ASX:MTS

What Mattered Today; Stocks rebound from early lows – short term bullish!

James Gerrish

A better day for the market overall however some decent volatility throughout the session particularly at 11.30am where a big portfolio unwind happened – looked like a computer hitting stocks hard and causing the market to drop around -20pts in the few minutes. We sighted an overseas seller putting pressure... Show More

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See what The CEO's thought of Agriculture, Taxation and Advertising this week

NAOS Asset Management

“From early in the day, we experienced visitor numbers that far exceeded our expectations” Rocco Braeuniger, Country Manager, Amazon Australia Show More

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What Mattered Today: Metcash roars & G8 whimpers

James Gerrish

Despite S&P Futures in the US trading up +16pts (+0.65%) the Aussie market struggled to hold above water today with the banks providing most drag – the big 4 detracting around 10.5 index points from the ASX 200. The miners did OK on the back of decent buying in the... Show More

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Sifting Through Fallen Angels

Alex Shevelev

Buying unloved stocks is part of the DNA at Forager. Most of the funds’ excess returns over almost eight years have come from buying stocks that other investors hated at the time we acquired them. Think Service Stream in 2013 or Cardno in mid-2016. Show More

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Here's what we learned from leading CEOs this week

NAOS Asset Management

“It’s a tough market actually, really tough… There is an oversupply, particularly in the apparel sector, from the foreign retail entrants entering the Australian marketplace” Richard Umbers, CEO, Myer Show More

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Sunset Strip > Trading Day Wrap From Blue Ocean 20170626

Mathan Somasundaram

Local market opened positive on better commodities and currency before pulling back to finish flat. Commodities drove market higher while banks gave up initial optimism. The best performing sectors were Staples, Utilities and Miners while the worst performers were Gold, IT and Property Trust. On the stocks….(1) MTS > sales... Show More

Our preferred picks in infrastructure and retail

Matthew Haupt

My colleague John Ayoub, Senior Equity Analyst, outlines our views on local infrastructure and supermarket exposures. Boral is a key pick in infrastructure and we also believe negativity towards retailers is being overplayed. In this sector our preferred picks are Woolworths and Metcash. Show More

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Sunset Strip > Trading Day Wrap From Blue Ocean 20170605

Mathan Somasundaram

Local market was smacked down on the open and then stayed down with US growth and geopolitical risks. The morning trade looked like a global transition portfolio that hit all the main sectors before some recovery through the day with Banks leading the negative sentiment after BEN’s update. Local market... Show More

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Sunset Strip > Trading Day Wrap From Blue Ocean 20170405

Mathan Somasundaram

Local market jumped higher at the open on better commodities before weak AUDUSD weighed on the banks to pull it negative…but the US futures turning positive in the afternoon dragged our banks and the market back to positive territory. Miners and Energy were the best performers while Telcos and Staples... Show More

Two critical signs of a dividend trap

Livewire Exclusive

Rising inflation is making headlines but the reality for income-seeking investors is that returns on traditional yield assets remain at record lows. With the real yield on term deposits delivering miserly 1.5% equities continue to lure those seeking reliable income. Show More

ASX:MTS

Aussie retailers, watch out – Could Amazon Go disrupt you?

Stuart Jackson

Our retailers are about to face a whole new challenge. Amazon has announced it will trial a new concept store in the US that uses its ‘Just Walk Out’ technology to change the format of a traditional grocery store by removing cash registers and the check-out process. Customers simply use... Show More

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Buy Hold Sell: Australia’s most shorted stocks

Buy Hold Sell

In this week’s Buy Hold Sell we examine five of the most shorted stocks on the ASX. All five of these stocks have over 11% of their register sold short. Traders short sell to benefit if the price subsequently falls, so a large short position can represent a widely held... Show More

Sunset Strip | Aussie Afternoon Institutional Market Wrap

Mathan Somasundaram

Market jumped higher on the back of US market bounce while overall macro concerns remain. There were clear signs that short covering popped the market from the open before rising tide raised all sectors into positive territory. Global macro remains uncertain with new US leadership policy settings delivering contradictory and... Show More

Sunset Strip | Aussie Afternoon Institutional Market Wrap

Mathan Somasundaram

Market continues to remain aimless and volatile while delivering a slight negative day. Global macro remains uncertain with new US leadership policy settings delivering contradictory and murky outlook. US market continues to ignore fiscal policy uncertainty, rising yields, stretched valuations and strong currency. Over the last 3 months nearly 50%... Show More

Sunset Strip | Aussie Afternoon Institutional Market Wrap

Mathan Somasundaram

Market fell from the open on global macro uncertainty before making a recovery to half the losses. The rising yields, historical high USD and relatively low volatility indices are pointing to high risk of profit taking driven by the US market. The global markets are likely to remain volatile and... Show More

Investor Snapshot - Metcash to buy Home Timber & Hardware from Woolworths

CommSec

Metcash (MTS) has agreed to pay Woolworths (WOW) $165 million for 100% of its Home Timber & Hardware business which WOW bought in 2009 for $88 million For more market news, visit https://www.commsec.com.au/market-news/the-markets.html Show More

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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

Equities – Picking the winners and avoiding the bombs

Livewire Exclusive

Where should active investors be looking in today’s market and what are some of the traps to avoid? In this video Geoff Wilson, Crispin Murray and Ben Griffiths provide candid views on where they see the opportunities in today’s market. For investors in Australian equities this is a must watch... Show More

Access the highlights of Livewire Live

Livewire Exclusive

Last week, Livewire Markets, in conjunction with Bell Direct and ASX, presented the second Livewire Live investor conference to a sold-out crowd of 250 investors at the ASX in Sydney. The event provided investors with a unique opportunity to hear how 14 of Australia’s most respected investors have been making... Show More

The problem with yield stocks

Livewire Exclusive

Tim Hannon, Chief Investment Officer at Newgate Capital, thinks ‘yield’ stocks present significant risks in the current environment. “Sometimes high-yield is an extremely risky proposition.” He is concerned about the proliferation of high-yield ETFs and managed funds, as well as direct investors, bidding up the prices of these high-yield stocks... Show More

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