ASX:DMP

First Impressions from Reporting: CGF, DMP, COH and WHC

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Challenger, Domino’s Pizza, Cochlear and Whitehaven Coal with links through to more detailed reports. Show More

ASX:CGF ASX:COH ASX:DMP ASX:WHC August 2018 Reporting Season

Eight high conviction stocks for August

Andrew Tang

Investors are waiting for a circuit-breaker. Stretched valuations limit upside potential for a further re-rating of the market multiple (15.8x 12month forward PE, Industrials ex-Financials at 21.8x) and without clear earnings momentum in either direction the market is likely to remain rangebound. Show More

Afterpay: Silencing the doubters

Livewire Exclusive

When an Australian company achieves extreme success, there are always plenty of investors doubting the valuation and outlook. Just look at Blackmores, Corporate Travel Management, or Xero. Dean Fergie from Cyan Investment Management says the facts about Afterpay remain; Show More

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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

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5 potential short-squeezes going into the end of financial year

James Gerrish

Coming into the end of the financial year, it's time to look for stocks heavily shorted by traders and hedge funds. Hedge funds often like to lock in profits before the EOFY creates “pops” in the respective companies, and / or simply “clean up” their positions. Show More

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Where ideas come from

Marcus Padley

For individual investors, one of the biggest challenges is uncovering new investment ideas. While fund managers have brokers and investment banks regularly knocking on their doors trying to sell their latest deals, other investors must be more creative. Here are 11 sources of stock ideas for the private investor. Show More

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Buy Hold Sell: From darlings to dogs

Buy Hold Sell

We all love a good hotdog, but less so when the meat is on the turn. So in this special episode, our expert panelists give two former fast-food favourites the ‘sniff test’. Join us as Roger Montgomery from Montgomery Investment Management and Karl Siegling from Cadence Capital talk with Sam... Show More

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Fallen angels and upside surprises

Andrew Mitchell

While the month-end reports for February will indicate the ASX Small Ordinaries finished the February reporting period dead flat, it would be difficult to find any smaller cap investors this month that would summarise the reporting period as dreary. Show More

Fresh ideas and new opportunities

Livewire Exclusive

Reporting season has just concluded and we've lined up two of the best-read managers in Australia to get their take on the health of Australian corporates. Chris Prunty from QVG Capital argues that we've just witnessed 'the best reporting season in years' and with that comes a raft of new... Show More

Beyond earnings torpedoes

Sam Ferraro

Following its 5% to 10% miss on consensus earnings for 1H, Domino’s fell by around 15% from peak to trough last week. The market has little tolerance for earnings misses from growth stocks. Even after the price decline, the stock is still trading on well above 20 times 12 month... Show More

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FNArena Reporting Season Monitor: Week 2 - 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 2 is now available below with 85 stocks now... Show More

What Mattered Today; Is Don, is not always good!

James Gerrish

The market tick tacked in and out of positive territory today, ahead of the much discussed – mused about – pondered CPI print in the US this evening, while Woodside announced a big $2.5bn cap raise & CBA traded Ex-dividend for $2 fully franked taking 13pts points off the index... Show More

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First Impressions from Reporting: IAG, DMP, CPU, CSL, WPL, DXS and GMG

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Insurance Australia Group (IAG), Domino’s Pizza Enterprises (DMP), Computershare (CPU), CSL (CSL), Woodside Petroleum (WPL), Dexus Property Group (DXS) and Goodman Group (GMG) with links through to more detailed reports. Show More

Does the market get it right day 1?

Richard Coppleson

Last reporting season, stocks that “beat” were up +3.10% on the day, and then added an extra +13% to be up +15.7% 4 mths after reporting. The ASX 200 rallied +6.2% over this same time. These stocks had a “lower short interest” at 2.1%, versus 3.1% for the misses. The... Show More

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

Buy Hold Sell: 5 global growth stocks

Buy Hold Sell

There are 323 million people in the US, 743 million in Europe, and 1.3 billion in China. When looking at Australia’s population of just 24 million coupled with a low growth environment, the case for offshore expansion is compelling. However, these are competitive markets with different practices and regulatory environments.... Show More

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See what The CEO's thought of Housing, the NBN and Banking this week

NAOS Asset Management

“There's been a lot of noise about the housing market over the last 12 months, but all the signs are that there will be an orderly slowdown in growth rates. Growth has started to slow in New South Wales and Victoria and we expect that to continue, but we don't... Show More

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It’s time for value to shine

Livewire Exclusive

The market has favoured growth stocks in recent years, but that could all change according to Matthew Booker from Spheria Asset Management. In a cycle that’s been 10 years in the making, companies have grown large and attracted high valuations while burning large amounts of cash. Show More

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See what The CEO's thought of Wage Inflation, Advertising & the Global Economy this week

NAOS Asset Management

"Delivery by drone will soon be commonplace" Don Meij, CEO, Domino’s Pizza Enterprises Show More

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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