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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

Should we wait for IOOF, or look elsewhere in the sector?

Within the last 48-hours we’ve seen IFL look to raise ~$1bn to buy NAB’s wealth business MLC, this is a major deal especially for IFL who arguably will sink or swim...
+1
James Gerrish
Market Partners
Equities

Sunset Strip 31st August 2020

Local market played chase the currency all day to finish negative. Lower turnover than last week meant Global investors had even bigger effect. The main game is the...
Mathan Somasundaram
Deep Data Analytics
Equities

What's behind the wallet shift for consumers?

Retail has been one of the surprise winners from the pandemic, capturing the attention of savvy investors. But just as important as identifying winners, is avoiding...
ADH
COL
+6
BRAD POTTER
BRAD POTTER
Tyndall AM
Equities

Game changing potential for loss-making Mesoblast

Melbourne-based biotech Mesoblast will achieve a world-first that could open up its drug pipeline to a massive market if it wins US Food and Drug Administration...
Glenn Freeman
Livewire Markets
Equities

Small caps: What the present says about the future

Small and micro cap companies have largely finished reporting their full year results to the market. Online retail and consumer facing Fin Tech firms have been market ...
ADH
AVN
+16
Nick Guidera
Nick Guidera
Eley Griffiths Group
Equities

Misleading Narratives

Every stock market boom is precipitated by a fundamental development. Occasionally, bubbles develop from these booms when the dominant narrative assumes, through the...
FMG
Dr Philipp Hofflin
Lazard Asset Management
Equities

The Virus-afflicted August Reporting Season

The August 2020 reporting season was always going to be very unusual, dominated not by company-specific factors, but instead by rising political tensions,...
AMC
CGF
CSL
+7
Hugh Dive
Atlas Funds Management
Buy Hold Sell

Buy Hold Sell: 4 outstanding results (and 2 shockers)

There’s no doubt this year has been a shocker thanks to the pandemic. And the latest reporting season has got in on the act by providing us with another jolt to the...
DOW
+3
Buy Hold Sell
Livewire Markets
Equities

FNArena Reporting Season Monitor: August 2020 - Week 4 (266 stocks covered)

Welcome to the FNArena Reporting Season Monitor for the August result season 2020. The Monitor reports ratings and consensus price target changes, along with brief...
360
+26
Rudi Filapek-Vandyck
FNArena
Equities

2020: The Year that Gold Glittered and Canada Re-discovered Explorers

(AND The Lion Clock moved to 10 o'clock) Cinderella was famous for two things – she won the hand of the prince, but she was terrible at keeping an eye on the time. ...
Hedley Widdup
Lion Selection Group
Equities

A tale of 2 stocks, and what it tells us about the market

On Wednesday 26 August, two mid-cap companies made announcements – grocery wholesaler Metcash held its annual general meeting, while financial technology company Zip...
COL
+5
Anton Tagliaferro
Fundamental Investment Management
Equities

Consumers will dictate markets for years to come

The debate around plastic packaging has intensified significantly over the last two years, which has come as a surprise to some given the market was expecting the...
AMC
ORA
Michael Ward
Tyndall AM
Equities

A company that ticks all our boxes

A common debate amongst investors is how many investments are required in an equity portfolio to provide adequate diversification, where the key objective of...
Bob Desmond
Claremont Global
Equities

3 companies that pass our tests

Global equity markets, and the world in general, are struggling to find a new equilibrium as we work through the COVID-19 pandemic and economies slowly reopen. The...
Loomis Sayles
Loomis Sayles
Equities

Could this be the next CSL?

Over the last few years, Paradigm Biopharmaceuticals (PAR) has grown from an unknown small cap to a $600 million dollar drug developer. With trials and approvals...
Patrick Poke
Livewire Markets
Equities

Ignore solar pricing at your investing peril

Australian energy policy is a mess. Investors should ignore the arguments. The antagonists are stuck in a perpetual time shift, prosecuting cases from 5-10 years ago,...
Damien Klassen
Nucleus Wealth
Equities

De Grey’s latest corker a welcome spark for junior gold sector

The junior gold exploration space was in need of a tonic in the wake of the recent wobbles in the gold price. And thanks to some spectacular results in the latest...
DEG
DGO
+6
Barry FitzGerald
Independent Journalist
Equities

Does Appen still appeal?

Artificial intelligence giant Appen notched up a miss on Thursday. But are the company’s lacklustre EBITDA results just a consequence of an unpredictable market and a...
APX
Bella Kidman
Bella Kidman
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 Comeback Kings

Who doesn’t adore the so-called “Comeback Kings”? These are companies that were stuck in a miserable rut and written-off by the market… only to then soar back to...
CAR
IEL
+2
Buy Hold Sell
Livewire Markets
Equities

Afterpay: Boom or bust?

If there was such a thing as a fairy tale in an investment context, the ASX’s tech darling Afterpay (ASX:APT) would no doubt be a worthy poster child. For investors...
APT
QFE
Vishal Teckchandani
Livewire Markets
Equities

Is the sun rising or setting on Facebook?

The conventional wisdom today is that Facebook is a mature behemoth that is under intensifying risk of being penalised in a multitude of possible ways by regulators. ...
Andrew Macken
Montaka Global Investments
Rapid Fire

Tech Arms Race: Is China already winning?

Names like George Soros, Howard Marks and Ashok Jacob are recognisable to most investors. Mary Manning has the unique experience of working inside the investment...
James Marlay
Livewire Markets
Equities

Welcome to 'In The Know'

Welcome to Magellan Asset Management's new monthly investment podcast, 'Magellan - In The Know', dropping on the last Tuesday of every month. We will seek to bring you...
Hamish Douglass
Hamish Douglass
Magellan Investment Partners
Equities

A well run small cap flying under the radar

People Infrastructure (PPE) has featured in the NAOS portfolios since its IPO in 2017. But following an outstanding result for FY20, our view is has improved even...
PPE
NAOS Asset Management
NAOS Asset Management
NAOS
Equities

Laybuy: The latest challenger in the BNPL segment

Looking to capitalise on huge demand in the burgeoning buy-now pay-later segment, New Zealand fintech Laybuy is gearing up for a tilt at the boards of the ASX....
Michael Smith
Michael Smith
Kauri Asset Management
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