Stocks Special Reports LICs Hybrids Technical Analysis Funds ETFs Tools SMSFs
Video Archive Article Archive
News Stocks Special Reports Funds ETFs Features Hybrids Technical Analysis SMSFs Learn

Stock Stories

30/01/2015 | 8:26 AM  The Reserve Bank may wish to hold its fire for a few months to see how inflation, unemployment, consumer and business confidence trends develop, Morningstar's Peter Warnes says.

28/01/2015 | 7:38 AM  Fundamental or technical research on a company that ignores the industry in which a company operates is like doing research in a bubble, says Cadence Capital's Karl Siegling.

23/01/2015 | 8:20 AM  While the theme of low bond yields and cash rates continuing to underpin demand for sustainable yield may be long in the tooth, it will continue to be a force in financial markets in 2015, Morningstar's Peter Warnes says.

23/01/2015 | 7:52 AM  A number of stocks have delivered double-digit share price increases, with sustainable earnings and fundamentals that will enable them to continue to perform.

22/01/2015 | 7:44 AM  Adventurous investors may find opportunities in out-of-favour energy and materials stocks, but investors need to be as discerning as ever before adding to positions.

19/01/2015 | 7:29 AM  Investors confront a number of headwinds in both the Australian and global markets but quality, moat-rated stocks will be well-placed to navigate the challenges.

16/01/2015 | 8:26 AM  In his first Overview for the New Year, Morningstar's Peter Warnes gives his take on the oil situation, while also questioning why shareholders should pay for managerial failings.

6/01/2015 | 9:01 AM  Crown's long duration licenses will allow the casino operator to continue to earn returns above its cost of capital over the next decade and beyond.

29/12/2014 | 9:01 AM  Focused on sustainable competitive advantages, Morningstar StockInvestor's Matt Coffina sees potential in a handful of Internet stocks today.

23/12/2014 | 9:16 AM  

19/12/2014 | 8:17 AM  The outlook for the year ahead is still positive but there is no room for complacency, according to Morningstar's Peter Warnes.

19/12/2014 | 7:31 AM  Retailers confront a challenging market in December but some stocks are set to benefit from an uptick in Christmas sales.

12/12/2014 | 8:28 AM  Morningstar's Peter Warnes cautions the government on how it handles issues that penalise self-funded retirees, while also lauding APA Group's long-term thinking.

12/12/2014 | 7:19 AM  While the recommendations from David Murray's Financial System Inquiry were not as onerous as expected, a number of myths around the banks remain.

9/12/2014 | 9:24 AM  After a recent broad widening in pricing, investors may find opportunities in some of the older-style bank notes and high-quality corporate issuers.

8/12/2014 | 11:29 AM  Morningstar's Peter Warnes discusses the implications for the major banks after the handing down of recommendations from David Murray's Financial System Inquiry.

5/12/2014 | 8:27 AM  Morningstar's Peter Warnes points to meaningful long-term value in the energy sector, while also giving SMSF trustees in pension mode the perfect blueprint for their Australian equities exposure.

4/12/2014 | 9:16 AM  Westpac's outgoing chief Gail Kelly is among three leaders who have been exemplary stewards of shareholder capital and who have earned themselves nominations for the Morningstar CEO of the Year award.

4/12/2014 | 7:30 AM  As stock prices plunge in the energy and resources sector, investors may think now is the time to buy some quality businesses. But the key is to be selective.

3/12/2014 | 9:34 AM  With small, high-cost miners set to struggle, Chinese growth to flatten and the low-cost majors pushing hard on expansion, the face of iron-ore mining is set to look very different.

1/12/2014 | 11:02 AM  Six months into its five-year overhaul, the grocery wholesaler provides guidance for full-year 2015 earnings between $315 million and $330 million.

1/12/2014 | 8:41 AM  The Aussie dollar's recent weakness has mostly benefitted ASX-listed US-dollar defensives, but opportunities can still be found in a number of US-dollar cyclicals.

28/11/2014 | 8:22 AM  BHP Billiton is leading the way when it comes to capital stewardship and ensuring that growth options are being given enough oxygen to drive future earnings, Morningstar's Peter Warnes says.

28/11/2014 | 7:34 AM  While investors have given their vote of confidence in the newly listed Medibank, the business still confronts a number of challenges.

25/11/2014 | 8:24 AM  The gaming machine maker delivers a profit slightly above Morningstar's forecast on the back of "outstanding" market share growth in its critical US gaming operations.

