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

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Healthy correction or something more sinister?​

Since the end of August, the Australian market at one stage was down about 12%. It's recovered a little bit, but it has been a pretty hairy ride. So, has this been a...
APT
+7
Buy Hold Sell
Livewire Markets
Equities

A cancer detection solution leads to rapid sales growth (FRA: PHS)

Photocure (FRA: PHS), also known as The Bladder Cancer Company, develops products and services with the aim of improving the lives of bladder cancer patients. Among...
James McDonald
James McDonald
Pengana Capital Group
Expert Insights

Time to short US equities?

Owning US equities has been a highly profitable position for the past 18 months. During this period the S&P 500 has returned 20.6% compared to 4.1% for the rest of the...
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Livewire Markets
Rapid Fire

Two small cap ideas for the long-term

This week’s guest on The Rules of Investing is Alex Milton, the Principal and Co-portfolio Manager at NovaPort Capital, a small cap and microcap fund manager with an...
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Livewire Markets
Buy Hold Sell

3 stocks making headlines - 2 under the radar

The papers are having a field day with stocks making headlines for all sorts of reasons. The high-flying Corporate Travel Management has been in the sights of short...
Buy Hold Sell
Livewire Markets
Equities

Microcap Managers Continue to Outperform ETF’s

Q1FY19 was a challenging quarter for microcap managers but the majority of managers navigated the market well with the average manager posting a return of +2.6% for...
Mark Tobin
Coffee Microcaps
Expert Insights

A fallen angel ready for redemption

Stocks exposed to true structural growth trends are trading three standard deviations more expensive than the market. Air travel is one such growth area. Engine...
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Livewire Markets
Equities

Out of love with Lovisa?

For a while there Lovisa (LOV) was a bright spot in Australian retailing. A domestic success story conquering the world. But that was a few months ago. In October the...
Alex Shevelev
Forager
Equities

Innovation keeps the pulse going

The Australian healthcare sector has been the best performing sector of the Australian share market over the last couple of years, although this statistic masks...
COH
CSL
RMD
Stuart Welch
Alphinity Investment Management
Buy Hold Sell

Buy Hold Sell: 5 healthcare stocks under the microscope

Healthcare is often viewed as a good defensive place to invest because it is relatively insensitive to economic cycles. Over the past 12 months the healthcare index...
Buy Hold Sell
Livewire Markets
Expert Insights

Taking share from the big banks

Financials are deeply unpopular given the fallout from the Royal Banking Commission, pending legal actions and the prospect of being a political football into the 2019...
HUB
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Livewire Markets
Buy Hold Sell

The next Northern Star?

While gold has disappointed over the last five years, what is often missed is that in Australian dollar terms it is up nearly 25% in the same time frame. With currency...
Buy Hold Sell
Livewire Markets
Expert Insights

The four pillars of future quality

Companies that will attain, and then sustain, very high returns on capital, have the ‘future quality’ that Will Low, Head of Global equities at Nikko Asset Management...
RMD
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Livewire Markets
Expert Insights

A wake-up call for tech investors

With investors factoring in exponential growth rates, Software as a Service (SaaS) firms have been trading on eye-watering multiples. However, Jacob Mitchell, Chief...
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Livewire Markets
Equities

'Grand Sale': 10 quality stocks for the watchlist

The market has fallen 10% in the last 8 weeks. Or as the inimitable Franco Cozzo put it: “Grand sale, Grand sale, Grand sale...”. No one can be certain if equity...
ACF
+4
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Livewire Markets
Expert Insights

A powerful strategy for global investing

Domestically focused investors will most likely be ‘diversified’ primarily across four banks and two miners, a strategy that exposes you to shifting rate markets and...
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Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 defensive stocks

The selloff that started in early September has gathered pace to put the Australian share market into correction territory, wiping out 12 months' worth of gains. With...
Buy Hold Sell
Livewire Markets
Expert Insights

Sectors and stocks for the late cycle

As the cycle matures, finding opportunities gets harder. So we sat down with Matthew Haupt, Portfolio Manager at Wilson Asset Management to hear his perspective. Here...
WES
WLE
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Equities

Global Smalls - Too Big To Ignore

Ellerston Global Investments Limited (ASX: EGI) owns a concentrated portfolio of global companies you are unlikely to find in most global equity portfolios. The highly...
Bill Pridham
Ellerston Capital
Equities

One beneficiary of the Royal Commission

IMF Bentham (ASX :IMF) operates in the litigation funding industry. It is the second largest firm of its type in the world and has arguably the highest quality service...
Anthony Aboud
Perpetual Asset Management (Australia)
Equities

A misbehaving bond-substitute

For much of the last decade, many investors were lured to a particular class of equities which, as they believed, would deliver yields greater than what could be...
Andrew Macken
Montaka Global Investments
Expert Insights

CSL: The secrets to their success

With a market capitalisation of nearly $100 billion and having produced returns of more than 20,000% (200x) for early investors who stuck with it, CSL is one of the...
CSL
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Equities

Tech giants invest billions in dying retail

Ask any Hong Kong based fund manager which stock they wish they’d doubled up on and they’ll almost certainly say Alibaba or Tencent. Both now rival Facebook in terms...
Patrick O'Reilly
Patrick O'Reilly
APN Property Group
Buy Hold Sell

Buy Hold Sell: 5 undiscovered small caps

It’s not often that you find a company that’s been listed for 30 years, pays a 6% dividend yield and trades on a single digit earnings multiple. That’s exactly what we...
MCP
+2
Buy Hold Sell
Livewire Markets
Equities

Tabcorp’s Dwyer has it wrong on remuneration

I doubt Tabcorp shareholders will be too happy this morning. The chair of their board – you know that thing that is supposed to represent shareholders’ interests – is...
Steve Johnson
Forager
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