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They say big things come in small packages, but nowhere is that truer than in small stocks. These small companies offer the possibility of big returns, but that often...

Wilson Asset Management has launched the offer for its new global listed investment company, WAM Global Limited. The LIC will invest in a portfolio of international...

I've been asked by a few clients why we exited our circa $250m position in AAA rated RMBS, which was a modest ~10% portfolio exposure that had performed brilliantly...

NAB's first-half results on Thursday marked the second stop in the banks' results season. This is giving management teams the platform to address the issues raised at...

Much has been made of the increased popularity of passive investing, and rightfully so. Markets have generated excellent returns over the long term, and index tracking...

We are on the home stretch of FY18 and microcap and small caps indexes have continued to demonstrate strength. Once again, microcaps significantly outperformed large...

Among the enduring memories of my time as an analyst at Mercantile Mutual Investment Management in the early 1990’s was the importance the equities team placed on...

Short selling scares people. Many advisors categorise long/short strategies as ‘risky’ and they have support from the likes of Warren Buffett who describes it as...

Fundamental analysts spend an inordinate amount of time with Microsoft Excel software trying to gauge the magnitude and direction of the future cash flow evolution of...

This time last year we wrote a piece on Livewire calling a short-term top for resources, targeting a correction of around 10% before we became buyers once again, which...

There are few things I fear more than a visit to a Zara store. Why so many people choose to spend time in such a crowded, messy and noisy place is beyond me. But it’s...

Expect plenty of upcoming news from Hylea Metals, with a 50 hole, 3000m RC programme having recently commenced at the Tigers Creek Co-Ni-Pt-Sc prospect within the...

In December last year, Unibail-Rodamco (a major European listed property trust) made an offer to purchase Westfield Corporation. The offer to Westfield shareholders is...