ASX:GMA

GENWORTH MORTGAGE INSURANCE AUSTRALIA LIMITED

Patrick Poke

NAB CEO and Chairman taking flak from all sides as the viability of their positions is called into question; bank short-sellers feel the squeeze as banks put on $5b in a day; and Nobel Prize winner, Danny Kahneman talks about why we contradict ourselves. Here's what's happening in markets today.... Show More

NAOS Asset Management

"Overall we remain very optimistic about the long-term prospects of Australia. We are seeing GDP growth above trend. We have seen a continuing fall in unemployment. Inflation remains low. You look to the long-term prospects and of course there have been some big shifts in the economy over recent years,... Show More

James Gerrish

Anyone expecting a quiet session today was promptly proven wrong – with US futures copping some early selling which dragged out market down with it - any attempt to recover was sold in to resulting in a poor session. Banks were particularly weak, with 3 of the big 4 closing... Show More

James Gerrish

The overnight lead from the US market was an optimistic one this morning – we were initially (sharply) higher on open, the ASX 200 hitting a 5938 as the match unwound only to see more selling tick in throughout the day – closing near the session lows at 5876 –... Show More

James Gerrish

A choppy session played out today with some decent buying off early lows before the mkt simply rolled over and drifted into the weekend. Public School holidays start today so volumes will drop off and as we suggested in the AM report this morning, markets are generally well bid from... Show More

NAOS Asset Management

“The smaller players saw NBN as an opportunity because they didn’t have the ability to build the infrastructure. But when the commercial model was announced they realised that the commercial model didn’t work for them and the usage-based charging is contrary to the market dynamics we see in mobile and... Show More

Livewire Exclusive

In this Exclusive interview, James McDonald, CIO of Hunter Hall outlines the fund’s aggressive investment strategy: “If you are buying a lot of companies that can double over twelve months, we think will deliver superior long-term returns.” In this video, he illustrates the fund’s strategy with a diversified financials company... Show More

Livewire Exclusive

The Livewire Reporting Roundup is a new and exclusive weekly series carefully crafted to bring Livewire readers the best exclusive insights and investor resources throughout reporting season. We’ve invited 7 professional stock pickers to nominate their standout company results from the past week with responses from Regal Funds, K2 Asset... Show More

James Gerrish

As is to be expected each reporting season the range of results outcomes delivered by listed companies is quite diverse. In this short video update I provide my assessment of the reports from Suncorp, Henderson and Genworth, all of which caught my attention but not all for the right reasons.... Show More

Today's edition of the Daily AGM note is now available at this link https://subscriber.theexecutiveremunerationreporter.com.au/archives/15149 Rio Tinto's shareholders overwhelmingly voted in favour of the shareholder requisitioned resolution on climate change with more than 99% voting in favour of it across the plc and ltd AGMs. The note is updated continuously throughout... Show More