ASX:APT

A couple of hot stocks

Marcus Padley
Marcus Padley Marcus Today

A2M is up 9% in two days helped by the BAL earnings upgrade. It has also announced it will expand its brand throughout the North East of the US starting this month. The area is home to 60 million consumers which according to research from A2M accounts for 20% of... Show More

ASX:A2M growth stocks ASX:APT

What Mattered Today: Our view on RIO

James Gerrish
James Gerrish Market Matters / Shaw and Partners

It seemed like there was a decent sell order in ASX 200 Futures this morning that prompted selling amongst the large cap stocks – usually happens with an overseas fund is taking a negative bet on Australia and getting set via Futures – the weakness was obvious on open, a... Show More

ASX:RIO asx:bal ASX:AFP ASX:APT ASX:Z1P

The ten most tipped stocks for 2018

Alex Cowie
Alex Cowie Livewire Markets

When we asked you to suggest a stock tip in our 2018 Livewire reader survey, there were a few names that came up regularly. Drawing from the database of 2617 responses, here are the 10 stocks that readers tipped the most, with exclusive insights from our contributors for each one.... Show More

See 2 more comments

Bell Potter Analyst Outlook & Top Stock Picks for 2018

Bell Potter
Bell Potter Stockbroker

In this report, our analysts share their sector view and top stock picks for 2018 across sectors including banks and general insurers, diversified financials, LICs, fixed income, agricultural FMCG, technology, discretionary retail, industrials, resources, and healthcare & biotech. Show More

Join the conversation

Diversified Financials Outlook for 2018 – Lafitani Sotiriou

Bell Potter
Bell Potter Stockbroker

Our Diversified Financials analyst, Lafitani Sotiriou discusses his top stock picks by breaking it up into three leaders and three emerging companies for your consideration in 2018. Show More

ASX:CGF ASX:BTT ASX:PPS ASX:OVH ASX:JHG ASX:APT

Top stocks and crowded trades

Livewire Exclusive

Livewire’s 2018 'Predictions and Top Picks' series continues with part two. Here, we ask our expert panel for their top stock ideas for 2018, and one thing they think the market has wrong. Watch the video or read the summary below. Show More

Join the conversation

Ophir: Growth hides all sins

Livewire Exclusive

There was a time when having exposure to companies with offshore earnings was considered a drag for Aussie investors. Today, however, Australia’s most successful growth investors are seeking to identify those companies with the ability to enter and then capture a thin slice of some truly lucrative global markets. Show More

ASX:CCP ASX:A2M ASX:APT

Buy Hold Sell: 5 emerging leaders

Buy Hold Sell
Buy Hold Sell Livewire

Big established companies are struggling to grow and the ASX20 has delivered miserly 5% annual return since 2012. For investors seeking some growth the challenge is to identify tomorrow’s leaders. In the final episode of Buy Hold Sell for 2017 we ask two fund managers that specialise in finding growth... Show More

ASX:CGF ASX:TPM ASX:ECX ASX:APT ASX:PPH

Small caps for long-term outperformance

David Allingham
David Allingham Eley Griffiths Group

There will always be periods where small caps underperform, but over the long term we believe the case for small caps to structurally outperform is stronger than ever. Reasons for this include the high level of inside ownership & alignment with investors. We like the leverage smalls have to M&A... Show More

mining services ASX:EHL ASX:FXL ASX:APT

Who flicked the Australia switch?

Chris Prunty
Chris Prunty QVG Capital

The whole market – including small caps – has been on fire since early October. It’s like someone flicked the ‘get long Australia’ switch in the first week of October and it was game on. If there are big global money flows in to a market purely for the reason... Show More

ASX:SIQ ASX:LOV ASX:MTO ASX:MNF ASX:APT

Themes and stocks from the WAM Funds’ portfolios

Patrick Poke
Patrick Poke Livewire Markets

At today’s WAM Funds presentation, Chief Investment Officer, Chris Stott, shared some of the key themes and holdings from their current portfolio. He covers their views on the Australian economy, mining services, and retail. He also discusses a company that hadn’t received a visit from an analyst in two years. Show More

Join the conversation

High conviction small caps, straight from the experts

Livewire Exclusive

After asking our panel of small cap managers what’s driving the stellar run in small caps, and the key themes to play, we asked them to nominate a high-conviction small cap idea that could produce big returns. Here are the ten stocks they selected. Show More

What's driving the stellar run in small caps?

Livewire Exclusive

Small caps have surged in recent months. The Emerging Companies index (XEC), which includes stocks such as HUB24, Appen, Imdex, and Updater in its top ten constituents, has gained 17% over the last six months. There are scores of stories from the small end of transformative wins, not least in... Show More

Join the conversation

11 very different growth opportunities

Livewire Exclusive

Greencape is able to invest right across the market, and we had the chance to ask Jonathan Koh where the fund was seeing the best medium-term growth opportunities on the ASX today. In this short exclusive, Jonathan provides a brief overview on 11 stocks straddling all sectors and sizes. Show More

Join the conversation

Buy Hold Sell: 5 hot small-caps

Buy Hold Sell
Buy Hold Sell Livewire

High expectations, high growth, and high risk. Small cap tech stocks are not for the faint of heart; high potential returns are on offer though, if you get the call right. So, find out whether it’s time to subscribe or delete these young companies, with Roger Montgomery and Neil Carter. Show More

Join the conversation

8 strategies for selecting small caps

Dean Fergie
Dean Fergie Cyan Investment Management

One reason regularly quoted to buy a certain stock is because it offers ‘good value’. It is certainly an easy (and lazy) argument for stockbrokers to recommend a company. When I select stocks in the small cap space (ex ASX200) I do not focus on value as I find 'value’... Show More

asx:bal ASX:APT

See 3 more comments

Livewire readers' best performing stock ideas: The final quarter

Alex Cowie
Alex Cowie Livewire Markets

At the start of each year, we poll our readers for their best stock idea as part of our Outlook Survey. With just one quarter to go, it’s time to check in to see which calls are leading, and hear what our contributors are saying about them. Show More

Join the conversation

Jetstar unequivocally validates Afterpay Touch

Dean Fergie
Dean Fergie Cyan Investment Management

Wednesday's watershed announcement that budget airline Jetstar, wholly owned by the $10bn ASX listed Qantas, is partnering with Afterpay Touch (APT) to offer the Afterpay services to its customers, unequivocally validates Afterpay as a genuine player in the Australian payments space. Show More

ASX:QAN ASX:APT

Join the conversation

Afterpay: One of the most exciting stocks on the market

Livewire Equities

Consumer payments platform, Afterpay Touch, has received a growing chorus of support from Livewire contributors, including Geoff Wilson, Dean Fergie, and Gary Hui from Arowana. Here is what they have been saying, with some pointers on what to look for today when the company reports. Show More

ASX:APT

Buy Hold Sell: Shopping in unlikely places

Buy Hold Sell
Buy Hold Sell Livewire

The retail sector has been as soft as an egg. However, a recent survey of Livewire readers showed that many believe the threat of Amazon is overplayed. We’ve taken this lead to go looking for opportunities in a sector that’s on the nose. Show More

ASX:JBH asx:bap ASX:BLX ASX:MCP ASX:APT