Livewire is rolling out a debut series, ‘Stocktoberfest, to showcase new stock ideas (and beer suggestions). We put the spotlight on a blue chip that is well prepared to meet soaring demand for its product, which we feel the market is still underestimating, and tip our choice of IPA to... Show More
BANG, stocks hit -85pts today following the weak US markets down the slide. Commodities saw most selling while the Energy names dropped out of favour. Selling was persistent and aggressive throughout the day likely signalling there is more to come - the index closed at its lowest point since June... Show More
It seems CEO pay packets have reached almost unprecedented levels. According to a recent report from the Australian Council of Superannuation Investors, all but six of the 80 CEOs of Australia’s 100 largest companies who were eligible in 2017 received a bonus. The report also called for greater transparency around... Show More
After a stellar two-year run that saw the ASX 300 Metals & Mining Index more than double, it has slipped by 10% in 3 months as trade tensions and China data hit sentiment. So, is this the beginning of the end for the current cycle, or it is just another... Show More
In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Insurance Australia Group, CSL, Woodside Petroleum, Computershare, Wesfarmers, Seek and Dexus Property Group with links through to more detailed reports. Show More
With a 38% increase, energy was the best performing sector on the ASX last financial year. In this short video, Stephane Andre, Principal at Alphinity Investment Management, outlines the fundamentals behind the strong oil price, and which two energy companies his fund continues to hold. Show More
Markets have for some time been buoyant on a combination of benign economic conditions, corporate earnings growth and the presumption that Central Banks remain supportive. However, investors should remain alert to the prospect of more hazardous conditions emerging this financial year, and here we outline three stocks that would be... Show More
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
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
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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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
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
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
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
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
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
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
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
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
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