ASX:CGF

9 Champion Stocks

Peter Quinton

These 9 Champion Stocks all have a long-term positive thematic, which should drive superior earnings growth and shareholder value over the coming years, notwithstanding inevitable disruptions in the economic and investment environment as well as some corporate stumbles from time to time. Show More

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The 20 most 'liked' wires this quarter

Alex Cowie

One of many slick features our talented dev team has built this quarter is a re-engineered ‘Trending' panel on our website. Their algo crunches data from clicks, likes, comments, and social shares (the button at the bottom-left of each wire), to create an ever-changing carousel of your favourite content. Show More

15 stocks to watch following reporting season

Alex Cowie

The chaos of reporting season makes a good case against markets being efficient. It will take weeks, if not months, to fully parse the recent data download of many hundreds of reports, and to also process views gleamed from the ensuing company roadshows. Reporting season can thus generate a long... Show More

Challenger: What the market missed

Shane Fitzgerald

On the positive side of the ledger, net book growth in the Life Business was strong at 7.9%, before the AMP and Japanese distribution relationships fully kicked in and before the BT relationship planned for June this year has started. The Funds Management business was strong across the board. Show More

What Mattered Today; Mkt higher ahead of US inflation print on Wednesday

James Gerrish

The market continued to recover today post last week’s savage selloff with some of the higher risk plays, particularly in the commodity space doing well – the Lithium Miners like Orocobre, Pilbara Minerals and Galaxy topping the leader board today (adding 6%+) while Kidman Resources (KDR) which we hold in... Show More

ASX:CGF ASX:COH ASX:TCL

First Impressions from Reporting: Challenger, GPT Group, Transurban, Boral and Cochlear

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Challenger (CGF), GPT Group (GPT), Transurban Group (TCL), Boral (BLD) and Cochlear (COH) with links through to more detailed reports. Show More

ASX:BLD ASX:CGF ASX:COH ASX:GPT ASX:TCL february 2018 reporting season

Bell Potter Analyst Outlook & Top Stock Picks for 2018

Bell Potter

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

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Diversified Financials Outlook for 2018 – Lafitani Sotiriou

Bell Potter

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

Dogs of the ASX …. Woof Woof!

Hugh Dive

In this week’s piece written from snowy Norway, we are going to look at the “dogs” of the ASX, focusing on large capitalisation Australian companies with falling share prices. Additionally, we are going to sift through the trash of 2017 to try to discern any fallen angels with potential to... Show More

Ten favoured stocks for 2018

Peter Quinton

After examining all of our analysts’ buy-rated stocks with a market capitalisation above $1.0 billion, we have identified ten of them which we particularly like over the next 12 months or so for private clients: Show More

Buy Hold Sell: 5 emerging leaders

Buy Hold Sell

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

Could Australia be headed for a recession?

James Gerrish

Since June, buying the local market as it was sold off towards the 5600 area has proven correct, but as we all know nothing lasts forever, we are very cautious this time. Yesterday’s savage 49-point / 0.9% sell-off had no obvious lead and was pretty unexpected on all, but the... Show More

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15 wires that captured your attention

Alex Cowie

Livewire strives to give readers unparalleled access to expert investment ideas so that they can be more informed and achieve better investment outcomes. Here is a distillation of 15 such wires that really captured your attention this quarter. Show More

Buy Hold Sell: 5 stocks that beat expectations

Buy Hold Sell

In this week’s episode of Buy Hold Sell, Ben Clark from TMS Capital and Alex Leyland from Leyland Private Asset Management share their view on three stocks that surprised to the upside this reporting season. Show More

Livewire users’ top five results so far

Livewire Equities

Richard Coppleson recently highlighted the slow-burn effect that profit upgrades and downgrades can have on stock prices for weeks after the news. So we surveyed Livewire users for the most notable results so far this season, a few of which have slipped under the radar... Show More

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Sunset Strip afternoon trading wrap

Mathan Somasundaram

Local market had a slide after flip flopping early in the day. Commodities bounce helped the miners after US Fed, ECB and BOE moved dovish. UK recovery in wages growth and historically low unemployment helps support the economy despite the high inflation and low currency. Show More

Reporting Season First Impressions

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Challenger (CGF), GPT Group (GPT), Domino’s Pizza Enterprises (DMP) and FlexiGroup (FXL) with links through to more detailed reports. Show More

ASX:CGF ASX:DMP ASX:FXL ASX:GPT August 2017 Reporting Season

5 megatrends we are investing in

Rob Tucker

We have used the megatrends framework as a template for several years, simply as a way of formulating a framework for how we start filtering down the investible universe into stocks that we ultimately focus on. We revisit this every 6-12 months to assess where the opportunities are to find... Show More

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Top Stock Picks for FY18

Bell Potter

In this report, our analyst team share their top stock picks for FY18, and also provide their sector outlook. On Financials, TS Lim reports that "There is something for everyone in Show More

Generating investing ideas in a tough market

Livewire Exclusive

Investors have been questioning how to approach the market, given lofty valuations and elevated risk. With this backdrop, Livewire posed some questions on this issue to Steve Johnson, Tim Kelley, and Alex Pollak, starting with: “What channels generated your best investment ideas in the last 12 months, and what themes... Show More

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