Equities
Alex Cowie

Livewire readers submitted ~2500 stock tips in a survey we ran at the start of the year. We published the ’10 most tipped stocks’ and ’10 more of the most tipped’ off the back of the results. However, in this wire, we put our contrarian heads on and ask: ‘Which... Show More

Property
Michael  Doble

If house prices are falling as rapidly as some headlines impute, can we expect this to impact AREIT investors? Let’s begin by looking at the facts, rather than the headlines. Housing demand and supply ebbs and flows. Because of the lower barriers to entry there’s often volatility in residential housing. We’ve... Show More

Property
Michael  Doble

Australia's premium shopping centre portfolio, Scentre Group, owns great real estate in a sector that has huge barriers to entry (for their better retail assets), in strong locations, and with an extraordinary diversity of sources of income. This helps make the security of their earnings as attractive as any in... Show More

Property
Michael  Doble

Everyone shops on the Internet these days, don’t they? That’s why Armageddon looms for retailers and therefore investors in retail property. If you’re looking for a reason why the share price of Retail AREITs in the ASX 300 are down 2.3% over the last two years, there’s your answer. You may... Show More

Property
Michael  Doble

It’s getting predictable isn’t it? The Donald tweets, the rest of the world reacts and equity markets shudder. Blame the 24-hour news cycle, event driven macro traders, fake news or almost anyone with an opinion (in my opinion). Why tariffs? Some believe that if the US manufactured more of the goods that... Show More

Property
Michael  Doble

Westfield investors have a big decision to make. Should they approve or reject one of the biggest corporate transactions the Australian Real Estate Investment Trust (AREIT) market has ever seen? The Unibail-Rodamco (Unibail) takeover bid for Westfield Corporation (WFD) will soon to be decided. Shareholders can take a long term perspective... Show More

Property
Michael  Doble

The retail sector faces Armageddon! Amazon’s arrival is killing lazy, inept local outfits, and online retail sales are booming. It’s just a matter of time before the tumbleweed rolls down the empty corridors of your local shopping centre... ...Or that’s the conventional narrative at least. But it's one forged in the... Show More

Property
Michael  Doble

It’s a head scratcher alright. Over the past six months the ASX All Ordinaries index is up 9.37% while the ASX 200 index is up 8.56%. Despite recent negative headlines stocks are still higher than they were last August. The same cannot be said for property trusts, or Australian Real Estate... Show More

MICHAEL CORNIPS - Agree. If a single share price falls – they do nothing. The impact occurs when the whole market moves – particularly when it moves in disparate ways. A big move up on one stock can magnify the downward move (in index representation) of another. Simple as that.

On Scentre Group sell-off reveals the opportunity in index money -