Alphabet

A record year for buybacks

Marcus Tuck

Buybacks can support stock prices by reducing share counts and boosting earnings per share, although that is no guarantee of producing a rising share price. Fundamentals such as revenues, underlying earnings trends, competitive prospects and interest rates still count for more. Show More

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The outlook for tech stocks after reporting season

PM Capital

As we’ve reached the end of the first quarter calls in the US, we can take a snapshot of the tech sector and see what it may tell us about the future. Earnings reported by technology companies across a range of subsectors have been good. In the internet space, both... Show More

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FAANGs still looking sharp

Marcus Tuck

The FAANG stocks (Facebook, Amazon, Apple, Netflix and Google/Alphabet) led the market up and participated in the recent correction. Their latest profit reports are an important guide to the sustainability of the tech sector's rise. Here we argue that on a Price Earnings Growth basis, they still look sharp. Show More

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You can run, but you can’t hide

Magellan Asset Management

Strava is an app that styles itself as “the social network for those that strive”. Runners, cyclists and others use the app to track, share and compare their exertions and even determine a ‘Suffer Score’. Show More

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The 'Big Four' versus 'Big Tech'...

Damien Wood

Small and medium-sized fintechs could struggle to compete with Australia’s large banks. However, the global tech giants could cause major problems for the banks - if they targeted wide spread general commercial banking. Show More

US stocks are at record highs thanks to rising tech. Yet most of the tech giants are still attractively priced.

Magellan Asset Management

The Dow Jones Industrial Average, the broader S&P 500 Index and the tech-heavy Nasdaq Composite Index have set record highs in 2017. A common theory as to why US share indices have risen is the increase in value of the so-called FAAMG stocks – Facebook, Amazon, Apple, Microsoft and Google... Show More

Is the stock market in a bubble?

Jason Teh

It has been about 10 years since the Global Financial Crisis (GFC) began to unfold. Very few were prepared for the financial damage that ensued. And it has permanently impacted the psyche of many market pundits. Since then, there has been no shortage of bear market predictions and lately there... Show More

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This week in tech: Netflix, Amazon and flying taxis

Lachlan MacGregor

Cable media stocks fell sharply after AT&T announced video subscriber losses, following Comcast and leading to $60 billion being wiped off their valuations. Investors love Netflix but competition is coming. Amazon may move into the $560bn prescription drug market. And more exciting technology developments in transport. Show More

This week in tech: Tesla vs Everyone, commute anywhere in under an hour, commercial driverless taxis by Christmas, and how do you invest in this

Lachlan MacGregor

This week the news was overrun with announcements by car makers expanding their electric vehicle ambitions. Elon Musk presented SpaceX's plans for colonisation of Mars, as well as rockets that could allow commuting to anywhere on Earth in an hour - for the price of an economy ticket. And Google... Show More

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Alphabet, just another internet stock? Think again.

Lachlan Hughes

The ‘Dotcom’ crash of 2001 was a good old fashioned bubble. Many people were swept up in the euphoria as their expectations about future profits turned out to be nothing more than unfounded hope. For many Australians, it is a case of once bitten, twice shy. Roll forward 17 years,... Show More

Will the tech sell-off continue? Three things to understand before deciding

Lachlan MacGregor

Last Friday the US Technology Index fell almost 3%, with selling concentrated in the largest stocks: Facebook, Amazon, Netflix and Google (the so-called 'FANGs') plus Microsoft and Apple were all down 3-5%. The slide resumed on Wednesday and Thursday and investors must question whether this will continue. I think there... Show More

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The attributes of a global leader

Livewire Exclusive

New global leaders don’t come up very often, so identifying them relatively early can have a huge effect on a portfolio. The iPhone came out ten years ago, and investors that bought Apple in 2007 are now sitting on a ~1000% return before dividends. So, how do you get one... Show More

Modern Day Disruptors - Risk or Opportunity?

Ned Bell

The purpose of this analysis is to explore the risks and opportunities that come with what we call the ‘Modern Day Disruptors’. More specifically, we will look at the potential winners and losers from the perspective of a global equity investor and aim to answer the most important question: Will... Show More

The #1 stock picks for 2017

Buy Hold Sell

As part of Livewire's 2017 Outlook Series we’ve asked 5 professional stock pickers for their views on the outlook for equities and their #1 stock pick for 2017. The panel features Matthew Kidman, Chris Stott, and Ben Clark who were the top three stock pickers from Livewire’s 2016 Outlook Series.... Show More

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Cloud Computing - Threat or Opportunity for IT Powerhouses?

Warryn Robertson

In a world of low growth, macro economic uncertainty and high equity market valuations we consider that at present the number of investment opportunities, even for a global equity investor are incredibly scarce. We do however see pockets of value, with the IT sector being one example. Show More