ASX:FMG

Highest conviction mining calls

James Gerrish

Yesterday I sat down with Peter O’Connor, our Resource Analyst at Shaw and Partners. According to Bloomberg rankings, Peter is the No 1 rated analyst for BHP, RIO, Alumina (AWC) and Independence (IGO) – so his views clearly hold weight. Show More

ASX:AWC ASX:BHP ASX:FMG ASX:IGO ASX:RIO

Join the conversation

Business insights across the market

NAOS Asset Management

“We have seen a marked increase in the frequency of securities class actions as well as the average size of the settlement for those class actions. Until about three years ago, you would have expected to see around two securities class actions a year in Australia. In the last two... Show More

ASX:AAC ASX:FMG ASX:NAC ASX:AIZ ASX:NCC ASX:NSC

What Mattered Today; Nickel stocks crank up – banks lag

James Gerrish

A better day for stocks with the market higher throughout the session – not to the extent that we saw in the US overnight where the Dow Jones rallied by +669pts plus we’ve seen FUTURES up another +103pts during our session, but a reasonable bounce non-the-less. The banks were the... Show More

ASX:FMG ASX:IGO ASX:OZL ASX:WSA

Selling in a bull market

Livewire Exclusive

In the midst of a bull market, there’s no shortage of commentators, brokers, and friends with the latest tip on what to buy. However, nobody ever says much about selling. Baron Rothschild said the secret to his success was “I never buy at the bottom and I always sell too... Show More

Highs and Lows from Reporting Season

Hugh Dive

Last week saw the end of reporting season for 180 of the S&P/ASX200 companies and around 2,000 of the companies listed on the ASX. Over the past month, these companies revealed their profit results for the six months ending December 2017 and provided guidance as to how they expect their... Show More

ASX:BHP ASX:CBA ASX:CSL ASX:FMG ASX:QBE ASX:RIO ASX:TLS ASX:A2M

15 stocks to watch following reporting season

Alex Cowie

The chaos of reporting season makes a good case against markets being efficient. It will take weeks, if not months, to fully parse the recent data download of many hundreds of reports, and to also process views gleamed from the ensuing company roadshows. Reporting season can thus generate a long... Show More

Pricing growth: Why simple doesn't work

Alex Pollak

In the twelve months to Monday of this week, the S&P500 index is up 15.02%, while Alibaba is up 80%, Google is up 29.3%, Amazon is up 71% and Apple is up 24%. By contrast, Exxon is down 5.6%, Coke is up 7.6% and General Motors is up 11%. To... Show More

apple ASX:AMP ASX:BHP ASX:CBA ASX:FMG ASX:QBE ASX:TLS ASX:AGL

The ideal opportunity to build exposure in Fortescue

David Coates

Much of the market seemed to be spooked by the material drop in profitability vs the pcp. This shouldn’t have been unexpected and the key metrics of Revenue, EBITDA and NPAT were all basically in-line or ahead of both our forecasts and consensus – from that point of view it... Show More

ASX:FMG What the market missed

What Mattered Today; Wesfarmers picks a poor day for a poor update

James Gerrish

A day of mixed fortunes for Australia today with Hemsworth and co promoting Aussie tourism with the much anticipated Super bowl ad aired at halftime during the Philadelphia Eagles victory over the New England Patriots…not sure how the wider response has been but I quite liked it – CLICK HERE... Show More

ASX:FMG ASX:WES ASX:JHG

What Mattered Today: Swings & roundabouts with FMG production

James Gerrish

Local stocks hit the skids today courtesy of a weak lead from the US mkt overnight however we saw more selling in US Futures throughout our session today – at our close S&P Futures are trading down another -0.57% pricing a drop of ~170pts on the Dow when trading kicks... Show More

ASX:CCP ASX:FMG ASX:IFL ASX:NCM ASX:SFR ASX:EVN

On track for a solid first-half reporting season

Andrew Tang

The first half reporting season kicks off later this week, and according to the latest Thomson Reuters earnings estimates, EPS for the S&P/ASX200 is forecast to grow by 7.0% in FY18, down from the 11.3% in FY17. Show More

ASX:BHP ASX:FMG ASX:JBH ASX:RIO ASX:WHC ASX:RWC ASX:ATL ASX:CTM

What Mattered Today: QBE continues to rally

James Gerrish

A second day of gains for the ASX with the market trading back up above 6050 following on from the positive gains yesterday. Healthcare has a good day led by strong follow up buying in Resmed while QBE was in the spotlight adding another 5.37% to trade back up around... Show More

ASX:FMG ASX:QBE ASX:SBM

CommSec Stock Watch: Reporting Season preview

CommSec

CommSec Advisory’s Justin Wynne speaks with Tom Piotrowski about the upcoming February reporting season, including the factors to focus on in the results of the banks & miners. Show More

The ten most tipped stocks for 2018

Alex Cowie

When we asked you to suggest a stock tip in our 2018 Livewire reader survey, there were a few names that came up regularly. Drawing from the database of 2617 responses, here are the 10 stocks that readers tipped the most, with exclusive insights from our contributors for each one.... Show More

See 4 more comments

Bell Potter Analyst Outlook & Top Stock Picks for 2018

Bell Potter

In this report, our analysts share their sector view and top stock picks for 2018 across sectors including banks and general insurers, diversified financials, LICs, fixed income, agricultural FMCG, technology, discretionary retail, industrials, resources, and healthcare & biotech. Show More

Join the conversation

9 Resources stocks for 2018 - David Coates, Peter Arden & Duncan Hughes

Bell Potter

The Resources sector overall has had a strong second half of 2017, with the broader Metals and Mining Index up approximately 15% over the half year. This re-traced a loss of 1.3% in 1HCY17 for a 13.2% gain over the year to December 13th. Show More

ASX:FMG ASX:ORE ASX:waf ASX:DNK ASX:XAM ASX:GOR ASX:PNR ASX:SVM ASX:AML

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

What Mattered Today: Why we own FMG

James Gerrish

The local market opened with strength this morning with buying in all key sectors, obviously spurred on by the takeover of Westfield, however we also saw good leads from overseas markets with the financials leading the charge overnight. All going well until US Futures took a hit mid-afternoon following news... Show More

ASX:FMG ASX:WFD

Join the conversation

What Mattered Today: Metcash roars & G8 whimpers

James Gerrish

Despite S&P Futures in the US trading up +16pts (+0.65%) the Aussie market struggled to hold above water today with the banks providing most drag – the big 4 detracting around 10.5 index points from the ASX 200. The miners did OK on the back of decent buying in the... Show More

ASX:FMG ASX:GEM ASX:MTS ASX:TLS

Join the conversation

The #1 Acquirer’s Multiple in the ASX300

Rodney  Forrest

Ray Dalio, arguably the most successful hedge fund manager in the world, manages $160b. In his recent book Principles: Life and Work, he says: Show More

valuation ASX:FMG

Join the conversation