ASX:IAG

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

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Insurance Australia Group, CSL, Woodside Petroleum, Computershare, Wesfarmers, Seek and Dexus Property Group with links through to more detailed reports. Show More

What Mattered Today; Telstra higher ahead of investor day tomorrow

James Gerrish

Australian stocks enjoyed a strong hour or so of outperformance this morning with the banks again offering support to the index, however the war of words between Donald Trump and his Chinese counterparts over trade intensified putting pressure on US Futures which turned sharply lower – Asian markets also copped... Show More

ASX:IAG ASX:MQG ASX:TLS ASX: CYB

Buy Hold Sell: 5 favourite yield stocks

Buy Hold Sell

Income investors once turned to high-yield stocks as the income from traditional sources dwindled. But what should holders of those high yield stocks now do as bond yields creep back up again? As yields on the two asset classes converge, equities become relatively less attractive, and analysts have to use... Show More

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Losing money overseas

Hugh Dive

In the travel sections of newspapers there frequently appear articles with titles such as Top 7 Overseas Travel Scams (and How to Avoid Them). However, Atlas see the biggest cause of Australians losing money overseas is not pickpockets, dodgy taxi drivers, or pre-damaged rental jet skis, but rather ill-conceived offshore... Show More

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Spotlight on Insurance

Andrew Martin

Each quarter, Alphinity Investment Management’s portfolio managers share their expert views on the trends and themes emerging within their relevant sectors. This quarter, we share our thoughts on the current trends and outlook for the insurance sector. Show More

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The difference between bonds and shares in a severe correction

Elizabeth Moran

The endless days of a fantastic summer are disappearing as is the consistent, upward trend of higher share prices, with volatility returning to the market. The sharp but relatively small correction in equities early February was enough to make investors stop and reassess portfolio allocation strategies. There comes a point... Show More

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The Insurers: QBE versus IAG

Hugh Giddy

There have been so many results which have provoked share price volatility, with the usual mix of outstanding results such as CSL balanced by disappointing results like Vocus. Or ones like Boral, where management convinced the market the outlook is bright despite a weak performance in key parts of the... 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

What Mattered Today: Risk off again at IAG

James Gerrish

The market had another crack at the 6000 level today, but once again sellers stepped up and pushed the index lower into the close. No real bid tone in US Futures during our session, while Iron Ore Futures were trading more than 3% lower prompting some weakness amongst the miners.... Show More

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High-yield bonds and investment-grade bonds: How to balance them

Elizabeth Moran

High yield bonds are tempting but come with greater chances something could go wrong. This wire gives some tips in getting the balance right between high yield and investment grade, and displays a sample portfolio for both strategies. Show More

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Where to find opportunities in large companies

Clime Asset Management

There is so much confusion about the stocks in the ASX’s large-caps index, the ASX 50. Some investors see them as ‘blue-chips’ by virtue of their size and longevity, and thus see them as long-term portfolio holds. Others think the ASX 50 is largely useless: a motley, concentrated index of... Show More

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One sector about to hit the sweet spot

Livewire Exclusive

Looking for quality and value is so popular that it’s hard to find an edge. Undervalued stocks can stay that way for years on end, and high-quality stocks that have run hard can come to a sudden stop. Andrew Martin, Portfolio Manager at Alphinity Investment Management, says the earnings cycle... Show More

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Unsung heroes of the income investor

Livewire Exclusive

Woolworths, BHP, and Telstra have cut dividends in recent years, and the long-term sustainability of dividends from other leading stocks is under scrutiny. So Livewire asked three experts to share an example of a company that offers diversification away from ‘traditional’ income stocks - and provides a sustainable yield. Read... Show More

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How the IAG chart gave us clues to avoid it

Michael Gable

IAG reported today and the share price tumbled. At one stage it was down 10%. In our weekly research that we send to clients, we warned a week earlier that there was something wrong with the IAG chart. The chart was giving us clues that the market did not like... Show More

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IAG shares surge

Matthew Haupt

On Wednesday, Insurance Australia Group Limited (ASX: IAG) surprised the market with an increased profit forecast due to better than expected claims costs. The company said lower than anticipated claims costs predominantly related to compulsory third party (CTP), liability, professional risk and workers compensation. Following the announcement, IAG shares surged... Show More

ASX:IAG ASX:WLE

Sunset Strip > Trading Day Wrap From Blue Ocean 20170628

Mathan Somasundaram

Local market started positive and maintained the pace with better commodities and higher rates outlook. US market remains the overhang and NASDAQ falls to the 50 day MA for the third time since US elections…last time NASDAQ broke 100 day MA, we had the high PE growth sell off…local investors... Show More

Making Money in FY18

Livewire Exclusive

Do you have a few losers sitting in your portfolio? Tax time tends to put a spotlight on those painful positions you wish you’d avoided. With FY18 upon us we’ve sourced some views on what will influence markets, stocks and sectors to avoid, plus a few ideas on current opportunities. Show More

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CommSec: Woolworths and the Amazon threat

Matthew Haupt

This week I sat down with Tom Piotrowski from CommSec to discuss Wilson Asset Management’s large cap LIC, WAM Leaders . In addition, I discuss the Australian insurance market, Woolworths and the Amazon threat, local infrastructure and the strengthening US dollar. Show More

Market outlook and opportunities

Matthew Haupt

I provide an overview of the global and domestic economies and describe how we have positioned the portfolio to take advantage of market opportunities. Show More

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IAG Half Year Result - IAG's natural disaster claims hit bottom-line

CommSec

Insurance Australia Group Limited’s (IAG) half year 2017 result was largely in line with market expectations. The company has been advising the market on the continual Natural Peril claims over the last year and its impact on IAG’s bottom-line. IAG reported a 4.7% lift in Gross Written Premiums (GWP) but... Show More