See what The CEO's thought of Green Energy, Credit Growth and Urbanisation this week

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

“I don't think there is anything to worry about, even if we do see further falls. I'm not in the business of being able to predict day-by-day or week-by-week movement of industries. But I'm not worried about what we're seeing” Andrew Formica, Co-CEO, Janus Henderson Show More

FNArena Reporting Season Monitor: Week 1 - 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 1 is now available with coverage of 30 stocks. Show More

Banks are one standard deviation cheap versus the market

Brad Potter
Brad Potter Nikko Asset Management

A long anticipated royal commission, Commonwealth Bank of Australia (CBA) tripping over multiple banana skins and Australia and New Zealand Banking Group (ANZ) shrinking to greatness are all areas of interest in banks starting the year. Show More


What Mattered Today; NAB rallies on decent trading update

James Gerrish
James Gerrish Market Matters / Shaw and Partners

Another calmer day for Aussie stocks with the market having bouts of indecision in early trade before buyers settled in and pushed the index up throughout the afternoon – a decent close near the session highs with the Telco stocks doing most of the heavy lifting. On the flipside, we... Show More


First Impressions from Reporting: CBA and CAR

Bell Potter
Bell Potter Stockbroker

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Commonwealth Bank of Australia (CBA) and (CAR) with links through to more detailed reports. Show More

ASX:CBA ASX:CAR february 2018 reporting season

February 2018 Reporting Season Calendar

Bell Potter
Bell Potter Stockbroker

The Bell Potter reporting calendar covers over 200 companies reporting this February, with key dates, NPAT (consensus and Bell Potter/Citi estimates) and analyst recommendations. The first week kicks off with 18 companies reporting including some big names like CBA, RIO, AMP and REA. Access our updated reporting calendar here: View... Show More

Battle of the big-caps: Banks vs resources

Buy Hold Sell
Buy Hold Sell Livewire

With a combined market capitalisation of over $585 billion, the big four banks and resources companies make up a massive 33.6% of the ASX 200. The Australian banks have benefited from an unprecedented run in the Australian economy and housing markets, but growth has stalled recently; is it time for... Show More

Buy Hold Sell: The most tipped big caps

Buy Hold Sell
Buy Hold Sell Livewire

Welcome to the first episode of the Buy Hold Sell video series for 2018. Each Friday morning two fund managers will share their views on 5 ASX listed companies. Today we’ve pulled out the large caps that received the most votes in our 2018 reader survey. The 5 stocks covered... Show More

buy hold sell ASX:BHP ASX:CBA ASX:CSL ASX:MQG ASX:TLS Large Caps

What Mattered Today: Stocks up, pessimism down…

James Gerrish
James Gerrish Market Matters / Shaw and Partners

A strong session for Aussie stocks with the market up +50pts – the sell-off yesterday was short lived! The sectors that were weak yesterday got their mojo back today with Feb starting on the right foot. The S&P/ASX 200 index climbed 52 points, or 0.9 per cent, to 6090 while... Show More

ASX:CBA asx;bhp

State of the States: NSW remains on top; TAS climbs to fourth

Craig James
Craig James CommSec

NSW has retained the position as the best performing economy, at or near the top of all indicators. Victoria holds second spot on the economic performance rankings with strength provided by high population growth, boosting housing demand. Show More

state of the states ASX:CBA CommSec State of the States

What Mattered Today; A few of our stocks fly

James Gerrish
James Gerrish Market Matters / Shaw and Partners

A positive start to a very busy week for markets with the Telco’s leading the charge higher today. CBA in focus with the announcement of a new CEO, an internal candidate and the stock ticked up as a result while Iluka (ILU) delivered a strong set of production numbers ahead... Show More


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True or False? 5 big issues for 2018

Livewire Exclusive

In part three of Livewire’s ‘Predictions and Top Picks’ series, our panel of experts tackle five big questions for the year ahead. Will Australian inflation pick up? Will global tech stocks undergo a correction? Find out the answers to these questions and more in the video and edited transcript below. Show More

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An investor's guide to artificial intelligence (AI)

Livewire Exclusive

At Livewire’s 2017 investor forum, artificial intelligence (AI) was pegged as the #1 theme that investors need to be aware of. We're already seeing the impacts in our day to day lives and the influence of AI is set to change whole industries and the jobs associated with them. Show More

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Australian Banking Sector: Royal Commission announced

Bell Potter
Bell Potter Stockbroker

Process fast-tracked, findings due by 1 February 2019: The government has announced a royal commission into the banking sector. This followed a letter released by the four major banks earlier today highlighting the need for certainty and the imperative to restore confidence in the sector. Show More


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The timeless tools of investing

Livewire Exclusive

The allure of fast money and the ‘fear of missing out’ toy with investors on a daily basis. Right now valuations of companies exposed to themes like electric vehicles, medicinal marijuana and emerging infant formula markets could be described as ‘effervescent’. Show More


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Some good news for dividend investors

Livewire Exclusive

With the challenges facing leading dividend payers like CBA and Telstra, investors would be forgiven for being downbeat on the outlook for dividends. Telstra’s dividend cut alone will shave 12 basis points from next year’s yield on the ASX200. The good news, according to Dr Don Hamson from Plato Investment... Show More

The 'Big Four' versus 'Big Tech'...

Damien Wood
Damien Wood Spectrum Asset Management

Small and medium-sized fintechs could struggle to compete with Australia’s large banks. However, the global tech giants could cause major problems for the banks - if they targeted wide spread general commercial banking. Show More

What does low volatility mean for investors?

Investors Mutual
Investors Mutual Quality and Value Investing

Over the past 12 months, a common headline in the financial pages has pointed to record low levels of volatility, as measured by the frequently quoted VIX volatility index. Yet for Australian equity investors, increasingly volatile share price movements in many stocks belies what the VIX is actually indicating -... Show More

volatility vix ASX:CBA warren buffet CBOE

Assessing today’s dividend landscape

Livewire Exclusive

If income is your religion then prepare to meet your God! Dr Don Hamson is Managing Director of Plato Investment Management and specialises in seeking out the best income opportunities on the ASX and overseas. Livewire recently sat down with Hamson and put a number of questions to him to... Show More

ASX:CBA Plato Investment Management Dr Don Hamson

The ASX200 surges over 6000. Now what?

James Gerrish
James Gerrish Market Matters / Shaw and Partners

The ASX200 roared over 6000 on Melbourne Cup Day. The question is: “Have fund managers and “shorts” finally capitulated to the market's strength on Cup day creating a short-term top?” Show More