James Gerrish

As we consider different areas to allocate funds into the current market weakness potential tax loss selling should definitely be considered as June slowly evolves. The ASX200 is up almost 6% for the calendar year hence there will not be the number of candidates which would typically be available in... Show More

Matthew Haupt

On Monday, Henderson Group PLC (ASX: HGG) announced an update on its proposed merger with Janus Capital Group. Janus Henderson Investors expects to have a combined market capitalisation of c.US $5.6 billion, with Henderson holding approximately 57% of the merged group and Janus approximately 43%. The Dai-ichi Life Insurance Company,... Show More

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

Bell Potter

Our reporting calendar covers 210 companies for the February period, as well as several in March, and highlights reporting dates, period reported, NPAT (consensus and Bell Potter estimates) and our analyst recommendation for the stock. The pace is increasing, with 6 reporting tomorrow (AVJennings, BWP, Carsales, Paragon, Rio Tinto), and... Show More

Nicholas Forsyth

Yesterday’s intra-day strength in the local market surprised many investors including ourselves . The simple explanation for the ASX to gain over 70-points by lunchtime is money flowing into equities, which we believe is for two primary reasons - importantly not perceived value in the market. The almost impossible task... Show More

Wilson Asset Management

On Tuesday, Henderson Group (ASX: HGG) announced its intention to merge with US-based Janus Capital Group in a reverse takeover. Each share of Janus will be exchanged for 4.719 newly issued shares in Henderson. The combined group Janus Henderson Global Investors will have assets under management of more than US$320... Show More

Karl Siegling

Here are my views on Cadence Capital's current top portfolio positions: Macquarie (ASX:MQG), Melbourne IT (ASX:MLB), Asciano (ASX:AIO) and Henderson Group (ASX:HGG), extracted from our latest quarterly webcast. Watch the video on our website: Show More