ASX:COH

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

James Gerrish
James Gerrish Market Matters / Shaw and Partners

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
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

Make market corrections your ally

Roger Montgomery
Roger Montgomery Montgomery Investment Management

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

ASX:COH ASX:CSL ASX:RHC ASX:HSO ASX:A2M ASX:AFY ASX:PPH

Join the conversation

The best opportunity in healthcare

Daniel Moore
Daniel Moore Investors Mutual Limited

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

Join the conversation

The three characteristics of a quality healthcare company

Daniel Moore
Daniel Moore Investors Mutual Limited

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

healthcare ASX:COH ASX:CSL

Dogs of the ASX …. Woof Woof!

Hugh Dive
Hugh Dive Atlas Funds Management

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
Andrew Zenonos Russell Investments

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
Sam Granger Totus Capital

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

The Global Mid - Small Cap Opportunity

Arik Star
Arik Star Ellerston Capital

Most Australian investors domestic equity exposure is diversified across large, mid and small cap companies. Mid/small cap companies like Qantas, Treasury Wines, Cochlear, Computershare and NextDC have been some of the best performers on the ASX in recent years benefitting the returns of domestic equity portfolios. However, to date, any... Show More

ASX:COH ASX:CPU ASX:NXT ASX:QAN ASX:TWE ASX:EGI

The cynical power of earnings revisions

UBS Asset Management
UBS Asset Management Fund Manager

The correlation between earnings revisions and share prices and the impact on investor behaviour is well-known. Clearly this suggests either sell-side analysts (rather than actual investors on the buy-side) drive share prices, or most buy-side investors don't form their own views and just follow brokers. Show More

ASX:COH ASX:CPU ASX:CSL ASX:REA ASX:RMD ASX:TWE

Sunset Strip afternoon trading wrap

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market had a slide after flip flopping early in the day. Commodities bounce helped the miners after US Fed, ECB and BOE moved dovish. UK recovery in wages growth and historically low unemployment helps support the economy despite the high inflation and low currency. Show More

First Impressions from Reporting

Bell Potter
Bell Potter Stockbroker

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including QBE Insurance (QBE), ASX (ASX), Wesfarmers (WES), Cochlear (COH), Telstra Corporation (TLS), Mirvac (MGR), Tatts Group (TTS), Treasury Wine Estates (TWE) and Adelaide Brighton (ABC) with links through to more detailed reports. Show More

Cochlear Full Year Result: COH expects positive momentum to continue into 2018

CommSec
CommSec Online Stockbroker

 COH’s total sales revenue increased by 12% in constant currency (CC) to $1,239.7 million in 2017, while total expenses rose by 10% in CC to $942.7 million. As a result EBIT rose 15% in CC to $315.6 million. The net profit result includes $20.0 million of currency translation impacts... Show More

Morgans reporting season candidates for surprise or disappointment

Andrew Tang
Andrew Tang Morgans

FY17 reporting season kicks off in earnest mid-August and according to the latest IBES consensus earnings estimates, EPS growth for the S&P/ASX200 is forecast at 13% in FY17, slightly down from 13.6% at the end of 1H17. Pleasingly this would still mark the end of the earnings recession after two... Show More

Standout stocks from the research trip

Ned Bell
Ned Bell Bell Asset Management

Only a few companies truly stood out from the 170 we met with on a recent trip. One of them, a smallcap healthcare stock, uses iPhone cameras in single-use, disposable endoscopes, and we forecast earnings to grow 3-fold over the next 4 years. We discuss this and several other standouts... Show More

Think Indian companies for growth

Mugunthan Siva
Mugunthan Siva India Avenue

Growth is increasingly elusive in today’s world, particularly from companies experiencing organic top-line revenue increases. There are very few companies that can grow revenues and earnings organically from operating purely in Australia as many of their products and services are saturated domestically. So where do we find companies that are... Show More

Join the conversation

A growth stock on value metrics

Livewire Exclusive

Genuine earnings growth is a rare commodity, seeing companies with good growth prospects attract eye-watering multiples. However, Romano Sala Tenna from Katana AM provides an overview on a midcap financial he believes offers good growth prospects while still trading on a reasonable valuation. Show More

ASX:COH ASX:CSL ASX:JHG

A focus on Australian small cap tech

UBS Asset Management
UBS Asset Management Fund Manager

There are many sensible reasons for investing in Australian small caps. For example: Access to earlier-stage, higher-growth businesses; a broader range of sector opportunities to pick from; an ability to more easily back future trends. As always, the golden rule with small companies is to leave it to the professionals.... Show More

ASX:COH ASX:NXT ASX:RMD ASX:IPD ASX:ACX ASX:TNE ASX:AXP ASX:WTC

Sunset Strip > Trading Day Wrap From Blue Ocean 20170621

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market ran into a brick wall with weak global sentiment, bond yields and currency. Time to stay on the sidelines and wait for some of the optimism to unravel and pick up the bargains for July recovery. The best performing sectors were Health Care, Utilities and Staples while the... Show More

5 top wires in April

Alex Cowie
Alex Cowie Livewire Markets

April saw our first ever Buy Hold Sell Live event, where we hosted a top-flight panel in front of an intimate audience. The wires from the event were very popular this month. Also making this month's top wires were our video interview with Schroders, a buyside brief on stocks with... Show More