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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

The importance of sustainability in Australian small caps

Executive summary Sustainability has historically been the focus of large cap investors, but these factors are even more important in Australian small cap investing....
Phillip Hudak
Maple-Brown Abbott
Equities

Unintended Consequences of Free Money

How do people get richer during a recession? Free money! During past recessions, people become poorer as personal income falls when unemployment rises, which...
APT
Jason Teh
Vertium Asset Management
Equities

Bell Potter's top stock picks for FY21

In this report, our analysts share their sector view and top stock picks for FY21 across a range of sectors including banks and general insurers, LICs and LITs,...
360
A4N
AMP
+41
Bell Potter
Stockbroker
Equities

Who benefits from the cloud megatrend?

Cloud computing is a global megatrend that is being led by technology giants Microsoft, Amazon and Google in a market that is growing at 30% per annum. But what does...
MP1
NXT
Nicolas Burgess
Nicolas Burgess
EL&C Baillieu
Equities

Qantas raises sizeably and Novatti raises quickly: this week in capital markets

33 placements were completed this week, raising a total of $1.7b in fresh equity. The bulk of this was for Qantas, but a resurgence of small cap activity filled the...
ANL
AZI
+28
Ben Williamson
InvestorHub
Equities

Three More Small Cap Recovery Stocks

After a strong rally the so-called ‘easy money’ has been made. From here, it is a stock pickers market as each business and industry is going to recover (and, for...
AMA
MSG
+1
Harley Grosser
HD Capital Partners
Equities

Nick Scali reports strong sales in May and June

The furniture retailer, Nick Scali, is one of our holdings in the Montgomery Small Companies Fund and CEO Anthony Scali recently updated fund managers through a...
ADH
NCK
Roger Montgomery
Montgomery Investment Management
Equities

Why earnings matter in Australian small caps

In our view, small cap investors are short-term focused - they look to the next earnings report to dictate their buy and sell decisions. We believe investors’ primary...
Phillip Hudak
Maple-Brown Abbott
Equities

Flying Alkane prepares for another climb with propulsion on several fronts

The Ian Gandel-led sharemarket star is now onto a high-grade pod at its Boda porphyry in NSW while Tomingley looks set for a new lease on life and the rare earths...
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 6 small cap dividend stocks with big yields

Investors in traditional ASX 200 dividend stocks are expected to receive chump change over the next 12 months as companies "deny, defer or diminish" payments, as Nikko...
AUB
MCP
MTS
+3
Buy Hold Sell
Livewire Markets
Equities

Why we are now in a stock picker's market

After the recent COVID-19 volatility, investors are no doubt asking themselves whether an active or passive strategy is the best way of navigating these challenging...
Luke McMillan
Luke McMillan
Ophir Asset Management
Equities

IDP Education (IEL) - Opportunity to create significant shareholder value

In a recent meeting with IDP Education (IEL), we explored the opportunity for management to unlock significant value in the IELTS (International English Language...
IEL
Zach Riaz
Zach Riaz
Banyantree Investment Group
Equities

Daniel Chersky - Absolute returns from small to mid cap ASX listed stocks

Daniel and David discuss the Alceon High Conviction Absolute Return Fund, and dig into how Daniel thinks about running the absolute return focused strategy. The fund,...
NXT
+1
David Clark
Koda Capital
Equities

Is It Time To Invest In The Great Australian Dream?

COVID-19 has posed an incredible challenge to the Australian economy. However the response from government and the Reserve Bank of Australia has been unprecedented, in...
Tim Carleton
Auscap Asset Management
Equities

The attractions of investing in healthcare

Demand growth for healthcare services is not tied to the economic cycle, which all else being equal, has historically made healthcare companies attractive investments,...
CSL
Stuart Welch
Alphinity Investment Management
Equities

Market rally increases equity risk

Should the recent rally provide comfort or concern for investors? The recent equity market rally has provided relief and some hope to investors but in the face of...
Bruce Apted
State Street Investment Management
Equities

5 stocks to watch as childcare subsidies return

Everyone loves the notion of something for nothing – especially if the government is footing the bill - but for the childcare operators the hastily implemented “free”...
GEM
+2
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

Nickel stocks are bullish

The market undoubtedly is showing some impressive backbone to rally in the face of bad news on both the macro and stock level, yesterday it was Challenger Group...
James Gerrish
Market Partners
Equities

Why the 'lollapalooza effect' matters for investors

The FY20 annual reporting season is fast approaching, and with it brings an abundance of company annual reports. In order to conduct thorough company analysis, we...
Robert Miller
NAOS
Buy Hold Sell

Where is the value in small caps?

The S&P/ASX Small Ordinaries Index has staged an extraordinary comeback, lifting 50% in value since the 23 March COVID trough. For Simon Conn of Investors Mutual and...
HT1
Buy Hold Sell
Livewire Markets
Equities

Surviving the dividend drought

The Australian market declined sharply from the 20 February high of 7,160 to the 23 March low of 4,536, and has since recovered to over 6,000 at the time of writing....
ANN
COL
GEM
+6
Mal Whitten
Mal Whitten
Tyndall AM
Equities

2 steps forward, 1.5 steps back

The sharp move lower in markets only 7 trading days ago (11 June) was dramatic – one of the 20 largest down days in global stock market history and the eighth largest...
Chad Padowitz
Talaria Asset Management
Equities

Private equity LIT trades at premium (not discount) to NTA and raises money without selling fees!

Russel Pillemer's Pengana Capital has announced a 1-for-3 rights issue, or capital raising, for its existing private equity listed investment trust (LIT), called the...
Christopher Joye
Coolabah Capital
Equities

WAM: Auto sector warming up after restart

The Australian automotive sector was one of the hardest hit during the depths of the COVID-19 crisis. But with lockdown easing and traffic returning, the outlook is...
AMA
CAR
Nicolas Burgess
Nicolas Burgess
EL&C Baillieu
Equities

Volatility puts the brakes on raising, for now: this week in capital markets

Market volatility has been creeping up this month - new COVID cases, stimulus uncertainty and geo-political games are all to blame. Volatility and capital markets...
+18
Ben Williamson
InvestorHub
6951-6975 of 8799
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