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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

Are Australian banks poised for a comeback in 2021?

The surprising resilience of the Australian economy and lead indicators bode well for a much-maligned sector of the market – Australian banks. Fortress Australia has...
Cameron Gleeson
Betashares
Equities

Why Australian investors should be watching the US

As a small open economy, monetary policy decisions made in other parts of the world matter for Australia. In particular, the actions of the United States Federal...
Anthony Doyle
Anthony Doyle
Firetrail Investments
Equities

Why Worry?

I returned from holidays thinking this market is way too confident, way too bullish, and way too exuberant on numerous accounts. Turns out, market strategists at Bank...
ANN
+2
Rudi Filapek-Vandyck
FNArena
Equities

Tesla - Here's why we don't own it

In a wire we posted last year we discussed the primary elements that lead to the burst of the tech bubble and why FAANGS + M felt like a new euphoria that reached...
Joy Yacoub
Joy Yacoub
Equities

Spotlight on ASX sectors

The once-in-a-century pandemic that is COVID-19 has wrought havoc on global economies and markets. A number of sectors that are typically defensive during slowdowns...
ANN
BHP
+19
BRAD POTTER
BRAD POTTER
Tyndall AM
Equities

A stock which meets our ‘Expanding Moat’ and aligned culture criteria

Investors today need to consider more than the hard numbers of target investments. Where most people spend 95% of their time crunching numbers, the majority of our...
Brian Huerta
Brian Huerta
WCM Global Growth
Equities

Failing in Order to Succeed

It is hard to imagine that anyone would willingly entrust their savings to a failure. Indeed, few professional services will ever concede to having a guaranteed...
Stephen Bennie
Castle Point Funds
Equities

If you bet on daydreams, expect a few nightmares…time to manage risk

Local market had a negative day on solid turnover as local fund managers returned from holiday and locked in profits as risks were rising. Global investors were...
Mathan Somasundaram
Deep Data Analytics
Equities

What’s on the menu for fast food investors?

Australian retail investors have been prevented from taking a decent bite out of the fast food sector to date, which is a pity given its proven resilient qualities....
+1
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

Extreme valuations aren’t the only sign of exuberance

Central Banks and Government stimulus rescued investors in 2020 and the COVID-19 vaccine progress provided a powerful boost in Q4 2020. The democratic control of the...
Bruce Apted
State Street Investment Management
Equities

Why cashflow will be critical for small caps this reporting season

One of the features of the FY20 reporting season was the excellent cashflow performance of most Australian small cap companies. With the onset of COVID-19, many...
IEL
+1
Matt Griffin
Maple-Brown Abbott
Equities

6 emerging plays as the index hits record highs

The December quarter was among the busiest and most eventful periods I can recall in recent times. The period in review concludes a year of extraordinary occurrences,...
BGA
+5
Ben Griffiths
Eley Griffiths Group
Equities

Lance Armstrong effect makes bubbles but they don’t last

The local market had a positive day on low turnover as global investors were chasing a recovering AUD/USD, while local fund managers took the day off to make a...
Mathan Somasundaram
Deep Data Analytics
Equities

Tupperware party is back on

Our original short thesis on Tupperware was on the back of a seemingly endless downward spiral of deteriorating fundamentals, excessive leverage and a business...
Scott Williams
Fiftyone Capital
Equities

3 growth stories taking over Asia

2020 was an important year for the technology industry in China. Covid-19 generally benefited the entire digital ecosystem. At the same time, consumer tastes and...
Qiao Ma
Qiao Ma
Cooper Investors
Equities

Pandemic waves to hurt Socialist Union Of Europe’s growth outlook

Local market finished the week with a negative day on better turnover as macro risks drove risk off trade. Energy and Tech were the weakest sectors while Miners and...
Mathan Somasundaram
Deep Data Analytics
Collections

IPO quality is the clue to bull market's health

2020 delivered immense uncertainty for economies and capital markets however unprecedented levels of fiscal stimulus coupled with record low-interest rates continue...
DOU
+5
Angus Kennedy
Livewire Markets
Equities

Sector and themes to watch in 2021

The most confounding thing about financial markets in 2020 was that, in totality, the mood of the global equities market seemed completely different than the mood of...
Olivia Engel
State Street Investment Management
Equities

Why Tabcorp should demerge its lotteries business

In our 2016 campaign, Sandon Capital made the case for Tatts Group Ltd (Tatts) to demerge the lotteries and wagering businesses. At the time, we argued the...
Gabriel Radzyminski
Sandon Capital
Equities

Rex out to prove it’s no dog

Plus, Liontown’s results fuel hopes it may be Chalice Mark II and Bellevue’s imminent feasibility study set to reveal ‘a moving feast to the upside’.Rex Mineral’s...
BGL
CHN
LTR
+3
Barry FitzGerald
Independent Journalist
Equities

Global dividend recovery in motion

For investors seeking to diversify their dividend income by looking outside of Australia, 2021 is shaping up as an intriguing year. The global dividend crunch of 2020...
Dan Pennell
Plato Investment Management
Equities

US to make currency debasement great again!

Local market had another positive day with better turnover on the back of global stimulus optimism and geopolitical stability after the transfer of power in the US...
Mathan Somasundaram
Deep Data Analytics
Equities

Shrinking to greatness, the key to unlocking value

We are living in extraordinary times, and it's fair to say it's been a very interesting start to 2021. Uncertainty prevails globally, yet markets are ripping back...
BHP
FMG
+9
Emma Fisher
Airlie Funds Management
Equities

The cost of carrying cash

Many investors realise that there is a cost of carrying cash. It is the opportunity cost associated with returns foregone if the cash were invested elsewhere. However...
Tim Carleton
Auscap Asset Management
Equities

He's back! And so is Alibaba

With its share price falling by as much as 30% at one stage, Alibaba (NYSE: BABA) has faced a difficult time in recent months. We’ve long been a supporter of...
Michael Smith
Michael Smith
Kauri Asset Management
6226-6250 of 8793
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