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After a reporting season that brought plenty of thrills and spills, it’s time to take stock. Wilson Asset Management added Azure Healthcare and Select Harvest to its holdings.
There were only a handful of actions in the first week post earnings results, with ResMed and Westpac downgraded.
Small cap fund manager at Eley Griffiths, Ben Griffiths, explains why they were keen to get a piece of Cover-More Group Limited (CVO) after it floated last December, and why they like management.
This diverse company, with interests spread across mining and media, is akin to a family office vehicle. If FY14 is the trough for the company, then FY15 could be full-steam ahead.
There has been a growing anti-bank movement in analyst circles, but the Switzer Super Report is definitely not a member.
In a new series of articles, we ask managing directors, chief executives and other top brass for the inside story on their company and how they run it. Our first From the top is Navitas managing direc..
The income portfolio is up, in-line with the index for the month, while the growth-oriented portfolio is slightly below its index. Our growth portfolio is positioned to take advantage of a falling Aus..
The underlying current in the final week of the February reporting season, and indeed throughout, was positive. Graincorp and IRESS got upgrades, while Qantas, unsurprisingly, was downgraded.
Last week news became the news, at least for radio with a successful acquisition by APN News & Media of the rest of its radio interests, as Fairfax continued to struggle with its radio business.
This year’s earnings numbers for the big blue chips pleasantly surprised and SMSF investors were pleased with higher dividend payouts. We include a look at the top 20 companies and their results.
