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

September 2016: Month ahead in meetings

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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

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

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