CHALLENGER LIMITED
We recently reviewed the ten most tipped stocks, which are leading the market by 17% so far this year. However, there was a second crop, the ‘ten more’ most tipped stocks (i.e. in positions 11-20)… So, how is this group tracking so far? This list included Jumbo Interactive and Nearmap, which... Show More
The most talked about harbinger of a recession is the inverted yield curve. Google trends show recent internet searches on “inverted yield curve recession” have reached a fever pitch. Source: (VIEW LINK) It is interesting to note that in February 2005 the same search terms also reached extreme levels. Yes,... Show More
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
Sellers tipped into the market early today however the weakness was short lived as news trickled across the Bloomberg that a tentative deal had been struck on border security (aka the Wall) that would avert a second government shutdown. That saw US futures rally +0.50% and our market put on... Show More
"Best in breed" JB Hi-Fi's results could be a harbinger of tough times for Australian retailers; Vanguard cuts its expected returns for equities over the coming decade; and George Soros says that Europe is "sleepwalking into oblivion". Here's what's happening in markets today. Show More
With the pace of reporting season increasing next week, you can access our updated full calendar here, which lists reporting companies in chronological order with forecasts and ratings. Show More
10 years ago, Jeremy Cooper, now Chairman of Retirement Income at Challenger, chaired the Federal Government’s Super System Review, commonly known as the Cooper Review. With the final report from the Banking Royal Commission due to be released in a couple of days, we took the opportunity to talk to... Show More
The market rallied today, following on from yesterday’s 20 point grind higher to add another ~40 points today. Buying was seen across the board with banks, resources, tech & even the retail names getting in on the act. Franking credit talk helped those with large balances, commodity prices pushed higher... Show More
Another day where sellers dominated for much of the session, although it was choppy and early weakness was offset by better than expected jobs data out at 11am. That prompted some strong buying amongst the banks simply given its another incremental piece of data that goes against the growing calls... Show More
Last week we shared the ‘the ten most tipped stocks for 2019’ each of which received more than 1% of the ~2500 stock tips from readers in our recent survey. Today's wire looks at the next tier down: the stocks that got between 0.5% and 1.0% of tips. It’s an... Show More
In little over a year since launching The Rules of Investing podcast, Patrick Poke has published 28 podcasts with Australia’s best fund managers, hitting the iTunes top 10 on multiple occasions, achieving episodes with over 6000 plays, and racking up a cumulative 5.2 years of listening time. After such a... Show More
In this wire, we share Bell Potter's most favoured stocks for 2019 with a brief description of each company. We also recap key market events, the current investing environment, and our market outlook. Show More
Despite a soft US lead, the local index opened higher and didn’t really look back today, particularly in the last few hours of trade where the bulk of the rally happened. There was no real news to drive the market higher, at least nothing that hit the boards in the... Show More
There have been few sectors that have been spared in the recent equity rout. However, it has been the high PE and high ‘quality’ names that have bared the brunt of investor selling. Darling stocks like CSL, REA Group and Smart Group have shed around 15% of their price in... Show More
Since the end of August, the Australian market at one stage was down about 12%. It's recovered a little bit, but it has been a pretty hairy ride. So, has this been a healthy correction or is there something more sinister going on? Roger Montgomery explains why he is very... Show More
After examining all of our analysts’ buy-rated stocks with a market capitalisation above $1.0 billion, we have identified ten of them which we particularly like over the next 12 months or so for private clients: 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
One of my all-time favourite movie scenes is when Woody Allen stands in the queue in Annie Hall (1977) and he ends up having a discussion with the loudmouth academic behind him who professes to know everything there is to know about Marshall McLuhan. Show More
In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Challenger, Domino’s Pizza, Cochlear and Whitehaven Coal with links through to more detailed reports. Show More
After examining all of our analysts’ buy-rated stocks with a market capitalisation above $1.0 billion, we have identified ten of them which we particularly like over the next 12 months or so for private clients. Show More