ASX:WPL

The 5 key issues for markets right now

Troy Angus

Some of the key issues we are considering as we look into the next financial year are as follows: Will global growth momentum be sustained? Can geopolitical tensions derail the economic expansion? What absolute level of long-term interest rate becomes an impediment to equity prices continuing to rise? Will oil... Show More

One rally underway, and another one brewing

Livewire Exclusive

Miners and Banks are the two dominant sectors on the ASX. For the last few years, the miners have done the heavy lifting, and while they are a long way from former highs, there is no denying they've had a good run. Catherine Allfrey of Wavestone Capital says investors are... Show More

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Why we’re excited about Woodside

Livewire Exclusive

Dr Philipp Hofflin, Portfolio Manager at the Lazard Australian Equities Team, is excited about Woodside’s recent acquisition of an increased share of the Greater Scarborough gas fields. While the development is capital intensive initially, the ongoing capex is minimal, and it will be highly cashflow generative. Show More

ASX:WPL Philipp Hofflin Lazard Asset Management

Investing In Oil Price Momentum, And Other Twists

Rudi Filapek-Vandyck

It is a fact not often highlighted by investors in energy and mining stocks, but financial market participants tend to treat producers of crude oil and natural gas more favourably than they do mining stocks. Show More

ASX:BPT ASX:OSH ASX:STO ASX:WPL Energy investment strategy ASX:OIL

What Mattered Today; Woodside gets whacked...

James Gerrish

Reporting dominated the market today with some reasonably big ranges for those companies out with results. Overall the market was weak on open, largely a result of selling amongst the resource plays while the banks bucked their recent trend and provided good support – the mkt rallying well from the... Show More

ASX:BXB ASX:IVC ASX:SEK ASX:WPL

What Mattered Today; Is Don, is not always good!

James Gerrish

The market tick tacked in and out of positive territory today, ahead of the much discussed – mused about – pondered CPI print in the US this evening, while Woodside announced a big $2.5bn cap raise & CBA traded Ex-dividend for $2 fully franked taking 13pts points off the index... Show More

ASX:DMP ASX:MYR ASX:WPL

First Impressions from Reporting: IAG, DMP, CPU, CSL, WPL, DXS and GMG

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Insurance Australia Group (IAG), Domino’s Pizza Enterprises (DMP), Computershare (CPU), CSL (CSL), Woodside Petroleum (WPL), Dexus Property Group (DXS) and Goodman Group (GMG) with links through to more detailed reports. Show More

Buy Hold Sell: 5 overlooked big caps

Buy Hold Sell

After looking at the five most-tipped stocks from our survey, this week we put on our contrarian hats and review the most overlooked big caps from the list. These are the stocks that barely got a mention at all in the 2700 responses to the survey. Sometimes the best deals... Show More

buy hold sell ASX:JBH ASX:QBE ASX:WPL ASX:WOW ASX:MPL

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

Outlook 2018: Aussie equities - positioning for the economic upswing

Paradice Investment Management

After years of incredibly easy monetary policy globally we are finally amid a synchronised global economic recovery the likes of which we have not seen in over a decade. Show More

The best kept secret in Paradice

Livewire Exclusive

For many investors Paradice Investment Management is synonymous with high-performing small cap funds. What most wouldn’t know is that Paradice is also home to an Australian large cap portfolio that was opened in 2007. The strategy, which was closed shortly after inception due to overwhelming investor interest, has delivered in... Show More

paradice ASX:BHP ASX:RIO ASX:STO ASX:WPL

Is the US high yield credit market a ‘canary’ we should listen to?

James Gerrish

As we enter the seasonally weak middle part of November, the market – right on cue, rolled over on Tuesday and was down again yesterday ~35pts. As we’ve previously suggested, the catalyst seemed to be the big line of Woodside stock that was placed to institutions on Monday night, however... Show More

high yield credit ASX:WPL

Buy Hold Sell: Wilson vs Aitken – Mining & Energy

Buy Hold Sell

In this episode of Buy Hold Sell Matthew Kidman from Centennial Asset Management asks Geoff Wilson from Wilson Asset Management and Charlie Aitken from Aitken Investment Management for their views on some of the big names in Mining & Energy. Show More

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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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Executive Series: Woodside Petroleum (WPL) CEO & Managing Director, Peter Coleman

CommSec

In this short video we speak with Woodside Petroleum (WPL) CEO & Managing Director, Peter Coleman about the key elements of the company’s half year results, how it’s tracking against its new strategy, and the company’s outlook for oil and LNG prices. Show More

Woodside Petroleum ASX:WPL Executive Series Tom Piotrowksi

CEO Insights from Steven Lowy, Peter Coleman & Francisco Irazusta

NAOS Asset Management

“The retail industry is changing rapidly, due to technological and social changes. With an elevated level of store closures, largely amongst underperforming brands that have lost relevance with the consumer" Steven Lowy, Co-CEO, Westfield Corporation Show More

ASX:ANZ ASX:BEN ASX:ORG ASX:SWM ASX:WPL ASX:WFD ASX:NAC ASX:NCC

Woodside Petroleum Half Year Result: WPL lift in profit & lower costs help to boost dividend

CommSec

West Australian based energy firm, Woodside Petroleum’s (WPL) half year results were largely in line with expectations. Investors were happy to see the first half dividend coming in higher than expected. Show More

First Impressions from reporting

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Stockland (SGP), CSL (CSL), Woodside Petroleum (WPL), Computershare (CPU), Origin Energy (ORG), Seek (SEK), Dexus Property Group (DXS), Sonic Healthcare (SHL), Iluka Resources (ILU) and Westfield Corp (WFD) with links through to... Show More

It's all about corporate profits

Rudi Filapek-Vandyck

US corporate profits are in an upturn, according to proprietary leading indicators from Morgan Stanley and Citi. Thus US equities should remain in an uptrend too, all else being equal. Alas, for investors in Australia, the dynamics domestically are not the same, and that is putting it mildly. Over here... Show More

The top 3 global opportunities right now

Nader Naeimi

There has been some uncertainty in markets recently, with many believing that markets are fully valued, expensive and lacking opportunities. That's the danger you face if you look at markets as a whole. But when you look 'under the hood', there are plenty of high-conviction opportunities. Here we look at... Show More

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