Daily Report
James Gerrish

The market ebbed and flowed around 6220 handle on the ASX 200 today – the positive influence from the material stocks offset by some selling amongst the banks – CBA the weakest link after cutting rates on their fixed mortgages, the stock down -0.59% at $70.25 although it traded back... Show More

Buy Hold Sell
Buy Hold Sell

Unloved with low PEs and enticing yields these are the calling cards of cheap stocks and in a market that’s running hot, true value is hard to find. In this episode of Buy Hold Sell we’ve invited two 'value-style' investors to cast their eyes over three stocks that appear cheap... Show More

Nathan Bell

With valuations for high quality businesses currently near or at an extreme, we thought we’d run a screen based on Graham’s Stock Selection Criteria to see if it produced any overlooked, inexpensive stocks. Ben Graham is regarded as the father of value investing, having authored Security Analysis and its friendlier... Show More

Buy Hold Sell

In this episode of Buy Hold Sell Matthew Kidman from Centennial Funds hosts Justin Braitling from Watermark and Julian Beaumont from Bennelong. The panel take a look at 5 companies that are exposed to the theme of travel, leisure and pleasure. Show More

Mathan Somasundaram

Local market recovered some losses from morning selloff despite US presidential speech delivering very little detail to the slogans. Resources and Consumer Discretionary drove the market down while Utilities and Financials delivered some support. New month and more question than answers on US fiscal outlook. The speech that was supposed... Show More

Stuart Jackson

As investors, we are always interested in companies with a barrier to competition from other firms. However, we need to be mindful that, sooner or later, the barrier can start coming down. Take the gaming industry. It seems to be well insulated from competition by government regulation. But there could... Show More

Clime Asset Management

Crown’s reputation in China has been tarnished following the detainment of 18 employees including the Executive VP of VIP International. The share price reaction to this news was brutal, falling around 15% over the last week. Sometimes this reaction is warranted, but sometimes, it is not. We feel Crown’s current... Show More

Livewire News

Charlie Aitken, CIO at AIM says interest rates globally have bottomed marking a critical inflection point for interest rates sensitive stocks and for bonds. "Interest rates have bottomed globally, it’s a very important point... They're not going any lower than this - this is it." Aitken believes that resources stocks... Show More

Two notes this month to cover All the Majors from Amcor to JB Hi Fi and from Magellan Financial Group to Transurban So what are the 'interesting' resolutions this month? Take a look at Magellan Financial Group - termination benefits for Hamish Douglass, or the company loan to... Show More