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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 New Criterion: the genuine investor interest behind the fake meat trend

The first and last time your famished columnist had a vegan sausage was at an animal charity’s food stand at Bunnings, with no carnivore alternative on offer.Suffice...
BKL
PBP
+3
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

We see Afterpay beating its FY22 GTV guidance by 70%

We have long been supporters of the Afterpay success story. New information in the FY19 result indicates that the frequency of usage is increasing at a much faster...
APT
Harry Dudley
Hamma Capital
Expert Insights
Sponsored

How to find a dividend champion

All investing strategies need to evolve with market conditions, and in particular to the current stage of the cycle. So in constructing an income portfolio to perform...
Livewire Exclusive
Livewire Markets
Equities

Roger that – Flight Centre delivers again!

Many have doubted Flight Centre’s ability to thrive in an online world. But its clicks-and-bricks strategy looks to be succeeding, as does the goal of expanding its...
Roger Montgomery
Montgomery Investment Management
Equities

Seven high conviction stocks to buy in September 2019

Overall economic growth and lower interest rates remain supportive for equities but the outlook, particularly this late in the business cycle, is becoming more...
OSH
+5
Andrew Tang
Morgans Financial
Equities

What does life cycle investing mean?

The small-cap universe (outside the ASX100) is vast and varied, comprising around 2,000 companies operating across a broad array of industries and ranging in size from...
Dominic Rose
Montgomery Lucent Investment Management
Equities

August reporting wrap: Banks held up well in a noisy and disruptive environment

A lot has happened in Australian banking in the last 6-12 months. The Royal Commission’s final findings were released while the regulators have toyed with higher...
MQG
SUN
Bell Potter
Stockbroker
Equities

Data and facts are nothing without thought and insight

It’s hard not to feel a little like Guy Montag in Ray Bradbury’s Fahrenheit 451 at present. The world has a decidedly dystopian tinge as negative interest rates and...
APT
BLD
CSL
+11
Schroders Australia
Schroders
Equities

Reporting Season Highlights – CTD, UWL & GXY

We recap some of the profit reporting season highlights from this week including Corporate Travel Management, Uniti Group and Galaxy Resources. Full reports are...
Bell Potter
Stockbroker
Equities

From Wesfarmers to Porsche and Pilbara, the big boys are positioning for EV-lithium market to turn

Spare a thought for Wesfarmers’ boss Robb Scott.To the surprise of no one, shareholders in Scott’s $776 million lithium takeover target, Kidman Resources, voted...
HCH
PLS
+1
Barry FitzGerald
Independent Journalist
Equities

August 2019 Verdict: Strength From The Few

On the micro-level, a failed or splendid financial performance release can have a noticeable impact on a company's share price up to three months down the track.On the...
CSL
PME
+2
Rudi Filapek-Vandyck
FNArena
Buy Hold Sell

Buy Hold Sell: The highest quality stocks

In the current low growth environment, it is stocks with superior quality and earning power that are delivering great results for investors. Strong management,...
APT
CSL
+2
Buy Hold Sell
Livewire Markets
Equities

Small business in Australia is booming

With around 5 million Australians employed by a small business, it’s no wonder they’re known as the lifeblood of the economy. But with major lenders largely avoiding...
PGL
Livewire Exclusive
Livewire Markets
Equities

The Gift card that Keeps on Giving

Market Price: $3.44Market Cap: $855mWe last wrote about EML Payments Limited (EML) in the May edition of Leyland Lines. Considering their recently reported...
EML
Leyland Private Asset Management
Trusted and Confidential Asset Management Advisors
Equities

Is this the easiest trade in the market?

‘Post Earnings Announcement Drift’ (PEAD) is a well-documented phenomenon describing the tendency for stock prices to move for weeks or months after results as the...
APT
+8
Alex Cowie
Alex Cowie
Equities

The New Criterion: sizing up the runaway tech stocks

When it comes to the high multiple tech stocks with ‘cloud’ based subscription models, investors can’t be accused of taking the “Mr in between’ approach. The profit...
IFM
NEA
+2
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

Compelling ideas are still out there

FY19 proved to be a difficult year for earnings, excluding Financials, Utilities, Resources and REITs, earnings contracted 3.0%. However, fewer significant misses from...
+4
Andrew Tang
Morgans Financial
Equities

Value is Dead. Long Live Value

There are many ways to create value without showing after-tax profits.This is obvious to anyone with a biotech background (analysis of historic financials is no way to...
Michael Frazis
Frazis Capital
Equities

Drilling in on Techtronic

German businessman Horst Pudwill founded Techtronic in 1985 in Guangdong, China. Initially, the business operated as a contract manufacturer of power tools, but it has...
Alvise Peggion, CFA
Fairlight Asset Management
Equities

Results Update: Platinum Gilded Numbers & Close to Light at the End of the Tube

Earnings season is the premier event of the investing calendar with more results to read than you can poke a stick at. With reporting now largely over, I think it...
2BE
Joshua Baker
Equities

Conservative Management + Conservative Guidance + Enormous Opportunities = Superior Shareholder Returns

There were three major pieces of information coming out of the result from Electro Optic Systems Holdings (ASX:EOS): 1: management is moving into the next phase of its...
Shane Fitzgerald
Monash Investors
Equities

Pockets of good news this reporting season in Australian small caps

The Australian small cap market declined over the August 2019 reporting season, driven by a combination of negative macro-economic factors (including the escalating...
ADH
BAP
+14
Matt Griffin
Maple-Brown Abbott
Equities

Profits, Dividends and Disappointments

During the months of February and August, the majority of Australian listed companies reveal their profit results and provide guidance as to how management expect...
APT
BPT
+4
Hugh Dive
Atlas Funds Management
Equities

Making it look like child’s play

For our stock in focus this quarter we have chosen Baby Bunting, a growth stock we hold in the NovaPort Microcap Fund for its exposure to the specialist baby goods...
Mitch Ryan
NovaPort Capital
Equities

Why the 33c Bid for Echo Resources is too low

In February, we wrote an article on Echo Resources titled 'Is this the ASX's cheapest gold developer?' highlighting the company's unique asset base in one of...
Emanuel Datt
Datt Capital
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