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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

Anatomy of the bounce

This from Reuters this morning: Using data back to 1928, the S&P 500 has suffered a 10% or more collapse in a single week, 16 times. On average, over the next week,...
BPT
MQG
+5
Marcus Padley
Marcus Today
Equities

Identifying growth opportunities & picking winners

Investing in growth opportunities that present themselves as emerging winners, Jeff backs the individuals behind what he identifies as a successful business. He is...
David Clark
Koda Capital
Equities

Three learnings from NEXTDC’s half-year results

Back in October, we made the case that NEXTDC’s (ASX:NXT) material share price underperformance would be temporary and that there were catalysts ahead that would bring...
NXT
Gary Rollo
Montgomery
Equities

A FANG on the future

Innovation may have become a buzzword of our time, but there is no question that those companies doing it properly are coming out ahead. Particularly those mapping...
Global X ETFs
Global X ETFs
Equities

Reporting Season Hits and Misses

During the months of February and August, the majority of Australian listed companies reveal their profit results and most guide as to how they expect their businesses...
AMP
CCL
CSL
+4
Hugh Dive
Atlas Funds Management
Buy Hold Sell

Stocks for sale: What these 2 fundies are buying

With global markets officially in correction territory this week, February has very quickly become a month to forget for investors. But as the famous expression by...
AMC
CGF
+6
Buy Hold Sell
Livewire Markets
Equities

FNArena Reporting Season Monitor: February 2020 - Week 4

Welcome to the FNArena Reporting Season Monitor for the February result season 2020. The Monitor reports ratings and consensus price target changes, along with brief...
APT
CDD
+6
Rudi Filapek-Vandyck
FNArena
Equities

The retailer capitalising on the e-commerce trend

A standout amongst small caps this earnings season to date was specialty apparel retailer, City Chic Collective (ASX:CCX), which reported 21 per cent growth in 1H20...
Dominic Rose
Montgomery Lucent Investment Management
Equities

More to come from fast-growing Bellevue as resource upgrade looms

Plus, Matador builds a following ahead of scoping study on Newfoundland gold project and Rio chief J-S Jacques still keeping mumm on a maiden resource at its Winu...
BGL
+4
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 5 bright stocks in a dark market

A combination of lacklustre earnings announcements combined with coronavirus jitters has knocked almost 7% from the S&P/ASX 200 Index in a week. But amid the darkness,...
CGF
+2
Buy Hold Sell
Livewire Markets
Reporting Season

RIO: Strong balance sheet and solid free cashflow

RIO reported underlying NPAT of US$10.4bn, up 18% year on year. This was largely in line with our estimates as well as consensus. The balance sheet finished the year...
RIO
Troy Angus
Troy Angus
Paradice Investment Management
Reporting Season

Afterpay's strong growth continues

Afterpay is still in the early stages of its global rollout and is spending to accelerate growth. Investors are prepared to look through the near-term losses as long...
APT
Simon Shields
Monash Investors
Equities

Are you overweight in growth stocks?

In an uncertain world, should investors have a strategy that looks beyond current trends and accommodates a range of different possible futures? In recent years growth...
Tim Kelley
Montgomery Investment Management
Equities

I’m so bearish, I’m bullish

Just over a week ago the Mexican central bank cut rates, which meant that we have had 800 rate cuts from global central banks since the Lehman collapse. This has in...
Thomas Bignill
Thomas Bignill
Mason Stevens
Equities

Are ESG stocks at “monstrous” valuations?

“Monstrous valuations”, “Bubbles” and “rampant demand for the hot investment theme”: Monday’s reports in the AFR on valuations and ESG are overstated and reasonably...
KMD
Camilla Love
eInvest
Equities

Shopify, Coronavirus, and EML

Claude joined us to talk about coronavirus, Shopify (which we hold), EML (which we don't) and a microcap CWL (which I had never heard of).Available on iTunes or...
EML
Michael Frazis
Frazis Capital
Reporting Season

Appen: Dominant position with structural tailwinds

Appen operates in an industry with robust long term structural tailwinds due to an insatiable need for training data for use in AI, digital advertising spend,...
APX
Camille Simeon
abrdn
Equities

Time to cash out

The market had risen 33.06% from December 2018 to the high last Thursday. That’s over 1.2 years. The average annual return from the stock market is 5.7% pa. So in 1.2...
APT
COH
+2
Marcus Padley
Marcus Today
Equities

The New Criterion: is there value in unloved coal stocks?

Even the maligned banks have relinquished their ‘most maligned’ status to Old King Coal following our summer of conflagrations for which carbon-emitting coal powered...
TER
+3
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

FNArena Reporting Season Monitor: February 2020 - Week 3

Welcome to the FNArena Reporting Season Monitor for the February result season 2020. The Monitor reports ratings and consensus price target changes, along with brief...
CCL
+5
Rudi Filapek-Vandyck
FNArena
Equities

One stock you can’t live without?

Globally there are over 112 million American Express cardholders. According to Interbrand, American Express is the 23rd most recognised brand globally, ahead of...
Tim Carleton
Auscap Asset Management
Reporting Season

An early mover in a growing market

We believe that IMF is an early mover in a new market that is set to grow considerably over the next few years. We are attracted to the high-quality management team...
Andrew Mitchell
Ophir Asset Management
The Rules of Investing

Aboud: What I'd buy in a market crash

At some point in their lives, most people have lusted after a dream item, but been unwilling or unable to justify the price tag. Whether it’s a car, jewellery, or...
APT
+4
The Rules of Investing
Livewire Markets
Equities

BHP joins Rio in keeping close watch on lithium

The Big Australian’s new chief admits to reviewing the battery metal’s potential “on a regular basis”. The comments are particularly relevant for the runaway Liontown,...
BHP
LTR
+4
Barry FitzGerald
Independent Journalist
Equities

Finding hidden value in intangibles

2020 has already given investors much to mull over: a (now nearly forgotten) Middle Eastern geo-political scare in the first days of January, the normal ebb-and-flow...
Charlie Aitken
Charlie Aitken
Aitken Investment Management
7301-7325 of 8799
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