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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

An advanced project in an undersupplied market

My preferred commodity exposure is sulphate of potash (SOP) – not to be confused with the more common muriate of potash (MOP), which in is an oversupplied market. SOP...
AMN
John Deniz
Paragon Funds Management
Equities

Blip, Bump or Block for Bellamy's?

Market darling Bellamy's has fallen 35% this morning. It joins a growing list of priced-to-perfection growth stocks that have disappointed investors late in 2016 (APN...
Steve Johnson
Forager
Buy Hold Sell

Buy Hold Sell: Australia’s most shorted stocks

In this week’s Buy Hold Sell we examine five of the most shorted stocks on the ASX. All five of these stocks have over 11% of their register sold short. Traders short...
MTS
+1
Buy Hold Sell
Livewire Markets
Buy Hold Sell

How to position for the great rotation

Cyclical stocks, financials, low price-to-book/price-to-earnings ‘value’ stocks, and resources have all been on a run recently. Meanwhile, high price-to-earnings...
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Travel, tourism and the consumer

In this episode of Buy Hold Sell we ask our panel to share their views on a selection of companies offering exposure to travel, tourism and the consumer. After a...
BWX
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Sifting for value in resources and mining services

It has been the surprise story for 2016. A bottoming in commodity prices triggered an aggressive bounce in resources stocks and the services companies exposed the...
MLD
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 Sizzling Small Caps

One of the most profitable trends in the market this year has been the outperformance of small cap stocks. The Small Ordinaries index (total return) is up around 13%,...
+3
Buy Hold Sell
Livewire Markets
Equities

Infrastructure stocks looking most attractive in 2 years

In a perfect world, we would identify a particularly attractive thematic, identify the best companies exposed to those themes through company meetings and our own...
SYD
TCL
John Deniz
Paragon Funds Management
Equities

GR Engineering Stands Out

Mining services is a sector where poor margins, woeful returns on capital and poor management decisions seem to be the norm. One company that bucks the trend, though,...
Steve Johnson
Forager
Equities

5 compelling value stocks

Regular readers of Livewire will have been following our feature on ‘value investing’. What we’ve learned is that while labels may be dispensable, having robust and...
Livewire Exclusive
Livewire Markets
Equities

How to sort the ‘value’ from the ‘traps’

If you able to find a stock in this market that appears cheap, perhaps the attractive valuation is due to market inefficiency, and you have unearthed genuine value …...
Livewire Exclusive
Livewire Markets
Equities

11 ways to find the perfect value stock

Buying stocks for less than they are worth will never go out of style. Recently however, there have been increasing interest in ‘value’ as prices have appreciated...
Livewire Exclusive
Livewire Markets
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
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