Australia is facing a population boom, with over 29 million people expected to be living in this country by 2030. And there are a number of stocks that could be big winners from this massive demographic tailwind. Arena REIT (ASX:ARF), Think Childcare (ASX:TNK) and G8 Education (ASX:GEM) are three stocks with... Show More
Small caps roared back to life in 2019 following the liquidity injection provided by the "Fed pivot," with tech stocks leading the way and helping the ASX small industrials to a 17% gain for the year to date. But the question now is whether or not this spectacular run can... Show More
It was only a few years ago that the concept of 'Buy Now Pay Later' didn’t exist. Today it is one of the buzzwords in the emerging companies segment of the ASX. From an almost standing start the four stocks being discussed today have amassed a combined market cap approaching... Show More
The Buy Hold Sell segment is the most popular series on Livewire. What’s not to like? Duelling fund managers giving their views on five stocks in a lively and informative format. But have you ever wondered which fundies have the best record on the show? We’ve been running the series... Show More
We acknowledge Afterpay (APT) has been one of the most talked about stocks in the Australian market. Everyone loves a 20 bagger - which is what Afterpay has been since IPO. Years of investing experience has taught us that such attention and investor enthusiasm often ends poorly for those who... 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
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
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
Good point Jimi, Lloyds Bank has moved very strongly and the UK government has been reducing its stake. There is clearly strong demand. A niec way to play a more broad based European recovery is through MQA which operates over 20% of France's toll rd network.
If you strip out the fiscal tightening in the US the underlying private investment trend in the economy is tracking quite well. The Fed will only taper for the right reason and the market has had time to absorb the noise. I think the Australian market can continue to outperform the SP500 as it did in September Quarter.
James, the upscaled raising is quite a bullish signal for equity markets. The Virtus float has also been a success trading at $6.80 vs float price of $5.68. The IPO/placement market is showing signs of strength for the first time since 2009.
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.