ASX:ORA

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

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

“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

Ten favoured stocks for 2018

Peter Quinton
Peter Quinton Bell Potter Securities

After examining all of our analysts’ buy-rated stocks with a market capitalisation above $1.0 billion, we have identified ten of them which we particularly like over the next 12 months or so for private clients: Show More

Unsung heroes of the income investor

Livewire Exclusive

Woolworths, BHP, and Telstra have cut dividends in recent years, and the long-term sustainability of dividends from other leading stocks is under scrutiny. So Livewire asked three experts to share an example of a company that offers diversification away from ‘traditional’ income stocks - and provides a sustainable yield. Read... Show More

See 2 more comments

The ASX dividend dilemma

Livewire Exclusive

Telstra and the banks are mainstays of any Australian income-focused portfolio and make up nearly half of the dividends paid out by ASX companies in FY17. However, all five are down year-to-date, and Telstra recently announced an approximately 30% cut to its dividend. Show More

Join the conversation

Buy Hold Sell: 5 stocks that beat expectations

Buy Hold Sell
Buy Hold Sell Livewire

In this week’s episode of Buy Hold Sell, Ben Clark from TMS Capital and Alex Leyland from Leyland Private Asset Management share their view on three stocks that surprised to the upside this reporting season. Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170810

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market fell back into negative territory in the afternoon as global investor support for the banks ran out. The local market has gone nowhere in the last 2 months…23 up days and 22 down days. RIO going ex div weighed on the materials sector. Property sector giants in SCG... Show More

Six high conviction stocks in June

Morgans Financial Limited

Recent data suggest that the global economy is strengthening. This should provide support for growth assets, although on current elevated valuations there is little room for earnings disappointment. In the middle of what is a traditionally weaker period for markets (May-June), we make two changes this month, removing Macquarie Atlas... Show More

ASX:MQA ASX:OSH ASX:RMD ASX:WBC asx:bap ASX:ORA asx:sda ASX:BLX

Seasonal weakness creates opportunities

Morgans Financial Limited

History shows that weakness in the May-June period is a rich source of opportunity for investors as fundamentals re-assert themselves over short-term sentiment. With this in mind we are readying ourselves to buy our preferred industrials, and we flag four stocks we are happy to buy now. Show More

asx:bap ASX:APO ASX:ORA ASX:AOG

Eight high conviction stocks to buy in May

Morgans Financial Limited

Our high conviction stocks are those that we think offer the highest risk-adjusted returns over a 12-month timeframe, supported by a higher-than-average level of confidence. They are typically our preferred sector exposures. Here are our five ASX100, and three ex-ASX100, high-conviction stock picks this month: Show More

ASX:MQA ASX:OSH ASX:RMD ASX:WBC asx:bap ASX:ORA asx:sda ASX:BLX

Peter Quinton: Ten favoured defensive stocks

Bell Potter
Bell Potter Stockbroker

A well-constructed portfolio should always have some defensive stocks, which we identify using four investment criteria: 1) Market capitalisation of at least $1.0 billion; 2) The investment arithmetic — price earnings ratios, dividend yields, and so on—must be reasonable compared to the valuations of the overall share market; 3) The... Show More

Seven high conviction stocks to buy in April

Morgans Financial Limited

Australian shares have generally followed the pattern of global equities, following a wave of Trump-induced optimism. While we have confidence in a cyclical turnaround over the medium term, we need to see signs of better earnings momentum before getting more comfortable with a much broader-based rally. In this environment, investors... Show More

Four ASX100 stocks to buy in March

Morgans Financial Limited

Australian shares have generally followed the pattern of global equities, following a wave of Trump-induced optimism. While we have confidence in a cyclical turnaround over the medium term, we need to see signs of better earnings momentum before getting more comfortable with a much broader-based rally. In this environment, investors... Show More

ASX:OSH ASX:RMD ASX:WBC ASX:ALQ ASX:S32 ASX:ORA High conviction

Five ASX100 stocks to buy in January

Morgans Financial Limited

The key investment themes that defined the last three years are unlikely to define 2017. Until 2016, investors bought equities for yield and bonds for capital gains. We shift away from 'lower-for-longer' trades and enter 2017 with the view that we are entering a new phase in markets, which is... Show More

ASX:RMD ASX:WBC ASX:ALQ Longform ASX:S32 ASX:ORA

Orora registers an acquisition

Wilson Asset Management

On Thursday, packaging company Orora Limited (ASX: ORA) announced it had signed a definitive agreement to acquire The Register Print Group for US$44 million (approximately AUD$59 million). Register Print is a full-service provider of point-of-purchase retail display products and sells to blue-chip retailers and brand owners in the US. In... Show More

ASX:ORA ASX:WAM ASX:WLE ASX:WAA

Five ASX100 stocks to buy in December

Morgans Financial Limited

We’re encouraged by what we see in the market, the ‘Trump-bump’ has buoyed market sentiment. The reinflation born in the US is a good thing for markets, we’re encouraged that monetary policy no longer seems to be the only game in town as fiscal stimulus gains favour. While the reflation... Show More

ASX:RMD ASX:SYD ASX:WBC ASX:ALQ ASX:ORA High conviction asx:sda

Two big themes from the WAM portfolio

Patrick Poke
Patrick Poke Livewire Markets

At the Wilson Asset Management presentation in Sydney yesterday, Portfolio Manager, Matt Haupt identified two big themes for the years ahead. Firstly, with mandated superannuation contributions set to increase from 9.5% to 12% over the next decade, superannuation is one of the few areas with reliable growth. Secondly, few would... Show More

Daily AGM Note, Thursday 13 October 2016

Avatar fallback
Kym Sheehan The Executive Remuneration Reporter

Today's note reports on the results for Magellan Financial Group, Orora and Transurban and can be found at this link https://subscriber.theexecutiveremunerationreporter.com.au/archives/16026 Show More

ASX:MFG ASX:TCL ASX:ORA executive remuneration 2016 AGM

October 2016: The month ahead in AGMs

Avatar fallback
Kym Sheehan The Executive Remuneration Reporter

Two notes this month to cover All the Majors from Amcor to JB Hi Fi https://subscriber.theexecutiveremunerationreporter.com.au/archives/15908 and from Magellan Financial Group to Transurban https://subscriber.theexecutiveremunerationreporter.com.au/archives/15905 So what are the 'interesting' resolutions this month? Take a look at Magellan Financial Group - termination benefits for Hamish Douglass, or the company loan to... Show More

Real success in US for Orora

Andrew Stanley
Andrew Stanley Ralton Asset Management Limited

Package manufacturing and distribution business, Orora (ASX:ORA), added to Ralton's Australian Shares portfolio during August with shareholders benefiting from a clean set of profit figures and a well-received strategy. Since demerging from Amcor, ORA's management has delivered on promised synergies for the Australian pulp mill and demonstrated an ability to... Show More

Five ASX100 stocks to buy in September

Morgans Financial Limited

The equity market ran strongly into the FY16 reporting season, up 8.7% to August from the shock 'Brexit' decision. In our reporting season preview last month we noted the importance of improved company earnings to justify the higher valuations. While on the whole there were fewer disappointing results compared with... Show More

ASX:BHP ASX:SYD ASX:WBC ASX:HSO ASX:ORA High conviction