure companies will have a multitude of projects in the pipeline. Two of these beneficiaries are ASX-listed companies Boral (BLD) and Adelaide Brighton Cement (ABC). Show More

Rudi Filapek-Vandyck

Welcome to the FNArena Reporting Season Monitor for the February result season 2018. The Monitor reports ratings and consensus price target changes, along with brief summaries of the collective responses, from FNArena database brokers for each of the 300+ stocks. Week 2 is now available below with 85 stocks now... Show More

Clime Asset Management

Volatility is the value investor’s best friend and weeks like last week are welcome opportunities, not reasons to panic. For so long quality companies with growth traded above the prices we wanted to pay but last week’s indiscriminate selling knocked their prices down to levels sufficiently below valuations for us... Show More