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

Equities

How to pick the winners from the duds amid the ongoing IPO mania

Like climbers queuing below the Mt Everest summit before the next blizzard sets in, private vendors are continuing to join the initial public offer (IPO) conga line...
ART
AUA
+12
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

The Fed will always do the right thing (once all other possibilities are exhausted)

The local market started on a strong positive footing before fading to close flat on the day. There was an interesting divergence between risk managing global...
Mathan Somasundaram
Deep Data Analytics
Rapid Fire

Barry Dargan: finding indestructible stocks

Barry Dargan knows a crisis. The CEO and founder of Intermede Investment Partners started his investment career not long before the 1987 crash and proceeded to work...
Mia Kwok
Mia Kwok
Livewire Markets
Equities

Wesfarmers to enter the “pharmacy distribution plus health, wellbeing and beauty” sector

The week kicked off with Wesfarmers (ASX:WES) making a $687 million non-binding, indicative offer to acquire Australian Pharmaceutical Industries (ASX:API) at $1.38...
COL
WES
David Buckland
Montgomery Investment Management
Equities

Inflation: Raising the stakes

The first half of 2021 has provided no shortage of ‘big picture’ topics to be concerned about: take your pick between the pace of vaccine-rollouts, ongoing border...
Charlie Aitken
Charlie Aitken
Aitken Investment Management
Equities

How to fire up the dividend machine

Based on Plato’s analysis, 2020 was the worst year for dividends in Australia over the past 40 years. The 35% cut in dividends surpassed the falls seen over three...
BHP
+8
Dr Don Hamson
Plato Investment Management
Equities

Why this is an undervalued long-term winner

As we discussed in Part-I of this series, REA Group holds the most privileged position of any company in Australian real estate. While officially it is solely focused...
REA
Chris Demasi
Montaka Global Investments
Equities

Central Banks talking hawkish and walking dovish

Local market followed the US market by bouncing back from the bash day. It was a low turnover day and global guys were the main traders in the market. European and...
Mathan Somasundaram
Deep Data Analytics
Equities

PepsiCo's secret weapon is not so sweet

The Super Bowl is the most watched television program in the US each year. One of the products to feature during the 2021 final, where a 30-second advertising slot...
Vihari Ross
Vihari Ross
Magellan Investment Partners
Equities

This is how to choose growth stocks

Growth stocks have driven global equity markets higher over the past few years, but greater volatility in early 2021 may suggest that growth investors face a more...
Francyne Mu
Franklin Templeton
Equities

A tasty choice: The contrarian case for Retail Food Group

As a high conviction, deep value investor, I like investing in businesses that can be bought cheaply, are easy to understand and have an obvious catalyst for a...
Michael Goldberg
Collins St Asset Management
Equities

A new player unlocked in the (i)Game?

Aristocrat (ASX: ALL) is a $27 billion company operating in the gambling and entertainment industry. It sells and leases physical slot machines (Gaming), and produces...
Scott Olsson
Firetrail Investments
Buy Hold Sell

Buy Hold Sell: 2 cracking big caps for the year ahead

Large caps had a smashing year in FY21. The S&P/ASX 100 index returned more than 20% over the past 12 months - which is pretty incredible when you think that in the...
LLC
+3
Buy Hold Sell
Livewire Markets
Equities

Mockdown to lockdown with Delta

The local market was hit hard from the start and recovered at the close to finish a negative red day similar to US markets overnight. The US market was bashed at the...
Mathan Somasundaram
Deep Data Analytics
The Rules of Investing

The low-risk approach to Aussie small-cap investing

Small-caps are often thought of as being high risk, but that doesn’t have to be the case. With the right approach, it’s possible to maintain a moderate level of risk,...
CAR
+6
The Rules of Investing
Livewire Markets
Equities

How REA Group became the great Aussie multi-decade compounder

Often sighted as the densest year of technological innovation of all time, 1995 stands out for several reasons: The launch of the world’s first internet-enabled...
REA
Chris Demasi
Montaka Global Investments
Equities

BlackRock soaks up Bellevue ahead of study on increased production profile

Plus, Macquarie backs up bullish lithium call with initiation note and ‘outperform’ on Liontown and newly-listed Ozz to hit the exploration ground running. It’s a bit...
BGL
CHN
LTR
+1
Barry FitzGerald
Independent Journalist
Equities

Global Economy has become the Central Bank’s augmented reality show

Local market started positive and then faded to negative territory after lunch before recovery back to slight positive by the close. It was another weird day of low...
Mathan Somasundaram
Deep Data Analytics
Equities

Sour milk now tasting sweeter?

The A2 Milk share price has seen one-way traffic since its full-year result in August last year, down 75% before basing out in May. Whenever we see a great brand...
Daniel Broeren
Blackwattle Partners
Equities

$8.25 for Sydney Airport? Tell em they're dreaming

Fund managers aren't surprised that a consortium comprising of superannuation funds has lobbed a $22 billion bid for Australia's only locally domiciled listed airport,...
ALX
BLD
+7
Ally Selby
Livewire Markets
Equities

Bond yields slide ahead of US Fed minutes

Local market reversed the losses from yesterday with a positive day. It was out of synch with the rest of the market but that’s nothing new. European and US markets...
Mathan Somasundaram
Deep Data Analytics
Equities

A global mega-cap offering hidden value

As the world’s largest e-commerce platform (ex-China) and cloud infrastructure provider, Amazon has been a prime beneficiary of the COVID-19 pandemic, which triggered...
Andrew Macken
Montaka Global Investments
Equities

Two small caps powering the green revolution

Investors with patient capital play a crucial role in financing innovative companies and bringing their long-term vision to life. But projects need to line up multiple...
EGR
GNX
Tim Canham
First Sentier Investors
Equities

The great accelerator

Climate change is considered one of the most critical global issues of our time. It has been an accelerant for mass environmental and ecological awareness and...
Russel Chesler
VanEck
Equities

The saintly stocks versus the sinners: which ones perform the best?

In a new era in which environmental, social and governance (ESG) considerations have been enshrined in the way fundies pick their shares, the so-called ‘sin’ stocks...
AGL
+6
Tim Boreham
Tim Boreham
Independent Investment Research
5551-5575 of 8791
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