ASX:REA

Sunset Strip > Trading Day Wrap From Blue Ocean 20170811

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market was smacked down from the open on geopolitical risk…even the slight recovery after the morning fall withered away in the afternoon. DOW down over 200 and NASDAQ was snapped 2%. Safe haven investing was in play as bonds and gold bounced while equities were on the chopping block.... 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

Two different ways to play AI

Nick Griffin
Nick Griffin Munro Partners

Research firm, Gartner, estimates that AI will power 85% of customer service interactions. In order to achieve this, massive investments will need to be made in two key areas; data, and computing power. In this video, Nick Griffin, Head of Investment at Munro Partners, explains the importance, and some of... Show More

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When You See Value It Smacks You Right In The Face

Ron Shamgar
Ron Shamgar TBF Small Cap Value Growth Fund

In the wonderful world of value investing, we sometimes come across businesses with incredible economics. As we dig further and read through the financial reports of these companies, we sometimes feel as if value emerges from the pages and smacks us right in the face. In this article we will... Show More

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Quality Is Making A Come-Back

Rudi Filapek-Vandyck

Look closely, and investors will see that quality stocks are making a comeback after being left by the wayside in the Trump-inspired reflation trade last year. CSL is trading around $128. Ramsay Health Care is back around $70. Amcor is well above $15, and InvoCare is approaching its all-time high... Show More

Buy Hold Sell: Quality stocks on sale

Buy Hold Sell
Buy Hold Sell Livewire

Holding high-growth names has been a painful exercise in recent months. Valuations in a number of quality companies have come under intense pressure due to a range of factors including: 1) increased competition, 2) structural shifts in industries, and 3) a simple case of sectors de-rating as investor sentiment swings.... Show More

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First Impression: REA Group (REA) 1H17

Bell Potter
Bell Potter Stockbroker

Reported net profit of $292.1m includes $161.6m from sale of European business | Australia revenue: Listing up 16%, Subscription up 1%, Media display steady.Average monthly visits to realestate.com.au grew 14% and are 27.8 million | Net operating cash flow up 15.3% to $135.2m | Outlook: No quantitative guidance provided. “These... Show More

The Best Profit Prospect for the ASX In Years

Rudi Filapek-Vandyck

The somewhat lackadaisical market sentiment leading into the February reporting season stands in sharp contrast with the hefty profit upgrades by analysts over the past four months. Depending on whose numbers we take as guidance, average profit growth (EPS) for the Australian share market this financial year increased over that... Show More

Feb 2017 Reporting Season Calendar

Bell Potter
Bell Potter Stockbroker

Our reporting calendar covers 210 companies for the February period, as well as several in March, and highlights reporting dates, period reported, NPAT (consensus and Bell Potter estimates) and our analyst recommendation for the stock. The pace is increasing, with 6 reporting tomorrow (AVJennings, BWP, Carsales, Paragon, Rio Tinto), and... Show More

The growth stocks vulnerable to a selloff in 2017

Avoca Investment Management
Avoca Investment Management A Bennelong boutique

Back in February 2016, Jeremy Bendeich from Avoca Investment Management shared his list of stocks that were vulnerable to earnings misses, which formed a handy acronym - ‘BITBAD’. Blackmores, IPH, TPG, Bellamy’s, A2 Milk, and Domino’s Pizza. Since then, four of the six are down more than 20%. A simple... Show More

Montgomery: Irrational selling creates opportunity

Livewire Exclusive

Each year Dalbar, a US based research firm, conducts their Quantitative Analysis of Investor Behaviour. The study looks at how investor decisions to switch in and out of mutual funds impacts the returns that they achieve. Intuitively investors know the principles of buying low and selling high, however, Dalbar’s research... Show More

November 2016: Month ahead in AGMs

Kym Sheehan
Kym Sheehan The Executive Remuneration Reporter

You can find the main note at this link https://subscriber.theexecutiveremunerationreporter.com.au/archives/16303 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 https://subscriber.theexecutiveremunerationreporter.com.au/archives/14158 and while many companies... Show More

Digital disruption is obliterating the online ad market

Fidelity International
Fidelity International Fund Manager

Of the top 100 brands in the world, 90% now have an Instagram account and the company is forecast to achieve mobile advertising revenues of nearly $3BN in 2017 (Source: Brandwatch). In this video Alva Devoy, Investment Director at Fidelity International discusses the trend of digital disruption, showing how Estee... Show More

Buy Hold Sell: 5 high flyers

Buy Hold Sell
Buy Hold Sell Livewire

In recent months, investors have been dealt a strong reminder of the perils of investing in stocks that are trading on lofty multiples. The market is now littered with companies that have been dumped after failing to deliver on expectations. For seasoned growth investors, volatility comes with the turf and... Show More

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14 'All-weather' stocks investors must have

Livewire Equities

Livewire regular, Rudi Filapek-Vandyck from FNArena reckons it's hard to find value in today's market - even broker ratings are more negative than in 2007. He looks for ‘All-weather performers,' but there's few of them around on the ASX. "Unfortunately, Australia, being a relatively small market, doesn't have too... Show More