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

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

James Nicolaou

Aussie Economic data just out showed 4Qtr GDP grew +0.6% on Qtr vs Consensus expectations of +0.4%.... Basically meaning their is no rate cuts coming anytime soon with the strong domestic numbers. Equity markets remain a great place to derive income from. GO Australia, Cheers JN Show More

James Nicolaou

Last week we saw Ardent’s US Main Event peer Dave & Buster’s (D&B) report a very strong third quarter same store growth of 8.8% pcp - despite cycling a strong comparable and the Halloween interruption. D&B’s citing a big pick-up in “walk-ins” which suggests the operating environment is strong for... Show More

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

James Nicolaou

We select the top picks across our 71 mid and small cap stock universe, as well as the outlook for the economy and equity market. We also provide our key insights from our listed investment company (LIC) coverage. The top stock picks are shown in the table below (alphabetical order).... Show More

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

James Nicolaou

QMS Outdoor is a strategic media owner and operator, with a growing portfolio of premium and digital assets in the outdoor advertising industry across Australia, New Zealand and Indonesia. The structural shift from print media to Digital has seen unprecedented agency demand for Out-Of-Home advertising; driven by innovation, flexibility, accountability... Show More

James Nicolaou

The chart below shows the Bloomberg Commodity Index (BCOM). The index as you can see in the chart has been heading lower since the end of 2010 and is currently only 20% away from 30 year lows. The Fear and Greed Indicator points to heightened market concerns with levels now... 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 -