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On this episode of The nestegg Podcast, host Maja Garaca Djurdjevic and three experts discuss the latest in equities, property investing and super.

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Steve Waters, director of Right Property Group, chats about the latest in property, including the much-talked-about use of macro-prudential measures to cool the rapidly expanding market.

RMIT’s senior lecturer of finance, Dr Angel Zhong, talks about soaring ETFs, what they are and why young investors, in particular, are jumping onboard their latest surge. Dr Zhong also takes a closer look at BNPL platforms.

And lastly, tax and super guru Timothy Munro gives his thoughts on Prime Minister Scott Morrison’s choice to backtrack on any further SG changes and looks at the impending end of the low and middle income tax offset.

Have a question for our experts? Get in touch at [email protected] and you might get featured on the next episode.

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Reporting season winners and losers: Where to invest

By Cameron Micallef

September 09 2019
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Invest

Reporting season winners and losers: Where to invest

By Cameron Micallef
September 09 2019

The August reporting season revealed markets facing low growth, low interest rates and falling consumer confidence, but one portfolio manager has indicated that it is still possible for investors to get ahead.

Reporting season winners and losers: Where to invest

By Cameron Micallef

September 09 2019
Share

Nest Egg spoke with Tribeca Investment portfolio manager Jun Bei Liu to discuss the winners and losers from this year’s reporting season.

Winners

Ms Liu echoed the recent sentiment of Ausbil portfolio manager Michael Price in championing the health sector as a defensive share unimpacted by global uncertainty and able to provide strong growth for investors.

In the space, Ms Liu noted NanoSonic as August’s top health performer, “which is due to the suggestion that they are close to launching their next product”.

CSL was another healthcare company that had a strong performance over reporting season.

Ms Liu also highlighted stronger numbers from blue chips, including Woolworths.

The in-betweeners

While some companies have reported strong numbers, it hasn’t been enough to keep some investors interested.

The education sector’s IDP Education was given a shout-out by Ms Liu, with the company reporting “phenomenal growth” that was misunderstood by investors at the time, Ms Liu said.

Despite such an investment setback, Ms Liu noted IDP Education as expected to recover quickly.

Cleanaway also suffered the wrath of uninterested investors, with Ms Liu noting that it has achieved double-digit growth.

Disappointing results

A2 Milk – Ms Liu noted that the dairy company’s data update was reasonably strong. However, they had to invest more the “mum and bub” shops in China, meaning the margin outlook is much weaker than expected, which resulted in a weakening of the share price.

Mining companies – Despite strong growth in commodities, Ms Liu indicated that a majority of mining companies (excluding Rio Tinto and BHP) are “at the mercy of Chinese growth”.

While acknowledging that some of the larger mining companies have paid special dividends due to the strong prices of resources recently, Ms Liu warned that it is still a difficult time for the industry, considering its links to global market performance.

“Mining is hard; you’re relying on China to stimulate the economy,” Ms Liu concluded on the matter.

Don’t buy just because it’s cheap

While Ms Liu expressed positivity about equity markets, with global interest rates remaining low, she reminded investors to be hesitant in buying shares that have fallen during the reporting season.

“You have to get the earning right. Don’t buy something just because it has fallen or because it’s cheap. You want to buy something that has quality earnings and has been misunderstood by the market,” Ms Liu explained.

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About the author

Cameron Micallef

Cameron is a journalist for Momentum Media's nestegg and Smart Property Investment. He enjoys giving Aussies practical financial tips and tricks to help grow their wealth and achieve financial independence. As a self-confessed finance nerd, Cameron enjoys chatting with industry experts and commentators to leverage their insights to grow your portfolio.

About the author

Cameron Micallef

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