ASX:JHX

Business Insights Across the Market

NAOS Asset Management

The Internet of Things, Big Data and Artificial Intelligence will disrupt and transform virtually every industry and area of the economy over the next decade. In just the past six months, cloud service providers have increased their capital investments significantly” Gary Dickerson, CEO, Applied Materials Show More

ASX:AWC ASX:JHX ASX:SKI ASX:SYD ASX:NAC ASX:NCC ASX:NSC

FNArena Reporting Season Monitor: Week 1 - February 2018

Rudi Filapek-Vandyck

Welcome to the FNArena Reporting Season Monitor for the February result season 2018. The Monitor reports ratings and consensus price target changes, along with brief summaries of the collective responses, from FNArena database brokers for each of the 300+ stocks. Week 1 is now available with coverage of 30 stocks. Show More

Ten quality stocks for your watchlist

Rob Tucker

It is a useful strategy for investors to have a watchlist, as discussed in our Megatrend framework. We tend to have 40-50 stocks that we will be watching in detail that we feel may be suitable at the right time. So... when is the right time? 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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CEO Insights from Ian Narev, John Borghetti and Nick Scali

NAOS Asset Management

“It’s in their [The Telco’s] interest to just flick people to the low speed plans as the lower access charge makes a higher margin for them” Nicholas Demos, CEO, MyRepublic. Below are quotes from the week which in our view detail some of the most important and prominent industry trends... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170808

Mathan Somasundaram

Local market fell back into negative territory despite better commodity prices overnight. The local market has gone nowhere in the last 2 months…24 up days and 21 down days. US credit growth was weak and US credit card debt moved above pre GFC highs…patchy US consumer outlook gets another tick.... Show More

5 megatrends we are investing in

Rob Tucker

We have used the megatrends framework as a template for several years, simply as a way of formulating a framework for how we start filtering down the investible universe into stocks that we ultimately focus on. We revisit this every 6-12 months to assess where the opportunities are to find... Show More

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Buy Hold Sell: Offshore earners under pressure

Buy Hold Sell

In this episode of Buy Hold Sell, we look at stocks that generate their earnings offshore. These earnings have been squeezed as the local currency rallied 10% against the greenback. We ask two fund managers if they think this shift presents an opportunity to pick up quality business at lower... Show More

ASX:ANN ASX:BLD ASX:JHX ASX:HSN AS:RMD

A quality stock for a rising AUD

Chris Stott

Currency is one consideration among many factors, including the quality of the management, industry position and earnings per share, which we assess when evaluating a company as an investment proposition. In this wire, we look at some areas to avoid, and one stock in particular that offers good exposure, should... Show More

ASX:ANN ASX:ALL ASX:BXB ASX:JHX ASX:PMV

Winners and losers from a strong Aussie dollar

Livewire Exclusive

While consensus had a strong case for the Australian dollar to fall in 2017, it has climbed 10% so far this year, and almost touched 80c. With the market wrong-footed on this key issue, Livewire asked a panel of contributors what a strong Australian dollar means for investors. Show More

ASX:ANN ASX:ALL ASX:BXB ASX:JHX ASX:PMV ASX:TRS AX:TRS

Infrastructure is the hottest ticket in town

Colonial First State Global Asset Management

Alternative managers are continuing to see increased interest from traditionally conservative clients and it seems infrastructure is the hottest ticket in town. With President Trump’s (still unannounced) plans to drive over $1trn of infrastructure investment in the US, China pledging over US$100bn in investment for “One Belt One Road”, Blackstone... Show More

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Positioning for a 15-year upswing in US housing

Livewire Exclusive

Nathan Bell, Head of Research at Peters MacGregor, believes the US housing cycle is in the early stages a sustained upswing. In this video he outlines the data supporting his view and shares one way he is investing in the trend . Show More

ASX:BLD ASX:DOW ASX:FBU ASX:JHX

Japan is back!

Alex Moffatt

Good morning, the price action in stock markets around the globe yesterday should remind us just how jittery investors are and how quickly the herd will run for the exit which is inevitably small and so magnifies the problem. It looks like Mr Trump is going to continue to use... Show More

ASX:FXJ ASX:JHX ASX:SRX

Sunset Strip > Trading Day Wrap From Blue Ocean 20170518

Mathan Somasundaram

Local market was smacked on US political woes leading to US fiscal reform delays. Market on stretched valuation was relying on optimism…now it ran into reality of the political risk. There should be no real surprises here…stretched market on too much optimism with very low level of risk priced in…reality... Show More

Reporting season's best and worst

Hugh Dive

This week saw the end of reporting season for 180 of the ASX200 companies and around 2,000 of the companies listed on the ASX. Over the past month these companies revealed their profit results for the last six months and provided guidance as to how they expect their businesses to... Show More

Increasing share in a growing market

Paragon Funds Management

James Hardie is an Australian manufacturer and global leader in fibre-reinforced cement. The business has been operating for 125 years producing products used in new residential construction, manufactured housing, repair & remodelling and other applications. Show More

ASX:BLD ASX:JHX Longform US Housing ASX:EDE

Buy Hold Sell: 6 ‘value’ big caps

Buy Hold Sell

With the great rotation underway, value investors are once again enjoying their time in the sun. So for this week’s Buy Hold Sell, we have Vince Pezzullo from Perpetual Equity Investment Company joining industry heavyweight John Murray from Perennial Value Management. Tune in as these two dyed-in-the-wool value investors take... Show More

ASX:AWC ASX:AMC ASX:BHP ASX:BSL ASX:BLD ASX:JHX Longform

One smallcap industrial stock we like

Dean Fergie

If interest rates continue to rise, it would indicate a loosening of monetary policy and a pro-growth, high-spending political and economic environment. Initially, and understandably, the bond-proxy and income stocks have sold-off markedly: property trusts, infrastructure and, in Australia, the major banks and telcos. Liquidated funds would quite rightly be... Show More

ASX:CSL ASX:JHX ASX:QBE ASX:WRT Longform ASX:SRG SMALLCAP

August 2016: The month ahead in meetings

Avatar fallback

While reporting season is the theme for August, the shareholder meetings continue including AGMs for James Hardie, Metcash, OzForex Group and Thorn Group; scheme meetings for Ausenco and Patties Foods; shareholder-requisitioned EGMs to remove and appoint directors for McAleese and Rision Ltd...and three backdoor listings in the tech space. You'll... Show More

Time to take profits in James Hardie?

Michael Gable

Strong US housing data this year has seen James Hardie (JHX) maintain its uptrend. However, I have identified some technical signals which indicate that it may be time to secure our profits. Some analysts have identified headwinds such as increasing competition and demand to taper back a bit in the... Show More