ASX:SGR

3 undervalued Aussie stocks

Vince Pezzullo

Today, markets are now thinking about risk rather than what’s on the upside. They’re asking, “what multiple am I paying and what am I going to get from that multiple?”. One way to protect the downside, is to make money on the buy. So, if you get a reasonable multiple,... Show More

Just 2 ASX stocks pass the Benjamin Graham filter

Nathan Bell

With valuations for high quality businesses currently near or at an extreme, we thought we’d run a screen based on Graham’s Stock Selection Criteria to see if it produced any overlooked, inexpensive stocks. Ben Graham is regarded as the father of value investing, having authored Security Analysis and its friendlier... Show More

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3 stocks in the firing line

James Gerrish

As we consider different areas to allocate funds into the current market weakness potential tax loss selling should definitely be considered as June slowly evolves. The ASX200 is up almost 6% for the calendar year hence there will not be the number of candidates which would typically be available in... Show More

10 key themes and 29 ways to play them

Morgans Financial Limited

Equity markets remain at the mercy of abnormal macroeconomic conditions such as unconventional central bank interest rate settings and heightened political uncertainty. Making bold portfolio decisions amid such uncertain conditions is a difficult and potentially hazardous exercise; hence our cautious Asset Allocation settings. Despite these challenges, we think that enduring... Show More

The Good, The Bad and The Ugly - Week 2

James Gerrish

As part of Livewire's exclusive reporting season coverage I share my thoughts on three companies that caught my attention with their reports this week. Whilst the headline results are often what makes the news, in this short video I focus on what I believe are the key underlying trends. The... Show More

South 32, Telstra, Tatts Group and Star Entertainment Group - First Impressions from reporting

Bell Potter

South 32: Reported Net profit US$620m as compared to net loss US$1.75bn in pcp (which included impairment charges US$1.7bn) | Underlying EBITDA up 96% to US$1064m, EBITDA margin 36.7%. (Higher prices for the majority commodities offset lower volumes, giving rise to an increase in sales revenue of US$240m | Operating... Show More

Daily AGM Note, Friday 28 October 2016

Avatar fallback

First strike at Carsales.com and dissent obvious on the NED fee pool limit resolution at The Star Entertainment Group. Today's Daily AGM Note is available at this link https://subscriber.theexecutiveremunerationreporter.com.au/archives/16238 and is updated throughout the day. Show More

October 2016: The month ahead in AGMs

Avatar fallback

Two notes this month to cover All the Majors from Amcor to JB Hi Fi https://subscriber.theexecutiveremunerationreporter.com.au/archives/15908 and from Magellan Financial Group to Transurban https://subscriber.theexecutiveremunerationreporter.com.au/archives/15905 So what are the 'interesting' resolutions this month? Take a look at Magellan Financial Group - termination benefits for Hamish Douglass, or the company loan to... Show More

Asian tourist influx likely to benefit Star

Andrew Stanley

Star Entertainment Group (ASX:SGR) was a strong contributor to the Ralton Australian Shares portfolio during the March quarter, adding value in a volatile market. Half-year profit results were solid on most metrics and importantly, the outlook continues to appear supportive. SGR will be a beneficiary of the ongoing influx of... Show More