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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

Has the earnings cycle bottomed at Nufarm?

Nufarm Limited is primarily a formulator and distributor of agricultural chemicals, but it also operates a small seed supply business. Through a number of acquisitions...
NUF
Suhas Nayak
Allan Gray
Equities

How valuable is Iluka Resources’ MAC royalty?

One mining company that does not get frequently mentioned despite being in the ASX 100 Index is Iluka Resources (ASX:ILU). The company owns a significant asset known...
Joseph Kim
Equities

Flying high over Trumpsville

Visiting ‘Trumpsville’ … I mean the US … in June was, as anticipated, another journey of unexpected delights. Five days, three cities and 40+ meetings with companies...
BLD
BRAD POTTER
BRAD POTTER
Tyndall AM
Equities

The New Criterion: investing in the esports boom

For those who have never heard of Fortnite and are thus showing their advanced age, video gaming (egaming) has become a multi-billion dollar industry sector which in...
+1
Tim Boreham
Tim Boreham
Independent Investment Research
Expert Insights

An ASX-listed stock having an impact on the global stage

Impact investors seek to allocate funds to those companies which provide a social and environmental benefit, in addition to a financial return. George Latham, Managing...
CSL
Livewire Exclusive
Livewire Markets
Equities

Smartgroup: In the driver's seat of a smart buying opportunity

We recently established a position in Smartgroup (ASX:SIQ), a novated lease and salary-packaging company. Smartgroup generates revenue by administrating salary...
Airlie Funds Management
Airlie Funds Management
Equities

9 sectors that should have good results (and 5 that shouldn't)

We had a question on the Marcus Today stock discussion group on Facebook today asking whether there was anything on the horizon that could upset the recent recovery in...
APT
ASX
BHP
+7
Marcus Padley
Marcus Today
Equities

Blessed are the cheesemakers … and their investors

Australian mid-cap stock Bega Cheese (ASX:BGA) has detracted from returns of the Perpetual Equity Investment Company Limited (ASX:PIC) LIC in recent times. However, we...
BGA
Vince Pezzullo
Perpetual Asset Management (Australia)
Equities

Domino’s class action a distraction, not a disaster

Domino’s (ASX:DMP) has been served with a class action lawsuit regarding wage underpayment. Domino’s believe their agreements are applicable and will defend this in...
Jason Pohl
ECP Asset Management
Equities

An opportunity for double-digit dividend growth

Twelve months ago I highlighted Transurban as a company with an attractive, sustainable dividend profile. The two key planks to the thesis were high cash operating...
ALX
TCL
Aaron Binsted
Lazard Asset Management
Rapid Fire

Abnormal returns

In year 427BC, the Greek philosopher Plato founded ‘The Academy’, which is considered the world’s first university. It is somewhat fitting then that half of...
BHP
FMG
+1
James Marlay
Livewire Markets
Equities

Risks remain, but Dacian’s recovery plan highlights abundance of leverage after sell-off

Dacian Gold, sold down heavily last month after missing guidance, unveiled new production and financial forecasts this week. Analysts were impressed, noting there are...
DCN
PXX
RED
+2
Barry FitzGerald
Independent Journalist
Equities

Finding opportunities among the Brexit wreckage

Auto Trader is the UK’s dominant online used car marketplace, connecting consumers with 13,000+ used car retailers as well as manufacturers and direct consumer to...
Will Dowd, CFA
Fairlight Asset Management
Equities

Dogs of the ASX from FY'19

Over the past week most parents around Australia including myself have been receiving report cards from the children’s teachers; either confirming expectations as to...
AMP
+4
Hugh Dive
Atlas Funds Management
Equities

The New Criterion: the companies tackling cyber security in schools

With the Victorian government banning primary and secondary state school kids from using mobile phones during school and with a potential national clampdown looming,...
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

Highlights from 5 company meetings

We met with the senior company management of several of our portfolio holdings during the June quarter in both Australia and the UK. The key highlights of those...
ABC
BXB
CSL
+2
Marcus Bogdan
Blackmore Capital
Expert Insights

Why FAANG stocks have lost their bite

A core part of the investment thesis for the FAANG stocks (Facebook, Amazon, Apple, Netflix and Google) is their ubiquity in our everyday lives. Conversely, a key...
Livewire Exclusive
Livewire Markets
Equities

11 viral stock wires

Life can get busy, so in case you missed any gems, we've rounded up and summarised some of the most 'viral' stock wires on Livewire from the last quarter. These are...
5GN
AD8
+19
Alex Cowie
Alex Cowie
Equities

Caltex under the pump

The 20 June announcement by Caltex clearly caught the market by surprise, let’s look at the evolving landscape in Australian petrol retailing, the competitive dynamics...
Joseph Kim
Equities

The Australian Focus List: Our top 13 stock picks

The Australian Focus List contains our top 13 stock picks across a diverse group of sectors including Diversified Financials, Software and Services, Internet,...
AMA
APX
ASL
+10
Aaron Muller
Aaron Muller
Canaccord Genuity
Equities

The two big themes for Aussie investors

What do A2 Milk and Nine Entertainment have in common? They represent two key themes that Australian investors should focus on. These themes are: businesses with...
+6
Roger Montgomery
Montgomery Investment Management
Equities

Prime yourself for Amazon’s big day

Amazon’s annual sale is called Prime Day and it's coming up on the 15th and 16th of July. Having started in 2015 as a single day in the US, it is now a two day...
Nicolas Burgess
Nicolas Burgess
EL&C Baillieu
Rapid Fire

Skamvougeras: Forgotten opportunities

In the lead up to the tech wreck of the early 2000s Paul Skamvougeras was working on the dealing desk at Perpetual. The ‘value’ focused manager was struggling to keep...
PPT
James Marlay
Livewire Markets
Equities

Libra: the hype vs the reality

Facebook expects to launch its cryptocurrency, Libra in 2020, with the aim of creating a simple global currency and financial infrastructure that empowers billions of...
Alison Porter
Janus Henderson
Equities

Small companies - picking the winners and avoiding the losers

There are many high-quality small companies operating across all areas of the Australian economy. Some of these companies will one day grow into large, mature...
BRG
Dawn Kanelleas
First Sentier Investors
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