Wilson Asset Management weekly: Positive sentiment returns | Spotlight on Aveo Group

Chris Stott

After what many would describe as a ‘bloodbath’ in the market, positive sentiment returned this week, with the S&P/ASX All Ordinaries Accumulation Index closing up 1.4%. The US Dow Jones Industrial Average recovered almost all of its losses from last week, leading the charge in global markets. We believe there... Show More


A dozen new stock ideas from Future Generation

Livewire Exclusive

We kept notes for you yesterday at the Future Generation Investment Forum, where a dozen of the best Australian and global fund managers each presented an investment idea. Read on for summaries of the insights from Magellan, Watermark, VGI, Lanyon, Antipodes, L1 Capital, Cooper, Centennial, Morphic, ARCO, and Wilson. Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170816

Mathan Somasundaram

Local market made a steady recovery after flip flopping for the first few hours. US retail data was string overnight while US markets were undecided. Chinese regulatory moves are beginning to bite while the pullback is aimed to get back to pre 2016 levels. The corporate outlook for US is... Show More

Can scandals create buying opportunities?

Buy Hold Sell

Both the reputation and the share price of listed retirement village operator, Aveo Group, have taken a big hit recently. With this backdrop, we ask Dean Fergie of Cyan IM and Ron Shamgar of TBF, how investors can quantify reputational risk, and whether situations like Aveo’s can create buying opportunities? Show More


Sunset Strip > Trading Day Wrap From Blue Ocean 20170627

Mathan Somasundaram

Local market fell on the open before recovering to finish flat. Resources and Financials help to hold the market from profit taking in the big industrial sectors. The best performing sectors were Miners, Banks and Energy while the worst performers were Utilities, Staples and Health Care. On the sector/stock front….(1)... Show More

Seasonal weakness creates opportunities

Morgans Financial Limited

History shows that weakness in the May-June period is a rich source of opportunity for investors as fundamentals re-assert themselves over short-term sentiment. With this in mind we are readying ourselves to buy our preferred industrials, and we flag four stocks we are happy to buy now. Show More