ASX:A2M

Three Agricultural FMCG stocks for 2018

Bell Potter
Bell Potter Stockbroker

The agricultural FMCG sector encompasses a group of ~35 stocks covering a diverse set of commodities. Earnings in the sector are highly volatile and subject to short term changes in weather patterns and commodity values which are often dependent on global trends. For this reason we tend to focus on... Show More

ASX:NUF ASX:A2M ASX:SM1

Ophir: Growth hides all sins

Livewire Exclusive

There was a time when having exposure to companies with offshore earnings was considered a drag for Aussie investors. Today, however, Australia’s most successful growth investors are seeking to identify those companies with the ability to enter and then capture a thin slice of some truly lucrative global markets. Show More

ASX:CCP ASX:A2M ASX:APT

Buy Hold Sell: 5 global growth stocks

Buy Hold Sell
Buy Hold Sell Livewire

There are 323 million people in the US, 743 million in Europe, and 1.3 billion in China. When looking at Australia’s population of just 24 million coupled with a low growth environment, the case for offshore expansion is compelling. However, these are competitive markets with different practices and regulatory environments.... Show More

ASX:CCP ASX:DMP ASX:WEB asx:bwx ASX:A2M

Can a2 Milk’s earnings match the hype?

Martin Conlon
Martin Conlon Schroders

In the space of just one month, a2 Milk added more than $1bn of additional market capitalisation, Wisetech Global not far short of $1bn, and Blackmores more than $500m. In the case of a2 Milk and Wisetech these amounts are substantially more than their reported revenues for the 2017 year,... Show More

Schroders Australia ASX:A2M

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Fund managers, Readers and Sharesight users: Whose 2017 picks are leading?

Alex Cowie
Alex Cowie Livewire Markets

At the end of 2016 we surveyed contributors and readers for their top stock pick for this year. Our friends at Sharesight polled their users too, and have just updated us on which of these three groups is in the lead… Show More

ASX:IMD ASX:LYC ASX:RFG ASX:ALU ASX:VOC ASX:A2M ASX:UPD

Small Caps Flying

Marcus Padley
Marcus Padley Marcus Today

Last week we saw BWX, BKL, A2M, WTC, NCK, NAN and BIN all up 7% or more. BAL is up 85% in three months, A2M is up 83%, WTC is up 55%, BWX is up 28%, BLA is up 46%. The mid-cap sector is having a dream rally. A lot... Show More

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a2 Milk: what the market has missed

Livewire Exclusive

a2 Milk entirely side-stepped the carnage faced by other market darlings over the last 12 months to gain more than 282% in this timeframe, and a remarkable 1,115% since listing in 2015. In this exclusive interview, Jonathan Koh from Greencape Capital outlines the additional tailwinds the market has missed with... Show More

ASX:A2M Greencape Capital

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Optimistic about A2 Milk

Robert Frost
Robert Frost OC Funds Management

The A2 Milk Company continues to re-rate on the back of a very strong trading performance driven by ongoing gross margin expansion and continued rapid growth in sales of its A2 Platinum infant formula, especially in the large Chinese market. Show More

Why we like a2 Milk and WiseTech Global

Kate Howitt
Kate Howitt Fidelity International

Two of the largest positions in the fund right now have been a2 Milk and WiseTech Global. Both of these are stocks that have done tremendously well and whilst we remain very optimistic about their outlook, there's always a risk that any kind of stumble is going to be really... Show More

australian equities ASX:A2M ASX:WTC Fidelity International

Livewire readers' best performing stock ideas: The final quarter

Alex Cowie
Alex Cowie Livewire Markets

At the start of each year, we poll our readers for their best stock idea as part of our Outlook Survey. With just one quarter to go, it’s time to check in to see which calls are leading, and hear what our contributors are saying about them. Show More

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The best and worst of reporting season

Livewire Exclusive

Catherine Allfrey from Wavestone Capital and Chad Slater from Morphic Asset Management highlight the best and worst from reporting season, including one company that Morphic has been openly short on, but has revised its view post-reporting season, saying: “My god, it was a good result.” Show More

ASX:BSL ASX:PTM ASX:TLS ASX:HSO ASX:A2M

5 megatrends we are investing in

Rob Tucker
Rob Tucker Chester High Conviction Fund

We have used the megatrends framework as a template for several years, simply as a way of formulating a framework for how we start filtering down the investible universe into stocks that we ultimately focus on. We revisit this every 6-12 months to assess where the opportunities are to find... Show More

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Sunset Strip > Trading Day Wrap From Blue Ocean 20170807

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market bounced back after 3 consecutive negative days on the back of solid US non farm payrolls and better commodities. The last time market had 4 consecutive negative days was in early May…and our market has been going sideways since then. Local market and currency got a slight boost... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170727

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market flip flopped to deliver a slight positive day despite big bounce in AUDUSD/commodities and a fall in bond yields. July count sits at 10 up days and 9 down days…we have had the first 3 consecutive positive days in July. Expect a run to finish July in positive... Show More

Profit warnings and profit upgrades in 2017

Richard Coppleson
Richard Coppleson Bell Potter

Of the profit warnings this year, 81% of them have been "downgrades". I have found some really interesting observations that I’ll mention through this note that are worth being aware of, before then discussing the main 15 "Positive" Profit Warnings in 2017. Show More

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Sunset Strip > Trading Day Wrap From Blue Ocean 20170725

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market bounced back from yesterday’s underperformance on the back of strong commodities and AUDUSD. Banks were up on currency/yield trade while Resources were up on commodity bounce. Aussie CPI data tomorrow…high AUDUSD means outlook is for weaker inflation…unlikely to back any RBA rate hike scare story in 2017. The... Show More

5 food stocks to feast on

Buy Hold Sell
Buy Hold Sell Livewire

Food stocks may not always take you to investing’s promised land, but a2 Milk and Capilano have certainly delivered some milk and honey for investors in recent years. This week, our panellists pass verdict on both stocks, as well as veteran agribusiness, Elders, before then bringing two food stocks of... Show More

ASX:CZZ ASX:ELD ASX:A2M ASX:HUO ASX:MRG

Top Stock Picks for FY18

Bell Potter
Bell Potter Stockbroker

In this report, our analyst team share their top stock picks for FY18, and also provide their sector outlook. On Financials, TS Lim reports that "There is something for everyone in Show More

Livewire readers' Top 20 stock calls

Alex Cowie
Alex Cowie Livewire Markets

It’s time to observe the halfway-mark for Livewire readers’ 2017 stock picks, nominated in December as part of our Outlook series. Read on to see the current top twenty, some recent contributor commentary on them, and the spreadsheet for the full list of 261 stocks with key metrics. Show More

It's all about corporate profits

Rudi Filapek-Vandyck

US corporate profits are in an upturn, according to proprietary leading indicators from Morgan Stanley and Citi. Thus US equities should remain in an uptrend too, all else being equal. Alas, for investors in Australia, the dynamics domestically are not the same, and that is putting it mildly. Over here... Show More