earnings growth

Johns Lyng Group (ASX: JLG) recently announced the acquisition of US insurance repair company, Reconstruction Experts. An acquisition by JLG was widely expected, but...

Last year was a tough year for global earnings. The pandemic shook up global markets, with large earnings drawdowns across the world. In particular, global small and...

It has been a tough 12 months for investing in quality, particularly for those who pay close attention to valuations. There has been a double-whammy from the...

Twenty-one years ago, at the beginning of the millennium, the ASX-20's top stocks were primarily financials and telcos. In the 21 years since, we've seen the top 20...

The idea that higher valuations necessitate more heroic assumptions, or lower future return expectations, to justify holding a position is an investing truism. But...

We believe those who view the exceptional profit upgrades from domestic consumer-related stocks over the last few months as being extremely short-term should consider...

To say it’s been a tumultuous year is to put it mildly. It’s been a year of bushfires and floods, of crushing self-isolation and illuminating self-reflection, of a...

As simple souls we attempt to disaggregate investing into earnings and multiples. Concerned as we are with the preservation of capital, we continue to maintain that...

In this week's webinar, hear from Nucleus Wealth’s Head of Investment Damien Klassen & Tim Fuller as we dive into the controversial world of company earnings forecasts...

Earnings season is the premier event of the investing calendar with more results to read than you can poke a stick at. With reporting now largely over, I think it...