ASX:MYR

What Mattered Today; Myer & Mortgage Choice - hard stocks to like...

James Gerrish

A rise in the Oil price overnight helped to support that sector today with Santos and Oil Search both up more than 1% while Woodside edged +0.35% higher. BHP opened with a bang however sellers came in and pushed the stock lower throughout the session – sell strength still clearly... Show More

ASX:MYR ASX:MOC

Myer’s Misery, Game-Changing Self-Driving Cars, Buffett and Munger Hate Bitcoin

Kent Kwan

Find out how Myer’s struggle to stay afloat, the far-reaching impact of self-driving cars, and Buffett hating Bitcoin could affect you and your investments. Show More

See what The CEO's thought of the Domestic Economy, Chinese Manufacturing and Agriculture this week

NAOS Asset Management

“The Melbourne, Sydney and Brisbane economies are performing very strongly, driven a lot on the back of the infrastructure spend and now the pickup in sentiment. The pipeline of infrastructure projects continues to build” Scott Charlton, CEO, Transurban Show More

What Mattered Today; Is Don, is not always good!

James Gerrish

The market tick tacked in and out of positive territory today, ahead of the much discussed – mused about – pondered CPI print in the US this evening, while Woodside announced a big $2.5bn cap raise & CBA traded Ex-dividend for $2 fully franked taking 13pts points off the index... Show More

ASX:DMP ASX:MYR ASX:WPL

A few highlights from our Summer Series

Alex Cowie

With most of the market back at their screens, Livewire’s ‘Summer Series’ has concluded and normal service now resumes until next Christmas. In case you missed it, we’ve pulled together some of the most ‘liked’ wires from the last 4 weeks... Show More

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

NAOS Asset Management

“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

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

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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

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

areit ASX:MGR ASX:MYR ASX:WBC ASX:KGR

One sector that ticks all the (wrong) boxes

Michael Goldberg

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

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

NAOS Asset Management

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

ASX:LYC ASX:MYR ASX:TRS ASX:FLN ASX:NAC ASX:NCC

Sunset Strip > Trading Day Wrap From Blue Ocean 20170726

Mathan Somasundaram

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

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

“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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Buy Hold Sell: The Dogs of FY17

Buy Hold Sell

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

“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

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