Ruralco waterworks

Wilson Asset Management

On Wednesday, Portfolio Manager Oscar Oberg attended Ruralco Holdings Limited’s (ASX: RHL) investor site day in Renmark, South Australia. The company showcased its investment in water and rural supplies businesses within the Riverland region. The company also announced a trading update, confirming that earnings in the second half of FY2017... Show More

APRA: Unquestionable relief

Matthew Haupt
Matthew Haupt Wilson Asset Management

We believe the prudential regulator’s definition of ‘unquestionably strong’ provides a favourable result for the Australian banking sector with significant political and regulatory uncertainty now removed from the sector. In our view the banks can meet the 10.5% capital requirement without the need for potentially dilutive equity capital raisings. Show More

How exuberant is the credit market right now?

Livewire Exclusive

Andrew Lockhart from Metrics Credit Partners provides an insight into the domestic credit market. It’s part of the financial system usually reserved for the ‘big banks’ who provide credit to large corporates looking to invest and expand their businesses. While credit is available it seems appetite for growth remains patchy. Show More

Investor Signposts: Week Beginning July 23 2017

CommSec Online Stockbroker

CommSec Chief Economist Craig James takes a look at the economic events scheduled for the week ahead, including the CommSec State of the States report, Australian inflation, US GDP growth and the US Federal Reserve rates meeting. Show More

Is it time to sell the bond proxies?

Clime Asset Management
Clime Asset Management Funds Management & Stock Research

One of the strongest and most predictable relationships in global equity markets over the last few years is that of bond yields and so-called ‘bond proxies’. As the name suggests, a bond proxy is a stock that is held in place of fixed interest securities, primarily for yield. They are... Show More

Macmahon's Indonesian Adventure

Steve Johnson
Steve Johnson Forager Funds

Mining services company Macmahon has been in the wars for most of the past decade. As the largest holding in Forager's Australian Shares Fund, we are anticipating the next decade being better. In this video we discuss our recent trip to Indonesia, new contract wins and the importance of Macmahon's... Show More

Re-charged Jervois starts its engine with one eye on the battery space

Barry FitzGerald
Barry FitzGerald Independent Journalist

After 20 years of little to report, resources group Jervois is re-invigorated with a new board led by well-regarded banker Steve van der Sluys. With interests in nickel, cobalt, scandium and gold, the stock is moving. And Breaker’s gold discovery is starting to catch the eye of cashed-up producers. Show More

6 months of transformational change for Bega

Vince Pezzullo
Vince Pezzullo Perpetual Equity Investment Company (ASX:PIC)

A recent addition to the portfolio, Australian dairy and foods business, Bega Cheese, was the largest single contributor to performance of the portfolio for the month of June. Over the past 6 months, Bega has seen transformational change in its business through the completion of three major transactions: Show More

Aussie dollar catches us all out again

Livewire Exclusive

Howard Marks, Co-Founder of Oaktree Capital, criticised forecasters in a memo earlier this year, writing: “There are no facts about the future, just opinions”. And few asset classes are harder to forecast than currencies. Show More

Avatar fallback


“There are no facts about the future, just opinions”. Very true. I have lost count how many times investors have asked me if they should sell or buy overseas exposure to take advantage [...]