Buy Hold Sell: Big stocks with big yields

Buy Hold Sell

There's a bit of an issue for investors seeking income from the local market. The challenge is that just 6 companies account for more than 50% of the income generated from the ASX200. That's the 'Big Four' banks, Telstra and BHP. Whilst the income might be attractive there's clearly a... Show More


Bell Potter Analyst Outlook & Top Stock Picks for FY19

Bell Potter

In this report, our analysts share their sector view and top stock picks for FY19 across sectors including banks and general insurers, diversified financials, fixed income, agricultural FMCG, technology, discretionary retail, industrials, resources, and healthcare & biotech. Show More

Opportunities abound for Clydesdale Bank

Watermark Funds Management

Clydesdale Bank (CYBG) is a British retail bank which spun-out of the National Australia Bank in 2016. Pursuant to an announcement on May 7th, the company has proposed to acquire fellow UK challenger bank Virgin Money. At the present moment, investors don’t know whether they are buying CYBG’s “old pitch”... Show More


Quality financials outside the big 4

Michael O'Neill

When you look at the ASX 300 Industrial Index, over 50% is dominated by financials and real estate so investors need to be cautious. The financials can be quite leveraged companies, where earnings quality can often be an issue, and a lot of those companies are tied to the property... Show More

financials ASX:SDF ASX:CYB

What Mattered Today; Clydesdale eyes off Virgin Money, the market awaits the Budget

James Gerrish

All eyes appear to be on tonight’s Federal Budget with low volumes and a lack of direction seen across the board today. For the fourth day in a row the market poked its head above 6100 but failed to close ahead of the milestone. As suggested in the AM report... Show More


The Rules of Investing: Peter Cooper’s next big idea

Livewire Exclusive

This week’s guest on the podcast is Peter Cooper, founder and Chief Investment Officer of Cooper Investors, one of Australia’s leading boutique investment firms. His success is probably best conveyed by the incredible performance of the CI Brunswick fund, which he manages personally. This fund has outperformed the ASX200 Accumulation... Show More


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What mattered today

James Gerrish

The best of it was seen early on today with the market opening strong before sellers came over the top from around midday. A move of +20pts (0.33%) locally today is a weak effort given the +300pts (1.3%) we saw on the Dow overnight – still, a reasonable way to... Show More


CYB: Our No.1 Bank Holding Globally

Charlie Aitken

CYB PLC which are the UK retail banking assets spun out of National Australia Bank (NAB) remains a compelling short, medium and long-term investment in my opinion. Show More


Charlie Aitken: Setting the trap

Livewire Exclusive

One change in the investment landscape is that markets now only price in the present and there’s no great institutional advantage in access to information. That’s the view of Charlie Aitken, CIO of AIM Funds, who describes his process as akin to setting a trap in anticipation of changing markets. Show More

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Buy Hold Sell: Financials - old vs new

Buy Hold Sell

Financials are at a crossroads. On the one hand, banks and insurance companies are set to benefit from recovering global growth and higher interest rates. However, many financials face increasing competition from fintech disruptors, often backed by the world’s largest technology companies such as Alipay, Apple Pay, and Ant Financial. Show More

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Can banks become tech stocks?

Charlie Aitken

I recently attended the Bank of America Merrill Lynch 22nd Annual Financials CEO Conference in London. With financials being such a large weighting in global, and local, equity indices and the interest rate cycle turning up, attending this conference has given me genuine insight into the prospects for UK and... Show More

european growth ASX:CYB European banks

CYB has gained some momentum recently - where to next?

James Gerrish

Direct From The Desk – I took a quick look at CYB today and outlined some of the reasons why it’s been strong in recent times – largely comes down to interest rate expectations in the UK and they’re highly leveraged to it. A 1% hike in rates in the... Show More


Is the dream run of Australia’s Big 4 coming to an end?

Investors Mutual

The continued success and profitability of Australian banks over the last few decades, as well as recent large capital raisings, means that Australia’s big 4 banks are now valued at over $400 billion by market capitalisation and they account for over 26% of the S&P/ASX 300 index. As a result,... Show More


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Diversifying away from Aussie banks

Livewire Exclusive

Financials dominate the ASX200, comprising 35.4% of the index. This compares to 14.7% of the S&P500. Andrew Fleming, Deputy Head of Australian Equities at Schroders, points out, they are a big part of the index - because they make a lot of money. Here he questions whether this will continue. Show More

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Sunset Strip > Trading Day Wrap From Blue Ocean 20170802

Mathan Somasundaram

Local market was smacked down on weaker commodities and then flip-flopped at the bottom despite solid bounce in building approval. US ADP employment data will be key tonight for sentiment while US Fed jawboning will be on full flight. RIO result out after market shows slight miss with upgraded buy... Show More

3 stocks in the firing line

James Gerrish

As we consider different areas to allocate funds into the current market weakness potential tax loss selling should definitely be considered as June slowly evolves. The ASX200 is up almost 6% for the calendar year hence there will not be the number of candidates which would typically be available in... Show More

5 top wires in April

Alex Cowie

April saw our first ever Buy Hold Sell Live event, where we hosted a top-flight panel in front of an intimate audience. The wires from the event were very popular this month. Also making this month's top wires were our video interview with Schroders, a buyside brief on stocks with... Show More

Wilson, Murray and Johnson: How they’re investing today

Buy Hold Sell

Livewire recently hosted an intimate investor evening where a handful of investors had the opportunity to hear how three local fund managers are investing today. The session covers the big picture view, investing strategy and also touches on a handful of stocks that look attractive (and a few that don’t). Show More

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January 2017: Month ahead in meetings

Avatar fallback

First business day back and already the meetings are underway with Centuria Capital's security holders voting this morning to approve the conditional placement underpinning its acquisition of the 360 Capital Group's real estate platform (approved by its security holders on 30 December 2016)...and a unitholder requisitioned EGM to wind up... Show More

Buy Hold Sell: Financials ripping higher

Buy Hold Sell

Over the five weeks since the US election, the financials index (ex-property trusts) has gained over 10%, more than twice that of the ASX200. Expectations are that rates will continue to rise, a more profitable operating environment under which financials can drive a wider margin. This week we ask Vince... Show More