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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

Service Stream: Thriving in the infrastructure slipstream

Service Stream (SSM) has jumped today on results that showed it has maintained a strong track record of execution in delivering its 11th consecutive half of EBITDA and...
SSM
Arden Jennings
Ausbil
Equities

Commonwealth demonstrates its resilience

Normally the most important dates in the financial calendar are the releases of their six-monthly profit results in February and August, but for Commonwealth Bank...
Hugh Dive
Atlas Funds Management
Equities

Previewing Reporting Season

For every company that upgraded their outlook during the Confession Season, for the first half of the 2019 financial year, five companies have downgraded. For the same...
Roger Montgomery
Montgomery Investment Management
Equities

CSL Limited: Moving into value territory

The Commonwealth Serum Laboratories was established in Australia in 1916 to service the health needs of Australia during world War I. Since then CSL has provided...
CSL
Leyland Private Asset Management
Trusted and Confidential Asset Management Advisors
Equities

Is Xero a value investment?

When most investors think of “value investing” they think of the standard quick-form valuation techniques such as low PE and cashflow multiples, solid dividend yields,...
XRO
Nick Maclean
Surrey Asset Management
Equities

Six high conviction stocks in February

A rather unpleasant end to 2018 saw the S&P/ASX 200 index down 9% over the final quarter. Tactically it has been a blessing in disguise for investors at the start of...
OSH
+3
Andrew Tang
Morgans Financial
Equities

Is Splitit the next Afterpay?

Splitit (ASX:SPT) has had an incredible debut on the ASX since its listing on the 29th January 2019, with the stock galloping from its 20c IPO price to an intraday day...
APT
Dean Fergie
Cyan Investment Management
Buy Hold Sell

Buy Hold Sell: The 5 most tipped stocks for 2019

Livewire readers demonstrated their investing flair in our 2018 reader survey, with the three most tipped stocks, Afterpay, CSL and BHP, gaining 52% on average through...
APT
BHP
+2
Buy Hold Sell
Livewire Markets
Equities

An emerging player in a growing industry

The Death Care industry in Australia remains highly fragmented outside of Invocare which has ~33% market share under the core brands of Simplicity, Guardian and White...
IVC
Jack Collopy
Jack Collopy
Perpetual Asset Management (Australia)
Equities

One stock on our shopping list

Over the summer break I was listening to the classic Australian comedy “Wired World of Sports” by the Twelfth Man, aka Billy Birmingham. One of the sketches involves a...
Charlie Aitken
Charlie Aitken
Aitken Investment Management
Equities

3 key considerations for investing today

With markets more unpredictable than ever, I reached out to Hugh Dive at Atlas Funds to get his view of the year ahead. In this exclusive written Q&A, he shares three...
AMP
COL
+4
Alex Cowie
Alex Cowie
Equities

An excellent time to be a stock-picker

I’m sure I wasn’t the only person flattening cardboard after Christmas and wondering who makes this now ubiquitous packaging. There was hardly a day in the run-up to...
Tom Stevenson
Fidelity International
Equities

Betting on Fast Fashion with Glassons

We added seven new stocks to the Forager International Shares Fund portfolio in 2018. One of them was New Zealand company Hallenstein Glasson Holdings (NZSE:HLG). ...
Chloe Stokes
Forager
Equities

Asaleo Divestment Well Received

In November we published an analysis of all divestment announcements of ASX100 companies in Australia since the year 2000. Of approximately 1,200 announcements, there...
Joey Mui
Merlon Capital
Equities

First Au - Highly leveraged to exploration success

One of the latest "listings" on the ASX is First Au (ASX:FAU), which is the result of the June 2018 reinstatement of Public Holdings (Australia) Ltd following the...
FAU
Mark Gordon
Mark Gordon
Independent Investment Research
Equities

Weathering the storm: An opportunity in Australian Insurance

The hail storm that hit Sydney late last year made a lot of headlines, but has not changed our fundamental view that insurance is an attractive sector in the current...
SUN
Blake Henricks
Firetrail Investments
Equities

10 more of the most tipped stocks for 2019

Last week we shared the ‘the ten most tipped stocks for 2019’ each of which received more than 1% of the ~2500 stock tips from readers in our recent survey. Today's...
AMI
AMP
+7
Alex Cowie
Alex Cowie
Equities

Enterprise Information Management, a global leader with an attractive valuation (NASDAQ: OTEX)

Open Text (NASDAQ: OTEX) has evolved from a small content management company based in Waterloo, Canada to a global leader in Enterprise Information Management (EIM)....
Pengana Capital Group
Pengana Capital Group
Equities

The 10 most tipped stocks for 2019

Equity indices everywhere were in the red last year, yet the three most tipped stocks from the 2018 Livewire reader survey, Afterpay Touch, CSL and BHP, all finished...
APT
+7
Alex Cowie
Alex Cowie
Equities

Afterpay: Thriving in a tough retail landscape

The difficult combination of structural sector headwinds, a slowing economy and a patchy consumer ultimately has meant that retail businesses in Australia have been...
APT
Andrew Mitchell
Ophir Asset Management
Equities

Down 30% but looking good. Why we still like Peet

Increased uncertainty surrounding global trade and economic growth appears to have weakened market sentiment. Volatility has increased significantly (but most likely...
PPC
Simon Mawhinney
Allan Gray
Equities

We are already in an earnings recession, and it's likely to get worse

We are already in an earnings recession. Earnings estimates are under pressure from slower growth and margin pressures. This has driven the Alphinity Global Earnings...
Jeff Thomson
Alphinity Investment Management
Equities

More double-digit returns for Microsoft?

Satya Nadella, 51, who joined Microsoft in 1992, was made the company’s third CEO in 2014, as co-founder and first CEO Bill Gates resigned as chairman. At the time,...
Magellan Investment Partners
Magellan Investment Partners
Equities

The Riddle of The Reject Shop

Do you remember the first time you visited a dollar store? For me it was an exciting stop after school. My weekly pocket money felt like a fortune. I converted it into...
Jeffrey Tse
Jeffrey Tse
Equities

Bell Potter's most favoured stocks for 2019

In this wire, we share Bell Potter's most favoured stocks for 2019 with a brief description of each company. We also recap key market events, the current investing...
ALQ
CGF
CSL
+6
Bell Potter
Stockbroker
8251-8275 of 8799
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