ASX Investor Update podcast - 2007

Stocks for your stocking (MP3 19.3MB)

Roger Montgomery, Clime Capital Limited
Duration 1:24:22

A look at the current economic cycle and the factors that will determine the future direction of the Australian Market. Roger will provide a review of Clime Capital's preferred sectors and stocks that maybe suitable for you to consider as part of your investment portfolio. Roger Montgomery is Chairman of listed investment company Clime Capital (ASX:CAM) and Managing Director of Clime Asset Management (ASX:CIW).

Recorded Tuesday, 18th December, 2007 at Sydney ASX Investor Hour.

Market update (MP3 11.6MB)

Ross Greenwood, Finance Editor at Nine Network
Duration 49:30

Ross Greenwood is Channel Nine's business and finance editor. His brief includes finance coverage for National Nine News and interviews and stories for Business Sunday. Ross was editor of Business Review Weekly (BRW) (1997-1999), Personal Investor (1986-1997) and The Age's 'Money' section. Ross was responsible for the creation of Shares magazine (1996), of which he was managing editor.

Recorded Tuesday, 20th October, 2007 at Sydney ASX Investor Hour.

Getting Started in CFDs - The essentials of trading ASX CFDs (MP3 10.1MB)

Graham O'Brien, ASX
Duration 43:10
View presentation slides (PDF 1.1MB)

ASX CFDs will launch in early November providing greater investor protection, an independent market and the transparency that is integral to trading on an Exchange. These benefits will open up the CFD market to new and existing CFD traders. This presentation will showcase the key benefits of ASX CFDs, introduce some of the free tools available at www.asx.com.au, explain how to get started trading ASX CFDs whilst looking at the most popular trading strategies using ASX Equity and Index CFDs.

Graham O'Brien, ASX - has been working in the equity and derivatives industry for over 10 years as a broker and educator, more recently Graham has developed the ASX's retail education program and adviser accreditation course for ASX CFDs.

Recorded Tuesday, 16th October, 2007 at Sydney ASX Investor Hour.

The dangers of not benchmarking your results (MP3 15.2MB)

Kevin Bailey, Chairman of The Money Managers
Duration 1:04:53

An Australian Equities portfolio at the end of June should have returned in excess of 33% over the last year and in excess of 27% per annum over the last 3 years by using a three factor benchmark approach. The average super fund over the ten years to June 06 only achieved 7.9% before tax compared to the benchmark of 11.2%. Benchmarking can improve your returns; reduce your risk and increase security and peace of mind. Serious investors benchmark their portfolio to enable assessment of the risks and return characteristics. Comparative data enables to determine the portfolio performance and whether the risks taken were properly rewarded. Hence benchmarking can improve investment returns and reduce risk.

Recorded Wednesday, 3rd October, 2007 at Melbourne ASX Investor Hour.

Adviser Roadshow - Instalments (MP3 16.1MB)

ASX
Duration 33:50

Following on from the Assistant Treasurer's announcement of the government's intention to legislate to confirm the use of Instalments within SMSFs, this ASX hosted event was held in August to September in Sydney, Melbourne and Brisbane and presented by a panel of warrant issuers who presented the benefits on the use of instalments in SMSFs across a range of instalment types.

This session provides differentiation between using a Quoted Instalment as opposed to other forms of gearing and addressed why this product category is the only eligible form of direct gearing for SMSFs in Australia.

Recorded Wednesday, 22nd August, 2007 at Sydney, ASX Board Room.

The Boom, The West, The Media (MP3 7.9MB)

Ken Steinke, CEO of West Australian Newspapers
Duration 33:50
View presentation slides (PDF 2MB)

Ken brings a unique insight into both the Western Australian economy and Australian media industry. Ken commenced with West Australian Newspaper Holdings as Chief Executive Officer in July 2006 and was appointed Managing Director in August 2006. He was appointed a director of The Hoyts Corporation Pty Ltd and Community Newspapers Group Limited in 2006. Before this, Ken was CEO of APN New Zealand National which publishes The New Zealand Herald and The Aucklander. He previously led APN's Australian newspapers division and has had a long print media career as a journalist and editor, and in general management. Mr Steinke holds an MBA and a degree in Marketing.

Recorded Wednesday, 11th September, 2007 at Sydney ASX Investor Hour.

Private Equity and Retail Investors (MP3 12.9MB)

Peter Yates, Allco Equity Partners
Duration 55:17
View presentation slides (PDF 378KB)

Peter was Managing Director of Allco Equity Partners a listed private equity fund specialising in private equity and activist corporate situations. Prior to this, Peter was Chief Executive Officer of Publishing and Broadcasting Limited and has worked in the investment banking industry including 15 years with Macquarie Bank. Peter has also worked for Morgan Stanley Australia; he holds a Masters degree from Stanford University Graduate school of Business and a Commerce degree from Melbourne. He speaks Japanese, having studied at Keio University in Tokyo.

