3 stocks we don't like for the second half

James Gerrish

Even after its aggressive 2-year decline Domino’s (DMP) is still trading on a relatively expensive 30.6x valuation based on 2018 earnings while yielding just over 2% part franked. Show More


Business Insights Across the Market

NAOS Asset Management

“The switch from traditional fuels into renewables is just a massive switch, and we're seeing it across so many different businesses that we are working with – not just our own business, but so many different businesses out there, where the energy profile they are looking at is changing as... Show More

Buy Hold Sell: 5 cheap stocks

Buy Hold Sell

Unloved with low PEs and enticing yields these are the calling cards of cheap stocks and in a market that’s running hot, true value is hard to find. In this episode of Buy Hold Sell we’ve invited two 'value-style' investors to cast their eyes over three stocks that appear cheap... Show More

Infrastructure is the hottest ticket in town

Colonial First State Global Asset Management

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


CEO Insights - Week Ending Friday 12/5/17 By NAOS Asset Management

NAOS Asset Management

“We're now seeing discussions turn. People are talking about opening mines again that have been shut for some time. People are talking about increasing production from existing mines, opening new pits and so on” Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170310

Mathan Somasundaram

Local market moved up despite weaker commodities and weaker AUDUSD while non-farm payroll data will set the tone for next week ahead of US Fed meeting. Consumer Staples, IT and Health Care moved the market higher while Metals, Mining, Gold and Property Trusts were the negative performers. Tesla is getting... Show More

The risks are elevated this reporting season

Nicholas Forsyth

Reporting season is upon us and as always, it presents another level of risk - but also opportunity. We think risk is more elevated this reporting season given the high valuation of the market and some of the sectors / stocks within it. If you’re a company with a very... Show More

How are Market Matters playing the BREXIT

Nicholas Forsyth

Market Matters talk about the ramifications of a BREXIT on their portfolio and changes they will be making moving forward. Show More


June 2016: The month ahead in meetings

Avatar fallback

There are a few big shareholder meetings this month, including Asciano's scheme meeting on Friday 3 June, Ainsworth Game Technology general meeting (now scheduled for 17 June at the earliest but the day may move to a later date), and Premier Investments general meeting on 15 June 2016 to pass... Show More

Week in Preview - Myer trading update & CSR FY results


Tom Piotrowski speaks with CommSec Advisory’s Nicky Kritikos about Myer’s upcoming trading update and CSR’s FY results due out on Wednesday Show More

ASX:CSR ASX:MYR myr Week in Preview

Building blocks in place

Wilson Asset Management

Building products suppliers CSR (ASX: CSR) and Boral (ASX: BLD) both made strong announcements this week. On Wednesday, CSR reported a 32% jump in underlying interim profit to $92.4 million, its seventh consecutive year of earnings growth. Boral management at its AGM said continuing growth in building approvals had allowed... Show More

One sector experiencing a 'sea change' through M&A interest

Livewire Exclusive

Jeremy Bendeich from Avoca Investment Management says the current M&A cycle is likely being fueled by the availability of cheap credit – but it is also shedding light on value opportunities. With debt funding at record low levels there has been an arbitrage on offer for companies looking to make... Show More

There is value for investors with a long-term horizon

Livewire Exclusive

Jeremy Bendeich from Avoca Investment Management shares his thoughts on the level of M&A activity currently taking place on the ASX. When asked if it suggests there is value on offer Bendeich says the perception of value can depend greatly on the time horizon of the investor. "If you have... Show More

Greece Reaches Deal But... Nothing Has Been Signed... | Global Markets Rally ... | Banks in Favour |

Niv Dagan

Good morning, Show More

CSR: Inexpensive with cyclical tailwinds likely to remain

OC Funds Management

CSR Limited (CSR) released a strong full year 2015 profit result in mid-May which exceeded consensus market expectations and the stock finished the month up 15.3%. The company has been a clear beneficiary of cyclical tail-winds over the past 12 months with building approvals and housing starts remaining robust in... Show More


| D-Day" as Australia Budget Approaches.. | US Earnings On The Way Up... | CSR & ORI FY Results |

Niv Dagan

Good Morning, Show More

banks rba us economy australian government ASX:CSR ASX:ORI federal budget