3 Stars from this reporting season

The reporting season post-mortem to date has focused on the larger number of companies that missed expectations, and the imminent challenges a number face within a slowing global environment. There were, however, companies that did deliver, and in our view will continue to do well in the current climate. Let’s discuss the results of three […]

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Recent Australian Financial Review (AFR) article

Reporting season winners to watch

The reporting season post-mortem has focused on the larger number of companies that missed expectations, and the imminent challenges a number face within a slowing global environment. There were companies that did deliver and, in our view, will continue to do well. In this AFR article, Elio D’Amato discusses three of the real stars from […]

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Is reporting season still relevant?

February marks the beginning of the reporting season, and for most companies, it will be their half-year report. Investors gain their first insight into how they have performed to date, as we dissect the key accounts being the Balance Sheet, Profit and Loss, and Cash Flow statements. There is however a growing belief that over […]

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Recent Australian Financial Review (AFR) article

The ASX sectors that are set for the biggest growth, in charts

The dust has settled after the reporting season, with most pundits declaring it a winner and earnings better than expected. Overall, 3 out of 4 companies are exposed to significant financial risk. Yet, with the cost of debt low and access to capital relatively easy, unhealthy businesses can continue to trade. Most investors are focused […]

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Prelude to reporting season: current star stocks in tough sectors

With reporting season on our doorstep, it is the time of year that I am usually asked for a view on which sectors will perform well, and which are expected to do poorly. The application of any response is to focus on businesses in ‘hot’ sectors for possible investment consideration, and businesses in ‘cold’ sectors […]

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gems

Four gems that delivered this reporting season

Reporting season is a period of trepidation for those involved in bottom-up stock selection strategies. It is a period when share price movements can be extreme, depending on whether a company met the grade or missed expectations. Here are four gems on our recommended list that have just delivered their results. Appen Appen provides language […]

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Recent Australian Financial Review (AFR) article

Four stocks that delivered this reporting season

Reporting season is a period where share price movements can be extreme, depending on whether a company met the grade or missed expectations. Elio D’Amato, Lincoln Indicators’ Executive Director recommends four stocks including Appen (APX), Corporate Travel Management (CTD), Reliance Worldwide (RWC) and Service Stream (SSM); companies that have delivered on their results for this […]

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Recent Australian Financial Review (AFR) article

Buying shares during the profit season can be fraught

In this AFR article, Elio D’Amato provides growth investors with options to help mitigate feelings of overwhelm commonly associated with purchasing stocks around reporting season. D’Amato also emphasises the importance of proactively managing your portfolio around this time, otherwise exceptional opportunities may be missed and poor performers could lead to significant losses if left unchecked. Click here […]

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Your Money & Your Life Radio Interview – 12 August 2017

In this episode of David Koch’s radio show, Your Money & Your Life, Kochie interviews Lincoln’s Executive Director, Elio D’Amato, on the Financial Health of major Australian companies during the August reporting season. In the interview, D’Amato emphasises that reporting season is a time for investors to be proactive with their portfolios, cutting companies loose where necessary, […]

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Recent Australian Financial Review (AFR) article

Survival guide to the reporting season

When it comes to managing the reporting season, the principle of being “forearmed and forewarned” rings true. In this AFR article, Lincoln’s Director of Research and Education, Elio D’Amato, shares four proactive steps you can take towards successful portfolio management during this important time. Click here to read the full article. Please note, this is […]

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