Peter will discuss private equity in Australia, the risks and rewards, how the industry works, and how retail shareholders can access it. This presentation should be of great interest to all investors in this climate of leveraged takeovers of listed companies, many of which have large numbers of retail shareholders.

Recorded Wednesday, 5th September, 2007 at Melbourne ASX Investor Hour.

Stocks to Watch (MP3 12.1MB)

Joe Youssef, Macquarie Private Wealth
Duration 51:47
View presentation slides (PDF 262KB)

Joe will provide an update on the equity market, looking at Macquarie's preferred stocks and sectors given the current economic environment that maybe suitable for you to consider as part of your investment portfolio.

Joe's experience spans across a wide range of portfolios including both income and growth focused strategies. He can add value to your investment selection process with financial advice that is appropriate for your personal risk profile and wealth creation objectives. Joe regularly acts as the face of Macquarie Private Wealth, providing daily market updates for Sky News, Channel 7 and Macquarie Digital.

Recorded Tuesday, 21st August, 2007 at Sydney ASX Investor Hour.

Investing for Permanent Gain (MP3 13.9MB)

Roger Montgomery, MD of Clime Capital
Duration 59:20
View presentation slides (PDF 1.17MB)

You know the price of every stock.  But do you know what they are really worth?  With the stockmarket at record highs are there any bargains left?  How do I identify a great business and buy it cheap?  How does Private Equity work?  How can private equity 'overpay' for a business and still get a 20% return?  In this tell-all session, Roger Montgomery Chairman of listed investment company Clime Capital (ASX:CAM) and Managing Director of Clime Asset Management (ASX:CIW) explains how, with common sense and a little patience you can put together your own strategy that over time should outperform the market.

Recorded Wednesday 1st August, 2007 at Melbourne ASX Investor Hour.

Business Turnarounds - the strategic leadership agenda (MP3 15.3MB)

Ahmed Fahour, National Australia Bank (NAB)
Duration 1:07:15
View presentation slides (PDF 758KB)

Three years ago the National Australia Bank was in crisis.  The foreign exchange scandal had cost the bank $360 million; they had lost their chairman, the CEO and a number of senior executives; the Board was wracked with in-fighting; customer satisfaction was going backwards and regulators were highly critical of the organisational culture. Today the picture is very different. An impressive turnaround sees a new-look leadership team.

Listen to Mr Ahmed Fahour, NAB's CEO Australia and Executive Director, discuss business turnarounds and the key challenges for executive leadership for this leading Australian bank and its position in the Australian & international banking and financial sector.

Recorded Wednesday 4th July, 2007 at Melbourne ASX Investor Hour.

Making the most of the new retirement (MP3 16.3MB)

Annette Sampson, Personal Finance Editor - The Sydney Morning Herald
Duration 46:16
View presentation slides (PDF 596KB)

Changes to the superannuation rules from July 1 will revolutionise retirement savings. For most people saving for their future will be simpler, more tax-effective - and much more flexible. In this session Annette Sampson, personal finance editor of The Sydney Morning Herald and author of The New Retirement: How to afford the Good Life, outlines what the changes are - and how investors can make the most of them.

Recorded Tuesday 19th June, 2007 at Sydney ASX Investor Hour.

Economic and financial markets outlook 2007-2008 (MP3 18MB)

Saul Eslake, Chief Economist ANZ Bank Ltd
Duration 1:17:40
View presentation slides (PDF 697KB)

Invest one-hour with Saul Eslake, highly regarded Chief Economist with ANZ Bank, whose thoughts and forecasts on the state of the economy are regularly sought after by media, business, consumer associations and other key groups. Get an inside edge on the factors likely to impact on the sharemarket and your investment strategies.

Saul discusses the current world economy, risks to the global economy, forecasting timing of recessions and the impact of all of these factors on the sharemarket and strategies for investors.

Recorded Wednesday 6th June, 2007 at Melbourne ASX Investor Hour.

Private Equity and Retail Investors (MP3 16MB)

Peter Yates, Allco Equity Partners Limited
Duration 44:28
View presentation slides (PDF 380KB)

Peter Yates is Managing Director of Allco Equity Partners Limited. AEP is one of three listed private equity funds in Australia. Peter was formerly Chief Executive Officer of Publishing and Broadcasting Limited and has worked in the investment banking industry including 15 years with Macquarie Bank. Peter will discuss private equity in Australia, the risks and rewards, how the industry works, and how retail shareholders can access it.

Recorded Tuesday 15th May, 2007 at Sydney ASX Investor Hour.

