ASX:MYR

See what The CEO's thought of Bitcoin, Gold and Technological Change this week

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

“The current fascination with these currencies feels more like a speculative mania than it has to do with their use as an efficient and convenient form of electronic payment” Phillip Lowe, Governor, RBA Show More

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What Mattered Today: Poor old Myer

James Gerrish
James Gerrish Market Matters / Shaw and Partners

A very negative day really in terms of price action (not so much aggregate move) with the index up strongly early to make a new 5 year high before sellers dominated from 11.30am onwards following stronger than expected employment numbers. The unemployment rate was inline (5.4%) however participation was very... Show More

ASX:CTX ASX:IGO ASX:MYR

Is there more in store for investors in 2018?

BT Investment Management

BT Investment Management’s Crispin Murray, Vimal Gor, Peter Davidson and Ashley Pittard provide a summary of the key drivers of investment markets in 2017 and share their thoughts on the prospects for each asset class in 2018. Show More

The long and short of retail stocks

Livewire Exclusive

Tuesday’s underwhelming launch of the Amazon retail platform triggered big jumps in retail stocks led by JB HiFi, which gained 6.7%. Was the previous sell-down overdone? The picture is still far from clear… We recently asked Livewire contributors for their number one pick in the sector; they delivered as many... Show More

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The timeless tools of investing

Livewire Exclusive

The allure of fast money and the ‘fear of missing out’ toy with investors on a daily basis. Right now valuations of companies exposed to themes like electric vehicles, medicinal marijuana and emerging infant formula markets could be described as ‘effervescent’. Show More

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Thoughts on Myer and the wider market

Pat Barrett
Pat Barrett UBS Asset Management

At the Bank of America Merrill Lynch AREIT conference in Sydney, panels discussed how to keep the mall relevant, the strength of the Sydney commercial market, policy impacts upon the residential sector and capital flows. Meanwhile, Myer released their revised strategy, offering insights into the department store sector. The key... Show More

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One sector that ticks all the (wrong) boxes

Michael Goldberg
Michael Goldberg Collins St Value Fund

Whether it is companies that have experienced share price declines due to regulatory uncertainty, or industries that are generally out of favour, our best returns have historically come from recognising opportunities where others have decided that the issues are simply “too hard”. One sector that currently ticks all the (wrong)... Show More

retail value investing ASX:JBH ASX:MYR ASX:TRS

See what The CEO's thought of Technology, Commodities and Retail this week

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

"Technology is the greatest wealth and productivity multiplier there is” Matt Barrie, CEO, Freelancer.com Show More

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Sunset Strip > Trading Day Wrap From Blue Ocean 20170726

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market moved higher on better commodity prices and positive US reporting cycle. The market has been flip flopping all July…9 up days and 9 down days…July cycle so far has only delivered two consecutive positive days and we just had it. US Fed update early tomorrow morning…will set the... Show More

Here's what we learned from leading CEOs this week

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

As part of the NAOS investment process, we pay particular attention to the comments made by company CEO’s and business leaders in order to gain a greater understanding of the current investment environment and key trends that may be emerging. Below are quotes from the week which in our view... Show More

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Here's what we learned from leading CEOs this week

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

“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

apra ASX:MTS ASX:MYR ASX:NAC ASX:NCC

Buy Hold Sell: The Dogs of FY17

Buy Hold Sell
Buy Hold Sell Livewire

After reviewing the stocks that shot the lights out in FY17, this week we turn the tables and look at 5 widely held stocks that dragged the market down, the worst of which has more than halved in price. We ask if the companies currently in the ‘dog-house’ will keep... Show More

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Here's what we learned from leading CEOs this week

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

“Amazon will have a huge effect on Woolworths and Coles. All of us in the fresh food retail business will have to be very much more focused” Cathy Harris, Chairwoman, Harris Farm Markets Show More

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Hidden value in quality retail stocks

Livewire Exclusive

Value is hard to find in the market today, so in the third and final part of our recent brief, we asked our panel of experts to share an investment that offers an attractive risk-reward proposition. Interestingly both equity calls are in the bruised-and-beaten retail sector. Our asset class call... Show More

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3 stocks in the firing line

James Gerrish
James Gerrish Market Matters / Shaw and Partners

As we consider different areas to allocate funds into the current market weakness potential tax loss selling should definitely be considered as June slowly evolves. The ASX200 is up almost 6% for the calendar year hence there will not be the number of candidates which would typically be available in... Show More

3 Stocks We Like if Tax Loss Selling Kicks In

James Gerrish
James Gerrish Market Matters / Shaw and Partners

Tax loss selling creates opportunities every year. The key is to use the phenomenon to achieve good entry into stocks you are looking to buy anyway, and importantly, don’t just buy the stocks that had an awful year, as most of them are best left alone! Today we have delved... Show More

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Retail on the nose?

Pat Barrett
Pat Barrett UBS Asset Management

This thematic of retail being on the nose is picking up momentum with another three reports in the past week documenting the headwinds for retail tenants and in turn landlords. We do agree with the general thesis and that's why we went underweight the retail sector last year but where... Show More

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

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

“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

Sunset Strip > Trading Day Wrap From Blue Ocean 20170508

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market popped on the open with better global sentiment post French election before pulling back on the reality of weaker commodities and do-nothing budget. Commodities were stable for a change after a week of bashing…but China hasn’t turned the corner…value has returned to the sector but the momentum remains... Show More

Amazon arrives in Australia

Alex Pollak
Alex Pollak Loftus Peak

Amazon in the past 24 hours has confirmed it will launch a full-scale retail offering in Australia – it is now calling for local retailers to join its global marketplace as part of the launch, having already briefed CB Richard Ellis for warehouse space earlier this year. Show More

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