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Equities

FNArena reporting season monitor: February 2021 - Week 3 (143 stocks covered)

Welcome to another instalment of the FNArena reporting season monitor. The Monitor reports ratings, consensus price target changes, and brief summaries of the...
ADH
+135
Rudi Filapek-Vandyck
FNArena
Equities

Africa's undiscovered e-commerce giant finally getting some recognition

Jumia Technology (NYSE:JMIA) is Africa’s e-commerce platform. The 11 countries Jumia currently operates in represent more than 600 million people and about 70% of...
Scott Williams
Fiftyone Capital
Equities

Iron ore prices to remain stronger for longer

With iron ore price approaching levels not seen since the last great commodities boom, up nearly 200% over three years, many investors are understandably skeptical...
BHP
FMG
+1
Patrick Poke
Livewire Markets
Equities

Buffett's secret stock holdings and what he did with Apple

Buffett has bitten into his Apple, selling 6% of his total position - $7.4 billion in shares - according to the latest SEC filings for Q4 2020. While there's been a...
Mia Kwok
Mia Kwok
Livewire Markets
Expert Insights

Is the recovery already fully priced into Aussie stocks?

With households packed to the rafters with cash, iron ore sitting at record highs, and Aussies - rightly desperate for a holiday - giving domestic travel a red hot go,...
Livewire Exclusive
Livewire Markets
Collections

3 global small-caps offering sustainable growth

A trio of fund managers provide answers on the crucial “who”, “what” and “why” of global small-caps in the final instalment of our three-part series. This should...
Glenn Freeman
Livewire Markets
Equities

Bellevue sell-off creates opportunity, with feasibility study just start of story

Plus, $9 million Trigg says its potash fertiliser project is set to generate rapid growth – and not just for fruit trees. Bellevue’s “stage one” feasibility study (FS)...
BGL
BHP
KLL
+4
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 3 global giants and 2 due for a pullback

Hello and welcome aboard Livewire Market’s flight A2021. Lean back, ready the snacks and throw on some of your favourite tunes - Buy Hold Sell is back for another week...
APT
Buy Hold Sell
Livewire Markets
Equities

An underfollowed small-cap with strong growth potential

In a world of astronomical tech valuations, finding reliable performance at reasonable prices can be tricky. It's easy to get caught up in the explosive fluctuations...
APT
WSP
Angus Kennedy
Livewire Markets
Equities

CSL: Monster numbers, questionable outlook

Typically, listed companies are striving for high single-digit net profit growth. A company reporting 9% net profit growth for the half is one you want to own. So many...
CSL
Bella Kidman
Bella Kidman
Livewire Markets
Equities

Central Banks caught between Einstein’s “Theory of Insanity” and Newton’s “Third Law of Motion”

Local market started positive but faded back to flat on negative US lead. US market seems to keep getting knocked by negative macro day after day but late afternoon...
Mathan Somasundaram
Deep Data Analytics
Rapid Fire

Ignore the hype and focus on quality

Investors have seen stellar returns in recent years by many growth managers, with strong performances by software, e-commerce, and biotech names pushing indexes to new...
Patrick Poke
Livewire Markets
Collections

How to find small-cap success and steer clear of “speccies”

Investing rulebooks went out the window last year, as pandemic-hit markets plummeted, then rebounded, and share prices rose or fell on little more than sentiment. Take...
APT
TLS
Glenn Freeman
Livewire Markets
Equities

How EML Payments is overcoming catastrophe

It's hard to imagine a more challenging experience for EML Payments than going through the COVID lockdown, says Shane Fitzgerald of Monash Investors Limited, but the...
EML
Nicholas Plessas
Nicholas Plessas
Livewire
Equities

Is it time to hit the brakes on Carsales?

Poor Carsales. It must be hard to win when you're number one. It's expensive, the result was already priced in, and now they're idling in neutral, says Market...
CAR
Bella Kidman
Bella Kidman
Livewire Markets
Equities

Socialism is making inflation great again

Local market started negative on US lead and remained weak as Aussie 10 year bond yields ran past 1.40% as reflation starts to weigh on stretched market multiples. All...
Mathan Somasundaram
Deep Data Analytics
Equities

Investors beware: The fintech assault on big banks is coming

PayPal laid bare its strategy last week at their investor day and it’s clear that consumer banking is squarely in its cross hairs. It has been a long journey for...
APT
+3
Lachlan Hughes
Swell Asset Management
Equities

Three positives from the Commonwealth Bank result

The Commonwealth Bank (ASX:CBA) released its results for the six months to December 2020. The numbers were generally better than expected across most lines resulting...
Stuart Jackson
Equities

Pockets of opportunity as the $800bn investment platform sector feeds on itself

The head of investment platform Praemium (PPS), Michael Ohanessian sounds like he’s channelling the coronavirus when he says that “like any living organism, any...
HUB
IRE
+3
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

Why investors should care about company culture

Corporate Australia was rocked last year by the resignation of AMP’s chairperson. His abrupt departure followed accusations that the wealth manager’s senior leaders...
RIO
Natalie Tam
abrdn
Equities

Healthcare at a reasonable price

Healius Limited (ASX: HLS), formerly Primary Health Care, is an Australian healthcare company that operates pathology, diagnostic imaging, day hospitals and IVF...
HLS
Vince Pezzullo
Perpetual Asset Management (Australia)
Equities

Considering 5 stocks that are moving post their reports

Market volatility in the US has dipped under 20% for the first time in almost a year but as the chart below illustrates its way above the complacent levels of 2018-19,...
+4
James Gerrish
Market Partners
Expert Insights

Finding the next generation of winners

Like the Big Four in tennis, tech’s Big Four – Apple, Facebook, Alphabet, and Amazon – are generally closer to the end of their ‘career’ than the beginning. While they...
Livewire Exclusive
Livewire Markets
Equities

Our star holding in 2021 so far

The star holding for us in 2021 thus far is US vaccine producer Novavax, which has risen 183% year to date after reporting positive Phase 3 data in its UK and South...
James McDonald
James McDonald
Pengana Capital Group
Equities

US heading towards stagflation to avoid recession

Local market started positive on US lead before it was jammed up on low turnover. All sectors were green except for yield sectors like Utilities and Property. Miners...
Mathan Somasundaram
Deep Data Analytics
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