21/11/2014 | 8:35 AM  Morningstar's Peter Warnes shares his thoughts on Gail Kelly's departure from the top job at Westpac, while also warning investors against chasing shares in Medibank Private at any price.

20/11/2014 | 10:24 AM  Value investing is all about having the patience and the courage to tread forward when the market beats a retreat, as the life of the world's most famous investor illustrates.

19/11/2014 | 11:52 AM  Capital-management initiatives are on the cards after Orica announces the sale of its chemicals unit to Blackstone, while its full-year earnings land in line with guidance.

19/11/2014 | 11:20 AM  The building products maker manages to record a lift in second-quarter and half-year earnings despite a slower-than-expected recovery in the US housing market.

19/11/2014 | 7:41 AM  A surprising addition has been made to the Morningstar Income Portfolio as the strategy still manages to outperform its benchmark.

14/11/2014 | 11:02 AM  Morningstar's Peter Warnes provides a fresh perspective on the true nature of free trade agreements, the implications of a falling Aussie dollar, as well as transparency within industry super funds.

14/11/2014 | 11:02 AM  The health insurer is a quality business but it will all come down to the price, according to two fund managers.

13/11/2014 | 11:02 AM  From moats to fair value to stewardship, Matthew Coffina explains the key pillars of Morningstar equity analysts' approach to equities.

12/11/2014 | 11:02 AM  The Australian telecoms giant has some exciting growth opportunities ahead of it and will continue to provide sustainable returns over the longer term.

10/11/2014 | 11:02 AM  Looking at the balance sheet actually offers insurance against finding potential problems within a business, as Cadence Capital's Karl Siegling explains.

7/11/2014 | 11:02 AM  Morningstar sector head of financials David Ellis gives investors the lowdown on the most recent batch of earnings from Australia's major banks.

7/11/2014 | 11:02 AM  Should the Murray inquiry, APRA or the Reserve Bank ultimately force the banks to hold additional capital, it will come at a cost for all stakeholders, Morningstar's Peter Warnes says.

5/11/2014 | 11:02 AM  Australia's biggest bank reports a 10 per cent rise in first-quarter cash earnings on the back of strong home lending levels and lower impaired assets.

4/11/2014 | 11:02 AM  These five moat-rated companies will deliver better value for investors than a lucky punt on the Melbourne Cup today.

3/11/2014 | 11:02 AM  Westpac delivers full-year cash earnings in line with both Morningstar and consensus forecasts, after an impressive performance across nearly all divisions.

3/11/2014 | 11:02 AM  Poor stock selection can destroy the value of an entire investment strategy, but Morningstar's Income Portfolio can help investors avoid bumps in the road.

31/10/2014 | 11:02 AM  Macquarie announces a net profit of $678 million for the half year ended 30 September 2014 on the back of solid performances by the investment bank's annuity-style businesses.

31/10/2014 | 11:02 AM  After an accidental earnings disclosure earlier in the week, ANZ beats both Morningstar and consensus forecasts with a 10 per cent rise in cash profit for fiscal 2014.

31/10/2014 | 11:02 AM  The silence from investment bankers and brokers associated with the Medibank Private initial public offering is deafening, Morningstar's Peter Warnes says.

31/10/2014 | 11:02 AM  While there were a few "surprises" in the prospectus, health insurer Medibank Private is still on track to deliver growth, according to Morningstar's Peter Warnes and David Ellis.

30/10/2014 | 11:02 AM  National Australia Bank announces a near 10 per cent fall in cash earnings for the year to 30 September 2014 after making $1.5 billion in UK-related provisions and other writedowns.

29/10/2014 | 11:02 AM  Telstra chief financial officer Andrew Penn outlines what the telco is doing to ensure it achieves both growth and income for investors.

24/10/2014 | 11:02 AM  Given the current level of elevated uncertainty pervading global financial markets it is time for a refresher course in risk minimisation, Morningstar's Peter Warnes says.

23/10/2014 | 11:02 AM  Investors in Medibank Private could stand to reap the same rewards as those who took part in the Commonwealth Bank initial public offer.

17/10/2014 | 11:02 AM  While iron ore is at a turning point, the vast majority of value in the big miners lies well beyond the next five years and that's where attention should be focused, Morningstar's Mathew Hodge says.

15/10/2014 | 11:02 AM  Legendary investor Warren Buffett has set his sights on the US auto dealership market with the recent acquisition of Van Tuyl Group. Is this a theme that Australian investors should mimic?

10/10/2014 | 11:02 AM  Morningstar's Peter Warnes gives his take on Glencore's tilt at Rio Tinto, while lauding the leadership at ANZ and suggesting how BHP might improve its stewardship rating.

