Federal Reserve meeting weighs on stocks
James Dunn
September 19, 2023
The local share market started the week lower, ahead of the US Federal Reserve’s two-day policy meeting, which begins on Tuesday.
The Match Out: S&P/ASX 200 (INDEXASX: XJO) gives back half of Friday’s rally
James Gerrish
September 18, 2023
Here’s today’s The Match Out report from Market Matters’ James Gerrish. Key point: the S&P/ASX 200 (INDEXASX: XJO) finished down -0.67% to 7230.40.
Why we just went overweight BHP Group Ltd (ASX:BHP) in our flagship fund
Luke Laretive
September 18, 2023
Although there are risks associated with BHP expanding outside of its core money making business being iron ore, BHP management has a history of sensible capital allocation has helped BHP generate a total shareholder return of 13.2% per annum (includes dividends) over the last 20 years.
What can Home Depot Inc (NYSE:HD) tell us about the U.S. housing industry?
Darren Katz
September 18, 2023
Home Depot (NYSE:HD) reaffirmed its financial guidance for the 2023 fiscal year. This included a sales decline of between 2% and 5%, an operating margin of between 14.0% and 14.3% and an earnings-per-share (EPS) decline of between 7% and 13%.
Miners lead positive week for local market
James Dunn
September 18, 2023
A positive mood on Friday lifted the benchmark Australian index, the S&P/ASX 200 (INDEXASX: XJO), by 92.5 points, or 1.3%, to 7,279 points, in its best day since July. That helped push the index to a 1.7% rise for the week.
The Match Out: Iron ore continues to rally
James Gerrish
September 15, 2023
Here’s today’s The Match Out report from Market Matters’ James Gerrish. Key point: the S&P/ASX 200 (INDEXASX: XJO) finished up +1.29% to 7279.
Jobs data points to rate rise
James Dunn
September 15, 2023
The Australian August job report blew expectations out of the water, with 64,900 jobs created in the month, well above the 23,000 anticipated by economists.
3 factors driving stock returns
Arvid Streimann
September 14, 2023
Ultimately, these events shifted the outlooks for overall demand and supply, in turn having impacts on the three drivers of equity market returns: the profit outlook, interest rate outlook and risk premiums.
Is this the next REA Group (ASX:REA)?
Daniel Ortisi
September 14, 2023
There really isn’t a “secret sauce” behind these stories – it is purely a matter of scouring the market for companies displaying solid fundamentals (which we define as our “Golden Rules”), and then allowing these businesses to compound both earnings and cash flows over many, many years.
Federal Reserve meeting weighs on stocks
September 19, 2023
The local share market started the week lower, ahead of the US Federal Reserve’s two-day policy meeting, which begins on Tuesday.
The Match Out: S&P/ASX 200 (INDEXASX: XJO) gives back half of Friday’s rally
September 18, 2023
Here’s today’s The Match Out report from Market Matters’ James Gerrish. Key point: the S&P/ASX 200 (INDEXASX: XJO) finished down -0.67% to 7230.40.
Why we just went overweight BHP Group Ltd (ASX:BHP) in our flagship fund
September 18, 2023
Although there are risks associated with BHP expanding outside of its core money making business being iron ore, BHP management has a history of sensible capital allocation has helped BHP generate a total shareholder return of 13.2% per annum (includes dividends) over the last 20 years.
What can Home Depot Inc (NYSE:HD) tell us about the U.S. housing industry?
September 18, 2023
Home Depot (NYSE:HD) reaffirmed its financial guidance for the 2023 fiscal year. This included a sales decline of between 2% and 5%, an operating margin of between 14.0% and 14.3% and an earnings-per-share (EPS) decline of between 7% and 13%.
Miners lead positive week for local market
September 18, 2023
A positive mood on Friday lifted the benchmark Australian index, the S&P/ASX 200 (INDEXASX: XJO), by 92.5 points, or 1.3%, to 7,279 points, in its best day since July. That helped push the index to a 1.7% rise for the week.
The Match Out: Iron ore continues to rally
September 15, 2023
Here’s today’s The Match Out report from Market Matters’ James Gerrish. Key point: the S&P/ASX 200 (INDEXASX: XJO) finished up +1.29% to 7279.
Jobs data points to rate rise
September 15, 2023
The Australian August job report blew expectations out of the water, with 64,900 jobs created in the month, well above the 23,000 anticipated by economists.
3 factors driving stock returns
September 14, 2023
Ultimately, these events shifted the outlooks for overall demand and supply, in turn having impacts on the three drivers of equity market returns: the profit outlook, interest rate outlook and risk premiums.
Is this the next REA Group (ASX:REA)?
September 14, 2023
There really isn’t a “secret sauce” behind these stories – it is purely a matter of scouring the market for companies displaying solid fundamentals (which we define as our “Golden Rules”), and then allowing these businesses to compound both earnings and cash flows over many, many years.
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