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Equities

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

2020

Cash Earners over Cash Burners

At Totus, we like to invest in quality cash earners and with the ability to short and offset these with cash burners. With 2019 coming to a close, one thing we believe...
Ben McGarry
Totus Capital
Equities

Ten most tipped stocks: +50% for 2019

This time last year we surveyed our readers for their thoughts on some key market issues and also asked for their number one stock pick for 2019. Soon after, I...
APT
+7
Alex Cowie
Alex Cowie
Expert Insights

3 golden tailwinds for the silver doughnut

Macquarie has defied the sceptics in recent years and outperformed the financials index by another 14% over the last 12 months. One fundie that has been calling it...
MQG
Livewire Exclusive
Livewire Markets
Equities

2019 Review

Picture this, the week before Christmas 2018. The S&P 500 has just had the worst quarter of performance since Q3 2011. October down -6.91%, November up 1.85% and...
Hue Frame
Frame Funds Management
Expert Insights

Dividend traps hidden in plain sight

As a leading equity income specialist, we asked Plato’s Peter Gardner if the big four banks and Telstra could be dividend traps, and if they still deserved a spot in...
AMP
+3
Livewire Exclusive
Livewire Markets
2020

Reality bites - the importance of long-term sustainability

The one thing I think investors won’t be able to ignore in 2020 is genuine sustainability. And by that, I mean a company’s ability to create and maintain sustainable...
James Abela
Fidelity International
2020

Beware the Chinese slowdown

I am a long-term, business-focused investor who does not spend too much time on macroeconomics. Still, as a Sydney-based global manager, I would be remiss to not...
Joe Magyer
Joe Magyer
Lakehouse Capital
Equities

Another year, another decade

At school and university my favourite day was always the first day of the academic year. The first day was filled with possibilities, excitement and plans for the year...
GMG
OSH
+3
Paul Taylor
Fidelity International
Equities

The New Criterion: small cap dividend stocks you probably have never heard of

Bored with the Big Four? Tired of Telstra? Have Coles and Woolworths exceeded their shelf life?For yield chasing investors, the small cap sector can offer attractive...
ACF
CAA
+2
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

The Words of 2019: “Flygskam” & “Tågskryt”

For the lexophiles (yes this is a thing) amongst us, it’s not the sell side research forecasts for the upcoming year (“cautiously optimistic with expected equity...
Chad Slater
Chad Slater
Ellerston Capital
Equities

Active is dead, long live active - The rise of passive

Passive investing continues to grow in popularity. In the US alone, 50% of equities are invested via passive strategies. While low fees are an attraction, history has...
Patrick Hodgens
Firetrail Investments
Expert Insights

A compelling IPO the market hasn’t spotted for now

New listings have had a bad rap this year with some high-profile stumbles. But do a few bad headlines represent the entire market? Running the numbers across all IPOs...
JBH
PWG
Livewire Exclusive
Livewire Markets
Equities

A healthy prognosis for this U.S. health care stock

Cigna is a health maintenance organisation (HMO) company, otherwise known as a health insurance company. The major HMO companies in the U.S. have seen recent price...
Adrian Warner
Adrian Warner
Avenir Capital
Equities

Going on the defensive: the defence sector stays strong

Last week we touched briefly on a couple of Aussie defence stocks and how global defence industry spending generally does not wane even during economic slowdowns. This...
ASB
CDA
Josh Terlich
Josh Terlich
Mason Stevens
Equities

CarbonXT - Rapid Growth & Inflection Point

In Part 1 on the ‘Water Stocks’ I wrote about three companies – SciDev (SDV), De.Mem (DEM) and CarbonXT (CG1). The wire focused on SDV and why the Fund had taken a...
+2
Harley Grosser
HD Capital Partners
2020

Business quality matters more than ever

2019 has seen share markets reach fresh highs after the Fed’s about-turn in monetary policy stance in January. This shift in market expectations from rate increases...
Magellan Investment Partners
Magellan Investment Partners
Equities

China Journal, musings from a small cap investor

A trip to China can yield many outcomes for an investor. The sheer land mass and multitude of micro economies can make it difficult to ascertain whether a Hebei steel...
BKL
+3
Nick Guidera
Nick Guidera
Eley Griffiths Group
Expert Insights

Australian technology: a minefield with some diamonds

If you’re contemplating investing in the Australian technology space, be warned that not all businesses in the sector are made equal. “I think there are some really...
APT
Livewire Exclusive
Livewire Markets
Equities

Big miners and big yields

If you had to guess which ASX 50 stock has led the market over the last 12 months, who would you suggest? Maybe CSL? Or Aristocrat? But while both are up over 50%,...
BHP
FMG
IGO
+2
Alex Cowie
Alex Cowie
2020

Focus on the balance sheet next year

In 2020, the one thing investors can’t ignore is the balance sheet. While I would argue it should never be ignored, it becomes particularly important as we head into...
GNC
IPL
OML
+3
Airlie Funds Management
Airlie Funds Management
Equities

Site visit - Ingenia Communities

A few weeks back, a couple of the Eiger team ventured up the M1 to the central coast to visit three of Ingenia Communities’ (INA) retirement community parks. Our aim...
Victor Gomes
Eiger Capital
The Rules of Investing

Two consumer stocks making it big overseas

The Australian team at Fidelity International often draw on influence of legendary Fidelity fund manager, Peter Lynch. But one area that the approach hasn't always...
GMG
OSH
+2
The Rules of Investing
Livewire Markets
Equities

As talk of Legend’s WA nickel find gains pace, Orion looks to be sitting pretty right next door

Word on the street is that Legend Mining has a cracker of a nickel find in the Fraser Range. With assays expected next week, the race is on to identify the best...
CHN
+6
Barry FitzGerald
Independent Journalist
Expert Insights

Holding cyclical stocks through the best bit of the cycle

Last year, BHP and Rio both paid a gross yield of more than 13%, a figure that jumps to more than 20% once you include buybacks. Peter Gardner from Plato Investment...
BHP
RIO
Livewire Exclusive
Livewire Markets
Equities

Under the hood with IMDEX

We like small companies with strong growth potential and IMDEX Limited (ASX:IMD) has grown substantially with a market cap over $610 million and sales in 102 countries...
IMD
Gary Rollo
Montgomery
7476-7500 of 8799
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