Not a subscriber ?  Start your complimentary Premium trial now

Articles from: Trust refuses to offer Equity Trustees due diligence to Mermaid more than myth

Trust refuses to offer Equity Trustees due diligence

Author: Rachael Micallef
Date: 20 May 2013

The Trust Company (TRU) is refusing to offer due diligence to Equity Trustees (EQT) after reiterating its recommendation for Perpetual's (PPT) acquisition offer

How much should I hold in ETFs?

Author: Christine St Anne
Date: 19 Sep 2014

Exchange-traded funds (ETFs) have always appealed to investors

Peter Warnes' magnificent 7

Author: Christine St Anne
Date: 30 Apr 2014

Subscribers to Huntleys' Your Money Weekly will know that Morningstar head of equities research Peter Warnes is not afraid to tell it how he sees it

The income advantage over term deposits

Author: Christine St Anne
Date: 27 Nov 2013

In recent times, investors would have read countless articles (including this one) about falling cash rates

Emerging markets: Great potential for the patient

Author: Jason Stipp
Date: 13 Dec 2013

Stipp : In your November letter to shareholders, you wrote: "As frustrating as this year has been, I do not think it matters much to the long-term investor with an objective perspective." We've heard the story about emerging-markets' potential for many years, especially coming out of the financial crisis

Australian equities: Is there more to come?

Author: Tim Wong
Date: 21 May 2014

Valuations across the Australian market, the seemingly insatiable search for yield and the state of the resources sector were among the main topics discussed by the Australian equity panellists at this year's Morningstar Investment Conference

Is there value in the Healthscope IPO?

Author: Christine St Anne
Date: 18 Jul 2014

There has been much ado about the upcoming float of Healthscope

Don't forget Japan

Author: Tom Becket
Date: 01 Oct 2013

In among the terribly tedious "taper" debate, the excitement over the long overdue return to growth in the eurozone and the "Great Deceleration" in the emerging market economies, the major story from the first half of the year has been ignored - Japan

Made in the USA again

Author: Dan Crimmins
Date: 01 Oct 2014

The extent of the US manufacturing renaissance is little appreciated

3 winning dividend stocks

Author: Christine St Anne
Date: 05 Sep 2014

More companies lifted than cut dividends in the latest reporting season

Japan and China: The best way forward?

Author: Wharton School
Date: 27 Oct 2014

Sometimes, the best strategy is to just leave things as they are, when the alternative is only to make things worse

Why buying at the right price matters

Author: Andrew Lill
Date: 18 Aug 2014

Over the past five years share markets have risen significantly, with Australian shares up 11 per cent and global shares up 16.6 per cent

CBA records $2.3bn 1Q profit

Author: Nicholas Grove
Date: 05 Nov 2014

Commonwealth Bank of Australia (CBA) on Wednesday announced a cash profit of around $2.3 billion for the first fiscal quarter ended 30 September 2014, up 10 per cent on the same quarter in the previous year

Getting exposure to quality global equities

Author: Arian Neiron
Date: 11 Sep 2013

As the exchange-traded funds (ETF) industry develops and opens up global financial markets to Australians, ETFs are becoming more widely used by all types of investors, from individuals building their portfolios to retirees seeking to manage their retirement income and broaden their asset exposures

3 top assets for SMSF protection

Author: Christine St Anne
Date: 17 Apr 2014

Warren Buffett once said: "Rule number one is never lose money

Bears, bulls and the major banks

Author: Christine St Anne
Date: 07 Jun 2013

Last week, Ibbotson Associates head of fixed income and currency, Brad Bugg, painted a rather bearish outlook for the Australian banks

NAB disappoints with cash profit fall

Author: Nicholas Grove
Date: 30 Oct 2014

National Australia Bank (NAB) on Thursday announced a 9.8 per cent fall in cash earnings -- a preferred measure of underlying profitability among the big banks -- to $5.18 billion for the financial year to the end of September 2014

Despatches from the currency wars

Author: Satyajit Das
Date: 22 May 2013

With apologies to The Weather Girls, it's now raining yen! Japan has opened a new front in the "currency wars," a term coined by Brazilian Finance Minister Guido Mantega in 2010

A brief look at the balance sheet

Author: Karl Siegling
Date: 10 Nov 2014

We should start this by admitting from the outset that we can never do this topic justice in one article

Leighton ups profit, AMP solid

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

Companies covered in this report: • Leighton Holdings

5 economies to lose out to tapering

Author: Emma Wall
Date: 13 Nov 2013

Investors have felt the benefit of quantitative easing - the Fed's money-printing policy has helped put money in their pockets

Demystifying the benefits and risks of ETFs

Author: Arian Neiron
Date: 20 Nov 2013

A lot has been written about the rapid growth of Australia's exchange-traded funds (ETF) market, which recently passed $9 billion in assets

Macquarie posts 49pc rise in profit

Author: Nicholas Grove
Date: 02 May 2014

Macquarie Group (MQG) on Friday announced a 49 per cent rise in net profit to $1.265 billion for the fiscal year ended 31 March 2014, slightly above Morningstar's forecast for a profit of $1.226 billion

A closer look at special dividends

Author: Christine St Anne
Date: 16 May 2013

Both Woodside Petroleum (WPL) and Westpac Banking Corporation (WBC) recently announced special dividends

The good, the bad and the ugly BHP

Author: Nicholas Grove
Date: 07 Apr 2014

Last week, The Australian Financial Review reported that BHP Billiton (BHP) was considering spinning off many of its "non-core" assets

2 top building activity exposures

Author: Nicholas Grove
Date: 03 Jun 2014

In a recent presentation, Sydney-based Alphinity Investment Management said investors can expect activity in housing markets to continue to strengthen for the remainder of 2014 and beyond

ASX and Origin in line, IAG strong

Author: Christine St Anne/Nicholas Grove
Date: 22 Aug 2013

Companies covered in this report: • ASX Limited (ASX)

Economic update

Author: Julian Robertson and Donal Curtin
Date: 29 Apr 2013

Stock picks by top managers

Author: Christine St Anne
Date: 05 Mar 2014

Last week, the Australian Morningstar Awards 2014 recognised investment managers who had delivered solid returns for investors

Mermaid more than myth

Author: Nicholas Grove
Date: 27 Jun 2013

Mermaid Marine Australia (MRM) , the biggest provider of marine services to the West Australian oil and gas industry, has seen its share price rise 27.5 per cent over the past three years, and a massive 105 per cent over the past five years

Advantages of Premium Membership

Your Money Weekly Newsletter

Independent stocks newsletter has been aiding Australian investors for over 30 years.

Independent Fund Analyst Research

For the first time in Australia Morningstar Qualitative Fund Research is directly available to individual investors.

Portfolio X-Ray

Ensure your portfolio is positioned exactly how you want with Morningstar's Portfolio X-Ray. You can discover how much of a stock you really own, individually and through managed funds with Stock Intersection.

Investment Picks

Find greatly undervalued stocks to consider daily. Browse our Fund Analyst Picks to find managed funds that best suit your needs.

Access these features and more when you sign up for Premium Membership.