In January, we published the results from our reader survey, including the ten most tipped stocks from the 2500 stock calls submitted. By the end of March, this group of stocks was up on average by 26.9%. They have kept on performing from there, with all ten stocks well in... Show More
The global natural resources sector, including mining and energy as well as agriculture, is about four times bigger than the entire Australian equity market. Sifting through this massive and diverse universe for opportunities is Daniel Sullivan, Co-Head of Global Natural Resources at Janus Henderson Investors. In our recent Q&A, Daniel explains... Show More
Some of the industry’s leading fund managers took to the stage today as part of Future Generation’s Investment Forum, with each manager sharing their top stock idea for the year ahead. If you were unable to tune in, you can watch this valuable series of snappy presentations here, alternatively, I... Show More
Nick Kirrage admits he was never a gifted athlete but nevertheless last year completed the ‘Marathon Des Sables’, a 254km ultra-marathon across the Sahara Desert. A career specialising in value investing, which also needs extreme discipline, focus and patience, may indeed have been ideal preparation for this remarkable feat. When... Show More
With the climate of political polarisation, an unprecedented shift in monetary policy, and trade wars all impacting markets globally, you need a safe pair of hands to navigate increasingly volatile global equity markets. In this exclusive Q&A, we chat with Peter Rutter, Head of Global Equities at Royal London Asset... Show More
During his recent visit to Sydney, Kevin Charleston, Chairman, President and CEO of Loomis Sayles & Company, a Boston-based asset manager with $250 billion under management, sat down with us to discuss his career and Loomis Sayles. During our conversation, Kevin offered his perspective on the key investment themes for... Show More
With the Easter and Anzac period upon us, for some holiday reading, we’ve rounded up and summarised a baker’s dozen of the top wires of 2019 so far, including some of the most popular stock ideas, fundie interviews and big picture wires. 3 unmissable fundie interviews If you missed it, in... Show More
We recently reviewed the ten most tipped stocks, which are leading the market by 17% so far this year. However, there was a second crop, the ‘ten more’ most tipped stocks (i.e. in positions 11-20)… So, how is this group tracking so far? This list included Jumbo Interactive and Nearmap, which... Show More
At the start of the year, we announced the ten most tipped stocks from our Livewire reader survey. Three months into the year, this diverse basket is already up by 25.6% on average (or 26.9% with dividends), versus 8.6% for the ASX200. We saw some impressive results from the most... Show More
Reporting season is over and saw share prices of more than 40 stocks jump (or fall) by over 10% on the day of their results, with at least 10 moving by over 20%. The biggest gainer, Webjet, was up 30.6% on the day, a remarkable move for what was at... Show More
Thanks for providing this valuable resource to Livewire readers through reporting season Rudi.
Hi Troy, The chart is only available to Brad's clients, so we are not able to publish it here.
If low rates support higher valuations for long-duration assets like growth stocks, then is the breakout in bond rates the long-awaited catalyst for the switch back to value?
good to have you back James, and with a podcast too!
Very interesting wire, thanks Martin. It's good to see the latency in response to earning changes so clearly demonstrated.
Great resource, thanks Robert
Interesting points, thanks David. Not getting caught up in media and market noise is I think one of the biggest biases, and one we are all susceptible to daily. Addressing points 2 and 3 are more achievable with the right investment strategy.
Great wire Dean, thanks for posting. It's a very interesting theme. The speed with which we move to driverless EVs may catch many off guard.
Great picture Dean! How was the jump?
Thanks for a great summary with CE's charts Romano. Aussie Dollar will be crushed if we go down another 50bps and the Fed goes up another 200bps...
Great to have you back again Mathan
Thanks Gavin ... What are your thoughts on cobalt. Another big mover post-election.
Thanks Gavin. Uranium looks a bit like coal this time last year. Any insights as to why PDN moved strongly last week?
Thanks for the report Nick, and Welcome to the platform.
Great summary, thanks Miles.
I'll pass that on to Tim for you Andrew. Did you see his other videos? https://www.livewiremarkets.com/wires/33796
Great call Coppo. The sector is up 25% since your last resources call here on Livewire: https://www.livewiremarkets.com/wires/31478
Hi Fred, thanks for highlighting Amaya. I missed that one! I'll see if I can source some research on the offer.
Great article, thanks for contributing Romano.
Nice work Chad. This is a must read.
That chart on sticky CPI is startling Jordan - given how low inflation expectations are...
Great wire, thanks Don
Thanks Jordan. Also like the portfolio required for 7.5% yield.