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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

Rare earth elements update

In January 2020, we published an article titled “2020 Investment Themes & Opportunities”. The fifth theme we identified in this article was “Battery metal turnaround”...
PLS
+1
Hue Frame
Frame Funds Management
Equities

New data confirms the meteoric rise of online shopping

The government-imposed COVID-19 lockdown accelerated a number of social trends. One of those was our increasing preference for online shopping. Recent data shows that...
JBH
KGN
Stuart Jackson
Collections

Two recent additions to the portfolios

In the midst of a sell-off, it takes a serious amount of intestinal fortitude to bite the bullet and open a new position. But for those who do, the rewards can be...
Patrick Poke
Livewire Markets
Equities

Are the banks perfume or poison to investors?

Bank shares might have staged an impressive recovery from oversold levels - but don’t confuse that with any semblance of investor agreement on where the sector is...
ABA
+6
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

10 most tipped small caps: Fundies' deep dives

While the ASX200 has bounced by more than 33% from its March lows, the small caps index has now bounced by over 50%. A few weeks ago, I flagged that the ten most...
AD8
APT
APX
+8
Alex Cowie
Alex Cowie
Equities

Finding the next generation of tech unicorns

Spotting the next diamond in the rough is every investor's dream. After all, a start-up with blue sky opportunity and the prospects of year-on-year growth would be...
Michael Smith
Michael Smith
Kauri Asset Management
Equities

Our strong businesses are getting stronger

We own great businesses. In this video I discuss how L’Oréal was able to grow its sales in China in Q1 by over 6% in a market that fell by almost one-fifth. I also...
Stephen Arnold
Aoris Investment Management
Equities

Vicinity, Iress and Arena REIT steal this show: this week in capital markets

The recovery rally continues. There was quite a bit more for followers of capital markets to sink their teeth into this week. Just over $1.5b was raised across 30...
+27
Ben Williamson
InvestorHub
Equities

Cashing out

Update - Friday 12/6/2020 - since this article was written we have started to make some significant asset allocation decisions - we want our Members and investors...
Marcus Padley
Marcus Today
Equities

Two beneficiaries of a cashless society

Welcome to Magellan Minutes, a new investment insights initiative in which senior members of our investment team dissect the markets and take a deeper look into the...
Magellan Investment Partners
Magellan Investment Partners
Equities

As the market turns... an update

I review the state of play in financial markets, and outline why I think there are such attractive opportunities now for the careful investor (5 mins).
Paul Moore
PM Capital
Collections

The one trend that all investors must watch

The verdict is that we’re slowly moving towards normality. Yet everyone has their scepticism. Have we hit the bottom? Is the market heading towards another correction?...
Bella Kidman
Bella Kidman
Livewire Markets
Equities

“Anything can happen, at any time.”

“Anything can happen, at any time.” - Joseph Goldstein, Buddhist teacher and author So far this year, avoiding the torrent of events in public health, economies,...
Chad Padowitz
Talaria Asset Management
Equities

Aeris’ Cracow gold buy has echoes of Northern Star’s first deal

Plus, New World Resources puts it head down at its Antler copper project and Perseus deal puts Tietto in the M&A spotlight.Exhibiting the same grit showed by his Test...
+4
Barry FitzGerald
Independent Journalist
Equities

Amcor: An inexpensive defensive with growth optionality

We kick off the Firetrail Analyst Series with a wire focussing on why we like packaging giant Amcor (ASX:AMC) in the current environment. The packaging giant is often...
AMC
Firetrail Investments
Firetrail Investments
Buy Hold Sell

Buy Hold Sell: 5 stocks to ride the financials rebound

Elon Musk's SpaceX rocket isn't the only thing that's shot through the stars in recent days. ASX financials are having their own out-of-orbit moment, with the sector...
ASX
+2
Buy Hold Sell
Livewire Markets
Equities

ABC Of Equities Recovery Rally

Investors are constantly plagued by questions for which there’s not always an easy and straightforward answer available.How much exactly is the landscape for retail...
COL
CSL
Rudi Filapek-Vandyck
FNArena
Equities

The Firetrail Analysts Series

The tectonic plates of equity markets are shifting unpredictably as we get to the other side of COVID-19. The onset of the pandemic and other factors are sowing doubts...
Firetrail Investments
Firetrail Investments
Equities

Apps, backed by ‘dark kitchens’, are changing food delivery

In 2004, Matt Maloney and Mike Evans were working in Chicago as web developers for appartment.com, a platform that allows people to find rental flats online. The pair...
Michael Collins
Michael Collins
Magellan Investment Partners
Equities

Navigating the global recovery with Magellan

Chris Wheldon, Portfolio Manager at Magellan, joins the EL&C Baillieu podcast in a wide-ranging discussion on the global economy and the outlook for markets. Tune in...
Nicolas Burgess
Nicolas Burgess
EL&C Baillieu
Equities

3 companies leading the fight against COVID-19

In a recent blog, we wrote about Johnson & Johnson and Gilead, two companies leading the race to find an effective treatment or vaccine against the coronavirus, which...
Betashares .
Betashares
Equities

Post-placement indigestion an opportunity?

Both IXC and PAR (Paradigm Biopharmaceuticals) are repurposing existing drugs, successfully completed Phase II trials, completed recent capital raises (both...
Thomas Schoenmaker
Alpine Capital
Equities

EML looks set to thrive as economies reopen

EML Payments (ASX:EML) is an exciting Fintech that delivers innovative payment processing technologies to organisations operating within many industries and countries....
EML
Dominic Rose
Montgomery Lucent Investment Management
Equities

The New Criterion: the gambling stocks to punt on post the coronavirus crunch

The age-old notion of Australians betting on anything that crawls has been supported by the behaviour of sports punters during the virus lockdown that has stymied...
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

Will the Chinese growth story persist post the crisis?

Welcome to Magellan Minutes, a new investment insights initiative in which senior members of our investment team dissect the markets and take a deeper look into the...
Magellan Investment Partners
Magellan Investment Partners
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