ASX:CWN

Mathan Somasundaram

Local market bounced back after 3 consecutive negative days on the back of solid US non farm payrolls and better commodities. The last time market had 4 consecutive negative days was in early May…and our market has been going sideways since then. Local market and currency got a slight boost... Show More

Nathan Bell

With valuations for high quality businesses currently near or at an extreme, we thought we’d run a screen based on Graham’s Stock Selection Criteria to see if it produced any overlooked, inexpensive stocks. Ben Graham is regarded as the father of value investing, having authored Security Analysis and its friendlier... Show More

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Mathan Somasundaram

Local market recovered some losses from morning selloff despite US presidential speech delivering very little detail to the slogans. Resources and Consumer Discretionary drove the market down while Utilities and Financials delivered some support. New month and more question than answers on US fiscal outlook. The speech that was supposed... Show More

Mathan Somasundaram

Market followed the weak global positive sentiment after ECB decided to trim QE magnitude per month while stretching out the period to the end of 2017. As we always say… “Self Interest”, for lack of a better word, is a good leading indicator. ECB delivered as we expected...not substantially expand... Show More

Avatar fallback

Two notes this month to cover All the Majors from Amcor to JB Hi Fi https://subscriber.theexecutiveremunerationreporter.com.au/archives/15908 and from Magellan Financial Group to Transurban https://subscriber.theexecutiveremunerationreporter.com.au/archives/15905 So what are the 'interesting' resolutions this month? Take a look at Magellan Financial Group - termination benefits for Hamish Douglass, or the company loan to... Show More