See what The CEO's thought of the Domestic Economy, Chinese Manufacturing and Agriculture this week

NAOS Asset Management

“The Melbourne, Sydney and Brisbane economies are performing very strongly, driven a lot on the back of the infrastructure spend and now the pickup in sentiment. The pipeline of infrastructure projects continues to build” Scott Charlton, CEO, Transurban Show More

The Aussie food stocks best leveraged to China

Livewire Equities

Select Equities recently published a deep dive on the ASX stocks best leveraged to surging Chinese demand for Australian products, and also the key trends in the three different routes to the Chinese market, including the all-important Daigou channel. Show More

CEO Insights from Ian Narev, John Borghetti and Nick Scali

NAOS Asset Management

“It’s in their [The Telco’s] interest to just flick people to the low speed plans as the lower access charge makes a higher margin for them” Nicholas Demos, CEO, MyRepublic. Below are quotes from the week which in our view detail some of the most important and prominent industry trends... Show More

5 food stocks to feast on

Buy Hold Sell

Food stocks may not always take you to investing’s promised land, but a2 Milk and Capilano have certainly delivered some milk and honey for investors in recent years. This week, our panellists pass verdict on both stocks, as well as veteran agribusiness, Elders, before then bringing two food stocks of... Show More


10 key themes and 29 ways to play them

Morgans Financial Limited

Equity markets remain at the mercy of abnormal macroeconomic conditions such as unconventional central bank interest rate settings and heightened political uncertainty. Making bold portfolio decisions amid such uncertain conditions is a difficult and potentially hazardous exercise; hence our cautious Asset Allocation settings. Despite these challenges, we think that enduring... Show More

Valuation looks attractive for Capilano

Perpetual Limited

Capilano honey is the market leader in Australia with approximately 80% market share. They have done well to maintain their domestic share despite increased competition as a result of honey supply returning to normal levels. Show More


Microcap winners and losers

UBS Asset Management

The world remains in a low growth environment. Revenue growth is difficult to come by, the bulk of the heavy lifting on cost out appears to be behind us and levels of investment (which would drive medium-term growth) remain at benign levels. Against this backdrop, we have the continued emergence... Show More

Updating the Chinese growth story

Nicholas Forsyth

Back on August 25th, we looked at the "increasing risks for the Chinese growth stocks" after they had suffered some significant declines. Investors who had entered the larger names, Blackmore's and Bellamy's earlier in the year, were losing money compared to the ASX200, which was mildly ahead. Chasing easy fast... Show More

Longform ASX:BKL ASX:CZZ asx:bal China consumer ASX:FNP

The increasing risks for Chinese growth stocks

Nicholas Forsyth

Yesterday, one of the markets favourite stocks of the last 18 months, Blackmore's (BKL) literally fell off a cliff, collapsing almost 20% in the one day. In this reporting season, we have witnessed a few examples of "growth stocks" that are trading at very expensive valuations, being hammered when their... Show More

Longform ASX:BKL ASX:CZZ asx:bal China consumer ASX:FNP

Upside for Capilano Honey

Michael Gable

Capilano Honey (CZZ) is Australia’s largest honey processor and their various brands command a domestic market share of 70 per cent. They now have a joint venture with New Zealand based Comvita. Comvita is the world leader in Manuka Honey, which is highly sought after for its medicinal properties. Capilano... Show More

A sweet outlook for Capilano Honey

Morgans Financial Limited

In 2Q17, CZZ will launch a new high margin honey product. We understand that it is an innovative 'industry-first' therapeutic product which offers health benefits beyond those of regular honey. This product will be exclusive to CZZ. It should increase CZZ's overall market share, expand the honey category and has... Show More


Buy Hold Sell: 5 Emerging Small Caps

Buy Hold Sell

The Small Ordinaries Index is home to some of the most exciting business listed on the ASX. Investors are drawn by the lack of broker coverage and the prospect of getting ahead of the pack. However, it can be a hazardous space to navigate and over the past five years... Show More

small caps buy hold sell ASX:VTG ASX:CZZ ASX:SRF ASX:BBN ASX:XIP

Daily AGM Note Friday 20 November 2015 - first strikes at Magnetic Resources and Kasbah Resources and close at Myer

Avatar fallback

Evidence of shareholder dissatisfaction at Slater and Gordon...not with the remuneration report, but with the grants to the Executive Directors. A second strike, but no Board Spill at SDI ...and some director election resolutions at other AGMs attracting significant proxy instructions to vote against. The Daily AGM note is updated... Show More

The Buy Side Brief: Three companies elevating themselves above their peers

Livewire Exclusive

With reporting season quickly becoming a distant memory, we reach out to three Livewire contributors to see if we can find a few companies that caught their attention and stood out from the competition. Responses come from Nick Leitl from the K2 Australian Absolute Return Fund, John Campbell of Avoca... Show More


Acquisitions provide platform for growth at Capilano

K2 Asset Management

Capilano Honey (CZZ) is Australia’s largest packer and producer of honey and is the only listed company of its kind in Australia. Capilano is a well-recognized brand, with a dominant 70% market position supplied by over 500 beekeepers. CZZ is leveraged to the global Health & Wellness thematic, operating in... Show More

the buy side brief ASX:CZZ

Capilano honey is a quality business but it looks expensive

Perpetual Limited

Honey supply across Australia is currently low relative to historical levels, due to unfavourable weather conditions. Despite this Capilano Honey (ASX:CZZ) has been able to increase its market share by securing supply from local beekeepers and acquiring producers Chandlers and Kirksbees. ASX:CZZ also has the advantage of being able to... Show More


4 Top ASX Small Cap Stock Picks

Glennon Capital

We recently talked about why we like: Capilano Honey Ltd (ASX: CZZ) , FSA Group Ltd (ASX: FSA), Sirtex Medical Limited (ASX: SRX) and IPH Ltd (ASX: IPH). Capilano Honey Ltd (ASX: CZZ) With a market capitalisation of $125 million, this stock continues to provide shareholders with sweet returns. After... Show More