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

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.

27/08/2014 | 11:02 AM  Morningstar Australasia's co-chief executive Heather Brilliant talks about finding great companies in a new book she co-authored titled Why Moats Matter.

22/08/2014 | 11:02 AM  Morningstar's Peter Warnes takes a look at the latest results from BHP Billiton, QBE Insurance, as well as a "shareholder's dream," Wesfarmers.

22/08/2014 | 11:02 AM  Oil and gas major Santos raises its half-year dividend by a third after PNG LNG starts up, while mineral sands miner Iluka delivers a "modest" dividend despite still tracking along at bottom-of-the-cycle conditions.

22/08/2014 | 11:02 AM  While shareholders are becoming more proactive when it comes to getting their fair share of free cash flow, they should be careful not to drive share prices lower in the short term out of frustration, Morningstar's Peter Warnes says.

21/08/2014 | 11:02 AM  AMP's well-executed strategy delivers an impressive 15 per cent rise in half-year earnings after investment markets rise and sentiment improves, while a strong IPO market helps ASX lift its profit by 10 per cent.

21/08/2014 | 11:02 AM  Origin Energy posts weaker-than-expected underlying earnings due to lacklustre energy markets, while Asciano, Mirvac Group and Sydney Airport report results in line with forecasts.

20/08/2014 | 11:02 AM  Diversified conglomerate Wesfarmers announces a $1.1-billion capital-management initiative, Brambles lifts its full-year profit, while Coca-Cola Amatil delivers a weak result in line with guidance.

20/08/2014 | 11:02 AM  Australia's biggest oil-and-gas producer ups its half-year profit by 33 per cent on the back of higher LNG prices, while AGL Energy and Fortescue Metals post full-year earnings in line with Morningstar's forecasts.

19/08/2014 | 11:02 AM  The world's biggest miner notches up full-year earnings that meet expectations, while spinning out some non-core assets into a new company as it seeks to become a "higher-margin, higher-return" business.

19/08/2014 | 11:02 AM  QBE announces a fall in half-year cash profit as expected, as well as a US$750m equity raising that Morningstar hopes will be the final step required to put the insurer on a sustainable footing.

19/08/2014 | 11:02 AM  Amcor records a profit and dividend in line with expectations after posting strong cash flow and improvements across key metrics, while Toll Holdings, Sonic Healthcare and Oil Search all manage to lift earnings.

18/08/2014 | 11:02 AM  NAB delivers a solid third-quarter performance despite deterioration in earnings quality, while gold miner Newcrest posts an underlying profit that narrowly beats Morningstar's forecast.

15/08/2014 | 11:02 AM  Morningstar's Peter Warnes takes a look at the latest earnings results from the likes of Commonwealth Bank, CSL, Telstra and ANZ, and gives investors an idea of what to expect from these companies going forward.

15/08/2014 | 11:02 AM  Despite a softer-than-expected third-quarter trading update, ANZ remains on track for a solid full-year result, according to Morningstar.

15/08/2014 | 11:02 AM  Regardless of widespread commentary, high-quality, dividend-paying companies that deliver above-average returns through the cycle should remain the backbone of a long-term portfolio, Morningstar's Peter Warnes says.



Your Money Weekly

Latest Issue: 44
20 Nov 2014
Download | Read online
Latest Issue: 43
13 Nov 2014
Download | Read online

Sector Valuation

Financial Services
As of:
21 Nov 2014
Materials 0.91
Banks 0.93
Diversified Financials 0.95
> 1.0=Overvalued