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

David Allingham

As an investment, Afterpay has been unique. Firstly, for the extraordinary returns it has delivered investors. And secondly for its rapid growth from concept 4 years ago to a $4 billion company whose offshore expansion seems to have just gone up another gear. Show More

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Expectations are critical in investing, and at no time is their importance higher than during reporting season. Even a strong result can see a stock price tumble if it fails to meet the market’s expectations. Likewise, an outwardly poor result can result in a rally if it exceeds expectations. With... Show More

Buy Hold Sell
Buy Hold Sell

They say big things come in small packages, but nowhere is that truer than in small stocks. These small companies offer the possibility of big returns, but that often comes at the price of higher volatility. In this week’s episode of Buy Hold Sell, David Allingham from Eley Griffiths Group... Show More

Buy Hold Sell
Buy Hold Sell

When we last spoke to Andrew Smith from Perennial Value Management and David Allingham from Eley Griffiths Group, small caps were coming off the back of a period of underperformance. It’s a different story now, with the Small Ordinaries rallying hard in the back half of 2017. But are attractive... Show More

Buy Hold Sell
Buy Hold Sell

12 months ago, David Allingham from Eley Griffiths Group and Andrew Smith from Perennial Value Management went head-to-head with their views on 5 microcap stocks. Since then, the smaller end of the market has been buoyant, with the small ords up ~15%, and both managers exceeding this mark by handsome... Show More

David Allingham

There will always be periods where small caps underperform, but over the long term we believe the case for small caps to structurally outperform is stronger than ever. Reasons for this include the high level of inside ownership & alignment with investors. We like the leverage smalls have to M&A... Show More

PTM is my prefered exposure with significant leverage to a falling AUD but you do pay a premium for it. PPT is also looking interesting at these levels given their cost out story will enhance bottom line growth and you are only paying a market multiple on FY14 earnings.

On Is the recent correction in wealth managers providing a good entry point -