Business Insights Across the Market

NAOS Asset Management

“The switch from traditional fuels into renewables is just a massive switch, and we're seeing it across so many different businesses that we are working with – not just our own business, but so many different businesses out there, where the energy profile they are looking at is changing as... Show More

A standout stock in a strong thematic

Rob Tucker

The long term thematic of having Australian primary industry “feeding the world” remains a compelling one. Here we discuss our analytical approach and focus on one stock that is trading on 12 times earnings, with high single digit earnings growth and a >5.5% fully franked dividend yield (FY19). Show More


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Wilson Asset Management weekly: Reckon and Incitec Piviot

Chris Stott

The S&P/ASX All Ordinaries Accumulation Index closed down 0.7% for the week. On Wednesday, the Westpac-Melbourne Institute index of consumer sentiment fell 1.7% in November. On Thursday, data from the Australian Bureau of Statistics (ABS) reported Australia’s unemployment rate fell to a near five-year low. Show More


See what The CEO's thought of Housing, Fitness and the Digital Wallet this week

NAOS Asset Management

“I don't see any sign of slowdown in the ability to digitize cash. I think the best description an analyst had coming off of our Investor Day was something like, I like Visa because they have a weak competitor called cash” Vasant Prabhu, CFO, Visa Show More


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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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

CEO Insights - Week Ending Friday 12/5/17 By NAOS Asset Management

NAOS Asset Management

“We're now seeing discussions turn. People are talking about opening mines again that have been shut for some time. People are talking about increasing production from existing mines, opening new pits and so on” Show More

Three stocks for a shifting market

Livewire Exclusive

Livewire recently asked Sean Fenton of Tribeca, Vince Pezzullo of Perpetual, and Simon Shields of Monash to share their views as to whether the trend that emerged last year, whereby growth stocks struggled and cyclicals rallied, could continue through 2017. Following on from their enlightening responses, we asked our three... Show More

December 2016: Month ahead in meetings

Avatar fallback

With the main AGM season out of the way for the 30 June FYEs, several key AGMs occur this month including TPG Telecom, ANZ, NAB, Westpac, DuluxGroup, Incitec Pivot, Orica. Outside All the Majors, December features AGMS for Ten Network Holdings, Cudeco, Elders and Emeco Holdings. This month's note also... Show More

Agricultural Investment in Australia

Hugh Dive

Over the last few weeks, it appears that Gina Rinehart’s Australian Outback Beef (67% Hancock Prospecting/ 33% China's Shanghai CRED) has won the bidding war for the Adelaide-based pastoral company S.Kidman & Co Ltd. If this $365 million deal is approved by the Foreign Investment Review Board (FIRB), the combined... Show More

agriculture ASX:AAC ASX:IPL ASX:NUF ASX:TWE Longform

Low interest rates and stock valuations

Hugh Dive

On Wednesday last week the Australian Bureau of Statistics (ABS) reported that inflation for the June quarter was 0.4%, down from 1% in 2015. This is watched very closely by the market, as it is a key measure used by the Reserve Bank of Australia (RBA) in making their decision... Show More

Buy Hold Sell: Separating the wheat from the chaff 

Buy Hold Sell

Demand for food and drinks is all but sure to rise both in Australia and globally as the population continues to grow and more people move into the middle class. By 2050 the world's population is expected to increase to 9.6 billion and Australia’s population is projected to grow to... Show More


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Daily AGM Note 17 December 2015

Avatar fallback

Today's AGM note features results for ANZ, Elders, Incitec Pivot and National Australia Lemarne Corporation Limited avoided a second strike. Show More


Month ahead in AGMs: December 2015

Avatar fallback

With the main AGM season almost over (Monday 30 November features several two-strike AGMs), I take a look at key AGMs scheduled for December 2015. Three of the big four banks hold AGMs this month. ANZ's AGM agenda features two shareholder-requisitioned resolutions: one on climate change which is an ordinary... Show More

Domestic Shares - Animal Spirits

Schroders Australia

Sometimes, the best meaning theories have a perverse real world effect. Unfortunately, corporate investment is the single biggest driver of investment returns through the past year. Those that have invested, have suffered; and vice versa. The irony as a shareholder is twofold. You can read further at Show More

Seasoned investor sees value in globally exposed industrials

Livewire Exclusive

Andrew Stanley, Head of Australian Equities at Ralton Asset Management sees value in globally exposed industrials that are investing for the future. “Companies that are actually reinvesting to grow their business, even at this point in the cycle, to us are attractive because they will keep growth coming through in... Show More

ASX:AMC ASX:IPL Aussie shares aussie equities andrew stanley ASX:BAB

D-Day is Here... | US Retail Sales: Positive | SPI up 60 Points This Morning... |

Niv Dagan

Good Morning, Show More

Federal Reserve credit suisse retail sales myob ASX:IPL