ASX:BLD

FNArena Reporting Season Monitor: Week 2 - February 2018

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

The best investing strategy now normal volatility has resumed

Clime Asset Management
Clime Asset Management Funds Management & Stock Research

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

Buy Hold Sell: Riding the infrastructure boom

Buy Hold Sell
Buy Hold Sell Livewire

With numerous infrastructure projects now ramping up at the same time, the well-flagged East Coast infrastructure boom is very much on. By next year, the total spend is forecast to be $16 billion, double what it was last year. There will be obvious winners from this, but what about some... Show More

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First Impressions from Reporting: Challenger, GPT Group, Transurban, Boral and Cochlear

Bell Potter
Bell Potter Stockbroker

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Challenger (CGF), GPT Group (GPT), Transurban Group (TCL), Boral (BLD) and Cochlear (COH) with links through to more detailed reports. Show More

ASX:BLD ASX:CGF ASX:COH ASX:GPT ASX:TCL february 2018 reporting season

Australia’s infrastructure boom is coming

Patrick Poke
Patrick Poke Livewire Markets

As the housing construction boom comes to an end, the obvious question for investors is ‘where next?’ One potential opportunity lies in transport infrastructure construction, which is poised to double over the next few years. Between roads and rail, annual spend is expected to increase to $16B by 2020. Show More

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See what The CEO's thought of Social Media, Streaming & Fintech this week

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

“YouTube now has over 1.5 billion users. On average, these users spend 60 minutes a day on mobile. But this growth isn't just happening on desktop and mobile. YouTube now gets over 100 million hours of watch time in the living room every day, and that's up 70% in the... Show More

Boral Limited (ASX: BLD)

Leyland Private Asset Management
Leyland Private Asset Management Trusted and Confidential Asset Management Advisors

Boral Limited is a multinational company dealing in building and construction materials. Founded in Australia, it also has extensive operations in the United States and Asia. Boral has a diverse area of operations within the building industry, including asphalt, road line marking, concrete, plasterboard, timber, windows, quarry, landfill, transport, roof... Show More

australian equities ASX:BLD

Wilson Asset Management weekly: Afterpay and Boral

Chris Stott
Chris Stott Wilson Asset Management

The S&P/ASX All Ordinaries Accumulation Index closed up 0.4% for the week. On Tuesday, National Australia Bank’s (ASX: NAB) monthly survey found business conditions reached their highest level since 2008, with business sentiment improving across most industries in August. The Westpac Melbourne Institute Index of Consumer Sentiment, released on Wednesday,... Show More

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Here's what we learned from leading CEOs this week

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

"I'm a brand guy and Australia is an awesome brand. One of the biggest opportunities for innovation and brand-building in the future is food. And living in Australia, you are leading this opportunity more than anybody else. You're sitting on a gold mine” Hamdi Ulukaya, Global CEO, Chobani Yoghurt Show More

First Impressions from Reporting: RHC, BLD

Bell Potter
Bell Potter Stockbroker

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Ramsay Health Care (RHC) and Boral (BLD) with links through to more detailed reports. Show More

ASX:BLD ASX:RHC August 2017 Reporting Season

5 megatrends we are investing in

Rob Tucker
Rob Tucker Chester High Conviction Fund

We have used the megatrends framework as a template for several years, simply as a way of formulating a framework for how we start filtering down the investible universe into stocks that we ultimately focus on. We revisit this every 6-12 months to assess where the opportunities are to find... Show More

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Buy Hold Sell: Offshore earners under pressure

Buy Hold Sell
Buy Hold Sell Livewire

In this episode of Buy Hold Sell, we look at stocks that generate their earnings offshore. These earnings have been squeezed as the local currency rallied 10% against the greenback. We ask two fund managers if they think this shift presents an opportunity to pick up quality business at lower... Show More

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CommSec: Woolworths and the Amazon threat

Matthew Haupt
Matthew Haupt Wilson Asset Management

This week I sat down with Tom Piotrowski from CommSec to discuss Wilson Asset Management’s large cap LIC, WAM Leaders . In addition, I discuss the Australian insurance market, Woolworths and the Amazon threat, local infrastructure and the strengthening US dollar. Show More

Market outlook and opportunities

Matthew Haupt
Matthew Haupt Wilson Asset Management

I provide an overview of the global and domestic economies and describe how we have positioned the portfolio to take advantage of market opportunities. Show More

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Our preferred picks in infrastructure and retail

Matthew Haupt
Matthew Haupt Wilson Asset Management

My colleague John Ayoub, Senior Equity Analyst, outlines our views on local infrastructure and supermarket exposures. Boral is a key pick in infrastructure and we also believe negativity towards retailers is being overplayed. In this sector our preferred picks are Woolworths and Metcash. Show More

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Infrastructure is the hottest ticket in town

Colonial First State Global AM

Alternative managers are continuing to see increased interest from traditionally conservative clients and it seems infrastructure is the hottest ticket in town. With President Trump’s (still unannounced) plans to drive over $1trn of infrastructure investment in the US, China pledging over US$100bn in investment for “One Belt One Road”, Blackstone... Show More

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Positioning for a 15-year upswing in US housing

Livewire Exclusive

Nathan Bell, Head of Research at Peters MacGregor, believes the US housing cycle is in the early stages a sustained upswing. In this video he outlines the data supporting his view and shares one way he is investing in the trend . Show More

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US construction has a spring in its step

Nikko Asset Management Australia

The outlook for US construction looks positive, with housing continuing to move back towards mid-cycle levels, and commercial activity potentially increasing as business sentiment improves. There also appears to be a greater degree of certainty around infrastructure investment than there has been for some time. With finance headwinds having long... Show More

5 top wires last month

Alex Cowie
Alex Cowie Livewire Markets

In case reporting season kept you busy, we've summarised five top wires in February for you. Peter Quinton’s top ten picks for 2017, our fund manager earnings results review, and Buy Hold Sell with ‘Quality stocks on sale’ all deliver useful stock ideas. On big picture thinking, we bring you... Show More

5 stocks that exceeded expectations

Livewire Exclusive

Each week through reporting season, Livewire is asking a group of Buy Side Managers to pick one earnings result that they think was the standout earnings result of the week. Responses from Julian Babarczy, John Murray, Hugh Dive, Josh Kitchen at K2, the Nikko AM team, and Dean Fergie at... Show More