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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

Sunstone results show it’s in hunt to be next SolGold

Junior Sunstone Metals unveiled results this week which were in line with Newcrest’s legendary Cadia mine and that of the $1b SolGold. And MD Malcolm Norris should...
BHP
+2
Barry FitzGerald
Independent Journalist
Equities

Why this is the most hated bull market

The first six months of calendar 2019 have again superbly proved as to why this equities bull market has been dubbed "the most hated in history". At face value, equity...
Rudi Filapek-Vandyck
FNArena
Equities

Against the herd, investing in Russia has produced 20%+ p.a. returns over the past 20 years.

In the latest Inside the Rope podcast episode, I speak with Mattias Westman, Founding Partner at Prosperity Capital Management. In our conversation Mattias and I...
David Clark
Koda Capital
Equities

In theory there is no difference between theory and practice. In practice there is

Yogi Berra’s (purported) quote seems an apt description of the current state of global markets and economies. The past financial year, particularly in Australia, has...
APT
APX
AWC
+17
Schroders Australia
Schroders
Equities

O value, value, wherefore art thou value?

With apologies to the 'Bard of Avon' for the misuse of ‘wherefore’, but the market is becoming lost in its desire to chase growth, quality and safety with little or no...
ABC
IPL
+1
BRAD POTTER
BRAD POTTER
Tyndall AM
Expert Insights

Separating traders from investors

The investment world over the past several decades has increasingly suffered from a myopic investment strategy. Some research suggests that investment funds in the UK...
Livewire Exclusive
Livewire Markets
Equities

How to get income & growth in a low-rate world

There's no doubt in anyone's mind that the past year has been an extraordinary period for markets. Casting his mind back 12 months ago, Ausbil Investment Management...
BHP
CHC
FMG
+2
Nick Grove
Nick Grove
Livewire Markets
Equities

Mastercard's moats will keep it 'priceless'

Vocalink is a payments-technology company that was set up by 18 UK banks and building societies to run the UK’s network of cash machines. In 2016, Mastercard paid 700...
Magellan Investment Partners
Magellan Investment Partners
Equities

Customer service delivering this small-cap outsized returns

“There is an excellent correlation between giving society what it wants and making money, and almost no correlation between the desire to make money and how much money...
NAOS Asset Management
NAOS Asset Management
NAOS
Equities

Plato's Don Hamson: Review your income strategy

At its meeting today, the Reserve Bank cut the cash rate by 25 basis points to 1.00 per cent. This followed a similar cut in June. In explaining the board's decision,...
TLS
Nick Grove
Nick Grove
Livewire Markets
Equities

9 Champion Stocks (mid-year update)

This financial year proved to be another up-and-down one for the Australian share market, albeit with smaller swings than we have had at times since the global...
AMC
BXB
CGF
+6
Peter Quinton
Bell Potter
Equities

Pushpay: the art of the deal

Most acquisitions fail. Yet a few serial acquirers have created immense value for shareholders. What makes the difference? Can we separate the good deals from the bad...
Matt Joass
Maven Funds Management
Equities

The company of the year ... and it's in retail

City Chic Collective (CCX) is a plus-size women’s apparel retailer in Australia. Its target market is the younger fashion-forward females with good income. City Chic...
Weimin Xie
MX Capital
Equities

Two new fintech players in lending and deposits

For yield-starved self-funded retirees and superannuation funds alike, locking into the best of the increasingly meagre term deposit rates on offer should be a given....
PGL
Tim Boreham
Tim Boreham
Independent Investment Research
Expert Insights

3 dangerous mistakes made by defensive investors

With no apparent end in sight for low interest rates, and post-retirement lifespans ever-increasing, equities are an important part of the asset mix for people in and...
Livewire Exclusive
Livewire Markets
Equities

Afterpay - Is Visa a Risk?

Afterpay’s competitive differentiation underpins a sustainable business model that we expect will continue to drive its market share growth in the US. Visa’s recent...
APT
Damon Callaghan
ECP Asset Management
Equities

One company well placed to traverse these waters

As we kick off a new financial year, we consider some of the important factors that will influence our portfolio construction and stock selection. We also highlight...
ASB
Nicholas Leitl
Nicholas Leitl
K2 Asset Management
Equities

Fantasy, not reality

Having spent sixteen years in the UK and four years in Australia sitting on the institutional desks of some major brokers, particularly in the UK, one thing becomes...
Marcus Padley
Marcus Today
Equities

The big winners from structural growth

A lot of investors like to talk about macroeconomics. They talk about mean reversion, valuation dispersion, etc. I believe that it's a lot easier for investors,...
Nick Griffin
Munro Partners
Equities

Value Investing: wasn’t meant to be easy

The result of the demise of value investing and investor withdrawals has been financial erosion, stressful to us all. And there is no real indication that a quick end...
Steve Johnson
Forager
Equities

The Second Half Club

As we close the 2019 financial year, we take a look at companies that may disappoint at the upcoming company reporting season in August. A good place to start is to...
BKL
Lachlan Davis
Lachlan Davis
IFM Investors
Equities

Spotlight on GBST Holdings

GBST Holdings (ASX: GBT) is a software company that provides information technology services to the capital market and wealth management sectors. This week, Bravura...
Tobias Yao
Wilson Asset Management
Equities

Will the chickens come home to roost?

Investing in equity markets is inherently fraught with risk and this danger magnifies when deciding whether to invest in an initial public offering (IPO). Hours upon...
Lachlan Davis
Lachlan Davis
IFM Investors
Rapid Fire

Matt Williams: An extraordinary decade

On the 30 July 2010, DuluxGroup was spun out of Orica and commenced trading on the ASX at $2.50 a share. In April this year, the board of Dulux recommended that...
James Marlay
Livewire Markets
Collections

6 unique microcaps under the radar (for now)

Like many popular terms in finance, there’s no strict definition for a microcap. Some define it as sub-$250m market cap, some sub-$100m, while others still define it...
5GN
EQT
+3
Patrick Poke
Livewire Markets
7926-7950 of 8799
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