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

Buy Hold Sell

Buy Hold Sell: Is this the best small-cap on the ASX?

While the overall market continues to push higher against a tempest of macroeconomic headwinds, several darlings have recently been struck down by the perfect storm. ...
IEL
+1
Buy Hold Sell
Livewire Markets
Reporting Season

A transformational year for Bingo

Bingo Industries has reported a 1HFY20 underlying EBITDA and NPAT of $82m (+75% vs pcp) and $28m (+32% vs pcp) respectively. Guidance for the FY20 full year was...
Stephen Wood
Eiger Capital
Reporting Season

3 potential catalysts for Tyro

Tyro Payments, which reported today, has a 17-year history as a non-bank merchant acquirer facilitating card payments in Australia on behalf of 32,000 merchants. ...
TYR
David Allingham
Eley Griffiths Group
Reporting Season

Whitehaven: Hit by fall in coal prices

Whitehaven's results have slightly missed our expectations which were determined by the revised guidance issued by the company on the 5th of December. Whitehaven...
Emanuel Datt
Datt Capital
Equities

Saracen Minerals supercharged for growth

Saracen is an Australian based gold producer that, following the acquisition of 50% of The Super Pit, owns three gold producing centres all within a 300km radius of...
Mitch Ryan
NovaPort Capital
Equities

NZ equity returns for the next decade?

The New Zealand Equity Market had a stellar 2019, up over 30%, so we revisited our NZ equity return estimates to see how the outlook might have changed. We use the...
Stephen Bennie
Castle Point Funds
Reporting Season

EML: Meeting expectations not enough

EML’s result came in slightly below consensus expectations at the EBITDA level, though there was a 10% spread in consensus.At the NPAT level, after making various...
EML
Mason Willoughby-Thomas
Mason Willoughby-Thomas
Ausbil Investment Management
Reporting Season

Moelis: A fast-growing alternative asset manager

In conversations we have had with other investors about Moelis Australia Limited (ASX: MOE), it is common to hear the response “Corporate advisory businesses are lumpy...
NAOS Asset Management
NAOS Asset Management
NAOS
Equities

A sizzling summer for stocks – but can the sunshine continue?

It wasn’t just temperatures that sizzled in Australia through January. The ASX200 was also on fire, starting the year with a 4.98% gain for the month. In fact,...
CSL
SYD
Schroders Australia
Schroders
Equities

The New Criterion: all the dope on Emerald Clinics’ limp debut

Having been long on promises but short on deliverables, the ASX listed cannabis sector is taking an evolutionary step from growing the stuff to proving that pot is...
EMD
Tim Boreham
Tim Boreham
Independent Investment Research
Reporting Season

Netwealth has potential to triple its market share

Today Netwealth (NWL) delivered a first-half underlying profit of $20.6m, which was 2% ahead of market expectations and 20% higher than last year. Importantly,...
David Poppenbeek
K2 Asset Management
Equities

Why Infigen's share price could power up

As Australia continues its slow, but steady, journey to decarbonise its economy, there will no doubt be winners and losers. One of those winners could be Infigen...
Gary Rollo
Montgomery
Equities

No virus for global stocks

As Chinese workers slowly make their way back to factories and offices across the country, global stockmarkets are hitting all time highs. For all of the headlines and...
Steve Johnson
Forager
Equities

Finding bargains when markets are at their highs

It’s a problem all investors are facing right now. What do you do when you want to put money to work, but markets are at their highs? In this two minute video I give a...
Paul Moore
PM Capital
Equities

Growth stocks for the next decade? We talk Pro Medicus, Afterpay, Audinate and two burns companies

Claude Walker joins us in a deep dive into some of the most talked about growth stocks on the ASX. We talk about our investment mistakes, some of the one that have...
AD8
APT
AVH
+2
Michael Frazis
Frazis Capital
Equities

Where can I buy the next Westfield?

Westfield is a name all Australians know well. The company originated in 1959 and was floated in 1960 and now has operations in the US, UK and New Zealand as well as...
SCG
Mugunthan Siva
India Avenue
Equities

Why we’re not invested in BHP and RIO in current conditions

2019 was a positive year for the mining sector with the total return for the Resources Index being 26 per cent better than the broader S&P/ASX300 Index which returned...
BHP
RIO
Joseph Kim
Equities

FNArena Reporting Season Monitor: February 2020 - Week 2

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
+10
Rudi Filapek-Vandyck
FNArena
Equities

Intrepid Orion highlights opportunity lurking in corona-infected base metals land

Plus, Alkane’s latest result fuels hopes it may have a Cadia-esque find on its hands. The coronavirus has knocked the stuffing out of base metals prices, taking...
Barry FitzGerald
Independent Journalist
Equities

Cheap exposure to a fast-growing tech theme

The Human Resource (HR) department was invented over a century ago as industrialisation took place and organisations grew larger. The current popular term for this...
PYG
TNE
Tim Hannon
Tim Hannon
Conrad Capital Group
Equities

When patience pays off: Two long-term winners

After listing on the ASX in 1999, Altium (ALU) suffered for more than a decade as a relatively unknown and unloved microcap. Around the end of 2012, armed with a new...
REH
Patrick Poke
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 high growth ex-20 stocks

With much of the ASX top 20 lacking exposure to booming sectors like technology and China-linked consumer goods, investors are increasingly searching elsewhere for...
AVH
+2
Buy Hold Sell
Livewire Markets
Equities

ACT Adds Fuel to the Fire

News out of the Caltex camp this morning confirmed what many in the market had been expecting (and pricing in); Alimentation Couche-Tarde Inc. (ACT) returned with a...
Luke Cummings
Harvest Lane Asset Management
Reporting Season

Telstra's comeback is on track (for now)

Telstra’s 1H20 financial results were broadly in line with expectations and FY20 guidance was re-affirmed. The result was overshadowed by the Federal Court’s decision...
TLS
Natalie Tam
abrdn
Equities

Seven Group Holdings – small cap quality with three strengthening themes

If you’re searching for value in the Australian market, it may be worth taking a look at Seven Group Holdings (ASX:SVW). With a stable of businesses leveraged to...
Dominic Rose
Montgomery Lucent Investment Management
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