Backing a small cap that goes for a massive run can completely transform your performance. The challenge, of course, is finding them, but sometimes sheer momentum makes them stick out. So for this week’s episode of Buy Hold Sell, we review five small-cap stocks that have been flying high. These stocks,... Show More

Small caps offer investors growth optionality across a broad range of sectors, and with less coverage than the big end of town, great opportunities often get overlooked. So, in this week’s episode of Buy Hold Sell, we sift through some emerging names looking for quality small caps flying under the... Show More

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

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

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

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

Healthcare is often viewed as a good defensive place to invest because it is relatively insensitive to economic cycles. Over the past 12 months the healthcare index has outperformed the market by ~19% led by a stellar performance from heavyweight CSL. In this episode our panelists look beyond this big... Show More

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

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

Results for some of the biggest stocks on the ASX have started to drop and a few have delivered above expectations. While the immediate pop on the day is like a sugar hit for investors, evidence shows this outperformance can extend for months to follow. In this episode of Buy Hold... Show More

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

There is an endless list of risks for investors to consider. But if we acted on every one of them, we’d never stay invested. To help isolate the key risks to consider in the current market, we asked two fund managers what's keeping them up at night right now. Ben... Show More

The stunning findings from the Royal Commission have triggered tectonic shifts in the financial sector. But as Winston Churchill said, ‘Never let a good crisis go to waste’. So, Buy Hold Sell returns from a break to ask our panelists who the winners will be from the Commission? Tune in... Show More

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

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

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

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

Identifying those companies that are making new rolling 12 months highs is a tried and tested form of idea generation for investors. So in this episode of Buy Hold Sell we ask our panel to share their views on 5 companies that are making new all time highs. While the sectors... Show More

Everyone forecast the death of the Aussie dollar in 2016, however, interest rate differentials and resurgent commodity prices pushed the local currency to a peak of 78 cents early in 2016. Of the 600+ Livewire members that responded to our 2017 Outlook Survey only 5% see the currency ending the... Show More

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