Wilson Asset Management weekly: Afterpay and Boral

Chris Stott
Chris Stott Wilson Asset Management

The S&P/ASX All Ordinaries Accumulation Index closed up 0.4% for the week. On Tuesday, National Australia Bank’s (ASX: NAB) monthly survey found business conditions reached their highest level since 2008, with business sentiment improving across most industries in August. The Westpac Melbourne Institute Index of Consumer Sentiment, released on Wednesday,... Show More

Jetstar unequivocally validates Afterpay Touch

Dean Fergie
Dean Fergie Cyan Investment Management

Wednesday's watershed announcement that budget airline Jetstar, wholly owned by the $10bn ASX listed Qantas, is partnering with Afterpay Touch (APT) to offer the Afterpay services to its customers, unequivocally validates Afterpay as a genuine player in the Australian payments space. Show More

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Qantas to lower the landing gear?

Michael Gable
Michael Gable Fairmont Equities

It can be tough to invest in an airline. Australian airlines have to fight competition from overseas airlines (which are often owned by governments with deep pockets), fluctuating fuel prices and currencies, workers unions, and changing consumer demand. However, recent cost cutting and more attractive fuel prices, amongst other things,... Show More

Here's what we learned from leading CEOs this week

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

"I'm a brand guy and Australia is an awesome brand. One of the biggest opportunities for innovation and brand-building in the future is food. And living in Australia, you are leading this opportunity more than anybody else. You're sitting on a gold mine” Hamdi Ulukaya, Global CEO, Chobani Yoghurt Show More

Market Masters outperforming again

Livewire Exclusive

A panel of Australia's Market Masters have shared their top stock ideas at Livewire Live each year since inception. On average, the stocks have beaten the market by at least 25% each time. Just over a month since Livewire Live 2017, and this year’s stocks are already ahead by 3.1%.... Show More

Qantas Full Year Result: QAN earnings boosted by strengthening of its domestic business

CommSec Online Stockbroker

 Qantas Airways’ (QAN) 8.5% slide in its annual underlying profit to $1.4bn was the flagship airline’s second biggest in its near 100-year history, was largely in-line with analyst expectations and slightly above guidance provided in early May. The result was boosted most by the strengthening of its domestic business... Show More

What to do if your holding gets crushed this reporting season?

Livewire Exclusive

The first week of reporting season has already thrown up a few grenades with Isentia and Navitas both missing expectations. In this short video the panel discuss sectors and stocks that they like and how they handle a holding that gets crushed after missing investor expectations. Show More

Winners, losers and naysayers in FY17

BT Investment Management

There were clear winners and losers in 2016/17, both at an asset class and investment-specific level. Share investments were the place to be but badly timing when to buy and sell could have resulted in very different outcomes. Trump, Brexit, Frexit, Nexit and no exit (in the case of Italy’s... Show More

Buy Hold Sell: The top performers of FY17

Buy Hold Sell
Buy Hold Sell Livewire

With the financial year wrapping up, we review three ASX200 stocks that shot the lights out. Two of these top-performers are traditionally unloved by investors, but delivered impressive gains of 97% and 63%. The third is a market-darling that has surged 73% this year. Can they maintain the momentum? Show More

It's all about corporate profits

Rudi Filapek-Vandyck

US corporate profits are in an upturn, according to proprietary leading indicators from Morgan Stanley and Citi. Thus US equities should remain in an uptrend too, all else being equal. Alas, for investors in Australia, the dynamics domestically are not the same, and that is putting it mildly. Over here... Show More

CEO INSIGHTS – Week Ending 9 June 2017 by NAOS Asset Management

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

“Courtesy of low interest rates and a shortage of property supply, it doesn’t feel to me as it has in other periods — that we are on the edge on a cliff’’ John McGrath, Founder, McGrath Real Estate Show More

QAN international routes face more headwinds but Jetstar cruising

CommSec Online Stockbroker

Qantas has reported a statutory profit after tax of $515 million which included $137 million of costs. The costs comprised of redundancies, restructuring and other costs related to its transformation program. Group underlying profit before tax (PBT) was $852 million in the period, a fall of $69 million or 7%... Show More

Ramsay Healthcare, Qantas Airways and Westfield Corp - First Impressions from reporting

Bell Potter
Bell Potter Stockbroker

Ramsay Healthcare (RHC): UK EBITDAR up 2.4% to £51.7m, Australian up 14.1% to $444.3m and France up 6.5% to €206.1m | Ramsay Health Care opened $142M of brownfield developments in the six months to December 2016 including 166 beds, 6 operating theatres and 2 emergency centres | CEO Chris... Show More

Flying Low: Overcapacity in the Asian airline sector

Chad Slater
Chad Slater Morphic Asset Management

Want to make a small fortune? Start with a large one and invest in an airline. There are no shortages of jokes about the remarkable ability of the sector to destroy shareholder value. Even the great man himself (Warren Buffet), managed to lose money in airlines with his investment into... Show More

Week in Preview - Upcoming Qantas AGM & CIMIC 3Q results

CommSec Online Stockbroker

CommSec Advisory’s Nicky Kritikos speaks with Tom Piotrowski about the upcoming Qantas AGM and CIMIC Groups 3Q results which are due on Thursday For more market news, visit Show More

GARY Glitter (Growth And Reasonable Yield)

Marcus Tuck
Marcus Tuck Mason Stevens

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

A.Very.Good.Year at Qantas Airways

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Kym Sheehan The Executive Remuneration Reporter

Qantas Airways released its 2016 annual report this afternoon. How has its record underlying results have translated into short term incentive awards for its MD/CEO? With a STIP cash bonus of $3.264 million ($1.904 million in FY2015) plus a restricted shares grant of $1.632 million ($952,000 in FY2015), the outcome... Show More