ASX:DTL

Mark Tobin

Veris Limited (VRS: ASX announced another acquisition in its continuing strategy to rollup firms in the surveying and urban/regional planning business. Veris decided to wind down its old OTOC construction business over last 18 months to focus on its surveying and planning strategy. The new acquisition was well received with... Show More

Livewire Equities

Data#3 reports today, and has seen growing interest from our contributors in recent months. While the company has seen a few cycles, it has evolved significantly in recent years, with Wilson AM, Novaport and Tamim all now taking a positive view. Show More

NovaPort Capital

Data #3 is an IT services company with a rich history dating back almost 40 years. Since listing in 1997, the company has grown to over 1,100 employees and has expanded its services capability beyond Queensland. Last financial year it posted over $980m in revenue, with net profits growing 30%... Show More

Guy Carson

When evaluating a business, it is important to understand what drivers will have an impact on the profits and profitability. In the case of most businesses, currency will be a factor to a varying degree. Exporters will benefit when a currency falls, importers will benefit when it rises. Those companies... Show More

Mathan Somasundaram

Market continues to chase sustainable yield in a market with growth risks. SHIELD continues to outperform the market despite a rising bond yield outlook by picking premium quality sustainable yield ideas at reasonable value. Show More

Mathan Somasundaram

Market continues to chase sustainable yield in a market with growth risks. SHIELD continues to outperform the market despite a rising bond yield outlook by picking premium quality sustainable yield ideas at reasonable value. Show More

Mathan Somasundaram

Global markets continue their positive momentum into 2017 on-the-back of the recovery in the US and stability in China, however stretched valuations around the markets are expected to weigh on sentiment over the next few weeks. An improving outlook for interest rates and strong commodity prices has driven a better... Show More

Mathan Somasundaram

Global markets continue their positive momentum on-the-back of the strength of the recovery in the US and China, however stretched valuations are starting to weigh. The improving inflation outlook and US Fed rate hike expectations have driven the bond yields higher. An improving outlook for interest rates and strong commodity... Show More

Mathan Somasundaram

Global market worries are all about US presidential election in the short term while Italian referendum and US Fed rates cycle are the next road blocks ahead. The potential end of easing cycle locally and the rate hike in US will support the yield outlook in the Australian banking sector... Show More

Tim Kelley

One of the ways we try to take advantage of technology to improve our investment process is with machine learning algorithms.  In simple terms, we gather large amounts of historical data and using that data we “teach” a computer system to distinguish between good investments and weaker ones by finding... Show More