What the market missed

The chaos of reporting season makes a good case against markets being efficient. It will take weeks, if not months, to fully parse the recent data download of many...

As a longtime observer and investor in mining companies, there are a number of key attributes I like them to exhibit. Iluka (ASX:ILU) fortunately displays these...

There is an esteemed group of companies on the ASX, such as CSL and Macquarie, where investors give management the benefit of the doubt. They trust that short-term...

BHP reported its financial results for the first half of the 2018 financial year this afternoon. Underlying earnings were marginally disappointing mainly because of...

Western Areas (WSA) is a company we follow pretty closely, and although we don’t hold it at this point in time, we are keen on the stock, given the positive underlying...

Starting with quality of the earnings, the data was encouraging. Revenue growth continues to be strong reflecting the recovery in the mining cycle. More encouraging...

Through reporting season, Livewire's contributors are providing exclusive insights on February results for some popular stocks. In this wire, Scott Shuttleworth from...

On the positive side of the ledger, net book growth in the Life Business was strong at 7.9%, before the AMP and Japanese distribution relationships fully kicked in and...

The most important data in the report was that margins didn’t expand as much as the “Whisper number” thought they would. Firstly, what is the “whisper number?” Most...