asx:gma

Sunset Strip > Trading Day Wrap From Blue Ocean 20170815

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market followed the global markets higher as US/NK fake war worries subsided. US seems to have moved on…now trying to start a fake trade war with China and threatening to move against Venezuela. North Korea on the other hand has decided to postpone the test missile launch. Locally the... Show More

Here's what we learned from leading CEOs this week

NAOS Asset Management
NAOS Asset Management Listed Investment Companies (LICs) ASX: NCC, ASX: NAC

“The smaller players saw NBN as an opportunity because they didn’t have the ability to build the infrastructure. But when the commercial model was announced they realised that the commercial model didn’t work for them and the usage-based charging is contrary to the market dynamics we see in mobile and... Show More

ASX:RIO ASX:WBC asx:gma ASX:API ASX:NAC ASX:MNF ASX:NCC

Sunset Strip > Trading Day Wrap From Blue Ocean 20170802

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market was smacked down on weaker commodities and then flip-flopped at the bottom despite solid bounce in building approval. US ADP employment data will be key tonight for sentiment while US Fed jawboning will be on full flight. RIO result out after market shows slight miss with upgraded buy... Show More

Identifying low-risk, high-growth opportunities

Livewire Exclusive

In this Exclusive interview, James McDonald, CIO of Hunter Hall outlines the fund’s aggressive investment strategy: “If you are buying a lot of companies that can double over twelve months, we think will deliver superior long-term returns.” In this video, he illustrates the fund’s strategy with a diversified financials company... Show More

Livewire Reporting Roundup

Livewire Exclusive

The Livewire Reporting Roundup is a new and exclusive weekly series carefully crafted to bring Livewire readers the best exclusive insights and investor resources throughout reporting season. We’ve invited 7 professional stock pickers to nominate their standout company results from the past week with responses from Regal Funds, K2 Asset... Show More

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The Good, The Bad and The Ugly - Week 1

James Gerrish
James Gerrish Market Matters / Shaw and Partners

As is to be expected each reporting season the range of results outcomes delivered by listed companies is quite diverse. In this short video update I provide my assessment of the reports from Suncorp, Henderson and Genworth, all of which caught my attention but not all for the right reasons.... Show More

ASX:HGG ASX:SUN asx:gma February 2017 Reporting Season

Daily AGM Note, 5 May 2016

Avatar fallback
Kym Sheehan The Executive Remuneration Reporter

Today's edition of the Daily AGM note is now available at this link https://subscriber.theexecutiveremunerationreporter.com.au/archives/15149 Rio Tinto's shareholders overwhelmingly voted in favour of the shareholder requisitioned resolution on climate change with more than 99% voting in favour of it across the plc and ltd AGMs. The note is updated continuously throughout... Show More

Buy Hold Sell: The Big Aussie Short

Buy Hold Sell
Buy Hold Sell Livewire

If the mainstream media has caught on to a theme, you know it’s too late to get in. This time was no exception. When 60 Minutes claimed to have uncovered the “big Aussie short”, on the 21st of February, the big 4 banks were languishing near 5-year lows. Since then... Show More

ASX:HVN ASX:JHX ASX:REA ASX:WBC asx:gma

Buy Hold Sell: The Big Aussie Short (transcript)

Buy Hold Sell
Buy Hold Sell Livewire

If the mainstream media has caught on to a theme, you know it’s too late to get in. This time was no exception. When 60 Minutes claimed to have uncovered the “big Aussie short”, on the 21st of February, the big 4 banks were languishing near 5-year lows. Since then... Show More

ASX:HVN ASX:JHX ASX:REA ASX:WBC asx:gma Longform

Genworth Mortgage Insurance Australia announces Georgette Nicholas as CEO; Luke Oxenfam as CFO

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Kym Sheehan The Executive Remuneration Reporter

GMA today confirmed Georgette Nicholas as CEO and will be appointed to the Board 'in due course'. Ms Nicholas has been Acting CEO since Ellie Comford retired as MD/CEO on 9 October 2015. Ms Nicholas is a 10 year veteran of Genworth Financial Inc having joined in October 2005 and... Show More

asx:gma executive remuneration

The yield rally may have paused for breath

Perpetual Limited
Perpetual Limited Fund Manager

Whilst there are some signs that the yield rally may have paused for breath, with popular plays CBA and Telstra stalling or re-tracing some ground in the last month or two, we continue to worry about the extent to which this market is driven by sentiment and policy rather than... Show More