asx:wpp

Sifting Through Fallen Angels

Alex Shevelev
Alex Shevelev Forager Funds

Buying unloved stocks is part of the DNA at Forager. Most of the funds’ excess returns over almost eight years have come from buying stocks that other investors hated at the time we acquired them. Think Service Stream in 2013 or Cardno in mid-2016. Show More

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CommSecExecutive Series : WPP AUNZ (WPP) CEO, Mike Connaghan

CommSec
CommSec Online Stockbroker

In this short video we discuss WPP’s Full year results which included a 19% increase in pre-tax profit, improving margins and reduced debt levels which have been supported improving cashflows, Broader strategy in positioning itself to navigate a highly disrupted communications landscape, and earnings outlook for the year ahead and... Show More

media asx:wpp WPP AUNZ Communications

GARY (Growth At Reasonable Yield) > April 2017 Update

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

GARY identifies companies that are able to deliver growth and yield at a reasonable cost. GARY offers a middle ground when uncertain markets flip flop between growth and yield. Predominantly small cap oriented GARY underperformed over the past month as large caps on stretched multiples continued to outperform. Show More

GARY (Growth At Reasonable Yield) > March 2017 update

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

GARY identifies companies that are able to deliver growth and yield at a reasonable cost. GARY offers a middle ground when uncertain markets flip flop between growth and yield. Show More

Executive Series - WPP AUNZ (WPP) CEO, Mike Connaghan

CommSec
CommSec Online Stockbroker

Tom Piotrowski speaks with WPP AUNZ (WPP) CEO, Mike Connaghan about the company’s merger with STW Group and its outlook for 2017 Show More

tom piotrowski Executive Series asx:wpp WPP AUNZ Mike Connaghan

The Changing Advertising Landscape

Glennon Capital
Glennon Capital ASX:GC1, ASX:CMI

During this week’s results presentation WPP Group (WPP, the old STW Communications) reported on the state of the advertising market for the past year as well as expectations over the next few years. Coming from a significant media buying group it made for interesting reading. Show More

Sunset Strip > Australian Market Trading Day Wrap 20170224 from Blue Ocean Equities

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market ran into profit taking as US fiscal stimulus expected to take longer. Local market ran into profit taking in all sectors except gold with downgrade stocks experiencing further slide in share price performance. RBA comments support rates on hold through 2017 due to household debt, weak wages, underemployment... Show More

Sunset Strip | Aussie Afternoon Institutional Market Wrap

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Market moved up again despite negative global sentiment to deliver fourth straight positive day. Aussie market looks to be suffering from delusions of grandeur by maintaining the positive momentum despite falls in global markets, currency, volatility index and yields. We are in the school holiday period where most will take... Show More

GARY - Growth At Reasonable Yield | Making macro risk great again

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Global markets are beginning to digest the stretched valuations, high yields and strong currency ahead of the US Fed meeting. The aggregate policy outlook from the new administration is expected to push up inflation and debt in the process of raising growth. The inflation rally since October has been running... Show More

SHIELD - Sustainable High Yield | Death of yield trade is overblown

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Global markets continue their positive momentum on-the-back of the strength of the recovery in the US and China, however stretched valuations are starting to weigh. The improving inflation outlook and US Fed rate hike expectations have driven the bond yields higher. An improving outlook for interest rates and strong commodity... Show More

GARY - Growth At Reasonable Yield | Making inflation great again

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Global markets are digesting the US election results while the US Fed rate hike in December hangs in the balance. The aggregate policy outlook from the new administration is expected to push up inflation and debt in the process of raising growth. Rising inflation will attract higher interest rates and... Show More