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
During the first quarter of 2019, we have observed an acceleration in the outperformance of growth over value. This can be seen in the chart below provided by Deutsche Bank which illustrates that the price to earnings multiple (P/E) differential between growth and value stocks is close to the largest... Show More
Livewire readers submitted ~2500 stock tips in a survey we ran at the start of the year. We published the ’10 most tipped stocks’ and ’10 more of the most tipped’ off the back of the results. However, in this wire, we put our contrarian heads on and ask: ‘Which... Show More
The market has fallen 10% in the last 8 weeks. Or as the inimitable Franco Cozzo put it: “Grand sale, Grand sale, Grand sale...”. No one can be certain if equity markets will get cheaper still, but there is no denying that some long-absent value has reappeared. Livewire recently reached out... Show More
IMF Bentham (ASX :IMF) operates in the litigation funding industry. It is the second largest firm of its type in the world and has arguably the highest quality service offering globally. Show More
It seems everyone out there wants to invest in the hot new thing. You mention a company which has “big data,” “cloud computing infrastructure,” “artificial intelligence,” “machine learning,” “robotics,” and investors go weak at the knees. In the current environment, investors want to buy the latest and greatest technology players.... Show More
During the late 1980’s a German pop band named Milli Vanilli became an overnight sensation. Their success was driven by the release of the album Girl You Know It’s True in 1989, which included several top-five hits and resulted in them winning the 1990 Grammy Award for Best New Artist.... Show More
Miners and Banks are the two dominant sectors on the ASX. For the last few years, the miners have done the heavy lifting, and while they are a long way from former highs, there is no denying they've had a good run. Catherine Allfrey of Wavestone Capital says investors are... Show More
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Over the past few years, Australian companies have operated in a low and falling bond yield environment. There are beginning to be signs that this multi-decade trend is reversing. A lot of market commentary has focused on the impact that a reversal of bond yields will have on the prices... Show More