This Month
CBA’s monster dividend | Boomers live it up | Chalmers’ China scare
This week on the Chanticleer podcast, James and Anthony X-ray the CBA dividend, look at how boomers zoomed ahead, and ask: Why aren’t we panicking over China?
- Opinion
- Chanticleer
It’s not just iron ore. China is a ‘prisoner’ of a broken economy
The falling iron ore price speaks to the long-term problems in the Chinese economy, all of which are now colliding.
- Opinion
- Chanticleer
Investors just got a $15b dividend deluge. But beware three trends
The first serious week of profit season has seen a deluge of dividends and few signs of the economy rolling over. But investors should not be complacent.
- Updated
- Opinion
- Chanticleer
Meet the mysterious investment legend who might save Magellan
Shares surged again after the company sealed a deal with the secretive investor known for running one of Australia’s best quantitative investment firms.
- Updated
- Opinion
- Chanticleer
What’s behind Telstra’s pointed message for the government
Telstra isn’t getting the returns it should on its huge capital expenditure bill. Vicki Brady wants to change that by pulling three levers.
- Results Wrap
- Chanticleer
Expectations collide with reality on day four of earnings season
The good times cannot last forever at Origin Energy and Cochlear, while Goodman Group feeds the ducks like only it can, and Telstra’s Vicki Brady talks up recent cost cuts.
- Opinion
- Chanticleer
APRA sets up pressure test for industry super boards
The independent review into the Cbus board could be a seismic moment for the industry funds sector. APRA won’t mind that.
- Opinion
- Chanticleer
These remarkable numbers show how CBA is breaking from the pack
We all know how hard it is to justify the stunning valuation of Australia’s biggest bank. But look into it, and you can see Matt Comyn’s strategy coming to life.
- Updated
- Results Wrap
- Chanticleer
Winners from profit season’s big Wednesday
All eyes were on CBA’s monster numbers, but Seven Group Holdings and AGL also delivered nice profit growth – and Pro Medicus impressed yet again.
- Opinion
- Chanticleer
ASX chairman should depart after ASIC allegations
Damian Roche still believes he should be involved in the appointment of his successor. After the corporate regulator’s latest legal action, that’s untenable.
- Opinion
- Chanticleer
The CFMEU’s real secret? Following the money
It’s no coincidence the very worst behaviour of the CFMEU has occurred at the same time the economic cycle has turned in the union’s favour.
- Opinion
- Chanticleer
‘I want to win every time’: The Olympic-style goal driving CSL’s boss
The company’s growth forecasts for next year are a touch weaker than the market expected. But inspired by the Games, CEO Paul McKenzie is focused on another goal.
- Updated
- Results Wrap
- Chanticleer
How Temple & Webster won day two of profit season
CSL was the headline result, but it was Seek which was hit hardest on results day. Here’s what caught our eye.
- Opinion
- Chanticleer
Why the RBA’s rates warning won’t mean much to investors
Andrew Hauser says it’s a risk to listen to “false prophets” on interest rates. But those in the market have little choice but to take a position as a crucial turning point looms.
- Results Wrap
- Chanticleer
Chanticleer’s hits and misses from day one of earnings season
Retailer JB Hi-Fi was the standout result on day one of earnings season. Here are the key things our Chanticleer columnists noticed today.
- Opinion
- Chanticleer
JB Hi-Fi’s results weren’t great. Here’s why its shares still soared
The retailer’s stunning share price surge shouldn’t distract investors from the pressure we’re seeing on profit margins as the economy slows.
- Updated
- Opinion
- Chanticleer
Why this $27b giant sees a Goldilocks housing market
Demand remains strong, as are listings. That’s just about perfect for the housing market’s most important middleman.
Why this week’s market drama may be only halfway done
A week of immense panic on global markets has ended with an uneasy calm and big questions about what comes next.
- Opinion
- Chanticleer
Macquarie’s Viktor Shvets’ lesson from ‘mini heart attack’ on markets
Was the market rout – and rebound – a sign of how fragile markets are, or proof they are actually less risky? Viktor Shvets’ answer might surprise you.
- Updated
- Opinion
- Chanticleer
Why Dan Murphy’s boss was almost sacked on his first day
As he celebrates three decades working at Dan Murphy’s, the Endeavour Group chief executive is ready for more direct feedback from his critics.
- Updated
