Buy Hold Sell: The microcap rematch

Buy Hold Sell

12 months ago, David Allingham from Eley Griffiths Group and Andrew Smith from Perennial Value Management went head-to-head with their views on 5 microcap stocks. Since then, the smaller end of the market has been buoyant, with the small ords up ~15%, and both managers exceeding this mark by handsome... Show More


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Sunset Strip > Trading Day Wrap From Blue Ocean 20170803

Mathan Somasundaram

Local market ran out of puff again on weaker commodities and directionless global markets. Local trade balance was another miss and the currency took a step back. The best performing sectors were Utilities, IT and Industrials while the worst performers were Miners, Telecom Services and Energy. On the sector/stock front….(1)... Show More

The time to buy small caps is close

David Allingham

We are currently witnessing a turning point for small caps. However investors should wait for the final tax loss selling of FY17 to subside in late June before committing. Post 30 June we expect small caps to have a strong period in both an absolute sense and versus large caps.... Show More


5 Oversold Small Caps

Livewire Exclusive

Livewire reached out to a group of small cap portfolio managers to ask for a stock that has been unduly sold down as part of a sector de-rating, rather than company specific issues. Their selections specifically highlighted the value now present in retail, mining services and infrastructure. Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170404

Mathan Somasundaram

Local market pulled back on weaker US, currency and commodity as banks were unable to swim against the tide again. Gold and Miners were the best while Telcos and Financials weighed on the market. Car sales in the US was a real disappointment and market reading through... Show More

Buy Hold Sell: Stocks ‘n’ Rocks

Buy Hold Sell

Equity markets are marching higher as momentum runs hot, and the resources sector has just delivered an outstanding earnings season. So in this episode of Buy Hold Sell, we go hunting for companies that are leveraged to either stock-market activity, or to mining. Matthew Kidman from Centennial Funds joins two... Show More


AUS Cricket... Poor... | FOMC Stays "Steady" On Rates.. | HGG & GUD: Focus Reporting Season |

Niv Dagan

Good Morning, Show More

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