Peters MacGregor Capital Management

Head of Research Nathan Bell explains what Amazon's recent bid for US grocer Whole Foods means for grocery retailers at home and abroad such as Coles and Woolworths, while highlighting an undervalued cable TV and broadband provider that the market's forgotten. Show More


Woolworths (WOW) reported that first net profit after tax (NPAT) from continuing operations fell 16.7% compared to the prior year to $785.7 million. This compared to a net loss after tax (NLAT) of $972.7 million in in the corresponding period last year, reflecting the impact of significant items which totalled... Show More

Clime Asset Management

Every investor wants capital and dividend growth, but it’s easy to forget about risk. So far this reporting season, right or wrong earlier calls about risk are making all the difference to investor returns. Amongst the medium to large companies of interest to most investors, some large shifts in risk... Show More


South32 Limited (S32) reported underlying earnings of US$138 million, better than the market had expected. But it posted a statutory loss of US$1.6 billion for the 2016 financial year: Australia’s largest travel agent, Flight Centre (FLT) posted a slightly weaker than expected net profit of $244.6 million, down 4.7% over... Show More

Paradice Investment Management

For decades there has been a small number of Australian business that have enjoyed the benefits of operating in an oligopoly, however now more than ever these business face disruptions and stiffer competition from competitors. This month Australian Large Cap portfolio manager David Moberley will take a look two such... Show More