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Brendon Lau

Brendon’s passion for shares started by accident in 2003 and he has worked in various roles around capital markets ever since as a trader, stock analyst and markets reporter with the Australian Financial Review. Most of his wealth has come from share investing than any other asset class, and that has given him the financial freedom not to work full-time, if he chooses to. Brendon is a medium to long-term investor who aims to hold positions for a year or longer and is focused on fundamental analysis, although he will occasionally use technical indicators to time his entries and exits. Brendon has an MBA from Melbourne Business School and is RG 146 certified. He lives in Melbourne with his wife, three kids and two dogs.

Recent Articles

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⏸️ Investing

Why Carsales.Com Ltd is in reverse despite posting profit and dividend growth

| Brendon Lau

Carsales.Com Ltd (ASX:CAR) delivered sales and profit growth as its domestic business revs up. But there could be a few…

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⏸️ Investing

Is Domino's Pizza Enterprises Ltd. about to pull out an earnings surprise?

| Brendon Lau

One of the worst performing stocks on the S&P/ASX 200 (Index:^AXJO) (ASX:XJO) could deliver a better-than-expected profit result later this…

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⏸️ Investing

A top broker is tipping AMP Limited to outperform

| Brendon Lau

This serial underperformer may be poised to outperform the market in the short-term as Morgan Stanley identifies a number of…

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⏸️ Investing

Why I'm giving ASX financials a wide berth during the market meltdown

| Brendon Lau

If this market dip turns into a protracted market correction, it could have a material impact on the earnings outlook…

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⏸️ Investing

Why Credit Suisse upgraded Lendlease Group shares to a buy ahead of its results

| Brendon Lau

Lendlease Group (ASX:LLC) is tipped to enjoy a re-rating when it delivers its half year result later this month. Here's…

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⏸️ Investing

3 shares I'd buy during a market correction

| Brendon Lau

It is anyone's guess if today's market meltdown will translate into a full blown correction. But what I can tell…

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⏸️ Investing

Top broker nominates the best insurance stock to own ahead of results

| Brendon Lau

Citigroup has picked its favourite insurer to buy as the reporting season ramps up.

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⏸️ Investing

Why Nufarm Limited could be a buying opportunity amid the market carnage

| Brendon Lau

Nufarm Limited (ASX: NUF) has disappointed investors so far but the tide may be turning and today's market sell-off could…

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⏸️ Investing

Telstra Corporation Ltd just unveiled its dividend and earnings growth strategy

| Brendon Lau

Telstra Corporation Ltd (ASX:TLS) is banking on 5G to restore growth and support its all-important dividend. But will this be…

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⏸️ Investing

The ASX is expected to melt on Monday and here's what you need to know

| Brendon Lau

Our market is expected to slump today in sympathy with the US and you can expect a broad-based sell-off. But…

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⏸️ Investing

Morgans releases its "conviction buy" stocks for February

| Brendon Lau

Corporate Travel Management Ltd (ASX:CTD) is the latest stock to be added to Morgan's conviction buy list. Find out why…

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⏸️ Investing

Top broker tipping Rio Tinto to beat market expectations on earnings and dividend

| Brendon Lau

Rio Tinto Limited (ASX: RIO) could get a second wind next week when it releases its results but it isn't…

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⏸️ Investing

BHP Billiton Limited's US$10 billion divestment program kicks up a notch as M&A interest heats up

| Brendon Lau

BHP Billiton Limited (ASX: BHP) may divest its shale assets sooner than what the market is expecting. Here's what to…

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⏸️ Investing

Citigroup claims it's time to sell your Wesfarmers Ltd shares

| Brendon Lau

It's more pain for Wesfarmers Ltd's (ASX:WES) Coles supermarket and more gains for Woolworths Group Ltd (ASX:WOW). Here's why you…

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⏸️ Investing

Two oil stocks that are on brokers' buy list as the profit season kicks in

| Brendon Lau

The oil sector is in cum-upgrade mode ahead of the reporting season. But don't only look at the majors as…

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⏸️ Investing

Why BHP Billiton Limited's disliked asset may be a star performer this profit season

| Brendon Lau

BHP Billion Limited (ASX:BHP) has been under pressure to sell its shale oil assets but this business may steal the…

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⏸️ Investing

This retail share just issued a profit upgrade despite the Amazon onslaught

| Brendon Lau

The share price of McPherson's Ltd (ASX:MCP) shot up to a three-month high after the household and personal goods distributor…

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⏸️ Investing

Credit Suisse warns these stocks will suffer in a "Bondcano" market meltdown

| Brendon Lau

There is a looming demand-supply imbalance that will rock the bond market and force up yields. This is particularly bad…

