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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

One stock passing our 5-point checklist

Last year we wrote an article titled Five Ways to Avoid the ‘Value Trap’ which outlined several considerations when assessing companies that look fundamentally cheap....
+1
Robert Miller
NAOS
Equities

Tech narrative driving bull market frays

“We are late in the cycle.” Lord only knows how many times I’ve heard that phrase used in the past few years. People were using it as far back as 2012 in the...
ISX
Chad Slater
Chad Slater
Ellerston Capital
Equities

Global dividends grew in Q3, but a marked slowdown is underway

A slowdown in global dividend growth is underway, according to the latest Janus Henderson Global Dividend Index (Index). This trend began in the second quarter, as...
BHP
RIO
+2
Jane Shoemake
Janus Henderson
Equities

The inside story on uncovering new ideas

Our global equity team has an investment philosophy that’s centred on the search for Future Quality in a company. Future Quality companies are those that are able to...
RMD
Greig Bryson
Yarra Capital Management
Equities

The investment case for EML just got stronger

EML Payments (ASX:EML), an Australian FinTech that specialises in digital gift cards and pre-paid cards, is a core holding in the Montgomery Small Companies Fund....
EML
Dominic Rose
Montgomery Lucent Investment Management
Equities

A compelling opportunity for resources investors

Adriatic Metals ('ADT') are a base metal developer in Bosnia & Herzegovina (BiH), with a world-class resource in a global scale mineral province. The breakup of...
Emanuel Datt
Datt Capital
Equities

A small cap working hard for gains

We have chosen to highlight Viva Leisure as our stock in focus this quarter, a stock we hold in the NovaPort Microcap Fund. We initiated a position in Viva Leisure at...
VVA
Mitch Ryan
NovaPort Capital
Equities

Two Aussie rare earths players

Last week in a note to our clients we discussed briefly the future of the Australian rare earths industry which has been given a boost by the US/China trade war and...
Josh Terlich
Josh Terlich
Mason Stevens
Expert Insights

Equity income? Don’t forget China

Domestic Chinese investors receive very little on their bank deposits – just like the rest of the world – but remain wary of equities as a way of increasing their...
Livewire Exclusive
Livewire Markets
Equities

Pinduoduo: A $100 billion profit opportunity

For some reason, no-one seems excited about this strange Chinese company that's somehow taken 10% of Chinese e-commerce in about two years. Ex-google CEO Colin Huang...
Michael Frazis
Frazis Capital
Equities

What’s a defensive stock in 2020?

What’s a defensive stock? It’s a simple question that used to have a simple answer. In years past, defensive stocks were reliable, conservative, boring investments in...
Matt Reynolds
Matt Reynolds
Capital Group
Equities

Why investors buy a good narrative

‘Narrative’ is a word we notice being used more frequently in market and investment commentary. Given how often it is repeated in this context we thought it worthwhile...
APT
COH
CSL
+2
Sinclair Currie
NovaPort Capital
Equities

Facebook: 1.6bn reasons for liking it

As I look back on the US reporting season, one stock that I believe delivered an outstanding set of numbers is Facebook. The third quarter was volatile, both for...
Charlie Aitken
Charlie Aitken
Aitken Investment Management
Equities

Promises of a happy new year for base metals

Advanced explorers and emerging producers such as Aeon Metals and Todd River well positioned to benefit from the upturn.The year all but complete will go down as a...
AML
IGO
+1
Barry FitzGerald
Independent Journalist
Equities

Finding sustainable returns in the Afterpay economy

With capital cheap and plentiful, ‘buy now, pay later’ seems an eminently logical strategy. But will it prove sustainable when the time comes to pay? Or is the...
APT
Martin Conlon
Schroders
Equities

Paradice: Five key takeaways on the Global Small Cap sector

At a recent boardroom briefing, the Paradice Global Small Cap Fund team discussed their views on what’s influencing movements in the small-cap sector. They said two...
Livewire Exclusive
Livewire Markets
Rapid Fire

Matt Haupt loves macro, big stocks and fast cars

Over the past 20 years Wilson Asset Management has earned a reputation for identifying undervalued growth companies, typically in the smaller end of the market. In...
+1
James Marlay
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 stocks riding the cloud megatrend

Amazon, Microsoft and Oracle may be familiar names for investors playing the cloud computing megatrend. But there’s a special cluster of small-cap ASX companies...
IFM
+3
Buy Hold Sell
Livewire Markets
Equities

Beware the one-trick ponies

Douglas Huey, Portfolio Manager, reports that we have had the equivalent of a bull market in Information Technology (IT) spending. Bernstein Research has been tracking...
PM Capital
PM Capital
Equities

2 ways to profit from Brexit chaos

For outsiders, Brexit is the show that keeps on giving. For the stoic British, a source of much frustration.From an investment perspective, Perpetual Investments has...
CPU
REH
Garry Laurence
Profeta Investments
Equities

Why I'm currently out of Aussie banks

Uday Cheruvu, Portfolio Manager of the Australian Companies Fund, says he has sold out of Australian banks as they are coming under a quadruple threat from capital,...
+1
PM Capital
PM Capital
Equities

Will Christmas shopping rescue Australia’s retailers?

You can’t underestimate the importance of retail spending. When nations open their wallets, it stimulates the economy. Investors have been bracing for a cheerier...
ADH
+3
Dominic Rose
Montgomery Lucent Investment Management
Equities

Should we pay boards more?

As we are in the middle of Annual General Meeting (AGM) season in Australia, one of the topics that will no doubt receive some focus will be management remuneration....
Tim Kelley
Montgomery Investment Management
Equities
Sponsored

Invest in the world’s most dynamic region

In the last two decades, Asia has become a powerhouse of global growth. Demographics and digitalisation are fuelling a booming economy that’s expected to continue for...
Fidelity International
Fidelity International
Equities

How to benefit from short selling

It’s a nightmare come true for the boards of an increasing number of well-known ASX listed companies: a short seller takes a position and then airs a research note...
+11
Tim Boreham
Tim Boreham
Independent Investment Research
7551-7575 of 8799
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