Daily Report
Another busy week in the markets wrapped up on a positive note despite the US this afternoon imposing an increased 25% tariff on about $200 billion of Chinese goods, up from 10% before as trade negotiations continue in the US.News reports say that day one of talks between top Chinese... Show More
Daily Report
A short note this afternoon after a busy day on the desk + I’m down a couple of foot soldiers today… the ASX had a reasonable session particularly considering the backdrop of weakness in US Futures and Asian markets which were down between 1 & 2.5% across the board. Trump... Show More
Daily Report
Another day where sellers took the gong - the index traded down however there was a lot happening under the hood with the Macquarie Equities Conference underway – more on that below. Most selling happened in the morning on the back of weaker than expected Chinese Manufacturing data – the... Show More
The market held up pretty well for most of the session and was actually up +42 points at the high, however in the last hour of trade there was a big seller of stocks out there – most large caps finished on their lows with the market dropping -11 points... Show More
The local market faced plenty of negative influences today and despite being down more than 1%, its fair to say it held up reasonably well in the face of plenty of pressure. A poor USleadwhich saw the three major indexes each finish more than -2% lower on the session had... Show More
“The switch from traditional fuels into renewables is just a massive switch, and we're seeing it across so many different businesses that we are working with – not just our own business, but so many different businesses out there, where the energy profile they are looking at is changing as... Show More
Equities
The long term thematic of having Australian primary industry “feeding the world” remains a compelling one. Here we discuss our analytical approach and focus on one stock that is trading on 12 times earnings, with high single digit earnings growth and a >5.5% fully franked dividend yield (FY19). Feeding the world The... Show More
“In terms of crypto currencies generally, I can say, almost with certainty that they will come to a bad ending. When it happens, I don’t know” Warren Buffett, Chairman, Berkshire Hathaway Show More
“There's been a lot of noise about the housing market over the last 12 months, but all the signs are that there will be an orderly slowdown in growth rates. Growth has started to slow in New South Wales and Victoria and we expect that to continue, but we don't... Show More
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