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⏸️ Investing

Short sellers are increasingly targeting this Big Bank stock

| Brendon Lau

Commonwealth Bank of Australia (ASX: CBA) is the only big bank that is seeing an increase in short interest as…

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⏸️ Investing

Takeover targets springing up in retail sector prompts investors to bargain hunt

| Brendon Lau

Specialty Fashion Group Ltd. (ASX: SFH) is trying to channel some of the magic from Sirtex Medical Limited (ASX: SRX)…

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⏸️ Investing

Can the best performing bank stock keeping rallying in 2018?

| Brendon Lau

CYBG PLC/IDR UNRESTR (ASX: CYB) has rallied around 20% over the past six months but the stock is under pressure…

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⏸️ Investing

UBS names its winners and losers of next month's earnings season

| Brendon Lau

If you want to gain an edge over the market, you will need to be able to pick companies that…

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⏸️ Investing

The latest small cap buy idea from Credit Suisse is enjoying a triple boom

| Brendon Lau

This stock may have rallied strongly since its IPO, but the broker thinks there is further upside - particularly if…

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⏸️ Investing

Top broker thinks this outperforming stock is about to get a second re-rating

| Brendon Lau

This stock has delivered twice the gains of the overall market but continues to lag its peers. This valuation gap…

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⏸️ Investing

Why Macquarie Group Ltd is suddenly bullish about retail stocks ahead of the reporting season

| Brendon Lau

Things are looking up for the beaten down retail sector and the broker has put together its list of bargain…

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⏸️ Investing

This is how dividend-hungry investors can survive the onslaught of higher interest rates

| Brendon Lau

The traditional approach to income investing won't work when interest rates rise. A new strategy is needed.

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⏸️ Investing

AMA Group Ltd surges to record high on takeover bid as M&A fever heats up

| Brendon Lau

Shares in AMA Group Ltd (ASX: AMA) have jumped on news that a private equity group is keen on buying…

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⏸️ Investing

Is IOOF Holdings Limited about to enjoy a string of earnings upgrades?

| Brendon Lau

Morgan Stanley believes IOOF Holdings Limited (ASX:IFL) is about to embark on an earnings upgrade cycle thanks to its acquisition…

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⏸️ Investing

Deutsche's 13 predictions for our share market this year

| Brendon Lau

The broker has provided answers to some of the most pressing questions on investors' minds as they look for hints…

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⏸️ Investing

Why nickel stocks like Independence Group NL are the ones to watch in 2018

| Brendon Lau

While copper, iron ore and oil seem to be grabbing most of the headlines, it is nickel that might provide…

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⏸️ Investing

How the surging A$ will shape next month's reporting season

| Brendon Lau

The Australian dollar's surge back above US80 cents is likely to last longer than the last time, and that means…

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⏸️ Investing

Here's why Macquarie Group Ltd is urging you to buy downgraded stocks

| Brendon Lau

You have to be crazy to buy stocks that are sold-off on a downgrade - crazy like a fox! This…

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⏸️ Investing

Top broker tips earnings surprises for Woolworths Group Ltd and JB Hi-Fi Limited

| Brendon Lau

These two retailers are expected to deliver above and beyond when they hand in their earnings report cards next month,…

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⏸️ Investing

Can shareholders expect capital returns from QBE Insurance Group Ltd?

| Brendon Lau

Shares in QBE Insurance Group Ltd (ASX: QBE) appear to be on the path to recovery as its new CEO…

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⏸️ Investing

Treasury Wine Estates Ltd hits record high but UBS is tipping more gains

| Brendon Lau

Treasury Wine Estates Ltd (ASX: TWE) may be the second best performing blue-chip over the past 12 months, but here's…

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⏸️ Investing

Why Orica Ltd may have become the latest blue-chip to buy

| Brendon Lau

Shares in Orica Lt (ASX: ORI) soared to a two-month high yesterday but Morgan Stanley thinks there is more room…

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⏸️ Investing

Will Mcgrath Ltd issue another profit downgrade next month?

| Brendon Lau

Today's recovery in Mcgrath Ltd's (ASX: MEA) share price could be a dead cat bounce. There's speculation that the group…

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⏸️ Investing

Growth stocks set for a strong run as IMF upgrades global growth to highest in eight years

| Brendon Lau

The bulls have another reason to feel optimistic about 2018 with world GDP growth set to accelerate to its fastest…

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⏸️ Investing

UBS turns bullish on Domain Holdings Australia Ltd after its share price crash

| Brendon Lau

The broker has upgraded the stock by two full notches to "buy" from "sell" after Domain Holdings Australia Ltd (ASX:…

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⏸️ Investing

Top broker tips double-digit returns for this stock even after the doubling in its share price

| Brendon Lau

Shares in this stock have been on a tear but Credit Suisse thinks its still a buy as it is…

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