Hugh Dive

Over the past twelve months small companies (as measured by the ASX’s Small Ordinaries) have returned 22%, outperforming large caps (ASX Top 100) by almost 10%. This has led to numerous articles in the financial press claiming that small is beautiful and that investors should look beyond large Australian companies... Show More

Mathan Somasundaram

Local market finished positive after a volatile day with positive global overnight sentiment with Oil bounce. The best performers were Industrials, Metals & Miners and Retail while Banks, Gold and Utilities were the worst performers. NAB and MQG traded ex div today….WBC goes ex div on Thursday. Oil... Show More

Andrew Stanley

Gaming machine manufacturer, Ainsworth Game Technology (ASX:AGI), has recently welcomed European domiciled, Novomatics, to its share register after acquiring founding shareholder, Len Ainsworth’s, 53% equity holding. AGI is aiming to deliver material synergies including cost savings, access to an extensive software library and sales into Europe. Together with a likely... Show More

Canaccord Genuity

The Australian Focus List contains our top-15 stock picks across a diverse group of sectors. This quarterly report provides a one-page summary of each pick and includes our investment recommendation, potential catalysts, and bull/base/bear target price scenarios. One of those picks is SpeedCast International (ASX: SDA). SpeedCast has experienced rapid... Show More

Avatar fallback

Despite the last minute (and unsuccessful) attempt by Fortress Centaurus Global Master Fund to have the Takeovers Panel intervene and delay today's meeting, the resolution to approve the acquisition of Len Ainsworth's shareholding by Novomatic AG was approved with 62.06% for on a poll and 37.94% against. As this was... Show More

Bennelong Funds Management

‘Growth equities’ (or long duration stocks) has been a strongly performing strategy for the past five years, easily outperforming the other dominant fundamental style of ‘value’. Much of this outperformance has been driven by the fact that a declining risk-free rate favours long duration assets over short duration assets. With... Show More