ASX:WBC

Business insights across the market

NAOS Asset Management

"I view our robotics as extending human capability in a way that allows us more efficiency, the automation that we add really doesn't eliminate jobs, it just makes the jobs at our fulfilment centres more efficient and redirects employees to more sophisticated tasks" Tye Brady, Chief Technologist – Amazon Robotics Show More

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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

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9 high conviction stocks in April

Andrew Tang

Stock investors have enjoyed an extended bull market since March 2009. It was particularly enjoyable during 2017, when the ASX 200 Accumulation Index rose by 11.8% over the year. Such an impressive return is quite extraordinary for an aging bull market going on nine years in 2018. The music seemed... 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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What the banking Royal Commission means for your bank shares

Guy Carson

I have to be honest, when the royal commission into the Banking, Superannuation and Financial Services sector was first announced I was skeptical. I thought that the commission would be akin to a “Dog and Pony show” with banking executives grilled for hours about already known scandals and they in... Show More

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Selling in a bull market

Livewire Exclusive

In the midst of a bull market, there’s no shortage of commentators, brokers, and friends with the latest tip on what to buy. However, nobody ever says much about selling. Baron Rothschild said the secret to his success was “I never buy at the bottom and I always sell too... Show More

Three thriving small cap financials

Buy Hold Sell

When one door closes, another one opens. And so it is with APRA’s regulatory changes. While it's a headwind for banks, lending to small players is now an opportunity for a group of nimble, emerging lenders. Show More

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Will NAB repeat its March/April 6% gain this year?

Romano Sala Tenna

Historically, this time of the year is a terrific time to buy shares in NAB, Westpac and ANZ. None better to be exact. For nearly 2 decades, buying these 3 banks at the beginning of March and selling them at the end of April has been a winning trade. Show More

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What Mattered Today; Banks under the pump

James Gerrish

Financial stocks were the cause of pretty much all of the pain on the ASX today with the banking enquiry focussing on CBA – some extraordinary headlines making their way into the press which was also the case yesterday when NAB was in the hot seat – the BIG 4... Show More

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Seven high conviction stocks in March

Andrew Tang

Our high conviction stocks are those that we think offer the highest risk-adjusted returns over a 12-month timeframe, supported by a higher-than-average level of confidence. This month we add BHP Billiton back to the list, and remove Corporate Travel Management after a strong run following results. Show More

What Mattered Today; Banks Seasonality working to offset Materials & Energy

James Gerrish

It feels like we’ve been writing about Trump / trade wars & tariffs all week with market movements based on the rhetoric coming out of Washington. By weeks end though, markets had settled and all sectors on the Australian bourse (except energy) actually closed higher with the ASX 200 putting... Show More

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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

Change brings opportunity in the big four

Vince Pezzullo

The recent and sudden surge in market volatility in early February has highlighted the rising disconnect between the economy and markets. For some time many asset prices have been artificially inflated by trillions of dollars in monetary stimulus and ultra-low rates as central banks have tried to reignite sluggish economies. Show More

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Seven high conviction stocks in February

Andrew Tang

As we look ahead to reporting season, solid returns are still achievable in this market, but these returns should not come at the expense of investors taking on excessive levels of risk. We identify those stocks that we think offer the highest risk-adjusted return through 2018. Show More

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Banks are one standard deviation cheap versus the market

Brad Potter

A long anticipated royal commission, Commonwealth Bank of Australia (CBA) tripping over multiple banana skins and Australia and New Zealand Banking Group (ANZ) shrinking to greatness are all areas of interest in banks starting the year. Show More

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Battle of the big-caps: Banks vs resources

Buy Hold Sell

With a combined market capitalisation of over $585 billion, the big four banks and resources companies make up a massive 33.6% of the ASX 200. The Australian banks have benefited from an unprecedented run in the Australian economy and housing markets, but growth has stalled recently; is it time for... Show More

CommSec Stock Watch: Reporting Season preview

CommSec

CommSec Advisory’s Justin Wynne speaks with Tom Piotrowski about the upcoming February reporting season, including the factors to focus on in the results of the banks & miners. Show More

True or False? 5 big issues for 2018

Livewire Exclusive

In part three of Livewire’s ‘Predictions and Top Picks’ series, our panel of experts tackle five big questions for the year ahead. Will Australian inflation pick up? Will global tech stocks undergo a correction? Find out the answers to these questions and more in the video and edited transcript below. Show More

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Eight high conviction stock picks for December

Andrew Tang

As we look ahead to 2018, markets remain in a sweet spot with global growth becoming entrenched and inflation still conspicuously absent. Interest rates are expected to rise gradually leaving businesses with a decent backdrop to work with and healthy growth puts the world in a better position to deal... Show More

See what The CEO's thought of Wool Prices, Selling into China and Dairy this week

NAOS Asset Management

“Anyone in Australia who thinks they can just find a Chinese partner and have instant success in selling their products there is kidding themselves” Mark Allison, CEO, Elders Show More