These Champion Stocks all have a long-term positive thematic, which should drive superior earnings growth and shareholder value over the coming years, notwithstanding inevitable disruptions in the economic and investment environment as well as some corporate stumbles from time to time. Show More
In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Carsales.com, Lendlease Group, Sydney Airport, APA Group, Inghams, Coca-Cola Amatil and Adelaide Brighton with links through to more detailed reports. Show More
These Champion Stocks all have a long term positive thematic, which should drive superior earnings growth and shareholder value over the coming years, notwithstanding inevitable disruptions in the economic and investment environment as well as some corporate stumbles from time to time. Show More
These 9 Champion Stocks all have a long-term positive thematic, which should drive superior earnings growth and shareholder value over the coming years, notwithstanding inevitable disruptions in the economic and investment environment as well as some corporate stumbles from time to time. Show More
There is so much confusion about the stocks in the ASX’s large-caps index, the ASX 50. Some investors see them as ‘blue-chips’ by virtue of their size and longevity, and thus see them as long-term portfolio holds. Others think the ASX 50 is largely useless: a motley, concentrated index of... Show More
Markets have a tendency to move between states of fearing the future where there is no justification for being in markets (usually coincides with market bottoms), to believing that risk is easily measured and controlled whereby the fear of missing out is all encompassing (correlations with a market top is... Show More
Don’t let some of the commentary from the Energy Markets 2016 conference fool you; the ‘death spiral’ remains a key risk to energy network companies. With the cost of solar with battery storage rapidly decreasing, opting out of the grid has never been more attractive. Show More
Seemingly solid and financially stable companies are not always as strong and permanent as they may appear. In this week’s piece, we are going to look at blue chips on the ASX over the last quarter century that blew up, the factors that caused them to decline and some thoughts... Show More
Insurance Australia Group (IAG): Solid result that was also boosted by higher reserve releases – the only “slight” negative in the result. Other than that, top line growth was strong – thus the improved guidance for the year – while margin guidance was maintained although boosted again by higher planned... Show More
First of the big AGM days today - second strike but no Board spill at Boom Logistics, and changing the profile of the shareholders register explains the difference in the remuneration report vote at Cardno today. Some other key AGMs also attracting dissent. Today I've attached the daily AGM note... Show More