Highs and Lows from Reporting Season

Hugh Dive

Last week saw the end of reporting season for 180 of the S&P/ASX200 companies and around 2,000 of the companies listed on the ASX. Over the past month, these companies revealed their profit results for the six months ending December 2017 and provided guidance as to how they expect their... Show More


Don't buy value just for value's sake

Michael Wayne

To assist investors in navigating these increasingly uncertain times, we have tried to distill in this wire some of the key themes to emerge out of earnings season. We also nominate one of our top picks in the mid-cap education space with some of the key traits we believe investors... Show More

Two standout results from February

Johan Carlberg

At the large end of the market, CSL delivered a standout result during February reporting, and in the mid-cap space Seven Group produced a great result. Here we take a look at their results and highlight a key theme to emerge more broadly during February. Show More

ASX:CSL ASX:SVW february 2018 reporting season

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

FNArena Reporting Season Monitor: Week 2 - 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 2 is now available below with 85 stocks now... Show More

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

CSL: What the market missed

Livewire Exclusive

Through reporting season, Livewire's contributors are providing exclusive insights on February results for some popular stocks. In this wire, Scott Shuttleworth from Montgomery Investment Management looks at the CSL result, to pull out some key points and identify something the market is overlooking. Show More

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First Impressions from Reporting: IAG, DMP, CPU, CSL, WPL, DXS and GMG

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Insurance Australia Group (IAG), Domino’s Pizza Enterprises (DMP), Computershare (CPU), CSL (CSL), Woodside Petroleum (WPL), Dexus Property Group (DXS) and Goodman Group (GMG) with links through to more detailed reports. Show More

Make market corrections your ally

Roger Montgomery

Recent experience excepted, corrections are typically more frequent and regular than many would prefer, so investing should not occur without acceptance of this. That said, it’s important to prepare, first by making the right investments, and secondly by adopting the right temperament. Show More


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The best opportunity in healthcare

Daniel Moore

In this interview, I discuss the best long-term investment opportunities in the sector, which stocks I am cautious on, and what the future holds for the sector as a whole. Show More

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Buy Hold Sell: The most tipped big caps

Buy Hold Sell

Welcome to the first episode of the Buy Hold Sell video series for 2018. Each Friday morning two fund managers will share their views on 5 ASX listed companies. Today we’ve pulled out the large caps that received the most votes in our 2018 reader survey. The 5 stocks covered... Show More

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A few highlights from our Summer Series

Alex Cowie

With most of the market back at their screens, Livewire’s ‘Summer Series’ has concluded and normal service now resumes until next Christmas. In case you missed it, we’ve pulled together some of the most ‘liked’ wires from the last 4 weeks... Show More

The three characteristics of a quality healthcare company

Daniel Moore

Australia’s Healthcare sector has outperformed all others over the last five years, due to strong demand from investors seeking companies with reliable earnings growth. This has pushed valuations to historically high levels, with some healthcare companies trading at a 50 per cent premium to their global peers, and a 100... Show More

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The ten most tipped stocks for 2018

Alex Cowie

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

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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

Healthcare sector update

Scott Power

The healthcare sector has been very strong this year, and here we touch on eight players within it. There have also been a couple of laggards in that space too, and they are the IVF players. So we've been sitting with neutral recommendations on the space the last two years.... Show More

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The Case for Owning Quality Stocks Now

Andrew Zenonos

It is no secret that investing in high quality stocks for the long term is a good investment strategy. Russell Investments believes that a premium for high quality stocks exists, in that they will outperform low quality stocks over the long term. We believe that this anomaly exists as investors... Show More


Where to find opportunities in large companies

Clime Asset Management

There is so much confusion about the stocks in the ASX’s large-caps index, the ASX 50. Some investors see them as ‘blue-chips’ by virtue of their size and longevity, and thus see them as long-term portfolio holds. Others think the ASX 50 is largely useless: a motley, concentrated index of... Show More

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The best trades on a 5-year view

Livewire Exclusive

Warren Buffett famously said: “I buy on the assumption they could close the market the next day, and not reopen it for five years”. We asked Greencape Capital, NAOS, and Market Matters what they would buy today if they had to hold on until September 2022. Show More


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