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Equities

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

Equities

Lovisa remains an attractive investment

Lovisa's (LOV) result has been very well received by the market, due to a number of factors. Firstly, leading into the result there were concerns due to the tough...
Shane Fitzgerald
Monash Investors
Equities

Turning bullish on Isentia, a turnaround worth investigating

Media intelligence company Isentia (ASX:ISD) enjoyed a market cap touching almost $1bn at its peak in 2015 but, with industry headwinds and its disastrous $35m+...
Graeme Carson
Cyan Investment Management
Equities

A 'Priceless' investment case

The great investor Peter Lynch who ran the Fidelity Magellan Fund is often quoted saying: “the best investment ideas you see with your own eyes in everyday life” ...
Charlie Aitken
Charlie Aitken
Aitken Investment Management
Equities

Webjet: 30% jump on results but still on a PE of 14

Webjet (WEB) reported one of the best results of reporting season to date yesterday, and the market promptly rewarded it with the stock finishing up 30% on the day -...
Naheed Rahman
Flinders Investment Partners
Buy Hold Sell

Buy Hold Sell: 5 resilient big caps

There have been some astounding one-day moves this reporting season among the market darling midcaps, including Altium jumping 20%, Webjet soaring 30%, Blackmores...
CNU
CSL
+2
Buy Hold Sell
Livewire Markets
Equities

Wesfarmers: High returns are just the beginning…

Over the past 20 years, Bunnings sales revenue and earnings have never gone backwards, despite multiple housing cycles, the Global Financial Crisis and competitor...
WES
Adam Alexander
Schroders
Equities

Don’t lose sight of the long-term

Emerging markets were volatile throughout 2018, especially during quarter four as they sold off and took some valuation froth out of the market. This has continued...
Alva Devoy
Alva Devoy
Fidelity International
Equities

Dividends the size of Jupiter!

With Australian investors love of resources and a passion for dividends, it seems incredible that a company could yield over 24% in a commodity with strong...
Scott Williams
Fiftyone Capital
Equities

Nearmap: Global leader in the delivery of reality-as-a-service

Nearmap (NEA) released another impressive set of results on Wednesday, with strong numbers across all of its key KPIs. Annualised contract value (ACV) growth was...
NEA
Mason Willoughby-Thomas
Mason Willoughby-Thomas
Ausbil Investment Management
Equities

Market overlooking Stockland's solid fundamentals

Stockland announced their 1H19 results this morning. Conditions remain challenging for the group with a deterioration in housing market conditions, reduced credit...
SGP
Matthew Coleman
Matthew Coleman
Dexus
Equities

Corporate Travel Lays Down the Runway for a Rerating

Corporate Travel Management (CTD) has been one of the most topical stocks on the ASX in recent months, specifically due to being the target of a well-publicised, short...
Naheed Rahman
Flinders Investment Partners
Equities

BHP just out with results – looks like a miss

Another hugely interesting day and we’ve just had BHP across the ticker to round things out (I have done a quick recording below after the numbers dropped). Six large...
BKL
COH
COL
+3
James Gerrish
Market Matters
Expert Insights

A global leader with a lovely tailwind

It’s the world’s largest restaurant chain by revenue and if you’d picked up 100 shares in the IPO your investment would be worth over US$12million today and you'd be...
Livewire Exclusive
Livewire Markets
Equities

A market anomaly in a high yielding stock

Spark Infrastructure (SKI) is a regulated utility company with a market capitalisation of $3.8 billion. Its current portfolio comprises interests in the following...
Tim Hannon
Tim Hannon
Conrad Capital Group
Equities

Year of Peppa Pig

While Entertainment One is a developer, owner and producer of a growing number of successful pre-school properties, the one that is garnering the most attention right...
Bill Pridham
Ellerston Capital
Equities

Altium: Exceeded consensus forecasts again

Altium has once again delivered an outstanding half-year result which appears to have exceeded consensus forecasts. The stock has gained more than 20% on the result to...
ALU
Ben Clark
TMS Private Wealth
Equities

Australians Love a Bet (ASX: TAH)

Tabcorp has long been the number 1 operator of sports and racing wagering in Australia, with exclusive retail licences now across all States and Territories (with the...
Mark Christensen
Mark Christensen
Pengana Capital Group
Equities

Bingo gets whacked

The US market provided a good lead for stocks this morning and the market was strong early – up nearly ~60 points in the futures market before some sellers angled into...
James Gerrish
Market Matters
Equities

Rhipe for the picking

Rhipe's share price rallied over 9% today on a cracking result. Rhipe (RHP), a leader in cloud and service provider software licensing, was able to upgrade its...
RHP
Alexandra Clarke
Ellerston Capital
Equities

Stocks and themes that stood out in week 2

The market was largely flat for the week. Domain (ASX:DHG) was one stock that actually featured with a very good result that was much better than what the market was...
AMP
COL
+2
BRAD Potter
Tyndall AM
Equities

iSelect strengthens its hand

So far, the market reaction to comparison website iSelect’s (ISU) financial results has been muted. The first half contribution is usually negligible; iSelect does...
Alex Shevelev
Forager
Equities

Packaging up the Smartgroup result

Given the substantial fall in private vehicle sales seen throughout 2018, in our view, the risk of owning Smartgroup (SIQ.ASX) into the result was greater than it has...
NAOS Asset Management
NAOS Asset Management
NAOS
Equities

Westpac: Through the eye of the storm

Over recent times Westpac Bank (WBC) has been underperforming the Australian equity market; since 2015, WBC’s share price has fallen 30% whereas the ASX200 has gained...
David Poppenbeek
K2 Asset Management
Equities

Whitehaven: Trading on a 20% free cash flow yield

Whitehaven Coal (WHC) is an Australian coal production company that produces approximately 20 million tonnes per annum of high-energy thermal coal. This production...
Tim Hannon
Tim Hannon
Conrad Capital Group
Equities

Can active-trading add value?

Conventional wisdom typically holds that actively trading positions in your portfolio destroys value. Whether it’s Warren Buffett recommending a “buy-and-hold”...
Andrew Macken
Montaka Global Investments
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