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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 gig economy faces a crackdown

In 2004, Dynamex Operations West, a California-based courier company, suddenly reclassified its permanent full-time employees as independent contractors, depriving...
Magellan Investment Partners
Magellan Investment Partners
Equities

Next year will be different

MFS strategist Robert Almeida summarised it best in his latest reflections: "Investing is simple, but hard". Those who had been expecting logical, straightforward...
CGF
+2
Rudi Filapek-Vandyck
FNArena
Equities

Adriatic - Outstanding scoping study economics for Vares project

As one of our key long positions, Adriatic Metals (ADT) has been discussed already in our November 2018 and January 2019 monthlies. In November, Adriatic released an...
John Deniz
Paragon Funds Management
Expert Insights

2 blue chips to ride a value renaissance

Value stocks have shown signs of life in the last three months, but it will take time for the market to be convinced that this is a turning point. When we met with...
BHP
RIO
Livewire Exclusive
Livewire Markets
Equities

Don’t bank on the banks for dividends

In 2018, the top 10 dividend paying stocks accounted for 63% of all dividends paid in Australia, according to the Janus Henderson Global Dividend Index. Of these, the...
+1
Jane Shoemake
Janus Henderson
2020

Two ways to play the move to EVs

The last major structural shift in transportation took place just over 100 years ago. In the space of 13 years, the world went from all horse and carriage to all...
PLS
Victor Gomes
Eiger Capital
2020

One small cap winning the arms race

EOS uses lasers to track satellites in space and to target enemy vehicles on the battlefield. It might sound like science fiction but it has $250m of sales and $36m of...
Simon Shields
Monash Investors
Equities

The companies fuelling global growth trends

Themes around secular growth are widely covered by the media, but they often focus on the consumer-facing companies that dominate a particular...
Matt Reynolds
Matt Reynolds
Capital Group
Equities

Is PointsBet Holdings worth a bet?

Finding growth businesses with a long runway of opportunity, that can also grow independent of the economic cycle, can feel a bit like looking for a needle in a...
Gary Rollo
Montgomery
Equities

The New Criterion: the opportunities in - and pitfalls of - the data storage sector

According to NextDC (NXT, $6.39) chief Craig Scroggie, in the next 18 months the world will create more data than that ever produced since mankind emerged from the...
5GN
DXN
+1
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

“If you can’t feed a team with two pizzas, it’s too large”

Boutique investment teams outperform A 2018 analysis demonstrated that boutiques significantly outperform non-boutiques in institutional equity categories (with the...
Nicholas Cregan
Fairlight Asset Management
Equities

Three small caps to keep an eye on

There is no doubt that Australia’s small companies market has the ability to generate significant wealth. This is because stockbrokers don’t earn enough revenue from...
EML
IMD
Roger Montgomery
Montgomery Investment Management
Equities

The ESG revolution

What a difference a year makes. Brexit may not have progressed far, but in the 12 months since my 2018 trip to London, it’s clear that environmental, social and...
Tim Gerrard
Tim Gerrard
Janus Henderson
Expert Insights

Why contrarians ‘zig’ when you ‘zag’

It’s ingrained in human DNA to back the winners. Winners present the safer bet and offer investors safety and security. Contrarian investors do the opposite. When they...
Livewire Exclusive
Livewire Markets
Equities

Australian-listed growth stocks in an Asia region fund?

Asian equities portfolio manager Kevin Bertoli says two companies – iCar Asia and Frontier Digital Ventures – fit the bill as high growth Asian stocks for Asian...
PM Capital
PM Capital
Equities

Growth beats income

I know a lot of you hold big holdings in banks for income, so have we, but it has, in hindsight, been one of the biggest Australian investment mistakes of the last...
+4
Marcus Padley
Marcus Today
2020

Boosting income when real rates are negative

No matter which measure you use, interest rates after adjusting for inflation are now negative.  That means people living on these forms of income are going backwards...
Dr Don Hamson
Plato Investment Management
Equities

The secrets of investing in early-stage companies

It wasn’t that long ago that if you heard about someone being disruptive, it was viewed as a negative trait. These days, however, disrupters are considered...
IFT
Livewire Exclusive
Livewire Markets
Equities

Family and founders first for Cooper Investors

Cooper Investors’ Family and Founder Fund is a concentrated global equities portfolio that invests in founder-led, family-linked or employee-owned companies. Tune into...
Nicolas Burgess
Nicolas Burgess
EL&C Baillieu
2020

Easier credit would drive small caps

The one thing that investors can’t ignore in 2020 is business confidence. Companies that initially list on the ASX tend to be smaller companies that are keen to...
Campbell Neal
Campbell Neal
K2 Asset Management
Equities

'Made in China 2025’ vs ‘Make America Great Again'

Investors ignore China at their peril. The country is the biggest contributor to global economic growth and its broad investment universe offers opportunities across a...
Livewire Exclusive
Livewire Markets
Equities

Underappreciated and Unloved Gold

Why we have been buying Oceana We have historically allocated between 4 and 8% of our portfolio to gold equities. We do so for their defensive (uncorrelated)...
AQG
+7
Anthony Kavanagh
Chester Asset Management
Equities

How does a prudent investor get exposure to new technologies?

Technology stocks around the globe have performed exceptionally well in recent years, led by US success stories such as Facebook, Apple, Amazon, Alphabet, Microsoft...
COL
ORI
+1
Anton Tagliaferro
Fundamental Investment Management
Equities

8 new conviction calls from Future Gen

Some of the industry’s leading fund managers took to the stage yesterday as part of the Future Generation Investment Forum, with each manager sharing their top stock...
AMC
+4
Alex Cowie
Alex Cowie
Equities

Liontown timing its WA lithium project to catch the EV wave

Goyder aims to be Goldilocks with not-too-early, not-too-late development of Kathleen Valley. Plus, Centaurus awaits first assays from Brazilian nickel sulphide...
BHP
IGO
+6
Barry FitzGerald
Independent Journalist
7501-7525 of 8799
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