Business Insights Across the Market

NAOS Asset Management

“Right now, there’s no question: It’s feeling strong. I mean, if we’re in the sixth inning, we have our sluggers coming to bat right now. Right now, business is good. There’s no question about it” Warren Buffet, Chairman, Berkshire Hathaway Show More


First Impressions from Reporting: SHL, ORG, SUN, S32, ASX and TLS

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Sonic Healthcare (SHL), Origin Energy (ORG), Suncorp (SUN), South32 (S32), ASX (ASX) and Telstra (TLS) with links through to more detailed reports. Show More

Wilson Asset Management weekly: Origin and Appen

Chris Stott

The S&P/ASX All Ordinaries Accumulation Index closed up 0.2% for the week. The Australian market again breached the 6,000 mark on Wednesday, while the US market continues to make all time record highs. The surprise announcement of a banking royal commission by the federal government on Thursday weighed on the... Show More


A dozen new stock ideas from Future Generation

Livewire Exclusive

We kept notes for you yesterday at the Future Generation Investment Forum, where a dozen of the best Australian and global fund managers each presented an investment idea. Read on for summaries of the insights from Magellan, Watermark, VGI, Lanyon, Antipodes, L1 Capital, Cooper, Centennial, Morphic, ARCO, and Wilson. Show More

See what The CEO's thought of Telecommunications, Gas & Gaming this week

NAOS Asset Management

"Last year we'd get a kilo of butter for around six dollars and now it's easily $9.50. A growing preference for more natural, less processed foods in home cooking has contributed to a growing consumer demand for butter. The consensus holds that this strong world demand for butter and dairy... Show More


Where to find opportunities in large companies

Clime Asset Management

There is so much confusion about the stocks in the ASX’s large-caps index, the ASX 50. Some investors see them as ‘blue-chips’ by virtue of their size and longevity, and thus see them as long-term portfolio holds. Others think the ASX 50 is largely useless: a motley, concentrated index of... Show More

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Wilson Asset Management weekly: China to drive Australian growth, Origin and Superpharma

Chris Stott

The S&P/ASX All Ordinaries Accumulation Index closed relatively flat for the week and finished the first quarter of the financial year up 1%. On Tuesday, the Reserve Bank of Australia (RBA) Assistant Governor (Financial System) Michele Bullock said the central bank will continue to consider the heightened level of household... Show More


15 wires that captured your attention

Alex Cowie

Livewire strives to give readers unparalleled access to expert investment ideas so that they can be more informed and achieve better investment outcomes. Here is a distillation of 15 such wires that really captured your attention this quarter. Show More

Insights from recent management meetings

Martin Conlon

Amongst the raft of post result management meetings there is always much food for thought. In some cases, management teams convey thoughtful and coherent interpretations of the challenges and opportunities facing the business and their plans to deal with them. In others, the challenge of negotiating a shallow stream between... Show More

Wilson Asset Management weekly: Origin Energy and SG Fleet results

Chris Stott

As reporting season continues this week we have seen many companies provide conservative outlook statements for the year ahead, confirming a backdrop of moderate earnings growth. Among the themes to emerge is companies reinvesting into their businesses to drive growth in a relatively anaemic economic environment. In this week's report... Show More


CEO Insights from Steven Lowy, Peter Coleman & Francisco Irazusta

NAOS Asset Management

“The retail industry is changing rapidly, due to technological and social changes. With an elevated level of store closures, largely amongst underperforming brands that have lost relevance with the consumer" Steven Lowy, Co-CEO, Westfield Corporation Show More


Sunset Strip > Trading Day Wrap From Blue Ocean 20170816

Mathan Somasundaram

Local market made a steady recovery after flip flopping for the first few hours. US retail data was string overnight while US markets were undecided. Chinese regulatory moves are beginning to bite while the pullback is aimed to get back to pre 2016 levels. The corporate outlook for US is... Show More

Origin Energy Full Year Result: ORG records $2.2b loss but underlying results tick the boxes


Origin Energy has reported a full year loss of $2,226 million in 2017. The main feature of the result was the impairment charge of more than $3 billion against the carry value of its assets reflecting weaker energy prices. Show More

earnings profit origin energy ASX:ORG August 2017 Reporting Season

First Impressions from reporting

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Stockland (SGP), CSL (CSL), Woodside Petroleum (WPL), Computershare (CPU), Origin Energy (ORG), Seek (SEK), Dexus Property Group (DXS), Sonic Healthcare (SHL), Iluka Resources (ILU) and Westfield Corp (WFD) with links through to... Show More

The top 3 global opportunities right now

Nader Naeimi

There has been some uncertainty in markets recently, with many believing that markets are fully valued, expensive and lacking opportunities. That's the danger you face if you look at markets as a whole. But when you look 'under the hood', there are plenty of high-conviction opportunities. Here we look at... Show More

oil gas wheat ASX:OSH ASX:ORG ASX:STO ASX:WPL shipping

Technicals - oil price - further downside potential

Angela Mangan

The Brent price originally generated a technical sell signal at US$53.06 on 8/3/17. This was identified as the (negative) technical turning point. The decline last night has resulted in further major support being broken which has generated a new technical sell signal. The downside technical price target is located at... Show More

crude oil ASX:BHP ASX:ORG ASX:STO ASX:WPL brent oil

Will electric vehicles ‘save’ energy network companies from the death spiral?

Alison George

Don’t let some of the commentary from the Energy Markets 2016 conference fool you; the ‘death spiral’ remains a key risk to energy network companies. With the cost of solar with battery storage rapidly decreasing, opting out of the grid has never been more attractive. Show More

Buy Hold Sell Live: 6 stocks making headlines

Buy Hold Sell

At the inaugural Buy Hold Sell Live event, we dialled up the ‘intellectual horsepower’ and heard from three leading Australian fund managers; Geoff Wilson from Wilson Asset Management, Steve Johnson from Forager Funds, and John Murray from Perennial Value Management. Find out which stocks have been making headlines for the... Show More

CEO INSIGHTS – Week Ending 31 Mar 2017 BY NAOS Asset Management

NAOS Asset Management

“The retail space is going through changes, with emerging younger brands showing traditional outlets that it’s possible to open new stores if you do it smart” Robin McGowan, Co-founder, InStitchu Show More


Sunset Strip > Australian Market Trading Day Wrap

Mathan Somasundaram

Local market bounced back from early losses on negative sentiment and CBA trading ex div to finish in the positive. The result updates continued to fall into three main camps…(1) Solid result surprise driving upgrades from relatively cheap levels like WTC and MMS (2) Meeting expectations and driving short covering... Show More