10 Companies We’ve Noticed This Earnings Season

In by EquityMates1 Comment

Earnings season – that time of the year when public companies report their half year or full year financial results. We’re about halfway through the season at the moment and we’ve seen some very noteworthy reports so far.

The most important thing to keep in mind when companies report – don’t get too caught up in the expectations game. Analysts will have expectations and the share price will move based on how the company performs relative to these expectations. At Equity Mates what we focus on is asking ‘ does the company’s recent report confirm my investment thesis?’. If your investment thesis still holds, then missing an analyst’s expected number this reporting season isn’t going to make a difference in the long-term.

So in this episode we talk about 10 companies that caught our attention and unpack what their recent reports tell us about their businesses moving forward.

In this episode we discuss:

  • Baby Bunting (ASX: BBN)
  • News Corp (ASX: NWS)
  • Breville Group (ASX: BRG)
  • oOh!Media (ASX: OML)
  • CSL Limited (ASX: CSL)
  • JB Hi-Fi (ASX: JBH)
  • Ansell (ASX: ANN)
  • ASX (ASX: ASX)
  • Invocare (ASX: IVC)
  • Walt Disney Co (NYSE: DIS)

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  1. Can what we learnt with Babybunting/BabiesRUS be applied to DavidJones/Myer (if one eventually caves in)? Can one capitalise on the sales of the other? Or will it be a bad sign for the remaining retailer?
    What about JBHiFi when DickSmith closed down? It seems like JB got a small boost after Dicksmith closed, but that tapered away in the proceding months and years.

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