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Market Wraps
apple
Latest news and analysis on apple
Equities
May 14, 2019 07:00
Netflix has a 13 year head start - can Disney still succeed?
Disney’s transformation to a streaming ‘Netflix’ business model is an unprecedented step for the company. Any business transformation is hard, and in Disney’s case its...
Lachlan MacGregor
Alphinity Investment Management
May 14, 2019 07:00
Macro
January 18, 2019 07:30
Are we there yet?
Last month we saw the FED raising rates for the 9th time in the last 3 years, now to 2.25-2.5% per annum. Also, this month, the FED might keep its Quantitative...
Marcelo Lopez
L2 Capital Partners
January 18, 2019 07:30
Asset Allocation
January 07, 2019 14:17
The year of investing dangerously
2018 was the year of living dangerously as far as the stock market was concerned. The year began with a bang, cheered on by the global growth squad. However, unbridled...
CSL
CSL Ltd
ASX:CSL
Followed by
1578
people
CSL
CSL Ltd
ASX:CSL
Followed by
1578
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Jason Teh
Vertium Asset Management
January 07, 2019 14:17
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January 03, 2019 12:58
Why Apple's stock just fell 8% and what it might mean
Apple significantly reduced its guidance for the December quarter, blaming China and a few other factors for the shortfall. This is Apple's first negative...
Lachlan MacGregor
Alphinity Investment Management
January 03, 2019 12:58
Expert Insights
September 13, 2018 12:24
The biggest structural value trap
today
If you can find a cheap stock in this market, are you buying value or buying a value trap? In this video, Warryn Robertson, Portfolio Manager at Lazard Global Equity...
Livewire Exclusive
Livewire Markets
September 13, 2018 12:24
Buy Hold Sell
August 10, 2018 06:15
Buy Hold Sell: 5 global value
gems
Finding value in Australia can be tough. With so few major companies, and so many fund managers hunting for the best ideas, value can disappear as quickly as it...
Buy Hold Sell
Livewire Markets
August 10, 2018 06:15
Education
June 19, 2018 06:15
Charlie Aitken: The best opportunity for investors
today
10 years ago, the Apple iPhone was released. Through the power of technology and population, this pocket-sized supercomputer changed the world as we know it. “You...
Livewire Exclusive
Livewire Markets
June 19, 2018 06:15
Equities
June 14, 2018 10:30
Investing against the crowd
The first thing you learn about being contrarian is that humans don't normally like to act this way. As the cartoon suggests, we're a social animal. We like to stick...
Graeme Shaw
Orbis
June 14, 2018 10:30
June 13, 2018 12:20
How to avoid missing 98% of opportunities
At around $1.9 trillion Australian dollars, the Australian equity market is a minnow by global standards. It represents roughly 2% of global equity markets. Said...
Lachlan Hughes
Swell Asset Management
June 13, 2018 12:20
May 18, 2018 10:19
A record year for buybacks
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....
Marcus Tuck
Mason Stevens
May 18, 2018 10:19
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