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Articles from: Westpac lifts cash profit, dividend to 4 market lessons from a top investor

Westpac lifts cash profit, dividend

Author: Nicholas Grove
Date: 05 May 2014

Westpac Group (WBC) on Monday announced an 8 per cent rise in cash earnings -- a preferred measure of underlying performance among the big banks -- to $3.8 billion for the half year ended 31 March 2014

Risk not yet eliminated

Author: Lesley Beath
Date: 09 Sep 2014


4 asset classes for the new financial year

Author: Christine St Anne
Date: 11 Jul 2013

Market rallies and market slides characterised the most recent financial year

Reconciling market psychology with fundamentals

Author: Karl Siegling
Date: 23 Oct 2013

In our previous article, Hope, fear and greed , we wrote about the extreme effects psychology can have on the share price of a stock and the market overall

4 reporting season themes

Author: Christine St Anne
Date: 02 Aug 2013

Reporting season will soon get into full swing

Market Index Performance l October 2014

Author: Morningstar
Date: 05 Nov 2014

Click here to download the Market Index Returns table for October 2014.

Lend Lease meets guidance, Westfield on track

Author: Nicholas Grove
Date: 27 Aug 2014

Companies covered in this report: • Lend Lease

5 winning asset classes for 2014

Author: Christine St Anne
Date: 17 Jan 2014

Global and Australian equities delivered strong returns in 2013

Finding prospects amid mining gloom

Author: Christine St Anne
Date: 18 Dec 2013

Mining gloom has replaced the mining boom

Why performance-chasing is wrong

Author: John Rekenthaler
Date: 03 Dec 2014

Vanguard has issued a new (short) report called, Quantifying the impact of chasing fund performance

Will Japan be the new China?

Author: Christine St Anne
Date: 18 Oct 2013

Concerns remain about the inevitable slowdown in China's growth

4 investment trends for 2014

Author: Christine St Anne
Date: 13 Jan 2014


James Hardie delivers special dividend

Author: Nicholas Grove
Date: 22 May 2014

James Hardie Industries (JHX) on Thursday announced a 40 per cent rise in operating profit to US$197.2 million for the fiscal year ended 31 March 2014

Estate planning a pull factor for SMSFs

Author: Katarina Taurian
Date: 07 Jun 2013

The increasing focus on estate planning as one of the benefits of a self-managed super fund (SMSF) is contributing to the popularity of SMSFs broadly, according to Peter Burgess, head of policy and technical at AMP SMSF

CBA posts mega profit, Suncorp pays special dividend

Author: Christine St Anne
Date: 13 Aug 2014

Companies covered in this report: • Commonwealth Bank of Australia

Cyclical outlook for the Americas

Author: PIMCO analysts
Date: 15 Apr 2014

PIMCO's outlook for the US economy in the year ahead has improved slightly from December to a range of 2.5 per cent to 3 per cent growth in real GDP

Amcor result in line, Toll lifts profit

Author: Nicholas Grove
Date: 19 Aug 2014

Companies covered in this report: • Amcor

Rebalancing appears to be broadening

Author: Paul Bloxham
Date: 28 Oct 2013

Australia's economic growth is showing more signs of rebalancing

5 steps to protect your retirement

Author: Chris Hogan
Date: 03 Feb 2014

Sequencing risk is the risk of receiving a series of poor investment returns at the wrong time, such as when an investment portfolio balance is at its highest level

Implications under the new ATO penalties

Author: Aaron Dunn
Date: 21 Mar 2014

He will be speaking at the Morningstar SMSF Trustee Strategy Day in April

Cash flow: A critical measure

Author: Karl Siegling
Date: 17 Sep 2014

In our seven preceding articles for Morningstar, we have discussed the psychology of the market, as well as a number of fundamental measures commonly used by the investment industry

Small, mid caps to outperform

Author: Lesley Beath
Date: 11 Mar 2014


A closer look at infrastructure

Author: Owen Holdaway
Date: 24 May 2013

How did the fund get started? I have been with Goldman Sachs for about 10 years now, running this fund for about seven

How to play the resources sector

Author: Christine St Anne
Date: 10 Oct 2013

Chicago-based Morningstar equity strategist Daniel Rohr gave a presentation on the commodity outlook to local analysts this week

Dividend washing hung out to dry

Author: Aaron Dunn
Date: 21 Jan 2014

Double franking credits from dividends in listed Australian companies sound to go to be true? Well, that's certainly what the Australian Taxation Office (ATO) now thinks, having issued draft tax determination, TD 2014/D1 , which considers the application of Part IVA to such dividend-washing schemes

Is economic growth a question of culture?

Author: Kellogg School of Management
Date: 25 Sep 2014

As some countries' economies churn steadily -- even briskly -- over time, others' remain stagnant

Myer records fall in profit, dividend

Author: Nicholas Grove
Date: 12 Sep 2013

Myer Holdings Limited (MYR) has recorded an 8.7 per cent fall in profit for the fiscal year to 27 July 2013 to $127 million, short of Morningstar's expectations for a profit of $144.8 million

6 top Chinese reforms to watch

Author: Michelle Gibley
Date: 16 Jan 2014

In November, China's leaders announced a comprehensive plan to overhaul China's economy by 2020

Wesfarmers gives investors $1.1bn bonus

Author: Nicholas Grove/Christine St Anne
Date: 20 Aug 2014

Companies covered in this report: • Wesfarmers

4 market lessons from a top investor

Author: Christine St Anne
Date: 07 Nov 2014

As a young man, Anton Tagliaferro came from Malta to Australia during the boom of the 1980s

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