Tourism Data shows strength again

James Nicolaou

Australian inbound tourism data for July 2016 has just been released, and shows some positive trends, including: Total inbound for July 2016 at 716k (+14.1% pcp); 12 Months to July 2016 at 7.94m (+10.6% pcp v 10.0% at end June 2016); Leisure 12 months to July 2016 at 6.0m (+14.8%... Show More

RBA Cuts Interest Rates by 25bps! Positive for Equity markets.. Albeit priced in..

James Nicolaou

The Reserve Bank of Australia has cut the official cash rate to an unprecedented 1.5% to maintain downward pressure on the currency and spur sluggish inflation and business investment. As was forecast by most analysts, the board lowered the cash rate by 0.25 of a percentage point from 1.75% on... Show More

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Baillieu Holst June LIC Report

James Nicolaou

The following report contains a LIC sector update and performance review of our coverage list for the month of May 2016. Top picks: Our top picks refer to preferred exposures within each sector based on numerous quantitative and qualitative factors. However, they should not be treated as official stock recommendations... Show More

DOMESTIC TOURISM BOOM→ GROWING TREND THAT IS STILL IN ITS INFANCY BIGGEST BENEFICARIES: MTR, SLK & EVT

James Nicolaou

Australians are increasingly taking vacations at home rather than flying overseas, as highlighted by recent data showing international net departures were down 20% on-year in September. Also, Chinese tourist arrivals rose 23% in September, helping to fill hotel rooms that might otherwise have remained empty, fill cinemas, cruise ships &... Show More

Australian Travel & Tourism Sector: starting to really motor on due to lower A$ & Chinese tourists- AAD, AHD, MTR, VRL, SLK

James Nicolaou

ABS data for the 12 months to end September 2015 shows total inbound visitations of 7.23m (+7% pcp). Passenger arrivals from overseas have risen and departures from Australia have fallen, continuing a two-year improving trend in travel flows dominated by China. The number of short-term travellers arriving in Australian September... Show More

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Empired (AU.EPD)- Well positioned to benefit from positive industry tail-winds

James Nicolaou

Since we initiated coverage early this month, the stock has jumped ~14%. The company has a diverse range of capabilities aimed at delivering complete (end-to-end) IT solutions for clients in order for them to reach their business objectives. EPD is a high growth stock and we expect the company to... Show More

Mantra Group (MTR)- More ROOM for growth to continue- Stock up 2.7% this morning.

James Nicolaou

Mantra Group (MTR) Another property joins the MTR stable→ Post being added to the ASX200 index, MTR has been a strong out-performer in a volatile market. MTR confirmed late last week, that it has further increased its footprint on the Brisbane market having acquired the Management and Letting Rights for... Show More

M2 Group and Vocus - The new TPG

James Nicolaou

The two companies are set to join forces under a Scheme of Arrangement whereby MTU holders will receive 1.625 VOC shares for each MTU share. The notional market cap of the Merged Company will be just over $3bn, with 529m shares on issue. The combined business will have FY16E revenue... Show More

Banking Sector- Short interest positions continues to grow in volatile environment

James Nicolaou

The short positions across the 4 major banks has been rising. In particular, CBA has accumulated significant short positions over the past two months with A$2.0bn outstanding, up from a low of A$0.7bn in May. Keeping in mind, retail investors still have ~2 weeks to decide whether to apply for... Show More

Tom & James- Well done on yesterday successful event; the pre-cursor to many more to come! Feedback from the 3 Fund Managers i brought along with me yesterday was very good, with the guys impressed with the format, structure of the preso, quality of both audience and presenters & the Livewire offering generally. Keep up the good work, look forward to assisting you with the Melbourne equivalent in the future. Cheers James Nicolaou

On “Livewire Live” Broadcast: Anton Tagliaferro, Geoff Wilson and Ben Griffiths talk strategy and stocks -