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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

Bell Potter Reporting Season Calendar - August 2020

With reporting season here, you can access our full calendar, which lists reporting companies in chronological order with forecasts and ratings.
Bell Potter
Stockbroker
Equities

A stronger and faster rebound than 87 and 09

The recovery in the Australian equity market from the lows in March has left some investors perplexed. How can equity markets be rising when the real economy has...
Anthony Doyle
Anthony Doyle
Firetrail Investments
Equities

Why Catherines is a great fit for City Chic

City Chic Collective (ASX: CCX) has been nominated as the ‘stalking horse bidder’ for the e-commerce assets of Catherines, a US women’s plus-size fashion chain. The...
Dominic Rose
Montgomery Lucent Investment Management
Equities

The ASX biotechs surfing the coronavirus story

Normally investors shun speculative plays in times of market uncertainties, but that’s not been the case with ASX-listed life sciences stocks across the drug,...
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

The bull market in gold is just getting started

US$ gold has broken its previous record of US$1,921/oz (6th of Sept 2011) by closing July at a new all-time high of US$1,976/oz. A$ gold has also just broken record...
John Deniz
Paragon Funds Management
Equities

Micro-cap to mid-cap: Journey to the ASX 100

Raleigh Finlayson is Managing Director of Saracen Minerals, a long term high conviction holding for us. Following their recent entrance into the ASX 100, I spoke...
+2
Tim Serjeant
Eley Griffiths Group
Equities

Front Runners for a COVID Vaccine

A look at the performance of the pharmaceutical and biotech sector over the month of July as well as a closer look at the front runners in the search for a Covid-19...
ADO
DVL
+5
Claire Aitchison
Independent Investment Research
Expert Insights

Why quality trumps price

In his previous video, high conviction fundie Stephen Arnold of Aoris Investment Management shared insights around his simplicity-led investment process and why he...
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Big shifts redefining small caps

The prospect of outsized returns in small caps is a calling card for investors. Returns above of 150% for the top quintile of small-cap stocks dwarfs the ~50% returns...
MMM
+3
Buy Hold Sell
Livewire Markets
Equities

Why/how miners keep raising and the slow return of growth capital: this week in capital markets

The week before last was one of the slowest of the year in capital markets, barely $100m was raised and the majority of volume was concentrated at the smaller end of...
+23
Ben Williamson
InvestorHub
Equities

Travelling to exotic foreign shores

Earlier this week fund manager Perpetual opened their cheque book, paying $569 million to acquire a majority stake in Dallas-based fund manager Barrow Handley. They...
AMC
BHP
+7
Hugh Dive
Atlas Funds Management
The Rules of Investing

How Ophir spot offshore growers (before they get big)

In recent years, there's been an increasing trend of successful Australian businesses expanding offshore. In prior decades, offshore expansion attempts had rarely...
AMP
APT
+2
The Rules of Investing
Livewire Markets
Equities

The characteristics of a long term winner

When we think about growth versus value, and this is very topical now because growth stocks are doing well, I think it's important to recognise that this has actually...
Nick Griffin
Munro Partners
Equities

De Grey chief outs himself as Kairos shareholder as he bangs drum for his junior neighbour

Plus, its Fosterville frustration as tensions mount over Victoria’s tardy bureaucracy, Hugh Morgan’s gold float starts rattling the can and Chalice’s gold cup runneth...
BHP
CHN
DEG
+2
Barry FitzGerald
Independent Journalist
Rapid Fire

In investing, humility is the secret ingredient to success

Heading into the pandemic, Romano Sala Tenna and the team at Katana Asset Management were already carrying higher cash levels. This put them in a prime position to...
DCN
+9
Patrick Poke
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 small caps riding structural growth tailwinds

If there's any sweet spot for a growth investor to be in, it's within an industry booming due to a structural shift in demand for a given product or service. However,...
IFM
+2
Buy Hold Sell
Livewire Markets
Equities

Dividend opportunities remain despite significant cuts

This week we published the latest Global Income report, which analyses income from global equities during the quarter ending 30 June 2020 – a significant period for...
Dan Pennell
Plato Investment Management
Equities

The New Criterion: it's boom or bust in retailing's two-speed economy

Shoppers engaging in retail therapy despite the spectre of even more serious job losses and mounting evidence the virus is far from vanquished. According to the...
AX1
+10
Tim Boreham
Tim Boreham
Independent Investment Research
Expert Insights

The most exciting company this reporting season

Some would label it Australia’s biggest disappointment. After being slammed by the NBN rollout, Telstra now faces its next biggest challenge - 5G. So, is now the time...
TLS
Livewire Exclusive
Livewire Markets
Equities

Mistakes can lead to great opportunities

Most people are familiar with the saying ‘Fool me once, shame on you, fool me twice, shame on me’. Although made famous more recently by George W Bush, it’s genesis is...
Anthony Aboud
Perpetual Asset Management (Australia)
Equities

The Drive to Invest

The valuations (and possible fates) of two of the world’s best-known car manufacturers took a surprising change this month. If one wanted to identify a growth company...
Stephen Bennie
Castle Point Funds
Equities

Why I'm frustrated with Gold + our plan from here...

The ASX200 commenced the last week of July pretty much in the same fashion as most other days, some choppy action around the psychological 6000 area with far more...
CSL
James Gerrish
Market Partners
Equities

Supply Chains: From just in time to just in case

Since the invention of just-in-time manufacturing in the 1960s, companies have been pursuing ever greater efficiency in their supply chains. Consolidating suppliers is...
Ted Franks
Pengana Capital Group
Equities

4 sectors we favour into a recovery

It has been quite an incredible ride over the past few months. Back in March, we were looking into the unknown with a pandemic that was both unpredictable and...
AD8
+18
Paul Xiradis
Ausbil
Equities

What will pop the virus bubble?

An ounce of prevention is worth a pound of cure. Coronavirus has shown this to be accurate, both in managing the virus and in managing investment portfolios...
Damien Klassen
Nucleus Wealth
6851-6875 of 8799
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