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Listed stock commentary covering small-caps to big-caps, growth to income, domestic to global, and momentum to deep value.

Reporting Season

What goes on during Reporting Season?

For equity analysts and fund managers in Australia, Christmas comes twice a year, every February and August, when most Australian listed companies reveal their...
CSL
Hugh Dive
Atlas Funds Management
Reporting Season

Reporting season optimism undented by local COVID resurgence

Against a rather dismal backdrop where 60% of the Australian population is in lockdown, the fiscal 2021 reporting season should provide a welcome boost. Overall...
BHP
FMG
+5
BRAD POTTER
BRAD POTTER
Tyndall AM
Equities

Tapering talk is transient

Local market had a choppy flat day before a last hour pump into the close delivered a positive finish. Relatively low turnover continued for the eighth week in a row...
Mathan Somasundaram
Deep Data Analytics
Reporting Season

FNArena reporting season monitor: August 2021 - week 1 (15 stocks covered)

Welcome to the August 2021 results season! The FNArena Reporting Season Monitor reports ratings, consensus price target changes, and brief summaries of the collective...
Rudi Filapek-Vandyck
FNArena
The Rules of Investing

How to avoid portfolio bombs

The allure of finding a big winner is difficult to resist for most equity investors. After all, we’re doing it to make money! However, there’s just as much (if not...
APX
NAN
The Rules of Investing
Livewire Markets
Equities

Pilbara paints picture of impending havoc in under-supplied lithium market

A second spot market auction later this month could put the extent of the spodumene shortage on full display. Plus, Beament goes green as Klein fights for gold,...
BHP
BOE
+5
Barry FitzGerald
Independent Journalist
Equities

Capricorn Metal’s new acquisition gives potential for a multi-mine gold company

We recently mentioned Capricorn Metals (ASX:CMM) as a stock to watch with the company entering the commissioning phase of the Karlawinda project. Since then, there...
Joseph Kim
Equities

A durable compounder global investors have overlooked

Masco Corporation, a recent addition to the Fairlight portfolio, has quietly transformed itself following a near-death experience in the GFC. The company has evolved...
Will Dowd, CFA
Fairlight Asset Management
Buy Hold Sell

Buy Hold Sell: 6 stocks set to supercharge their dividends

It was Paul Kelly who famously sang that "from little things, big things grow". And that sure has been true of our waistlines during lockdowns. On the other hand,...
BHP
FMG
+3
Buy Hold Sell
Livewire Markets
Equities

Markets now realising central banks favour asset bubbles over the economy

The local market had a choppy flat day with banks and staples holding it from falling into negative territory. Relatively low turnover continues into the eighth week...
Mathan Somasundaram
Deep Data Analytics
Equities

Three stocks to safeguard your portfolio against inflation

To many investors today the subject of inflation presents three burning questions. 1) When will it really hit? 2) How badly will it hit? 3) How can we prepare our...
Bella Kidman
Bella Kidman
Livewire Markets
Equities

Finding the balance in China

Increasing regulatory scrutiny is feeding uncertainty in the Chinese equity markets and has once again raised the question of whether the local Chinese equity market...
Kerry Craig
J.P. Morgan Asset Management
Equities

Does valuation matter?

We recently compiled a fairly detailed note for investors and subscribers that addresses an evergreen question: how much can an investor safely pay up to own a...
Charlie Aitken
Charlie Aitken
Aitken Investment Management
Collections

Bang for your buck: How to find ASX stocks on sale

Not too long ago, in November of 2020, the investing gods answered the prayers of value investors and the market experienced a rare rotation from growth into value...
Bella Kidman
Bella Kidman
Livewire Markets
Equities

Why the value opportunity today is compelling

Every generation of value manager can expect to read the obituary of their investment style at some point in their career. Over the past decade or so, this has...
Simon Adler
Schroders
Collections

10 megatrend stocks with multi-decade potential

Before drawing back the curtain on some stocks to play the megatrends identified during this three-part series, let’s recap the first two instalments. In part one,...
Glenn Freeman
Livewire Markets
Equities

Central banks keep stealing from savers and telling them it’s for their own good

The local market had a choppy positive day on the back of miners, after falling early morning into negative territory. Relatively low turnover continues into the...
Mathan Somasundaram
Deep Data Analytics
Equities

How not to miss the next 10-bagger: valuing early stage growth companies

If investors cast their eyes back over the last two decades, it’s obvious the stock market’s massive winners and 10-baggers – the likes of Amazon, Google and Afterpay...
Andrew Mitchell
Ophir Asset Management
Equities

Where to buy defensive stocks at the right price

If the coronavirus were an Olympic athlete, it would be smashing the best-ever marathon time by taking a sneaky short cut, or else heaving to a weightlifting record...
+4
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

IDP Education: A service business with marketplace characteristics

IDP Education is a business with a strengthening competitive advantage that we added last year during COVID-19. In this article, we explore the emerging...
IEL
Sam Byrnes
ECP Asset Management
Equities

Ampol: new brand, new outlook

Ampol is a new position we established in the Firetrail High Conviction Fund. It may not be immediately recognisable as an ASX-listed company – this is because it...
ALD
Blake Henricks
Firetrail Investments
Equities

In the land of conflicting macro signals, risk management is king

Local market had a choppy negative day despite BNPL pushing the market higher by over 10 points. Relatively low turnover continues into the eighth week without a...
Mathan Somasundaram
Deep Data Analytics
Equities

Key lessons from the COVID capital raising scorecard

The explosion of COVID-19 cases in early 2020 saw economic uncertainty hit the markets. Volatility spiked and equity markets fell sharply – the S&P/ASX200 almost...
COH
+6
Raelene de Souza
RQI Investors
Equities

The prominent themes that will dominate this reporting season

Prima facie, Australian shareholders have plenty of reasons to feel excited ahead of the upcoming August results season. Most companies have recovered from last...
ACF
+64
Rudi Filapek-Vandyck
FNArena
Equities

Our favourite 3 yield plays into 2022

If MM is correct and stocks are going to continue rallying before a period of consolidation then some healthy yield will add even more relative performance than it...
CSR
James Gerrish
Market Partners
5451-5475 of 8791
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