ASX:BBN

Sunset Strip > Trading Day Wrap From Blue Ocean 20170814

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market had a relief rally as the “War of Tweets” between US and North Korea started to settle down. The weaker than expected US inflation outlook pushed down USD and pushed up AUDUSD. China data showed that we may be closer to the top in the recent commodity run... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170811

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market was smacked down from the open on geopolitical risk…even the slight recovery after the morning fall withered away in the afternoon. DOW down over 200 and NASDAQ was snapped 2%. Safe haven investing was in play as bonds and gold bounced while equities were on the chopping block.... Show More

Finding quality, value and growth with Chris Prunty

Livewire Exclusive

Disciplined, focused and humble are three words that spring to mind when describing smallcap specialist Chris Prunty. He’s unlikely to tell you about the cricketing prowess that earned him a scholarship to study at Australian National University. He’s even less likely to let on that he was ‘peer reviewed’ and... Show More

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Sunset Strip > Trading Day Wrap From Blue Ocean 20170620

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market finished negative with Asian markets as the bank ratings downgrade hit home despite positive US markets. The best performing sectors were Retail, Information Technology and Materials while the worst performers were Gold, Property Trusts and Energy. AUDUSD fell below 76 cents on bank downgrade but weaker USD has... Show More

Sunset Strip > Trading Day Blue Ocean Equities Market Wrap 20170505

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market continued the slide on weak commodities to deliver fourth consecutive negative day. Commodities keep falling and resource sectors continue to lead the market lower. MQG delivered a beat…was trading like it was on an upgrade cycle in recent days…but even that could not push the bank sector higher….WBC... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170504

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market fell after starting positive and then made a slight recovery to deliver third consecutive negative day. Commodities were smacked overnight and that meant resource sector was always going to be under pressure. Banks started positive on NAB result but then faded into negative territory as market worried about... Show More

SHIELD (Sustainable High Yield) > April 2017 Update

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Market continues to chase sustainable yield in a market with growth risks. SHIELD continues to outperform the market despite a rising bond yield outlook by picking premium quality sustainable yield ideas at reasonable value. Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170315

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market opened weak on global sentiment before making a surprise recovery as the Chinese leadership talked a stable outlook at the end of the National People’s Congress. NPC closing update also delivered a balanced outlook on the potential global trade worries from the Chinese perspective. Utilities, Property and Miners... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170314

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market was flat with resources holding up the rest of the market. Resources were the best performers with Metals & Mining leading the way while Utilities, IT and Property lead the way down. Central banks take center stage on Super Thursday (1) US Fed is the big show… will... Show More

Sunset Strip | Aussie Afternoon Institutional Market Wrap

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Market moved up and down like a headless chook before finishing negative on the risk that Chinese stimulus may wane after solid retail and factory data. We are seeing the early stages of friction between the corporatisation of the western fiscal policy rubbing against the authoritarian cohesion of the eastern... Show More

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 quality small caps

Livewire Exclusive

Ben Griffiths, Portfolio Manager at Eley Griffiths Group, says he expects the recent outperformance of the Small Ords over the ASX100 to continue. Speaking at the Livewire Live investor forum Griffiths told investors that the quality of companies that currently make up the small cap index is as good as... 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

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

Burson and Baby Bunting in favour as economy shifts from commodities

Robert Frost
Robert Frost OC Funds Management

There have been some recent signs the domestic economy is managing a slow transition away from the commodities boom particularly in the retail space where a number of companies including Myer, The Reject Shop, Pacific Brands and Premier Investments have reported improved trading conditions. Nevertheless, the upcoming election will likely... Show More

Lessons from the frontline

Livewire Exclusive

The period post reporting season sees a busy schedule of face-to-face meetings between the management of listed companies and professional investors. To see what anecdotes we could uncover we reached out to three fund managers and asked them to share a few trends that caught their attention. Ben Griffiths from... Show More