Buy Hold Sell: Big stocks with big yields

Buy Hold Sell

There's a bit of an issue for investors seeking income from the local market. The challenge is that just 6 companies account for more than 50% of the income generated from the ASX200. That's the 'Big Four' banks, Telstra and BHP. Whilst the income might be attractive there's clearly a... Show More


FNArena Reporting Season Monitor: Week 3 - 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 3 is now available below with 216 stocks now... Show More

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Crown vs Star: Which is the best bet?

Buy Hold Sell

They say the house always wins, but with both Crown and Star Entertainment to choose from, which house is the better one to bet on? Crown’s flagship casino in Melbourne is the biggest in the country, but can it shake off all the bad press? Star has had a good... 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

Sunset Strip > Trading Day Wrap From Blue Ocean 20170807

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

Crown Resorts Full Year Result: CWN profit boosted by Macau sales as VIP turnover falls


Crown Resorts posted a lower than expected profit after tax for the 2017 financial year hit by a huge drop in VIP gaming revenues. Show More

earnings gaming Crown Resorts ASX:CWN August 2017 Reporting Season

Tabcorp Holdings and Crown Resorts - First Impressions from Reporting

Bell Potter

Tabcorp Holdings (TAH): Reported Net Loss $20.8m due to significant items (after tax) comprising AUSTRAC civil proceedings $61.8m, AFP Cambodia investigation $1.9m, proposed combination with Tatts $53.9m, Intecq acquisition $4.9m, Sun Bets operating loss $47.6m, Sun Bets assets impairment $20.7m and Melbourne premises relocation $8.9m Show More


Just 2 ASX stocks pass the Benjamin Graham filter

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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Buy Hold Sell: Travel, Leisure & Pleasure

Buy Hold Sell

In this episode of Buy Hold Sell Matthew Kidman from Centennial Funds hosts Justin Braitling from Watermark and Julian Beaumont from Bennelong. The panel take a look at 5 companies that are exposed to the theme of travel, leisure and pleasure. Show More


Sunset Strip > Trading Day Wrap From Blue Ocean 20170301

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

MYOB Group, Iluka Resources, Crown Resorts and Flight Centre - First Impressions from Reporting

Bell Potter

MYOB Group (MYO): Recurring revenue represented 95.6% as compared to 95.1% pcp | Paying SME subscribers up 7% to 585k and online subscribers up 47% to 249k | 93% cash conversion in 2H16 as compared to 95% in 1H16, Net debt lowered by $4m to representing gearing 2.2x Net... Show More

ASX:CWN ASX:FLT ASX:ILU Longform ASX:MYO February 2017 Reporting Season

Sunset Strip | Aussie Afternoon Institutional Market Wrap

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

Could a regulatory change affect Crown and Star Casinos?

Stuart Jackson

As investors, we are always interested in companies with a barrier to competition from other firms. However, we need to be mindful that, sooner or later, the barrier can start coming down. Take the gaming industry. It seems to be well insulated from competition by government regulation. But there could... Show More


Crown’s woes an opportunity for value investors

Clime Asset Management

Crown’s reputation in China has been tarnished following the detainment of 18 employees including the Executive VP of VIP International. The share price reaction to this news was brutal, falling around 15% over the last week. Sometimes this reaction is warranted, but sometimes, it is not. We feel Crown’s current... Show More

ASX:CWN Value stocks

Aitken: Interest rates have bottomed globally

Livewire News

Charlie Aitken, CIO at AIM says interest rates globally have bottomed marking a critical inflection point for interest rates sensitive stocks and for bonds. "Interest rates have bottomed globally, it’s a very important point... They're not going any lower than this - this is it." Aitken believes that resources stocks... Show More


October 2016: The month ahead in AGMs

Avatar fallback

Two notes this month to cover All the Majors from Amcor to JB Hi Fi and from Magellan Financial Group to Transurban 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

First Impression: Crown Resorts-CWN- FY16 result

Bell Potter

Normalised EBITDA: Crown Melbourne up 1.7% to $673.3m, Perth up 2.2% to $259.9m, Aspinalls down 16.4% to $26.5m, Crown Bet down 66.3% to ($5.4m) | Net operating cash flow for the period of $482.7 million compared to cash flow of $634.6 million in the pcp. Show More


Week in Preview - JB Hi-Fi & Lendlease results preview


CommSec Advisory’s Nicky Kritikos speaks with Tom Piotrowski about upcoming earnings results due from JB Hi-Fi and Lendlease For more Reporting Season coverage, please visit Show More

Domestic Shares – Keeping the public employed and happy is getting tougher

Schroders Australia

The surprise 'Brexit' vote result towards quarter end served as a stark reminder of increasingly tenuous linkage between the financial economy and the real economy. Politicians and those connected to the financial economy were almost universally in favour of remaining part of the EU. Warnings of the consequences of exiting... Show More

Australia equities shares ASX:CWN Martin Conlon ASX:MYX

Buy Hold Sell: With change comes opportunity

Buy Hold Sell

The only constant in life is change, or so the old saying tells us. The same could apply to the stock market. Mergers, acquisitions, spin-offs, regulatory change, and market changes are just some of the factors which cause the companies of today to differ from those of yesterday. In the... Show More