ASX:TWE

Australian Results Season: Resurrection or Crucifixion?

Marcus Padley

Here is the ASX 200 results calendar - the results season is still a couple of weeks away. As usual, it is a best endeavours calendar, some companies simply don’t set a reliable date. The big companies generally do. Show More

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See what The CEO's thought of Agriculture, Gold and Social Media this week

NAOS Asset Management

“Few countries grow a significant number of sheep like Australia. With global demand for sheep, meat and wool continuing to strengthen, the market for suitable land is very buoyant, with record prices being achieved for these grazing assets, supported principally by well-capitalised local farming families” Danny Thomas, Director, CBRE Asia... 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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5 megatrends we are investing in

Rob Tucker

We have used the megatrends framework as a template for several years, simply as a way of formulating a framework for how we start filtering down the investible universe into stocks that we ultimately focus on. We revisit this every 6-12 months to assess where the opportunities are to find... Show More

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Sunset Strip > Trading Day Wrap From Blue Ocean 20170801

Mathan Somasundaram

Local market climbed out of US weak sentiment to deliver a positive day on the back of better commodities and China data. US data out tonight will deliver more clarity on the US Fed outlook while underwhelming US reporting season needs to maintain the pace to support the market multiples.... Show More