NAOS Asset Management

CEO’s and business leaders' comments can provide valuable insights and provide 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 detail some of the most important and prominent industry trends and economic factors impacting... Show More

Marcus Padley

Here is the ASX 200 results calendar - the results season is still a couple of weeks away. As usual, it is a best endeavours calendar, some companies simply don’t set a reliable date. The big companies generally do. Show More

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Perpetual Equity Investment Company

The 50-year history of Perpetual’s Industrial Share Fund tells its own story about Australia. It’s one of change and turmoil … but also one of ever-growing prosperity. Above all, it’s a story of the life-changing rewards that investors can reap from investing in Australia through patience and an active, questioning... Show More

Avatar fallback

You can find the main note at this link and from there you can reach the other notes. ASX Listing Rule 10.17 resolutions to increase the non-executive director fee pool are one theme to look out for. I explain these resolutions in this note and while many companies... Show More

Marcus Tuck

One theme we have explored in the past is the search for stocks that have a good combination of dividend yield and earnings growth, the so called GARY stocks (Growth And Reasonable Yield). We think that continues to be a sensible strategy and have screened the ASX 100 universe for... Show More

Livewire Equities

We have been impressed by the turnaround at Perpetual (PPT) driven by the transformation 2015 program, with the Trust company integration also tracking in line with targets. However, while management appears to have done a good job in simplifying the organisation and restoring focus, we think the low hanging fruit... Show More