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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: who are the next takeover targets?

The takeover activity at the top end of town is permeating down to the small to mid-sized sector, raising the perennial question of who might be next to garner...
+9
Tim Boreham
Tim Boreham
Independent Investment Research
Buy Hold Sell

Are the banks back in town?

After a tough 2018 the Aussie banks have bounced back thanks to a loosening of lending restrictions from APRA and a surprise election win by the Coalition. But should...
Buy Hold Sell
Livewire Markets
Equities

East coast infrastructure – worst boom ever?

It is no secret that Australia’s engineering and contracting industry has been positioning for an infrastructure-led boom on the east coast. Expectations of billions...
ABC
LLC
+4
Liam Donohue
Lennox Capital
Equities

Alphabet breaking up? Huawei breaking down?

Alphabet’s first quarter result demonstrated a slowdown in websites revenue (advertising revenue from Google websites). The quarterly number only came in 1% below...
Nick Griffin
Munro Partners
Collections

WAAAX on WAAAX off

WiseTech, Appen, Afterpay, Altium and Xero (WAAAX) are up just over five-fold over the last two years, pushing the aggregate market cap to over $28 billion. Some of...
APT
APX
+2
Livewire Exclusive
Livewire Markets
Equities

A vast opportunity for sustainable income

Global equities are not normally known for high income, with the MSCI World ex Australia providing around a 2 per cent annual dividend yield. However, if one looks...
Dan Pennell
Plato Investment Management
Equities

The hunt for red herring

A “red herring” is known as something that distracts from a more important area of focus. There are numerous different attributions to the etymology of this saying....
Andrew Macken
Montaka Global Investments
Equities

Afterpay Touch Group (APT): US powering away, UK up and running

APT has delivered a solid trading update with continued momentum in the business. Of particular note, the US customer growth rate appears to be accelerating, with...
APT
Bell Potter
Stockbroker
Expert Insights

Is it time to buy the banks?

Five years of price consolidation, a possible bottoming of the housing market, and the unexpected return of the coalition government have mitigated some of the key...
+1
Livewire Exclusive
Livewire Markets
Equities

Lithium project premiums point to upside for Pilbara shareholders

Recent lithium acquisitions provide see-through valuations for Pilbara which are well above its share price, fuelling talk about what it may get for its planned sale...
PLS
+3
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 5 high quality mid-caps

Strong balance sheets, predictable earnings and strong cash conversion are the hallmarks of high-quality businesses. If you subscribe to the view that we’re late in...
ANN
IRE
JBH
+2
Buy Hold Sell
Livewire Markets
Equities

Tax loss selling: 2019 roadmap

Expanding on my wire on tax-loss selling earlier this week, in this wire, I look at the dynamics behind this phenomenon and nominate the 50 worst performing big-cap...
AMP
BLD
+10
Richard Coppleson
Bell Potter
Equities

What ‘appens next to the APX share price

Appen (ASX:APX) is one of Australia’s high-flying tech stocks – which collectively go under the WAAAX acronym. Its share price has almost tripled over the past year as...
APX
Roger Montgomery
Montgomery Investment Management
Expert Insights

Global tech stocks are just too expensive

There are some wonderfully innovative and disruptive companies in the tech sector, but investors should always be aware that hype and momentum can drive company...
Livewire Exclusive
Livewire Markets
Equities

The New Criterion: ASX satellite plays that are out of this world

In space, no one can hear you scream – except for the residual howls of pain from investors in former ASX-listed market darling NewSat, which went broke in mid 2015...
KSS
+2
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

Five high conviction stocks in June

With the election out of the way and Labor's more disruptive reforms defeated, market sentiment has clearly taken a turn for the better. Looking ahead, the most likely...
OSH
RMD
+3
Andrew Tang
Morgans Financial
Equities

The gift that keeps on giving

In the last two weeks, EML has made two significant announcements - the acquisition of Flex-e-Card, and a multiyear contract with Smartgroup. Each of these...
EML
Shane Fitzgerald
Monash Investors
Equities

Is margin pressure an ongoing issue for the health insurance industry?

The market has viewed the private health insurers as one of the biggest winners from this month’s Federal Election. This is due to the market having factored in the...
NHF
Stuart Jackson
Equities

Select Harvest (SHV): Yielding a strong result

Select Harvest reported 1H19 underlying NPAT well ahead of our expectations at $20.0m (vs. BPe $14.0m). Key operating statistics of the result include:Operating...
Bell Potter
Stockbroker
Equities

Tax loss selling: 100 big caps are down over this financial year - so there will be some impact on the market

With investors making big profits this year in certain stocks, there will be many investors who will want to offset these profits via selling their losers to lock in...
BWX
+11
Richard Coppleson
Bell Potter
Equities

Unconventional thinking on three conventional businesses

A large part of investing success is psychological - the ability to override the human emotions of greed and fear in the face of market volatility. In 2018, we...
John Garrett
MA Financial Group
Equities

Lynas - An investment opportunity in strategic metals

Lynas (LYC:ASX) is a rare earth producer with operations in Malaysia and Australia; most recently in the news for being the target of an opportunistic takeover by the...
WES
Emanuel Datt
Datt Capital
Equities

Why we’re not trumpeting Jumbo Interactive right now

Jumbo Interactive (ASX:JIN) is a wonderful business that we’ve liked for a long time. But with its share price doubling over the past six months to an all-time high,...
Roger Montgomery
Montgomery Investment Management
Equities

Iron ore junior reminds investors where leverage lies

The soaring iron ore price is generating cash hand-over-fist for Rio, BHP and FMG. But when it comes to leverage for investors, juniors like Centaurus have it in...
BGL
BHP
+5
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 5 stocks for a baby boom

Australia is facing a population boom, with over 29 million people expected to be living in this country by 2030. And there are a number of stocks that could be big...
3PL
ARF
+2
Buy Hold Sell
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