Why 'skin in the game' drives performance

Steve McCarthy

One of the key attributes we look for in a management team is clear evidence that they have “skin in the game”. All the evidence suggests that this is a powerful mechanism to ensure shareholders benefit from the best that management has to offer. In this wire, we discuss the... Show More


Join the conversation

The best investing strategy now normal volatility has resumed

Clime Asset Management

Volatility is the value investor’s best friend and weeks like last week are welcome opportunities, not reasons to panic. For so long quality companies with growth traded above the prices we wanted to pay but last week’s indiscriminate selling knocked their prices down to levels sufficiently below valuations for us... Show More

FNArena Reporting Season Monitor: Week 1 - February 2018

Rudi Filapek-Vandyck

Welcome to the FNArena Reporting Season Monitor for the February result season 2018. The Monitor reports ratings and consensus price target changes, along with brief summaries of the collective responses, from FNArena database brokers for each of the 300+ stocks. Week 1 is now available with coverage of 30 stocks. Show More

What Mattered Today: Swings & roundabouts with FMG production

James Gerrish

Local stocks hit the skids today courtesy of a weak lead from the US mkt overnight however we saw more selling in US Futures throughout our session today – at our close S&P Futures are trading down another -0.57% pricing a drop of ~170pts on the Dow when trading kicks... Show More


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


Buy Hold Sell: 5 global growth stocks

Buy Hold Sell

There are 323 million people in the US, 743 million in Europe, and 1.3 billion in China. When looking at Australia’s population of just 24 million coupled with a low growth environment, the case for offshore expansion is compelling. However, these are competitive markets with different practices and regulatory environments.... Show More


An Aussie company making it in the USA

Nigel Littlewood & Jackson Lee

I travelled to the USA in October for several company visits. In Salt Lake City I visited the US division of Sydney based Credit Corp (ASX:CCP). Recent history of the PDL (purchased debt ledger) sector in the US is interesting. Many participants have been pushed out of the industry over... Show More

ASX:CCP Credit Corp Group

Join the conversation

The 5 top themes in small caps right now

Chris Prunty

It’s not often you get the chance to build a portfolio from scratch. But that’s what the last month has been about at QVG Capital with the launch of our new Opportunities Fund. On 1 September we started with a blank sheet of paper and, just as importantly, without the... Show More


Join the conversation

Sunset Strip > Trading Day Wrap From Blue Ocean 20170821

Mathan Somasundaram

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

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

Sunset Strip > Trading Day Wrap From Blue Ocean 20170801

Mathan Somasundaram

Local market climbed out of US weak sentiment to deliver a positive day on the back of better commodities and China data. US data out tonight will deliver more clarity on the US Fed outlook while underwhelming US reporting season needs to maintain the pace to support the market multiples.... Show More

4 growth stocks the market missed

Livewire Exclusive

It’s no secret that growth is hard to come by in the Australian market, but that doesn’t mean that every opportunity has been found already. Livewire interviewed Katana Asset Management’s Romano Sala Tenna, who outlined four stocks with good growth prospects that the market missed. Show More


A value smallcap with earnings momentum

Livewire Exclusive

This smallcap has seen EPS growth of 30% pa for four years, yet the price has barely moved and the stock still trades on a PE of 8. In this exclusive two-minute video, Romano Sala Tenna of Katana provides explains why EPS could jump another 45% this financial year. Show More


Sunset Strip > Trading Day Wrap From Blue Ocean 20170628

Mathan Somasundaram

Local market started positive and maintained the pace with better commodities and higher rates outlook. US market remains the overhang and NASDAQ falls to the 50 day MA for the third time since US elections…last time NASDAQ broke 100 day MA, we had the high PE growth sell off…local investors... Show More

Downer unfairly sold down

Wilson Asset Management

Over the past six to nine months, small-cap companies have underperformed relative to their large-cap peers by 11%. Although a number of large-cap companies have seen their PE multiples expand over this period, we believe a significant component of this underperformance is due to an estimated $4-5 billion being stripped... Show More


The New Criterion: Veriluma and CCP technologies

Tim Boreham

In this week’s New Criterion, we look at big data company, which combines number crunching with gut feeling based on ‘softer’ inputs; and CCP, as in ‘critical control points’, which has launched an online monitoring system for the food industry. Show More


The 4 triggers of small cap outperformance

Livewire Exclusive

Following yesterday’s brief which pointined to small caps being at the start of a period of outperformance, we now ask our panel: What needs to happen next for the nascent outperformance to continue? 4 triggers cited include: an improving risk appetite, renewed M&A, a positive reporting season, and a rotation... Show More


Is this the Next Credit Corp?

Romano Sala Tenna

Credit Corp listed in September 2000 at 50c per share. Based on the closing price of $17.62, this represents capital growth of 3,424%. Additionally, the company has paid $3.33 (660%) in fully franked dividends. Here’s our case for the company we consider most likely to be the ‘next Credit Corp’.... Show More

Credit Corp ASX:CCP Pioneer Credit ASX:PNC

Join the conversation

Sunset Strip > Trading Day Wrap From Blue Ocean 20170524

Mathan Somasundaram

Local market moved up in the morning on weak global sentiment before getting hammered by Moody downgrading China. Market tried hard after that news to make a slight recovery and close in the positive. The best performers were Industrials, Staples and Telcos while Gold, Miners and Utilities were the worst... Show More

Executive Series - Credit Corp Group (CCP) CEO, Thomas Beregi


CommSec's Tom Piotrowski speaks with Credit Corp Group (CCP) CEO, Thomas Beregi about growth in its consumer loans division, how its business is tracking in the US, and its recently upgraded FY17 earnings guidance. Show More