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Wilson Asset Management weekly: BHP and iSelect

Chris Stott
Chris Stott Wilson Asset Management

The third and busiest week of reporting season saw strong performance from the mining services sector, while most companies continue to provide subdued outlook statements reflecting current economic conditions. Overall company results have not met the market’s expectations invoking strong reactions from investors in some cases. In this week's report... Show More

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Sunset Strip > Trading Day Wrap From Blue Ocean 20170818

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market recovered to finish a better than expected negative day after substantially weak lead from US market. Global markets were rattled by the terror attacks in Spain while US market was worried that Gary Cohn may follow the CEO walkout from US president’s leadership groups. Global economies are showing... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170816

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market made a steady recovery after flip flopping for the first few hours. US retail data was string overnight while US markets were undecided. Chinese regulatory moves are beginning to bite while the pullback is aimed to get back to pre 2016 levels. The corporate outlook for US is... Show More

Pay attention to companies’ power costs

Chris Stott
Chris Stott Wilson Asset Management

The surge in power prices is a big issue for the federal government, but it is also shaping up to be one of the most important themes this reporting season as companies grapple with its impact on earnings. Show More

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5 companies changing the business landscape

Buy Hold Sell
Buy Hold Sell Livewire

Companies that change the way we do business can offer great opportunities as they establish and monetise new marketplaces. So in this week’s Buy Hold Sell we review 3 stocks leveraging this theme, as well as a microcap taking on Tatts and TAB, and a stock enjoying the NBN as... Show More

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Top Stock Picks for FY18

Bell Potter
Bell Potter Stockbroker

In this report, our analyst team share their top stock picks for FY18, and also provide their sector outlook. On Financials, TS Lim reports that "There is something for everyone in Show More

CEO INSIGHTS – Week Ending 9 June 2017 by NAOS Asset Management

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

“Courtesy of low interest rates and a shortage of property supply, it doesn’t feel to me as it has in other periods — that we are on the edge on a cliff’’ John McGrath, Founder, McGrath Real Estate Show More

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Executive Series - iSelect Ltd (ISU) CEO & Managing Director, Scott Wilson

CommSec
CommSec Online Stockbroker

CommSec's Tom Piotrowski speaks with iSelect Ltd (ISU) CEO & Managing Director, Scott Wilson about the company’s performance over the third quarter, and growth of its Life Admin Store business. Show More

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Sunset Strip > Australian Market Trading Day Wrap

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Afternoon report with the Australian market aimless as the US was shut for President's Day: Show More

iSelect regaining momentum

Andrew Stanley
Andrew Stanley Ralton Asset Management Limited

Shares in comparison website, iSelect (ASX:ISU), continued their recovery from January lows. With a new management team in place since last October, the business appears to be regaining momentum. Key to investor sentiment will be the company's ability to hit its recently restated profit guidance for the full year –... Show More