ASX:APO

Market Masters outperforming again

Livewire Exclusive

A panel of Australia's Market Masters have shared their top stock ideas at Livewire Live each year since inception. On average, the stocks have beaten the market by at least 25% each time. Just over a month since Livewire Live 2017, and this year’s stocks are already ahead by 3.1%.... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170821

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market fell on global sentiment despite bounce in Iron Ore and Oil. US market heads the negative catalyst list. US market risk remains key for local market…(1) VIX looks to break above post election high (2) Russell 2000 (i.e. US domestic facing) has pulled back below 200 day MA... Show More

5 companies changing the business landscape

Buy Hold Sell
Buy Hold Sell Livewire

Companies that change the way we do business can offer great opportunities as they establish and monetise new marketplaces. So in this week’s Buy Hold Sell we review 3 stocks leveraging this theme, as well as a microcap taking on Tatts and TAB, and a stock enjoying the NBN as... Show More

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Tax loss selling roadmap

Richard Coppleson
Richard Coppleson Bell Potter

With investors making big profits this year in certain stocks, there will be many investors who will want to offset these profits via selling their losers to lock in their tax losses and thus reduce their tax bill. I have been watching the tax loss phenomenon in the market closely... Show More

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Australian media must consolidate to survive

Clime Asset Management
Clime Asset Management Funds Management & Stock Research

The media market is rapidly evolving, as traditional media makes way for new digital formats. Unfortunately, industry regulation is slow to catch up, with outdated ownership laws that predate the advent of the internet. The ACCC's raised concerns of the proposed merger between APN Outdoor and oOh! Media sets a... Show More

media sector australian equity market ASX:APO APN Outdoor ASX:OML

Sunset Strip > Trading Day Wrap From Blue Ocean 20170522

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market jumped up on the global optimism and then faded slightly through the day. The best performers were Energy, Metals & Mining and Gold while Health Care, Staples and Retail were the worst performers. Since the start of Q2, we have had every trading Monday as a positive day... Show More

Quality vs value in Australian small caps

UBS Asset Management
UBS Asset Management Fund Manager

Our small cap investment process involves building our own cash flow based valuation models and ranking stocks on a balance of growth, operating margin and capital required. We are very careful to account for the amount of cash required for fixed assets, working capital and intangibles. This process often keeps... Show More

ASX:APO ASX:OML

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

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The merger of APN Outdoor and oOH Media...

UBS Asset Management
UBS Asset Management Fund Manager

This week two of our significant investments announced a merger of equals and both announced earnings upgrades. It was a nice Xmas present for UBS Small caps. To recap. We are long term believers in the outdoor media space for a variety of reasons. I outline the key reasons below.... Show More

outdoor advertising Longform ASX:APO ASX:OML

Sunset Strip | Aussie Afternoon Institutional Market Wrap

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Market moved up again on global positive sentiment ahead of the US Fed update to be only 40 points off the 2016 high…but on accumulation (i.e. dividends included) basis we are at all-time highs (i.e. created a new high today). The positive performers today were led by Discretionary retail and... Show More

Despite being hit for six, the signs are good for APN Outdoor

Roger Montgomery
Roger Montgomery Montgomery Investment Management

APN Outdoor is a leader in outdoor advertising. The company has over 50,000 high-impact sites in attention-grabbing locations across Australia and New Zealand. But recently, like many other high-quality mid and small caps, its share price was severely smashed. So, what’s going on, and is it time to snap up... Show More

outdoor advertising Longform ASX:APO APN Outdoor

Five small cap opportunities emerging right now

Chris Prunty
Chris Prunty QVG Capital

Not since the dark days of 2008 has the spectre of macro-economic trends and global events had so much impact on small cap portfolios. I’m reminded of a quote attributed to Warren Buffett’s mentor Benjamin Graham who is reported to have said “the market is like your mistress, you can’t... Show More

Aitken: Interest rates have bottomed globally

Livewire News
Livewire News Livewire

Charlie Aitken, CIO at AIM says interest rates globally have bottomed marking a critical inflection point for interest rates sensitive stocks and for bonds. "Interest rates have bottomed globally, it’s a very important point... They're not going any lower than this - this is it." Aitken believes that resources stocks... Show More

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3 sectors that have disappointed investors

Livewire Exclusive

Following reporting season, a number of previously well-loved sectors have fallen out of favour with the market. Outdoor advertising, aged care operators, and telecommunications companies have all seen falls of around 30%. Despite the well-established difficulties of operating in the aged care sector, investors got “over-excited” about this area and... Show More

Value vs Growth: Is there a shift back to Value?

Livewire Exclusive

Value investing is an investment paradigm that derives from the ideas on investment that Ben Graham and David Dodd began teaching at Columbia Business School in 1928. Although value investing has taken many forms since its inception, it generally involves buying securities that appear underpriced by some form of fundamental... Show More

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Buy Hold Sell: 5 high flyers

Buy Hold Sell
Buy Hold Sell Livewire

In recent months, investors have been dealt a strong reminder of the perils of investing in stocks that are trading on lofty multiples. The market is now littered with companies that have been dumped after failing to deliver on expectations. For seasoned growth investors, volatility comes with the turf and... Show More

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Two hot thematics we’re avoiding

Livewire Exclusive

Chris Stott, Chief Investment Officer at Wilson Asset Management, thinks the Australian market is fairly priced at its current PE of around 15-16 times - slightly above the long-term average. With rate hikes due in the US opening the possibility of a short-term correction, plus the expectation of further rate... Show More

3 wires that caught my eye

Patrick Poke
Patrick Poke Livewire Markets

Despite (or perhaps because of?) being the final full week of Reporting Season, it's been a slow week in the markets. Even the Bloomberg editors thought so, as they released multiple articles this week lamenting how quiet markets were. There's no need to join them, however, as we've got your... Show More

Is the 'safety' of market darlings an illusion?

Patrick Poke
Patrick Poke Livewire Markets

At the start of 2016, if someone had said that Woolworths would've outperformed both Blackmores, and APN Outdoor by the end of August, they'd likely have been assigned to the loony bin. But as often happens in financial markets, the seemingly least likely outcome has occurred. The chart below shows... Show More

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Outdoor advertising - A risk we’ve raised before

Leyland Private Asset Management
Leyland Private Asset Management Trusted and Confidential Asset Management Advisors

Today’s movements in the outdoor media sector highlights the importance of not overpaying for a company, no matter how good the business. Whilst APN Outdoor today delivered a highly credible result (and is a quality business), the shares have fallen 33% due to forecast revenue growth falling slightly below market... Show More

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