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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.

Equities

FAANGs - the sun has set on their days of dominance

Facebook, Apple, Amazon, Netflix and Google (Alphabet), collectively known as the FAANGs, have been the investment story of the era. These companies have created new...
Stephen Arnold
Aoris Investment Management
Equities

Amazon: Always focus on the customer

Amazon has placed the customer at the core of everything it does which has ensured its culture of innovation has not diminished over its 20 year life...
Mason Willoughby-Thomas
Mason Willoughby-Thomas
Ausbil Investment Management
Equities

Disrupting an industry one pipe at a time

Tubi Group (ASX:2BE) is a recent IPO, which despite trading at a premium, came to market with little fanfare or exposure. The cynic in me thinks this is likely since...
2BE
Joshua Baker
Equities

Reporting season preview: Stocks to watch and stocks to avoid

We see a strong chance of FY19 results beating low expectations, but market estimates for FY20 look too heroic, leaving scope for some disappointment versus very...
BHP
+9
Andrew Tang
Morgans Financial
Equities

Look past economic noise for offshore gems

Across developed economies, which have all shown continued signs of weakness of late, the United States has experienced relatively stronger growth while the stagnant...
Catriona Burns
Wilson Asset Management
Equities

Sniffing out golden opportunities on the ASX

Bullion’s romp beyond the record $2000 an ounce level in Aussie dollar terms has prompted investors to take a closer look at the pantheon of ASX-listed local gold...
CHN
DCN
+4
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

Talking small caps with top performing manager QVG

In this episode we chat to Tony Waters of QVG Capital and discuss fast-growing small Australian companies such as AfterPay. As a founder and Portfolio Manager...
APT
David Clark
Koda Capital
Buy Hold Sell

Woolies Vs Wesfarmers: Which is the best and why?

Woolworths and Wesfarmers; they both command $44 billion market caps, have both outperformed the market over 12 months, and have both made significant acquisitions and...
COL
WES
+1
Buy Hold Sell
Livewire Markets
Equities

3 investment areas with great potential

The U.S. has led global markets over the past decade and it continues to dominate the investment landscape. With its continuing economic strength, many investors see...
Matt Reynolds
Matt Reynolds
Capital Group
Equities

Hong Kong's cheaper alternative to A2 Milk

“Our growth stocks are the world’s most expensive” screams the headline in a recent Australian Financial Review article. That’s not hyperbole. Goldman Sachs has...
Steve Johnson
Forager
Equities

Gold performing but pick stocks carefully

A$ Gold may be setting highs, but it’s a bit hard to go past the spate of recent blow-ups among the single-asset gold development stories. It’s been a slow and painful...
DCN
+8
David Coates
Bell Potter
Equities

Betting on the next multi bagger

While we all love the thought of finding the next multi bagger, few companies have the right mix of business model, IP advantage, management team, balance sheet...
APT
CSL
+2
Nick Maclean
Surrey Asset Management
Equities

Telstra – Trap or Treasure (Revisited)

Following their large earnings downgrade last year, I penned a wire titled 'Telstra – Trap or Treasure'. We bought Telstra around $2.77 shortly after and enjoyed a...
TLS
James Gerrish
Market Partners
Equities

How different is it this time?

Despite a volatile last 12 months, the Australian small caps sector performance has lagged the overall ASX 300’s returns, and the Small Ordinaries index has remained...
APT
APX
+4
Marc Whittaker
IML
Equities

Amazon's billion dollar bet on toasters

Jeff Bezos is proving the sky’s no longer the limit for Amazon as they seek to launch thousands of toaster sized satellites to provide broadband to the world. Some...
Lachlan Hughes
Swell Asset Management
Equities

A different kind of portfolio manager

In our quest to evolve as fund managers we are constantly reading. Reading the likes of Peter Lynch, Warren Buffet (Alice Schroeder), Joel Greenblatt, Barton Biggs and...
Anthony Kavanagh
Chester Asset Management
Equities

The anatomy of bear markets

Bear markets are great! Let me explain. Lower prices mean greater future returns. Bear markets always occur during global slowdowns as investor confidence is shaken...
APT
APX
+4
Jason Teh
Vertium Asset Management
Rapid Fire

The hunt for predictable cash flows

An investor's job can be boiled down to two primary tasks, explains Warryn Robertson, Portfolio Manager at Lazard. First, to predict what a company's cash flows or...
Patrick Poke
Livewire Markets
Equities

Fresh chatter suggests Rio may gazump Wesfarmers in battle for Kidman

Lithium stocks have been knocked down of late. But big car makers are forecasting huge increases in EV sales in the medium term, which may help explain why there is...
LTR
RIO
+1
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 5 compelling value stocks

Stocks in the ASX100 are well covered by analysts, and pricing inefficiencies are far harder to come by as a result. Picking through this index on the hunt for...
AWC
GNC
+2
Buy Hold Sell
Livewire Markets
Equities

Two offshore growers set to reap the benefits of investment

This time last year, I wrote about Credit Corp's then just-released full year results, saying the market was not giving the company the credit it's due. Credit Corp...
+1
Chris Prunty
QVG Capital
Equities

Does Challenger’s recent announcement imply good news?

At an investor day in Sydney last month, newly-appointed CEO of Challenger (ASX: CGF), Richard Howes, announced something that any new CEO would rather not. Howes...
CGF
Andrew Macken
Montaka Global Investments
Equities

Paul Taylor: Aussie equities are the standout asset class

Markets are very curious at the moment. The economy is weak, and earnings growth is almost non-existent, but stock market prices keep going up. In the following Q&A,...
Fidelity International
Fidelity International
Equities

PKS Holdings (PKS.ASX) - Price breakout on Volume - What next?

PKS listed 6th June, a 20c IPO, and traded modestly underwater until yesterday. Other than the IPO presentation, there has been no news released since IPO. We...
Thomas Schoenmaker
Alpine Capital
Equities

Is Instagram the next Amazon?

Instagram has become the go to advertising platform for companies of all sizes wanting to increase brand awareness and grow sales. It is estimated advertisers will...
Lachlan Hughes
Swell Asset Management
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