Business Insights Across the Market

NAOS Asset Management

“The switch from traditional fuels into renewables is just a massive switch, and we're seeing it across so many different businesses that we are working with – not just our own business, but so many different businesses out there, where the energy profile they are looking at is changing as... Show More

A standout stock in a strong thematic

Rob Tucker

The long term thematic of having Australian primary industry “feeding the world” remains a compelling one. Here we discuss our analytical approach and focus on one stock that is trading on 12 times earnings, with high single digit earnings growth and a >5.5% fully franked dividend yield (FY19). Show More


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See what The CEO's thought of Crypto Currencies, US Tax Reform and Residential Housing this week

NAOS Asset Management

“In terms of crypto currencies generally, I can say, almost with certainty that they will come to a bad ending. When it happens, I don’t know” Warren Buffett, Chairman, Berkshire Hathaway Show More

See what The CEO's thought of Housing, the NBN and Banking this week

NAOS Asset Management

“There's been a lot of noise about the housing market over the last 12 months, but all the signs are that there will be an orderly slowdown in growth rates. Growth has started to slow in New South Wales and Victoria and we expect that to continue, but we don't... 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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December 2016: Month ahead in meetings

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With the main AGM season out of the way for the 30 June FYEs, several key AGMs occur this month including TPG Telecom, ANZ, NAB, Westpac, DuluxGroup, Incitec Pivot, Orica. Outside All the Majors, December features AGMS for Ten Network Holdings, Cudeco, Elders and Emeco Holdings. This month's note also... Show More

January 2016: The month in meetings

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This month features four scheme meetings (Drillsearch, iProperty, M2 Communications and NAB), two AGMS (Orica and Australian Pharmaceutical Industries) and a Board Spill meeting at Samson Oil and Gas. I take a brief look at three of the four scheme meetings and the other meetings in this note. Show More

Orica FY2015 results: a 'good enough' year of performance?

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Orica released its FY2015 results this morning: while revenue from continuing operations of $5.7 billion is down slightly on the pcp (FY14: $5.78 billion), underlying NPAT on continuing operations of $417.2 million is down 26% on FY14. Statutory NLAT of -$1.267 billion includes $1.169 billion in assets impairments. STI awards... Show More

ASX:ORI 2015 AGM executive remuneration termination payments

Origin Energy Full Year Result - ORG Shares slide as FY16 guidance disappoints


Origin Energy (ORG) has reported a statutory loss of $658 million. As previously flagged, Origin posted a $705 million impairment charge due to the slide in oil and gas prices cutting the value of its assets and the value of its Contact Energy investment For more Reporting Season coverage, please... Show More

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| D-Day" as Australia Budget Approaches.. | US Earnings On The Way Up... | CSR & ORI FY Results |

Niv Dagan

Good Morning, Show More

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Tagliaferro: Buying quality on weakness

Livewire Equities

Anton Tagliaferro, Investment Director at Investors Mutual, says that he used the share price weakness following the recent sacking of Orica’s CEO to add to their already existing position in the stock. In a recent roadshow presentation he used this example to illustrate the opportunities he is still finding in... Show More

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