Original article by Vanessa Desloires
The Australian Financial Review – Page: 33 : 29-Sep-15

John Conomos of Macquarie Securities says a number of Australian-listed stocks should perform well amid the current volatility and uncertainty in global financial markets. Telstra, ResMed and Aristocrat Leisure are deemed to have the lowest sensitivity to uncertainty, based on Macquarie’s metrics. Other stocks include TPG Telecom, CSL, Stockland, Federation Centres, Caltex, Wesfarmers and Bank of Queensland.

CORPORATES
MACQUARIE SECURITIES PTY LTD, RESMED INCORPORATED – ASX RMD, ARISTOCRAT LEISURE LIMITED – ASX ALL, TPG TELECOM LIMITED – ASX TPM, CL PLASTICS AND CONSULTANTS PTY LTD, STOCKLAND – ASX SGP, FEDERATION CENTRES – ASX FDC, CALTEX AUSTRALIA LIMITED – ASX CTX, WESFARMERS LIMITED – ASX WES, BANK OF QUEENSLAND LIMITED – ASX BOQ, UNITED STATES. FEDERAL RESERVE BOARD, NATIONAL AUSTRALIA BANK LIMITED – ASX NAB

Original article by Vesna Poljak
The Australian Financial Review – Page: 23 : 5-Jun-15

Australia’s benchmark S&P/ASX 200 is currently trading on a price-earnings ratio of 16.5 times earnings forecasts. Citigroup has identified six stocks that continue to offer good value for investors: Macquarie Group, Harvey Norman, Lend Lease Group, Mirvac Group, IOOF Holdings and Incitec Pivot. Citigroup also nominates Woolworths, Metcash, QBE Insurance Group, Fletcher Building and Orica as stocks that could stage rebounds.

CORPORATES
STANDARD AND POOR’S ASX 200 INDEX, CITIGROUP PTY LTD, MACQUARIE GROUP LIMITED – ASX MQG, HARVEY NORMAN HOLDINGS LIMITED – ASX HVN, LEND LEASE GROUP LIMITED – ASX LLC, MIRVAC GROUP – ASX MGR, IOOF HOLDINGS LIMITED – ASX IFL, INCITEC PIVOT LIMITED – ASX IPL, WOOLWORTHS LIMITED – ASX WOW, METCASH LIMITED – ASX MTS, QBE INSURANCE GROUP LIMITED – ASX QBE, FLETCHER BUILDING LIMITED – ASX FBU, ORICA LIMITED – ASX ORI, WESTPAC BANKING CORPORATION – ASX WBC, AMCOR LIMITED – ASX AMC, WESFARMERS LIMITED – ASX WES, APA GROUP – ASX APA, ASX LIMITED – ASX ASX, COMPUTERSHARE LIMITED – ASX CPU, BENDIGO AND ADELAIDE BANK LIMITED – ASX BEN, BANK OF QUEENSLAND LIMITED – ASX BOQ, ANSELL LIMITED – ASX ANN, PRIMARY HEALTH CARE LIMITED – ASX PRY

Original article by Stephen Cauchi
The Australian Financial Review – Page: 25 : 15-May-15

Deutsche Bank says investors should capitalise on the Australian sharemarket’s five per cent decline since late April 2015 and buy stocks that offer value before it rebounds. Deutsche says a number of factors suggest that a pullback was overdue, and it favours non-bank financial stocks such as AMP, IOOF, Challenger and Magellan Financial Group. AMP Capital says global issues could result in further market volatility, although it also expects the Australian bourse to rebound.

CORPORATES
DEUTSCHE BANK AG, AMP CAPITAL INVESTORS LIMITED, AMP LIMITED – ASX AMP, IOOF HOLDINGS LIMITED – ASX IFL, PERPETUAL LIMITED – ASX PPT, CHALLENGER LIMITED – ASX CGF, MAGELLAN FINANCIAL GROUP LIMITED – ASX MFG, COMPUTERSHARE LIMITED – ASX CPU, IRGUNIT COMPANY, MACQUARIE GROUP LIMITED – ASX MQG, HENDERSON GROUP PLC – ASX HGG, ASX LIMITED – ASX ASX, UNITED STATES. FEDERAL RESERVE BOARD, EUROPEAN CENTRAL BANK, STANDARD AND POOR’S ASX 200 INDEX