Bell Potter Analyst Outlook & Top Stock Picks for FY19

Bell Potter

In this report, our analysts share their sector view and top stock picks for FY19 across sectors including banks and general insurers, diversified financials, fixed income, agricultural FMCG, technology, discretionary retail, industrials, resources, and healthcare & biotech. Show More

10 predictions for equities in FY19

Chris Stott

Around 12 months ago, I shared my 10 predictions for FY18. These included a peak for the housing market, struggling retail stocks, and global macroeconomic strength. It was great to see that a lot of these predictions proved true. With FY18 now over, Livewire have asked for my predictions for... Show More

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Mal Mackenzie

Thanks Chris for informative forecast. I hold 41 stocks in 3 portfolios and 2 of your funds are 2nd and 3rd in value MicroCap and Global { I have Macquarie in top place. I concentrate in [...]

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Chris Stott

Great to hear @Mal Mackenzie. Thank you for the feedback.

Two stocks to watch this reporting season

Emanuel Datt

With reporting season fast approaching we highlight two companies whose results we will be watching closely: Afterpay Touch and Mineral Resources. We outline what we will be looking for in their reports to see if their incredible performance can continue. Show More

ASX:MIN ASX:APT

There's a storm coming

Brett Gillespie

In “The Second Machine Age”, Eric Brynjolfsson and Andrew McAfee from MIT, chronologise how quickly technology is changing the world, and posit what the world might look like in the future. "Most fear that technology will replace most jobs. But the analogue and prediction I found most interesting was that... Show More

bonds bubble macro

How to identify a sustainable dividend

Livewire Exclusive

For the income-focussed equity investor, there are few things that strike fear into the heart more than a dividend cut. The capital losses alone can destroy years of income, and that’s before you even consider the reduced dividend stream. Telstra has fallen nearly 30% since announcing its dividend cut in... Show More

income investing ASX:MTS ASX:NAB ASX:TLS ASX:TCL Equity Income

The Importance of Corporate Culture in Investing

Ben Rundle

Environmental, Social and Governance (ESG) investing has been in a structural growth phase for some years now. A report by the Responsible Investment Association Australasia (RIAA) notes that 81% of the largest super funds have now embedded a formal commitment to responsible investment, up from 70% in 2016. Additional research... Show More

Resurrection or Crucifixion: Themes for the Australian Results Season

Marcus Padley

Here is the ASX 200 results calendar - the results season is still a couple of weeks away. As usual, it is a best endeavours calendar, some companies simply don’t set a reliable date. The big companies generally do. Show More

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Michael Johnson

Great piece exactly what I've been looking for Thanks again

Asaleo Care – can boring be attractive?

Dr. Suhas Nayak

Over the last year, we have noticed a market with two segments. In one segment, stocks that show or just promise growth have been disproportionately rewarded, while the other ‘boring’ segment has discounted stocks that have less exciting, declining or uncertain prospects. It should come as no surprise, then, that... Show More

ASX:AHY

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Kevin Ghazi

It still looks expensive at current prices. Didn't Allan Gray pick up more shares days before the downgrade? (change in notice issued to the market the day before on the ASX)

Our Analysts' Buy-Rated Stocks

Bell Potter

After examining all of our analysts’ buy-rated stocks with a market capitalisation above $1.0 billion, we have identified ten of them which we particularly like over the next 12 months or so for private clients. Show More

Is there a correction on the horizon?

Magellan Asset Management

Risks are elevated and investors are nervous, so we sat down with Hamish Douglass, CEO and CIO, to revisit his previous warning of a significant market correction. We get his thoughts on how he views the various scenarios playing out and what the likely impact could be on markets. You... Show More

In Focus: Aitken Investment Management

Charlie Aitken

We’re undergoing a period of rapid change. In a world where technology makes up 20% of the MSCI World Index, investors’ portfolios should reflect the future, not the past. This means looking beyond the ASX 200, where technology has a weighting close to zero. Show More

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Thomas Nielsen

I remember Charlie saying his fund had a sizeable holding in Aristocrat on Sky Business late last year. Hopefully he held out on that! Stayed flat while everything charged higher last ye [...]

Buy Hold Sell: High quality midcaps

Buy Hold Sell

High growth, high returning midcap stocks have been the sweet spot on the ASX. These are companies with good track records, growing businesses, quality management and in many cases, they're household names. In a market that's been picked over the opportunities can be tough to uncover, so we've asked two... Show More

buy hold sell ASX:BRG ASX:CCP ASX:SIQ ASX:ARB ASX:BGA midcaps

A crucial piece in stock evaluation...

Karl Siegling

In this 12-part Cadence Investing Series, we discuss several aspects of the investment process and how it actually works in practice. Topics covered include market psychology and fundamental analysis, and aim to provide the reader with a first-hand view of how financial theory stacks up in real world situations. Show More

ASX:CDM

The Long View: Investing Through Adversity

Paul Hennessy

My colleague Tim Armour has shown how markets periodically experience corrections that are part of the investment environment. Recent volatility has been jarring but the global economy is largely supportive of corporate earnings and markets. History highlights the paramount importance of staying invested through volatile economic periods to provide long-term... Show More

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James Marlay

some cracking charts in here...

9 Champion Stocks: Must haves in a portfolio

Peter Quinton

These Champion Stocks all have a long term positive thematic, which should drive superior earnings growth and shareholder value over the coming years, notwithstanding inevitable disruptions in the economic and investment environment as well as some corporate stumbles from time to time. Show More

The market’s most disruptive innovations

Livewire Exclusive

Amazon is set to potentially become the first ‘trillion dollar company’. Catherine Wood, CEO and CIO at New York-based ARK Investment Management (ARK), discusses how Amazon got to this point, and which companies have the potential to be true leaders of today’s main ‘innovation platforms’. Show More

Will Telstra’s new strategy turn its fortunes around?

Tim Kelley

Following on from my post about seeing value in Telstra, now that the much-anticipated Telstra2022 strategy is in the market, we like the new direction, and sense that TLS’s share price plunge may be coming to an end. Show More

ASX:TLS Australian value investing

Business Insights Across the Market

NAOS Asset Management

“New coal is a bad idea for New South Wales – coal needs to run most of the time to be economic, but the market needs flexibility, not baseload” Mark Collette, Executive Energy, Energy Australia Show More

ASX:FMG ASX:AGL ASX:NVL ASX:PPS ASX:NAC ASX:RHL ASX:NCC ASX:NSC

Are the big banks about to raise mortgage rates?

Stuart Jackson

While you may not follow movements in the bank bill swap rate (BBSW), right now they are worth paying attention to. You see, rates are on the rise. And that means the funding costs for our major banks are also going up. This could force them to raise mortgage rates... Show More

Will falling house prices trigger the next Aussie recession?

Stephen Koukoulas

House prices are falling, auction clearance rates continue to drop and there is a such sharp lift in the number of properties for sale that, for the moment, no one is willing to buy at the given asking price. Show More

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