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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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⏸️ Best ASX Shares

Goldman Sachs names its ASX profit season winners and losers

| Brendon Lau

Which blue-chip shares came out best and worst from last month's reporting season?

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⏸️ Investing

Can expensive CSL Limited shares deliver capital growth in FY18?

| Brendon Lau

High flying large cap healthcare stocks like CSL Limited (ASX:CSL) are trading at a large premium to the market. Some…

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⏸️ Investing

Revealed: Why this mid-cap laggard may be on a comeback trail

| Brendon Lau

Pact Group Holdings Ltd (ASX:PGH) has tumbled around 30% in just four months but the stock is starting to look…

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⏸️ Investing

This reporting season loser is looking like a FY18 winner

| Brendon Lau

Confidence towards Boral Limited (ASX:BLD) has been dented during the reporting season but this laggard is worth buying. Here's why...

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⏸️ Investing

Mining crash can't stop this contractor from a profit upgrade

| Brendon Lau

Not even a slowdown in the mining sector can keep Downer EDI Limited (ASX:DOW) from posting a profit upgrade. But…

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⏸️ Investing

Why this property share is on Goldman Sachs' "conviction buy" list

| Brendon Lau

The Lendlease Group (ASX:LLC) share price is trading in the red despite management posting a strong profit result that prompted…

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⏸️ Investing

Should you buy BlueScope Steel Limited after its share price crash?

| Brendon Lau

The harsh selloff in BlueScope Steel Limited's (ASX:BSL) share price is an overreaction, according to top brokers who are sticking…

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⏸️ Investing

Stockland Corporation Ltd fires warning over house prices

| Brendon Lau

There's no doubt that Stockland Corporation Ltd (ASX:SGP) posted a solid FY17 result but that's probably not the most significant…

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⏸️ Investing

Macquarie Group Ltd just tipped which bank shares are set to outperform

| Brendon Lau

Investors should take a long-term view to investing but this isn't the time to be focused on the long term…

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⏸️ Investing

Fairfax Media Limited's share price jumps on profit report: what you need to know

| Brendon Lau

Fairfax Media Limited (ASX:FXJ) posted a pleasing result and confirmed its divestment of Domain Group is on track. Here's what…

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⏸️ Investing

Is the JB Hi-Fi Limited share price set to soar this year?

| Brendon Lau

JB Hi-Fi Limited's (ASX:JBH) record result is likely to bring the stock's underperformance to an end this year. Here's what…

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⏸️ Investing

Why this top broker thinks Webjet Limited is heading for new record highs

| Brendon Lau

Webjet Limited (ASX:WEB) is pulling back quickly from its record high, but this could be an opportunity to pick up…

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⏸️ Investing

Is the Commonwealth Bank of Australia share price rally a dead cat bounce?

| Brendon Lau

Commonwealth Bank of Australia's (ASX:CBA) shares are rallying with the market today, but this is a time to be selling…

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⏸️ Investing

Broker warns Westfield Corp share price to fall ahead of results

| Brendon Lau

This reporting season may not be kind to Westfield Corp Ltd (ASX:WFD) or Scentre Group (ASX:SCG), but there's one embattled…

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⏸️ Investing

Why UBS thinks residential property prices could fall in Australia

| Brendon Lau

Don't be fooled into a sense of security with the bullish weekend sales figures for resi property. The risks are…

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⏸️ Investing

Top broker says buy these 3 stocks for short-term bounce

| Brendon Lau

Increased volatility during this reporting season is creating some interesting opportunities. Morgan Stanley is tipping these three stocks to outperform…

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⏸️ Investing

Why the Rio Tinto Limited share price is falling on its profit report

| Brendon Lau

Rio Tinto Limited's (ASX:RIO) share price could be in for a rough start to trade today following the release of…

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⏸️ Investing

Is this the riskiest sector to own shares in this August?

| Brendon Lau

It's not listed retailers or the banks you should be most worried about this reporting season. It's stocks that are…

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⏸️ Investing

Could Wesfarmers Ltd list Bunnings Warehouse?

| Brendon Lau

A prominent fund manager is urging Wesfamers Ltd (ASX:WES) to spin out Bunnings and management is likely to face growing…

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⏸️ Investing

Broker tips 6 things to watch in Big Bank reporting season

| Brendon Lau

It's not their FY17 numbers investors should fear this reporting season, but the outlook statements from the Big Four Banks.…

