August 2016 Reporting Season

Clime Asset Management

As the dust settles on yet another eventful reporting season, we believe it is important to take some time to pause and reflect on markets and our portfolio positioning. As a natural and ongoing extension of this process, we examine a range of companies that we believe are well positioned... Show More

CommSec

Tom Piotrowski speaks with Data#3 (DTL) CEO, Laurence Baynham about the company’s full year results, what’s driving success and plans for future growth To view more Executive Series interviews, visit: https://www.commsec.com.au/market-news/executive-series.html Show More

CommSec

Tom Piotrowski speaks with iSelect Ltd (ISU) CEO, Scott Wilson about the company’s full year results, recent management changes and its strategy to deliver Australia’s Life Admin Store To view more Executive Series interviews, visit: https://www.commsec.com.au/market-news/executive-series.html Show More

Livewire Exclusive

Reporting season drew to a close last week. With many stocks trading at elevated PE ratios, expectations were high for low-volatility and growth stocks alike. Punishment has been severe for those who didn’t deliver; Blackmores dropped 20% in a day after reporting, and has since fallen a further 7.5% near... Show More

CommSec

Tom Piotrowski speaks with Evolution Mining (EVN) CFO, Lawrie Conway about the company’s full year results, the outlook for gold prices and its recent acquisition of a stake in the Earnest Henry Gold Mine To view more Executive Series interviews, visit: https://www.commsec.com.au/market-news/executive-series.html Show More

Wilson Asset Management

Chris Stott, Chief Investment Officer at Wilson Asset Management, says Credit Corp is one stock that exceeded his expectations in the most recent reporting season. “It exceeded our expectations on the result. The outlook statement to us also looks quite light based on our numbers and what we’re forecasting here... Show More

Morgans Financial Limited

This year saw outstanding results from the hospital operators, in particular, Ramsay Healthcare (RHC). Results were at the top end of consensus forecasts, and expectations are for continued robust growth. Over the last 20 year, RHC has produced an average of 16% compound earnings growth, and this looks like it... Show More

Morgans Financial Limited

A strong FY16 result was somewhat overshadowed by a relatively soft trading update for the first eight weeks of FY17. The competitive pricing pressure which impacted The Athletes Foot (TAF) in July has since eased, while the softness in Hype should normalise as further exclusive products hit stores and delivery... Show More