Equities
Ben Clark

Altium has once again delivered an outstanding half-year result which appears to have exceeded consensus forecasts. The stock has gained more than 20% on the result to trade around the $33 level. Given this stock traded at 8c in June 2011, it is now a ~400-bagger in less than 8... Show More

Buy Hold Sell
Buy Hold Sell

There’s no shortage of big-picture issues playing on investors' nerves right now. Macro and geopolitical forces have a firm grip on sentiment, and 2018 will be recorded as the year that delivered the highest percentage of negative returns across asset classes. For the third and final video in our 2019 Outlook... Show More

Buy Hold Sell
Buy Hold Sell

Over the past four years more than 50 fund managers have delivered over 1000 calls on our weekly Buy Hold Sell video series. We've reviewed the data to see if the fundies were delivering results and which of them had been the best performers. The results were solid with the top... Show More

Buy Hold Sell
Buy Hold Sell

It’s difficult to make predictions, particularly about the future! But we’re going to give it a go anyway. In the first video of our 2019 Outlook Series our panel of fund managers share their views on the outlook for interest rates and for equities in 2019. We also asked each... Show More

Buy Hold Sell
Buy Hold Sell

Growth stock such as Wisetech, Altium, and Afterpay have seen sensational gains this week, underscoring the power of backing the right growth names. However this strategy has been working for a few years now, and it is harder for investors to come across new ideas today. While tech and healthcare... Show More

Buy Hold Sell
Buy Hold Sell

After a stellar two-year run that saw the ASX 300 Metals & Mining Index more than double, it has slipped by 10% in 3 months as trade tensions and China data hit sentiment. So, is this the beginning of the end for the current cycle, or it is just another... Show More

Buy Hold Sell
Buy Hold Sell

Downgrades can be a double-edged sword; they can ravage your existing positions, but they can provide attractive entry points for stocks on the watchlist. The A2 Milk Company fell nearly 30% following its earnings update, but it’s still up ~200% over the last year; is now the time to jump... Show More

Ben Clark

Aristocrat Leisure was my choice for 2018 in the Livewire "Predictions and top picks" series filmed in December. Aristocrat hosted an investor session last week, which was attended by over 100 analysts, investors, and fund managers. After a very busy start to 2018, I thought I’d pass my points from... Show More

Buy Hold Sell
Buy Hold Sell

In this week’s episode of Buy Hold Sell, Ben Clark from TMS Capital and Alex Leyland from Leyland Private Asset Management share their view on three stocks that surprised to the upside this reporting season. Key Points Janus Henderson is trading at about 14x earnings while growing at around 5%. This compares... Show More

Buy Hold Sell
Buy Hold Sell

In this episode of Buy Hold Sell we look at three companies that have been making the headlines. James Marlay from Livewire is joined by Ben Clark from TMS Capital and Alex Leyland from Leyland Private Asset Management. CBA is in the midst of a money laundering scandal with CEO... Show More

Buy Hold Sell
Buy Hold Sell

Howard Marks once said “Investing is a popularity contest, and the most dangerous thing is to buy something at the peak of it’s popularity.” So in this episode of Buy Hold Sell we’ve actively sought out three of the most un-popular stocks on the ASX. There’s some common ground between the... Show More

Buy Hold Sell
Buy Hold Sell

As part of Livewire's 2017 Outlook Series we’ve asked 5 professional stock pickers for their views on the outlook for equities and their #1 stock pick for 2017. The panel features Matthew Kidman, Chris Stott, and Ben Clark who were the top three stock pickers from Livewire’s 2016 Outlook Series.... Show More

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