ASX:COH

Danger flags are waving

Jason Teh

There are moments in life where unnecessary risk is taken despite the warnings signs. For example, swimming outside the flags at the beach when the surf looks exciting. The flags are there for a reason, it protects you from turbulent currents that could suck you out to sea. For the... Show More

ASX:COH ASX:CSL ASX:RMD

Is 'Value' Investing Now Dead?

Rudi Filapek-Vandyck

Most investors in Australia, be it consciously or otherwise, are "value" investors.If you haven't figured out what type you are, consider the following two propositions: 1) a share price drops by -20%; has your interest been triggered?; 2). a share price rallies by 20%; do you now think 'this horse... Show More

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Resurrection or Crucifixion: Themes for the Australian Results Season

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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How much are you willing to pay for growth?

David Rosenbloom

The debate over the probability, timing and severity of a housing bust is getting louder. Pondering this, I’m reminded of advice from a wise old sage when I was a wet-behind-the-ears analyst: “look at the market – what’s it telling you?” Show More

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Buy Banks & Sell Resources - has this call got legs?

James Gerrish

These markets are becoming extremely interesting as we start to see the “risk on theme” gather momentum at the expense of the more recent “safe haven” favourites e.g. last week we saw A2 Milk (A2M) +5.6% & Telstra (TLS) +5.8% while CSL Ltd (CSL) -2.5% & Cochlear (COH) -4.8%. Fridays... Show More

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The most (and the least) profitable companies on the ASX200

Hugh Dive

In early May the major Australian banks collectively reported profits for their last six months of A$15.3 billion dollars. This resulted in some media commentary about banks being too profitable, especially as three of the banks reported in the middle of the Royal Commission into the financial services industry, which... Show More

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The bubble in quality

Jason Teh

It is hard to spot a market bubble in the making. As they inflate, market participants often rationalise their investment decisions as to why they are paying higher prices. It’s only after they burst that bubbles become clear. The most recent bubble bursting has been Bitcoin. Now we would contend... Show More

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3 Aussie stocks in our sights

Stuart Welch

I recently attended the Brambles investor day in London. Prior to the investor day I scheduled some healthcare related meetings throughout Europe, including attending the International Plasma Protein Congress in Budapest. The healthcare meetings were with various industry participants including the offshore operations of Australian listed healthcare companies, their... Show More

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The Rules of Investing: Peter Cooper’s next big idea

Livewire Exclusive

This week’s guest on the podcast is Peter Cooper, founder and Chief Investment Officer of Cooper Investors, one of Australia’s leading boutique investment firms. His success is probably best conveyed by the incredible performance of the CI Brunswick fund, which he manages personally. This fund has outperformed the ASX200 Accumulation... Show More

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Who wins if the AUD falls?

Livewire Exclusive

Traditionally, yields on Australian government bonds have been higher than their US counterparts. In fact, the last time US bonds traded at a premium was nearly 20 years ago. That changed recently as a booming US economy and lacklustre Australian economy conspired to drive the differential below zero again. Show More

Key calls on major markets & stocks for the week ahead

James Gerrish

It’s currently very easy to get caught up in the negativity surrounding stocks as a potential Trump-China trade war dominates the press, interestingly something that was not getting any air-time whatsoever 3-months ago nor being touted as a potential ‘threat’ to the market. However let’s stand back and consider what... Show More

ASX:COH ASX:PTM ASX:TLS ASX:WEB

Don't buy value just for value's sake

Michael Wayne

To assist investors in navigating these increasingly uncertain times, we have tried to distill in this wire some of the key themes to emerge out of earnings season. We also nominate one of our top picks in the mid-cap education space with some of the key traits we believe investors... Show More

What Mattered Today; Mkt higher ahead of US inflation print on Wednesday

James Gerrish

The market continued to recover today post last week’s savage selloff with some of the higher risk plays, particularly in the commodity space doing well – the Lithium Miners like Orocobre, Pilbara Minerals and Galaxy topping the leader board today (adding 6%+) while Kidman Resources (KDR) which we hold in... Show More

ASX:CGF ASX:COH ASX:TCL

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

Bell Potter

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

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Make market corrections your ally

Roger Montgomery

Recent experience excepted, corrections are typically more frequent and regular than many would prefer, so investing should not occur without acceptance of this. That said, it’s important to prepare, first by making the right investments, and secondly by adopting the right temperament. Show More

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The best opportunity in healthcare

Daniel Moore

In this interview, I discuss the best long-term investment opportunities in the sector, which stocks I am cautious on, and what the future holds for the sector as a whole. Show More

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The three characteristics of a quality healthcare company

Daniel Moore

Australia’s Healthcare sector has outperformed all others over the last five years, due to strong demand from investors seeking companies with reliable earnings growth. This has pushed valuations to historically high levels, with some healthcare companies trading at a 50 per cent premium to their global peers, and a 100... Show More

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Dogs of the ASX …. Woof Woof!

Hugh Dive

In this week’s piece written from snowy Norway, we are going to look at the “dogs” of the ASX, focusing on large capitalisation Australian companies with falling share prices. Additionally, we are going to sift through the trash of 2017 to try to discern any fallen angels with potential to... Show More

The Case for Owning Quality Stocks Now

Andrew Zenonos

It is no secret that investing in high quality stocks for the long term is a good investment strategy. Russell Investments believes that a premium for high quality stocks exists, in that they will outperform low quality stocks over the long term. We believe that this anomaly exists as investors... Show More

ASX:CTX ASX:COH ASX:CSL ASX:FMG

Aussie tech stocks Versus Alphabet

Sam Granger

There has been some recent commentary from a number of market participants suggesting that the US tech sector is “crowded” and “expensive”. In reality, the valuation of Alphabet compares very favourably to the Australian tech sector and the broader market. Show More