3/10/2014 | 11:02 AM  Morningstar's Peter Warnes calls for transparency in the privatisation of Medibank, which he believes is shaping up to be an ideal stock for those investors seeking both sustainable and growing income.

26/09/2014 | 11:02 AM  Morningstar's Peter Warnes reminds investors that income and its reinvestment is the most powerful single driving factor of long-term shareholder returns.

26/09/2014 | 11:02 AM  The float of the health insurer marks Australia's biggest IPO in several years and Morningstar gives investors an idea of what to expect in terms of the company's financial outlook, moat rating and its place within a portfolio.

25/09/2014 | 11:02 AM  Health insurer Medibank Private is poised to deliver attractive long-term profit and dividend growth, according to Morningstar's Peter Warnes and David Ellis.

23/09/2014 | 11:02 AM  China's GDP uptick comforted many investors, but according to Morningstar's Dan Rohr, it shouldn't have.

19/09/2014 | 11:02 AM  As the stock undergoes a cyclical recovery in a secular growth industry, Alumina represents a low-risk/high-reward investment opportunity, Morningstar consultant Tony Young says.

19/09/2014 | 11:02 AM  It is highly unlikely that higher bond yields will affect the profits of the banks and Telstra, and therefore their ability to maintain or increase dividends, in 2015 and beyond, Morningstar's Peter Warnes says.

17/09/2014 | 11:02 AM  Operating and free cash flow yield measures are usually more than enough to determine whether a company offers compelling value, Cadence Capital's Karl Siegling says.

15/09/2014 | 11:02 AM  There are several narrow-moat-rated companies through which investors can get exposure to both Australia and Asia's seemingly insatiable appetite for gambling.

12/09/2014 | 11:02 AM  Morningstar's Peter Warnes urges SMSF trustees to heed the message of legendary investors Warren Buffett and Charlie Munger: If you don't understand it, don't invest in it.

12/09/2014 | 11:02 AM  A strong balance sheet and good management are part of what makes a good company, but one measure above all is pivotal in determining a company's sustainable competitive advantage.

8/09/2014 | 11:02 AM  While the latest reporting season may have had its fair share of upside surprises, investors should still remember that it takes far more than one year of decent earnings to make a quality company.

5/09/2014 | 11:02 AM  Morningstar's Peter Warnes continues to emphasise the importance of economic moats and urges SMSF trustees to maintain their focus on the long term, as well as the risk profile of their portfolios.

5/09/2014 | 11:02 AM  When it comes to the "dividend darlings" from the most recent reporting season, Morningstar looks beyond the usual suspects at stocks that are on the path to genuine growth.

3/09/2014 | 11:02 AM  OzForex's low-cost, online business model could prove to be a meaningful market disruptor, and the shares look like a bargain today.

2/09/2014 | 11:02 AM  As caloric needs increase around the world, potash companies are a good way to play the trend, as Morningstar US senior equity analyst Jeffrey Stafford explains.

2/09/2014 | 11:02 AM  Talk of a turnaround and greater foreign ownership could see the Qantas share price jump higher, but does that make it a long-term investment?

29/08/2014 | 11:02 AM  Morningstar head of equities research Peter Warnes discusses results from the likes of Ramsay Health Care and Woolworths as the curtains close over the fiscal 2014 earnings season.

29/08/2014 | 11:02 AM  The retail giant reports a full-year profit in line with Morningstar's forecast and a 137-cent dividend, on the back of ongoing momentum in its Australian food, liquor and petrol operations.

29/08/2014 | 11:02 AM  While additional regulation from the current Murray inquiry cannot be ruled out, the facts clearly show Australian banks are in much better shape than their global peers, Morningstar's Peter Warnes says.

28/08/2014 | 11:02 AM  Qantas records a "confronting" full-year loss of almost $3 billion as its restructuring program continues, Perpetual lifts its dividend 35 per cent, while Ramsay Health Care delivers a profit above expectations.

27/08/2014 | 11:02 AM  Lend Lease reports a result in line with recent guidance, Westfield remains on target post-restructure, while WorleyParsons delivers a final dividend slightly above Morningstar's expectations.



Your Money Weekly

Latest Issue: 03
29 Jan 2015
Download | Read online
Latest Issue: 02
22 Jan 2015
Download | Read online

Sector Valuation

Financial Services
As of:
30 Jan 2015
Diversified Financials 1.02
Materials 0.94
Banks 0.99
> 1.0=Overvalued