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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

Value vs Growth: Is there a shift back to Value?

Value investing is an investment paradigm that derives from the ideas on investment that Ben Graham and David Dodd began teaching at Columbia Business School in 1928....
Livewire Exclusive
Livewire Markets
Equities

Nothing Free About Free LIC Options

Starting about 12 years ago, a crop of new wave LICs came with a so-called ‘free’ LIC options. In addition to every share you bought for $1.00, the manager generously...
Steve Johnson
Forager
Equities

BHP Reaches its Nadir

Yesterday’s record full year loss will mark a turning point for BHP Billiton. The Big Fella, as BHP is affectionately known, got far too big for his boots. We won’t...
BHP
Steve Johnson
Forager
Buy Hold Sell

Buy Hold Sell: 5 Market Darlings

High prices, high growth, and high expectations; these are the market darlings. In a market where growth is hard to come by investors have demonstrated they are...
Buy Hold Sell
Livewire Markets
Buy Hold Sell

The lessons from FY16

Financial Year 2016 has been a challenging year for investors, as many of the ‘market darlings’ of previous years took big hits in the second half. The banks and the...
BHP
+4
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: The 5 best performing 'blue chips'

Given all the negativity around the companies at the big end of the market, investors could be forgiven for thinking there’s been nothing positive in this space. It...
BXB
CSL
SCG
+1
Buy Hold Sell
Livewire Markets
Equities

Why Coke Amatil's Share Price is Frozen

Forager's new recruit Daniel Mueller has had his first rant on our Bristlemouth blog. His target: Coca-Cola Amatil. This business has its fair share of problems. In my...
Steve Johnson
Forager
Equities

US consumers pocketing their pay

We recently spent some time travelling through the US meeting with companies and like-minded fund managers to expand our universe of ideas. We believe that during our...
NAOS Asset Management
NAOS Asset Management
NAOS
Equities

ASX Companies Need to Report Quarterly

Two weeks ago I wrote a blog piece explaining why I think ASX companies should be forced to report quarterly instead of twice a year. (VIEW LINK) As a long term...
Steve Johnson
Forager
Equities

3 key takeaways from the Berkshire Hathaway AGM

We attended the 51st annual Berkshire Hathaway AGM in Omaha, Nebraska. In customary fashion, Warren and Charlie answered questions from shareholders for 6 hours on...
NAOS Asset Management
NAOS Asset Management
NAOS
Buy Hold Sell

Buy Hold Sell: Separating the wheat from the chaff

Demand for food and drinks is all but sure to rise both in Australia and globally as the population continues to grow and more people move into the middle class. By...
CCL
GNC
+2
Buy Hold Sell
Livewire Markets
Buy Hold Sell

The art of picking stocks

Everyone has an opinion on stocks; hardly a week can go by without a story in the news about the next Uber (or Amazon, Facebook, Seek…). If investors don't do their...
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: What’s healthy in healthcare

Healthcare has been a strong performer in recent years, over the past 5 years the healthcare index has returned 110.7% compared to the broader ASX 200’s measly 3.5%....
CSL
+1
Buy Hold Sell
Livewire Markets
Equities

Good, bad and lucky

This morning the Livewire team gave us a gong for one of this year's top performing stock ideas (Whitehaven Coal). While the sentiment is much appreciated, it is...
SSM
Steve Johnson
Forager
Equities

Australian ETF Review - March 2016

As global sharemarkets recovered, the Australian exchange traded fund industry continued its growth trajectory finishing the month with $21.3 billion in funds under...
Ilan Israelstam
Betashares
Equities

The Dark Art of Buying Bargains

The two companies impacting our portfolios are South32 (ASX:S32) and Whitehaven Coal (ASX:WHC). South32 shares hit a low of $0.87 on 13 January this year. Yesterday it...
Steve Johnson
Forager
Buy Hold Sell

Buy Hold Sell: The Big Aussie Short

If the mainstream media has caught on to a theme, you know it’s too late to get in. This time was no exception. When 60 Minutes claimed to have uncovered the “big...
+2
Buy Hold Sell
Livewire Markets
Buy Hold Sell

The big themes from reporting season

Reporting season is a busy and exciting time for all investors, this one more than most. Volatility has been a common factor this time around, with some huge moves in...
Buy Hold Sell
Livewire Markets
Equities

Blue chip or not?

Telstra has reported its results for the six months ended 31 December 2015.Using a telescope rather than a microscope says this is no blue chip:Reported total income...
TLS
Roger Montgomery
Montgomery Investment Management
Equities

Service Stream Surpasses Even Our Expectations

Forager Funds largest Australian holding Service Stream (ASX:SSM) released its half year numbers after market close today. I've written about this stock a few times on...
SSM
Steve Johnson
Forager
Equities

BHP Billiton: Hole in the ground

Production volumes are up massively. Revenues have doubled, despite the massive pullback since 2011. By almost any measure, BHP is a bigger company than it was in...
BHP
Steve Johnson
Forager
Equities

Investing in the secular growth of the mobile internet

The evolution of the mobile internet has been driven by the convergence of 3G infrastructure, cloud computing, social networking, video content, online commerce and...
John Deniz
Paragon Funds Management
Equities

The most crowded trade - Short FMG - and why we would not want to be short.

Background to the consensus Short FMG trade and why we are Long FMG.
FMG
John Deniz
Paragon Funds Management
Equities

Paragon Funds Management: Macquarie capitalising on buoyant conditions

Macquarie is currently yielding a 4.6% forward dividend (March year-end FY16F), and based on our estimates is growing earnings at 30% CAGR for the three years to...
MQG
John Deniz
Paragon Funds Management
Equities

LNG: De risking one of the best emerging LNG export projects globally

We have written about LNG Ltd previously, outlining our reasoning behind investing in what remains one of the best emerging LNG export projects across the globe. We...
QAN
John Deniz
Paragon Funds Management
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