ASX:BXB

BRAMBLES LIMITED

Equities
Peter Quinton

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.Therefore, we are not particularly concerned about the current year’s... Show More

Matthew Haupt

Brambles (ASX: BXB) specialises in sustainable logistics, operating the world’s largest pool of reusable pallets, crates and containers. The company announced the sale of its IFCO reusable plastic containers business for US$2.5 billion recently. Show More

JCP  Investment Partners

The reporting season in Australia completed in February. Overall, reporting season exceeded low expectations, with consensus June 2019 forecasts being upgraded marginally (aggregate revisions to June 2019 profits were upgraded by 0.3%). Consensus bottom up eps growth forecasts for the June 2019 year now stand at 6.3%. This is dominated... Show More

Equities
Alex Cowie

Livewire readers submitted ~2500 stock tips in a survey we ran at the start of the year. We published the ’10 most tipped stocks’ and ’10 more of the most tipped’ off the back of the results. However, in this wire, we put our contrarian heads on and ask: ‘Which... Show More

Anton Tagliaferro

Most people are familiar with the concept of compound interest when it comes to term deposits where one can earn interest on interest by continuing to roll over a term deposit several times. However, many investors do not relate the concept of compounding to their investments in the sharemarket. Show More

Marcus Bogdan

The ASX 200 index recently corrected over 10% from its year high on the 29th August. Investors can take advantage of this volatility to add to companies that remain well positioned in their perspective industries and are supported by robust balance sheets. Cognisant that volatility could remain elevated, it is... Show More

Vince Pezzullo

Brambles (ASX:BXB) is a supply-chain logistics company operating primarily through the CHEP and IFCO brands, in over 50 countries. BXB specialises in the pooling of unit-load equipment and engages in the provision of supply chain support services. BXB owns 290 million pallets and 294 million reusable plastic containers, with a... Show More

Peter Quinton

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

Brad Potter

Confession season was eerily quiet leading into reporting season, unlike the noise from the Royal Commission and the incredible events out of Canberra, where another Prime Minister didn’t reach their full term. The global equity backdrop was in a state of flux with the ongoing Trump-induced trade debate/war raging, mixed... Show More

Livewire Exclusive

Emma Goodsell's Grandfather introduced her to investing when she was just 19. With $500 from her part-time job at Woolies, she bought a parcel of QBE shares. Constantly refreshing the screen to see how her wealth had grown or shrunk, Goodsell had caught the investing bug. Show More

Collections
Livewire Exclusive

Expectations are critical in investing, and at no time is their importance higher than during reporting season. Even a strong result can see a stock price tumble if it fails to meet the market’s expectations. Likewise, an outwardly poor result can result in a rally if it exceeds expectations. With... Show More

Buy Hold Sell
Buy Hold Sell

Quality companies are characterised as having good return on equity (ROE), strong earnings growth and low levels of gearing. In this episode of Buy Hold Sell we've identified stocks in the ASX100 that meet these criteria, the challenge now is to see if there's value for investors. Shares in Cochlear, Flight... Show More

Peter Quinton

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

Buy Hold Sell
Buy Hold Sell

The East Coast infrastructure boom is in full flow, with a big pipeline of projects scheduled for the coming years. This is having a flow on effect, and other areas of the market are benefiting directly and indirectly from the theme. The question now is whether it is all priced... Show More

Stuart Welch

I recently attended the Brambles investor day in London. Prior to the investor day I scheduled some healthcare related meetings throughout Europe, including attending the International Plasma Protein Congress in Budapest. The healthcare meetings were with various industry participants including the offshore operations of Australian listed healthcare companies, their... Show More

Livewire Exclusive

Traditionally, yields on Australian government bonds have been higher than their US counterparts. In fact, the last time US bonds traded at a premium was nearly 20 years ago. That changed recently as a booming US economy and lacklustre Australian economy conspired to drive the differential below zero again. Show More