ASX:TLS

The next bluechips to cut their dividends

Jason Teh

“You can hold a rock concert, and that’s okay. And you can hold a ballet, and that’s okay. Just don’t hold a rock concert and advertise it as ballet.” ~ Warren Buffet. Show More

ASX:NAB ASX:TLS FY19 OUTLOOK

Business Insights Across the Market

NAOS Asset Management

“So much of investing these days considers only the short run that I think there’s great scope for superior active investors to make value-additive decisions concerning the long run” Howard Marks, Co-founder/Co-Chairman, Oaktree Asset Management Show More

ASX:DXS ASX:GEM ASX:TLS ASX:WES ASX:WHC ASX:NAC ASX:NCC ASX:NSC

Telstra – Trap or Treasure?

James Gerrish

Back on the 22nd of May, I made a bet with one of the dealers on our floor. He thought Telstra would see a $1 handle before a $3 handle. I was on the other side, and after today, I’m more confident that I’ll prevail. Show More

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What Mattered Today; Telstra higher ahead of investor day tomorrow

James Gerrish

Australian stocks enjoyed a strong hour or so of outperformance this morning with the banks again offering support to the index, however the war of words between Donald Trump and his Chinese counterparts over trade intensified putting pressure on US Futures which turned sharply lower – Asian markets also copped... Show More

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Buy Banks & Sell Resources - has this call got legs?

James Gerrish

These markets are becoming extremely interesting as we start to see the “risk on theme” gather momentum at the expense of the more recent “safe haven” favourites e.g. last week we saw A2 Milk (A2M) +5.6% & Telstra (TLS) +5.8% while CSL Ltd (CSL) -2.5% & Cochlear (COH) -4.8%. Fridays... Show More

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Buy Hold Sell: 5 favourite yield stocks

Buy Hold Sell

Income investors once turned to high-yield stocks as the income from traditional sources dwindled. But what should holders of those high yield stocks now do as bond yields creep back up again? As yields on the two asset classes converge, equities become relatively less attractive, and analysts have to use... Show More

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Why we see value in Telstra

Tim Kelley

Over the last two years, the ASX200 accumulation index has delivered a total return of around 25% which has been a pretty solid result for equity investors generally. During that same period, however, Telstra shares have delivered a negative total return of close to 30%, making Telstra the weakest performer... Show More

ASX:TLS

Why we see another 3-4% upside & where to invest now

James Gerrish

Last week was a fascinating one in equity land with MM again becoming bullish the local ASX200 targeting the 6200-6250 area, now only around 3% higher. It was refreshing to see local stocks, even in the face of the Hayne royal commission, sit in the winners cycle of global indices... Show More

ASX:CSL ASX:MQG ASX:TLS ASX:HSO ASX:USD ASX: DMP

When will telcos bottom?

Buy Hold Sell

The telco sector caused widespread pain in 2017 when it lost 23% to finish as the worst performing sector on the ASX. And not even 4 months into 2018, the sector is already down another 14%. You may well be asking: When will this end? In this special thematic episode... Show More

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Key calls on major markets & stocks for the week ahead

James Gerrish

It’s currently very easy to get caught up in the negativity surrounding stocks as a potential Trump-China trade war dominates the press, interestingly something that was not getting any air-time whatsoever 3-months ago nor being touted as a potential ‘threat’ to the market. However let’s stand back and consider what... Show More

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The difference between bonds and shares in a severe correction

Elizabeth Moran

The endless days of a fantastic summer are disappearing as is the consistent, upward trend of higher share prices, with volatility returning to the market. The sharp but relatively small correction in equities early February was enough to make investors stop and reassess portfolio allocation strategies. There comes a point... Show More

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Podcast: Profiting from the global rise of internet usage

Peters MacGregor Capital Management

In the third episode of the Peters MacGregor Global Investing Podcast, Nathan Bell, Head of Research, and Trevor Scott, Senior Investment Analyst, compare and contrast the digital landscape and internet service providers in Australia and around the world. With growing internet usage demands and consumption of online content around the... Show More

Highs and Lows from Reporting Season

Hugh Dive

Last week saw the end of reporting season for 180 of the S&P/ASX200 companies and around 2,000 of the companies listed on the ASX. Over the past month, these companies revealed their profit results for the six months ending December 2017 and provided guidance as to how they expect their... Show More

ASX:BHP ASX:CBA ASX:CSL ASX:FMG ASX:QBE ASX:RIO ASX:TLS ASX:A2M

Telstra and 4 other stocks we're shorting

John Deniz

We initiated a short position in Telstra in February 2017, premised on rising mobile & broadband competition, which was likely to impact on Telstra’s growth outlook. Rising 10-yr bond rates make it a double-whammy for Telstra, which we also view as a bond-proxy. Show More

Reporting season review: 7 key themes and our best buy ideas

Andrew Tang

There was a lot to like about the February reporting season. By our estimates, over 30% of large caps beat the market's expectations, and unlike previous seasons, estimates held firm rather than falling away into results. Downgrades and significant misses were largely a non-event and overall management commentary reflected the... Show More

The ABC of Tax

Clime Asset Management

A few weeks back, “our ABC” poured oil onto the heated debate in Canberra regarding the Commonwealth Government’s proposed tax rate cut legislation. The ABC produced data which represented that a significant proportion of major Australian companies hadn’t been paying tax in recent times, and from this observation its commentators... Show More

15 stocks to watch following reporting season

Alex Cowie

The chaos of reporting season makes a good case against markets being efficient. It will take weeks, if not months, to fully parse the recent data download of many hundreds of reports, and to also process views gleamed from the ensuing company roadshows. Reporting season can thus generate a long... Show More

Pricing growth: Why simple doesn't work

Alex Pollak

In the twelve months to Monday of this week, the S&P500 index is up 15.02%, while Alibaba is up 80%, Google is up 29.3%, Amazon is up 71% and Apple is up 24%. By contrast, Exxon is down 5.6%, Coke is up 7.6% and General Motors is up 11%. To... Show More

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FNArena Reporting Season Monitor: Week 2 - February 2018

Rudi Filapek-Vandyck

Welcome to the FNArena Reporting Season Monitor for the February result season 2018. The Monitor reports ratings and consensus price target changes, along with brief summaries of the collective responses, from FNArena database brokers for each of the 300+ stocks. Week 2 is now available below with 85 stocks now... Show More

First Impressions from Reporting: SHL, ORG, SUN, S32, ASX and TLS

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Sonic Healthcare (SHL), Origin Energy (ORG), Suncorp (SUN), South32 (S32), ASX (ASX) and Telstra (TLS) with links through to more detailed reports. Show More