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Articles from: 7 funds to consider in 2017 to The value of protecting minority shareholders

7 funds to consider in 2017

Author: Glenn Freeman
Date: 21 Dec 2016

Earlier this week, Morningstar Australasia released its latest list of fund prospects

6 stocks to watch in 2017

Author: Glenn Freeman
Date: 12 Jan 2017

Mining services is a catch-all term Morningstar uses to describe a collection of companies performing a vast array of different activities

6 large-cap ASX stocks that look relatively cheap

Author: Nicholas Grove
Date: 04 Oct 2016

The underperformance of Australian large-cap stocks vis-à-vis their mid- and small-cap counterparts since early 2015 has been widely reported, with falls in heavyweights Telstra (ASX: TLS) , the big banks and the big miners weighing on the S&P ASX 200 Index

5 small-cap stocks that topped our return charts in 2016

Author: Glenn Freeman
Date: 31 Jan 2017

These five companies delivered top total return figures among Morningstar's small-cap segment of stocks under coverage in 2016

3 stocks set for strong cash-flow growth

Author: Nicholas Grove
Date: 21 Jun 2016

The investment firm believes a focus on free cash flow yield and free cash flow growth is particularly interesting at present given the market's preoccupation with dividend yields against a backdrop of low competing interest rates

3 media companies and how they stack up

Author: Glenn Freeman
Date: 29 Mar 2017

Australia has three leading commercial television networks: Seven Network, Channel Nine and Channel 10--and all are regarded by Morningstar as having no economic moat

Woolworths records fall in 1H17 operating profit, dividend

Author: Nicholas Grove
Date: 22 Feb 2017

Group net profit for the half year stood at $725.3 million, a sharp turnaround from the $972.7-million loss in the previous corresponding half, which included write-downs related to the company's exit from the Masters home improvement business

Woolworths posts $1.2bn loss, cuts dividend

Author: Nicholas Grove
Date: 25 Aug 2016

Woolworths' (ASX: WOW) net profit from ongoing operations and before one-off items for fiscal 2016 fell 39.2 per cent to $1.558 billion, following a year of "unprecedented change" for the retail giant

Why SMSFs should start preparing for 30 June now

Author: Anthony Fensom
Date: 24 Jan 2017

SMSF trustees had a busy 2016, with a raft of government changes and policy flip-flops keeping the industry on its toes

Why China's debt-fuelled economic expansion can't keep happening

Author: Michael Collins
Date: 23 Sep 2016

The People's Daily is the Communist Party of China's flagship media outlet

Why Australian investors should consider Japanese equities

Author: Anthony Fensom
Date: 26 Oct 2016

Japanese stocks have lost ground in 2016, with a rising exchange rate dampening exporters' profits and foreign investors retreating from the market

Where to shop for top retail stocks

Author: Anthony Fensom
Date: 27 Nov 2015

A slowing economy, mixed consumer and business confidence, and a weakening currency have all put pressure on the Aussie retail sector

When size doesn't matter: small caps beat larger rivals

Author: Anthony Fensom
Date: 16 Jun 2016

In a sector where active management often yields results, choosing the right fund can prove rewarding

What you need to know about absolute return funds

Author: Glenn Freeman
Date: 10 Jan 2017

"I've never heard of a fund manager not wanting to generate an absolute return--you don't hear of a negative return fund

What risks lurk in each asset class

Author: Christine Benz
Date: 08 Apr 2015

Academics and finance professionals sometimes refer to the "risk-free rate of return" as a benchmark

What lies within the investor's psyche

Author: Lesley Beath
Date: 29 Dec 2016

In the previous article, we spoke about emotions as they are reflected in trends and chart patterns

Westpac to pay special dividend

Author: Nicholas Grove
Date: 03 May 2013

Westpac Group (WBC) on Friday announced a 10 per cent year-on-year rise in cash earnings to $3.53 billion for the six months to 31 March 2013.

Westpac and the holy grail

Author: Christine St Anne
Date: 12 Nov 2013

Three of Australia's big four banks recently announced some impressive profit results for the 2013 fiscal year

Wesfarmers' underlying earnings fall 3.6pc

Author: Nicholas Grove
Date: 24 Aug 2016

Wesfarmers' (ASX: WES) net profit for fiscal 2016 fell 83 per cent to $407 million after the diversified conglomerate made over $2 billion in non-cash write-downs of its Target retail business and Curragh coal mine, while also booking $145 million in costs as part of its restructuring of Target

Wesfarmers delivers strong result

Author: Anthony Fensom
Date: 20 Aug 2015

Companies covered in this report: • Wesfarmers (WES)

US election 2016: What Trump's victory means for your stocks and portfolio strategy

Author: Glenn Freeman
Date: 10 Nov 2016

Donald Trump will only get the keys to the White House in January 2017

Understanding ETF liquidity

Author: Louis Crous
Date: 17 Mar 2015

One of the many benefits of exchange-traded funds (ETFs) for investors is their tradability

Two bubbles

Author: Andrew Fleming
Date: 02 Nov 2016

Two years ago, two price bubbles emerged on the ASX and we progressively positioned the fund against both of them

Trustees struggle to keep pace

Author: Anthony Fensom
Date: 27 Sep 2016

Despite support for a belated backflip, more government tinkering with superannuation has left advisers, funds and self-managed super fund (SMSF) trustees struggling to keep pace

Trump executive orders, US ructions to have muted Aussie equities impact

Author: Glenn Freeman
Date: 08 Feb 2017

As Donald Trump's presidency nears the 30-day mark, amid persistent uncertainty and volatility in financial markets, an attempt to reverse the Dodd-Frank financial reforms could be next on the already long list of executive orders

Top global fixed-interest returns

Author: Nicholas Grove
Date: 10 Mar 2014

Boutique global fixed-income manager Bentham Asset Management was recently named the winner in the Fixed-Interest Category at the Australian Morningstar Awards 2014

Time to buy Qantas?

Author: Christine St Anne
Date: 02 Sep 2014

Qantas Airways' (QAN) $2.8-billion full-year loss dominated reporting season headlines last week

This telco stock is now trading at an attractive discount

Author: Glenn Freeman
Date: 05 Dec 2016

Vocus Communications' (ASX: VOC) share price slumped 23 per cent at the end of November, following management's disappointing guidance of between $205 million and $215 million in net profit after tax (NPAT) for fiscal 2017

These 2 ASX sectors could be good bargains

Author: Nicki Bourlioufas
Date: 10 Nov 2016

The Australian share market is trading at a premium to historical levels and is not yet in bargain territory, though the telecommunication and healthcare sectors may represent some value, says Morningstar's head of equities research Peter Warnes

The value of protecting minority shareholders

Author: Wharton School
Date: 04 Nov 2015

While numerous factors play into whether a country has a dynamic financial market, there's one in particular that stands out

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