BHP Billiton - Resources and Growth opportunities (MP3 15.2MB)

Chris Lynch, BHP Billiton
Duration 1:04:23
View presentation slides (PDF 515KB)

This address covers the challenges and opportunities facing the company, including short & long term growth opportunities and its diversified position in the world resources’ business. Chris has extensive experience in finance and knowledge of the mining industry.  He is also a Director of Minerals Council of Australia, and a member of the Prime Ministerial Task Group on Emissions Trading.

Chris joined BHP Billiton as Chief Financial Officer of the Minerals Group in 2000 and was appointed Chief Financial Officer in September 2001. Prior to that he held various senior positions at Alcoa, including Vice President and Chief Information Officer for Alcoa Inc and CFO Alcoa Europe.

Recorded Wednesday 9th May, 2007 at Melbourne ASX Investor Hour.

Combining Fundamental and Technical Analysis (MP3 14.7MB)

Julia Lee, Hubb Financial Group
Duration 41:42
View presentation slides (PDF 24KB)

If you put a Fundamental Analyst and a Technical Analyst in a room together, no doubt that they would argue for a very long time on which technique is better. The truth is that the two do not have to be mutually exclusive. In fact, both trading and investment decisions can benefit from these two schools of thought. Learn how your portfolio can benefit from combining the two most powerful schools of thought on the market.

Julia is a Fundamental Analyst with Hubb Financial Group. She comes from a background of presenting stockmarket seminars and media finance reports. She has been involved in media finance reports to Channel Ten news & Sky news as well as radio reports to 2UE, 2SM, ABC radio & SKY radio. She has spoken on topics ranging from Fundamental Analysis, Technical Analysis to Tax Effective Investing and is a regular speaker for conferences and investment groups.

Recorded Tuesday 17th April, 2007 at Sydney ASX Investor Hour.

Sharemarket Outlook and Stock Selection for 2007 (MP3 14.7MB)

Michael Heffernan, Austock
Duration 1:02:42
View presentation slides (PDF 32KB)

Michael discusses the major issues affecting investment in the Australian sharemarket. Outlining his share market strategy, valuations and favoured stocks, he explores profit growth options for 2007 and beyond.

Michael has over 22 years experience in the finance and securities industry and is currently a Senior Client Advisor and Strategist with leading Australian sharebroker Austock Securities Limited.

Recorded Friday 13th April, 2007 at Melbourne ASX Investor Hour.

Cycles in the Australian sharemarket (MP3 6.8MB)

Peter Morgan, 452 Capital
Duration 28:50
View presentation slides (PDF 203KB)

Former leading fund manager at Perpetual and now successful fund manager in his own right, Peter will discuss where in the cycles he believes the market is at at the moment, and cyclical issues which affect various sectors.

452 Capital is an independent fund management company focused on the management of assets invested in the Australian Sharemarket. The company was founded in 2002 by Peter Morgan and Warwick Negus and is based in Sydney, Australia.

Recorded Wednesday 20th March, 2007 at Sydney ASX Investor Hour.

Equity markets in 2007 - Liquidity vs Valuation (MP3 13.9MB)

Chris Pidcock, Goldman Sachs JBWere
Duration 59:24
View presentation slides (PDF 203KB)

Chris is the regular GSJBW presenter to Institutions and Managed Funds on portfolio strategies.

Chris Pidcock B.E. F Fin. is Managing Director, Equity Strategist & Deputy Head of Research at Goldman Sachs JBWere Limited. He commenced with JBWere in 1989 and spent from 1996 to 2000 in JBWere's New York Office heading up the International Research Team. He is now responsible for the firm's major institutional clients in Australia.

Recorded Wednesday 7th March, 2007 at Melbourne ASX Investor Hour.

Setting the scene for 2007 (MP3 15.7MB)

Craig James, Chief Equities Economist for CommSec
Duration 1:05:31
View presentation slides (PDF 345KB)

Craig interprets 'big picture' economic and financial trends for customers, clients, staff and the public. Craig has worked in banking, finance and journalism for 23 years and holds Bachelor and Masters degrees in Commerce. He provides an informative insight into macro-economic trends of the Australian economy and sharemarket.

Recorded Tuesday 20th February, 2007 at Sydney ASX Investor Hour.

Uncertainty creates opportunities - where should I invest in 2007? (MP3 12.4MB)

Julie Davison of Bell Potter Securities
Duration 52:46
View presentation slides (PDF 509KB)

Opportunities arise when strong investor emotions rather than fundamentals drive the stockmarket. Stay disciplined, detached and avoid getting swept up in the hype!

Julie has 15 years experience in the stockbroking industry. She commenced her career at Bankers Trust and has spent the past 13 years at Bell Potter Securities. Julie is a senior investment adviser actively managing client accounts. She is also a member of the Securities Institute of Australia and a former member of the Australian Institute of Company Directors.

Recorded Wednesday 7th February, 2007 at Melbourne ASX Investor Hour.