ASX:ORA

Reporting season review: 7 key themes and our best buy ideas

Andrew Tang

There was a lot to like about the February reporting season. By our estimates, over 30% of large caps beat the market's expectations, and unlike previous seasons, estimates held firm rather than falling away into results. Downgrades and significant misses were largely a non-event and overall management commentary reflected the... 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

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

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Sunset Strip > Trading Day Wrap From Blue Ocean 20170810

Mathan Somasundaram

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

Peter Quinton: Ten favoured defensive stocks

Bell Potter

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

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