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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 New Criterion: will the listed sanitiser stocks clean up – or clean out – investors?

Who said capitalism was dead in the new world order of prolific government handouts? The profit motive is at least alive and kicking in the sexed-up sanitiser sector,...
+4
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

Saints or sinners: Does ESG stack up?

A key challenge to increasingly popular sustainable, or responsible, investing approaches is whether there is a financial price to pay for ‘doing good’. That used to...
Tom Stevenson
Fidelity International
Equities

How the best Chinese companies navigated through COVID-19

Across Asia as well as globally, countries are going through different stages battling a common enemy. We are not medical experts so will not opine on...
Qiao Ma
Qiao Ma
Cooper Investors
Equities

It’s volatile!

The record bull market in equities turned into a bear market in March, roughly 11 years after the last one ended. Volatility was extreme. The Cboe Volatility Index...
Stephen Bennie
Castle Point Funds
Equities

Positioning to ride out the pandemic

Matt Williams, Portfolio Manager of the Airlie Australian Share Fund, discusses the challenges the coronavirus is posing to Australian companies and investors, and how...
BHP
COL
+15
Airlie Funds Management
Airlie Funds Management
Equities

Risk of value traps increasing

COVID-19 has been profound and pervasive. We have seen massive shock waves impact our way of life, the economy, company business models, credit markets and liquidity....
TLS
Bruce Apted
State Street Investment Management
Equities

Why Flight Centre needed to raise capital – and fast

With the Australian share market rallying strongly in April off the 25 March low, there has been a spate of capital raisings by cash-strapped companies looking to...
Joseph Kim
Equities

Where do stock markets go from here?

Wild fluctuations in stock markets resulting from the coronavirus pandemic have tested the resolve of many investors.“We saw markets drop more than 30% in a month, the...
Matt Reynolds
Matt Reynolds
Capital Group
Equities

The Coles opportunity

While we have all seen (and probably experienced) the stories of grocery stockpiling during the covid-19 health crisis, we believe these are likely to be short-term...
COL
Matt Williams
Airlie Funds Management
Equities

Chalice’s Julimar palladium-nickel find emerging as ‘something special’

And now Liontown, Chalice’s stablemate and neighbour, is looking for a Julimar of its own in ‘similar geological terrain’ while Cassini says me-too. Plus, there’s a...
CHN
+6
Barry FitzGerald
Independent Journalist
Equities

Valuations creating once-in-a-lifetime opportunities

Looking back on the start to 2020, it's hard to know where to begin. In Australia, the widespread and devastating bushfires had barely been extinguished by damaging...
AMP
AWC
+9
Simon Mawhinney
Allan Gray
Equities

Taking the Top Off

The vibe is changing. It’s been a great rally but I can see (on the charts) and hear (in the headlines) the herd stopping to think about what’s next and it’s...
Marcus Padley
Marcus Today
Equities

Expect a retest of March lows; the bigger question is what happens next?

We’ve seen the panic. Now we’re enjoying the relief. But the worst is yet to come - and then what? That’s the big issue on the mind of Chris Watling from Longview...
Vishal Teckchandani
Livewire Markets
Equities

Virgin is Better Off Going Through Insolvency

Virgin Australia has been poorly managed and poorly capitalised for years. Whilst the Coronavirus lock-down is the most recent cause of its woes it is merely the...
QAN
Jonathan Rochford
Narrow Road Capital
Equities

10 stocks that are built to last

Australian stocks are down heavily this year, an event-driven sell off owing to the impact of the COVID-19 pandemic. Given the uncertainty, many leading companies have...
AMC
BHP
+7
Nicolas Burgess
Nicolas Burgess
EL&C Baillieu
Equities

It’s not the level of cash you hold, but how you deploy it

Joe Magyer and the team at Lakehouse Capital went into March with cash levels at around 14% - “on the high side” by his own admission. The team had been grappling with...
APT
NAN
Patrick Poke
Livewire Markets
Equities

Stay liquid. Stay invested. Stay safe.

Everything about this crisis is unprecedented. The nature of the exogenous shock that has precipitated it. The global response to the health crisis itself and the...
Neil Carter
Neil Carter
IFM Investors
Equities

The biggest investment risk today

The biggest investment risk today for investors is to be underweight equities. The ASX Total Return Index as at the end of March, was down approximately 27% from it's...
Emanuel Datt
Datt Capital
Equities

Organic growth: the next generation of stocks tapping the “wellness” boom

Usually referred to in the same breath as health, “wellness” is an amorphous term but that hasn’t stopped investors from flocking to listed exposures to trendy...
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

Podcast: Martin Rosser - Positive returns through the COVID crisis

Generating positive returns during COVID-19.Martin Rosser joins the podcast again to discuss how the Alium Market Neutral Fund has been able to generate positive...
David Clark
Koda Capital
Equities

One risk that nobody’s discussing

There’s one concerning new risk that’s been introduced in response to the COVID-19 lockdowns that’s not been fully appreciated, Sebastian Evans, Chief Investment...
BSA
COH
+14
Patrick Poke
Livewire Markets
Equities

This time it really is different

The easy premise is that the scourge of COVID-19 will change societies, economies and company profits forever. The harder forecast is where, and to what extent. Just...
COH
CSL
+1
Schroders Australia
Schroders
Equities

A Bodaful Amount of Value

Alkane Resources (ALK) is an Australian focused gold mining and exploration company who’s four key assets comprise the Tomingley Gold Operation (TGO), the rare earths...
Joshua Baker
Rapid Fire

This rally is a little too fast, too furious for Tom Millner's liking

Tom Millner of Contact Asset Management was already cautious heading into 2020 given the ASX's pre-coronavirus surge was being driven by investors hungry for yield. In...
ASX
BHP
+12
Vishal Teckchandani
Livewire Markets
Equities

Navigating your investment portfolio through market crashes.

With exploding volatility, extensive business disruption, and unprecedented levels of uncertainty, it is more important than ever for financial planners and investors...
Pengana Capital Group
Pengana Capital Group
7176-7200 of 8799
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