9 Champion Stocks

Peter Quinton

These 9 Champion Stocks all have a long-term positive thematic, which should drive superior earnings growth and shareholder value over the coming years, notwithstanding inevitable disruptions in the economic and investment environment as well as some corporate stumbles from time to time. Show More

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The 20 most 'liked' wires this quarter

Alex Cowie

One of many slick features our talented dev team has built this quarter is a re-engineered ‘Trending' panel on our website. Their algo crunches data from clicks, likes, comments, and social shares (the button at the bottom-left of each wire), to create an ever-changing carousel of your favourite content. Show More

Buy Hold Sell: 5 high quality big caps

Buy Hold Sell

Good quality is obvious when you see it: Swiss watches… Italian shoes… Australian reality TV… However, the mark of quality usually comes with a price tag to match. It’s no different in the markets, and sometimes it’s too easy to ignore the metrics, and just follow the crowd to use... Show More


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Transurban: Weakness is a chance to accumulate

Leyland Private Asset Management

The now famous “toll bridge” reference to investing was made famous by Warren Buffett. This is not to say that you should literally invest in a toll bridge, but rather in the type of investment that works much like one. They make great growth investments when you can find them... Show More

ASX:TCL leyland asset management

The danger in expensive defensives

Charlie Aitken

After a short period of relative calm, it appears rising global bond yields, led by US Treasuries, are going to again prove a headwind to certain “defensive” parts of equity markets. Show More


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See what The CEO's thought of the Domestic Economy, Chinese Manufacturing and Agriculture this week

NAOS Asset Management

“The Melbourne, Sydney and Brisbane economies are performing very strongly, driven a lot on the back of the infrastructure spend and now the pickup in sentiment. The pipeline of infrastructure projects continues to build” Scott Charlton, CEO, Transurban Show More

What Mattered Today; Mkt higher ahead of US inflation print on Wednesday

James Gerrish

The market continued to recover today post last week’s savage selloff with some of the higher risk plays, particularly in the commodity space doing well – the Lithium Miners like Orocobre, Pilbara Minerals and Galaxy topping the leader board today (adding 6%+) while Kidman Resources (KDR) which we hold in... Show More


First Impressions from Reporting: Challenger, GPT Group, Transurban, Boral and Cochlear

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Challenger (CGF), GPT Group (GPT), Transurban Group (TCL), Boral (BLD) and Cochlear (COH) with links through to more detailed reports. Show More

ASX:BLD ASX:CGF ASX:COH ASX:GPT ASX:TCL february 2018 reporting season

What Mattered Today: Markets Drift Lower Again

James Gerrish

A choppy session played out today with some decent buying off early lows before the mkt simply rolled over and drifted into the weekend. Public School holidays start today so volumes will drop off and as we suggested in the AM report this morning, markets are generally well bid from... Show More


Direct From The Desk; A quick update on recent corporate activity

James Gerrish

James Gerrish takes a quick look at ANZ's life sale, Transurban's $1.9b cash call to fund the West Gate Tunnel, Tox Free (TOX) & Cleanaway (CWY) and what this means for Bingo (BIN) + the AWE takeover tussle. 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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Buy Hold Sell: Winners & Losers from Rising Rates

Buy Hold Sell

In this episode of Buy Hold Sell the panel discuss a selection of rate sensitive stocks including Transurban, Scentre Group, CBA and Suncorp. What we learn is that both fund managers have some clear views on the winners and losers should rates head higher. Show More


Transurban chart to take the scenic route

Michael Gable

There’s a lot to like about Transurban (TCL), but not the way that has traded in the last few days. This begs the question that, despite all the pundits loving it, do we buy it at $12, or can we get it closer to $10? Imagine that, grabbing TCL when... Show More

fairmont equities ASX:TCL

So how much risk are you taking?

Vince Pezzullo

Markets have a tendency to move between states of fearing the future where there is no justification for being in markets (usually coincides with market bottoms), to believing that risk is easily measured and controlled whereby the fear of missing out is all encompassing (correlations with a market top is... Show More

Executive Series: Transurban Group (TCL) CEO, Scott Charlton


CommSec's Tom Piotrowski speaks with Transurban Group (TCL) CEO, Scott Charlton about: Show More

Transurban Full Year Result: TCL profits driven higher by lift in toll road traffic


Toll road operator, Transurban (TCL) posted a mixed set of numbers for the year to 30 Jun 2017. A strong gain in traffic across most of its major toll roads (Sydney, Brisbane and the Greater Washington Area) helped lift revenue above forecasts. While underlying profits also beat forecasts, net profit... Show More

Transurban Group (TCL) and Shopping Centres Australasia (SCP) - First Impressions from Reporting

Bell Potter

Transurban Group (TCL): Reported Average daily traffic (ADT) growth across the portfolio of 4%. Portfolio Performance: Sydney - ADT growth 3.4%, Toll Revenue Growth 9.2% and EBITDA growth 10.2.%. Melbourne ADT growth -1.0%, Toll Revenue Growth 4.1%, and EBITDA growth 5.3%. Brisbane - ADT growth 15%, Toll Revenue growth 22.9%,... Show More


Is it time to sell the bond proxies?

Clime Asset Management

One of the strongest and most predictable relationships in global equity markets over the last few years is that of bond yields and so-called ‘bond proxies’. As the name suggests, a bond proxy is a stock that is held in place of fixed interest securities, primarily for yield. They are... Show More


3 ‘go-to’ stocks starting to crack?

James Gerrish

While the banks have shown expected weakness, it is other areas of the market that have caught our eye as they start to lose their lustre after being strong for years. We look at 3 examples today, with all being quality businesses… but you have to ask: what price should... Show More


Making Money in FY18

Livewire Exclusive

Do you have a few losers sitting in your portfolio? Tax time tends to put a spotlight on those painful positions you wish you’d avoided. With FY18 upon us we’ve sourced some views on what will influence markets, stocks and sectors to avoid, plus a few ideas on current opportunities. Show More