A mixed reporting season has its hits and misses

Tuesday, September 02 2014

Returning capital to shareholders a worrying trend A difficult six months in a number of sectors has led to mixed reporting of Australian listed companies, says Jamie Nicol, CIO, Dalton Nicol Reid. “Our research shows that 36% of Australian listed companies beat market expectations and 23% of the companies missed market expectation in the current […]

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Monthly Investment Review July 2014

Monday, August 11 2014

In July most of the economic data globally has been better, yet commentary has been in regard to a selloff in markets. Therefore we ask the question whether “good news is bad news” in this month’s review.

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Dalton Nicol Reid says strong return available to KKR

Monday, August 04 2014

Treasury Wines has announced they have received a revised bid from KKR Rhone Industries which values it at $5.20 a share. Treasury are now allowing KKR to enter the data room which is a condition of the bid. Dalton Nicol Reid entered the company during the past six months having met its quality criteria.

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What to watch out for this reporting season

Wednesday, July 30 2014

Going into the August reporting season, the market has softened earnings expectations for companies. Declining commodity prices, a higher dollar than many had expected and a budget related decrease in consumer spending and sentiment were all drivers of the weaker forecasts.

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