Sunset Strip > Trading Day Wrap From Blue Ocean 20170508

Mathan Somasundaram

Local market popped on the open with better global sentiment post French election before pulling back on the reality of weaker commodities and do-nothing budget. Commodities were stable for a change after a week of bashing…but China hasn’t turned the corner…value has returned to the sector but the momentum remains... Show More

GARY (Growth At Reasonable Yield) > March 2017 update

Mathan Somasundaram

GARY identifies companies that are able to deliver growth and yield at a reasonable cost. GARY offers a middle ground when uncertain markets flip flop between growth and yield. Show More

Oh, inverted world

Schroders Australia

‘Oh, Inverted World’ is the title of the 2001 album of the US indie band The Shins. It's a good description of todays’ topsy turvey world created by loose monetary policy. One big distortion in the anomaly we see in stock pricing tied to business duration. Much-used discounted-cash flow analysis... Show More

Executive Series - APN News & Media (APN) CEO, Ciaran Davis


Tom Piotrowski speaks with APN News & Media (APN) CEO, Ciaran Davis about the the de-merger of its NZ business, progress of its sale of ARM and its outlook in relation to dividends To view more Executive Series interviews, visit: Show More

tom piotrowski ASX:APN Executive Series APN News & Media Ciaran Davis

September 2016: Month ahead in meetings

Avatar fallback

Spring means the main 2016 AGM season is upon us although the AGM season really kicks in next month. This month's note takes a brief look at the AGMs for Suncorp Group, AGL Energy and ASX. Given the fewer AGMs, I also look at unit holder requisitioned meetings to... Show More

Equities – Picking the winners and avoiding the bombs

Livewire Exclusive

Where should active investors be looking in today’s market and what are some of the traps to avoid? In this video Geoff Wilson, Crispin Murray and Ben Griffiths provide candid views on where they see the opportunities in today’s market. For investors in Australian equities this is a must watch... Show More

4 fresh stock picks from Livewire Live

Livewire Exclusive

This time last year at Livewire Live 2015 three veterans of the Australian equity market shared their best stock ideas for the year ahead, the results did not disappoint. Ideas were contributed by Geoff Wilson (ASX:ECX), Anton Tagliaferro (ASX:SDF) and Ben Griffiths (ASX:AIA) with the average return... Show More

A new future for APN News & Media

Geoff Wilson

We believe news media company APN News & Media Limited (ASX: APN) represents compelling value post demerger of its NZ assets. APN recently moved to spin off New Zealand Media and Entertainment (NZME) and raise $180 million through an entitlement offer to shareholders. Following the demerger of NZME, APN also... Show More

Access the highlights of Livewire Live

Livewire Exclusive

Last week, Livewire Markets, in conjunction with Bell Direct and ASX, presented the second Livewire Live investor conference to a sold-out crowd of 250 investors at the ASX in Sydney. The event provided investors with a unique opportunity to hear how 14 of Australia’s most respected investors have been making... Show More

Daily AGM Note Wednesday 11 May 2016

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No All the Majors AGMs today but the note includes AGM results for APN, Magnotec and Grange Resources and will be updated for Cyclopharm's AGM results when these are available (Cyclopharm's AGM includes the conditional/contingent Board spill resolution). You'll find today's note at this link Show More


Buy Hold Sell: The battle for your eyeballs

Buy Hold Sell

Media companies are in the midst of a shake up. Technology is putting traditional models to the test, aggressive cashed-up competitors are descending upon our shores, industry consolidation looks set to pick up and consumer behaviours are constantly changing. It's a minefield! In this episode of Buy Hold Sell we ask our panel to... Show More


Executive Series - APN News & Media (APN) CEO, Ciaran Davis


CommSec’s Tom Piotrowski speaks with APN News & Media (APN) CEO, Ciaran Davis about the company’s decision to divest its ARM unit, the potential IPO of its NZME business and its 2016 strategic priorities To view more Executive Series interviews, visit: Show More

ASX:APN APN News & Media

Sunset Strip | Aussie Afternoon Institutional Market Wrap

Mathan Somasundaram

Aussie market started relatively positive and the optimism subsided through the day to finish a slight positive. Banks and Resources were the main drivers again, but there were signs of profit taking from the morning pop. The global investors were back buying banks and miners as the currency moved up,... Show More

Dual tailwinds propel media stocks: OML, APO, QMS

Robert Frost

Exposure to the out-of-home media thematic, namely APN Outdoor (ASX:APO), oOh!Media (ASX:OML) and QMS Media (ASX:QMS), has proven to be extremely rewarding for investors throughout the 2015 calendar year. These stocks have each experienced ongoing positive share price momentum into December, posting double-digit gains for the month. Despite the strong... Show More

media small caps oc funds oml ASX:APN ASX:QMS robert frost