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⏸️ Investing

Why the most shorted stocks could charge higher this August

| Brendon Lau

Looking for stocks that are most likely to outperform this reporting season? Then you may need to buy the most…

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⏸️ Investing

Are toll road and infrastructure shares becoming the hottest M&A target?

| Brendon Lau

High valuations and falling returns are not putting off cashed-up funds from pursuing toll road and infrastructure stocks. This puts…

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⏸️ Investing

Record high REA Group Limited is "double blessed" for share price rally

| Brendon Lau

Don't be put off by REA Group Limited's (ASX:REA) share price. The stock looks poised to keep outperforming in the…

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⏸️ Investing

This retailer's 1,126% surge rivals Amazon but is it running out of puff?

| Brendon Lau

This retailer has rivalled the stellar returns made by Amazon.com, but its upgrade cycle may be coming to a close.

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⏸️ Investing

Broker reveals winners and losers from higher Australian dollar

| Brendon Lau

A mighty Australian dollar will play havoc with the energy sector with some stocks looking very over valued if the…

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⏸️ Investing

This big miner stumbled but it's still a buy in my book

| Brendon Lau

South32 Ltd (ASX:S32) tumbled today on the back of a weak production report with management missing most of its own…

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⏸️ Investing

Why the Myer Holdings Ltd share tumbled to a record low today

| Brendon Lau

Myer Holdings Ltd (ASX:MYR) crashed to a record low this morning on a profit downgrade but is there light at…

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⏸️ Investing

Goldman Sachs just put this oil share on its conviction buy list

| Brendon Lau

Oil Search Limited (ASX:OSH) has just released its quarterly production report but it's not its production figures that has gotten…

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⏸️ Investing

Will the CIMIC Group Ltd share price go higher on its strong result?

| Brendon Lau

CIMIC Group Ltd (ASX:CIM) posted solid profit and revenue growth for 1HFY17, but that's not the thing that investors should…

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⏸️ Investing

3 small caps tipped to be this reporting season's superstars

| Brendon Lau

The upcoming reporting season appears to favour large caps over small but Macquarie Group Ltd (ASX:MQG) is tipping these three…

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⏸️ Investing

Top broker picks 6 stocks to own as interest rate rises

| Brendon Lau

Interest rates are set to go much higher over the next year or two and that is generally bad news…

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⏸️ Investing

What will be this reporting season's winners and losers?

| Brendon Lau

If there wasn't enough uncertainty clouding stocks ahead of the reporting season, the resurgent Australian dollar is threatening to add…

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⏸️ Investing

Why I think you should buy Programmed Maintenance Services shares

| Brendon Lau

Programmed Maintenance Services Limited's (ASX:PRG) share price has surged on a takeover bid and the deal has created an arbitrage…

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⏸️ Investing

Top broker warns Telstra Corporation Ltd's dividend may be slashed by 45%

| Brendon Lau

Telstra Corporation Ltd's (ASX:TLS) dividend is under threat but the market may be underestimating the magnitude of the cut that…

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⏸️ Investing

Is Vocus Group Ltd about to get a much higher bid?

| Brendon Lau

Shares in Vocus Group Ltd (ASX:VOC) could get a big boost today on speculation that James Spenceley could be teaming…

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⏸️ Investing

This stock could be a safer alternative to the Big Banks

| Brendon Lau

You are right to feel nervous about the Big Banks due to a number of headwinds. But there could be…

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⏸️ Investing

Top broker says buy this mid-cap stock ahead of its short-term bounce

| Brendon Lau

Shares in IDP Education Ltd (ASX: IEL) could be poised to reach fresh record highs as Morgan Stanley believes the…

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⏸️ Investing

Which of our best loved and safest blue chips are riskier than you think?

| Brendon Lau

Goldman Sachs is warning that buying expensive defensive stocks like CSL Limited (ASX: CSL) and Sydney Airport Holdings Limited (ASX:…

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⏸️ Investing

Is it time to take profits on Mortgage Choice and Australian Finance Group?

| Brendon Lau

There is a high risk of regulatory changes on commissions paid to mortgage brokers that will weigh on the profitability…

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⏸️ Investing

Bellamy's Australia to get creamed following update

| Brendon Lau

There are a number of positives from Bellamy's Australia Ltd (ASX: BAL) latest update but that won't be enough to…

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