ASX:ASX

ASX LIMITED

James Gerrish

Volatility at the stock level was alive and well today with some big swings in companies that reported results….Breville (ASX:BRG) a cracking set of numbers and the stock reacted accordingly while the woes at AMP continue. Nothing to like about the stock here and a classic example of the old... Show More

Asset Allocation
Patrick Poke

Popular wisdom from the likes of Warren Buffett, Jack Bogle, and Burton Malkiel (author of A Random Walk Down Wall Street) states that it's near-impossible to consistently time the market, so why even try? Just buy and hold for the long term, and collect your dividend cheque every six months.... Show More

Marcus Padley

In the last couple of months it has been all about “the market”. We have been more concerned with cash levels than stock selection and as one of my team said yesterday, you know something is wrong when the first word anyone says when they walk into the office is... Show More

Marcus Bogdan

During the FY18 company reporting season, we attended investor briefings and held one-on-one meetings with senior management and industry participants that provided an invaluable source of detailed knowledge. Here are our ten key take-outs. Show More

NAOS Asset Management

"Now, data is interesting but we're not really interested in it... We look at others' loyalty programs and their big data schemes and we really question the true value that’s delivered to customers...What we'd rather do is keep our business simple, focus on what matters most to customers, because it’s... Show More

Hugh Dive

In early May the major Australian banks collectively reported profits for their last six months of A$15.3 billion dollars. This resulted in some media commentary about banks being too profitable, especially as three of the banks reported in the middle of the Royal Commission into the financial services industry, which... Show More

Elizabeth Moran

A total of 46 of the ASX Top 50 companies issue bonds. This isn’t surprising as they are large international companies trading in foreign markets and require multiple sources of funding (see Table 1). But a couple of things did surprise me: Show More

Livewire Exclusive

In the third episode of Livewire’s new podcast, we break from the traditional podcast format and sit down with three different guests at this week’s Future Generation Investment Forum. First, Matthew Kidman from Centennial Funds (and host of Buy Hold Sell) discusses some current risks in the market, two areas... Show More

Clime Asset Management

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

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including QBE Insurance (QBE), ASX (ASX), Wesfarmers (WES), Cochlear (COH), Telstra Corporation (TLS), Mirvac (MGR), Tatts Group (TTS), Treasury Wine Estates (TWE) and Adelaide Brighton (ABC) with links through to more detailed reports. Show More

Livewire Exclusive

We spoke with Sam Ferraro from Evidente in early February about a group of stocks with earnings certainty – Amcor, ASX, Brambles, Ramsay Healthcare, and Coca-Cola Amatil. Since then, all except Brambles have outperformed the ASX200. Some names have pulled back recently, but he says he’s still happy to be... Show More

While the poll voting results will be released later today, the proxy votes displayed during the AGM and comments from Jerry Maycock indicate a first strike will be recorded against the remuneration report, a result the Board Chair described as 'disappointing'. The Daily AGM Note for Wednesday 29 September 2016... Show More