ASX:EHL

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

Mining services stocks ride the cycle

Karl Siegling

Every discussion on the mining services sector should start with the concept that commodity prices go up and down based on demand and supply, and resource company profits go up or down. So, too, do those of mining services companies. Show More

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Reporting season review: 7 key themes and our best buy ideas

Andrew Tang

There was a lot to like about the February reporting season. By our estimates, over 30% of large caps beat the market's expectations, and unlike previous seasons, estimates held firm rather than falling away into results. Downgrades and significant misses were largely a non-event and overall management commentary reflected the... Show More

Buy Hold Sell: Riding the infrastructure boom

Buy Hold Sell

With numerous infrastructure projects now ramping up at the same time, the well-flagged East Coast infrastructure boom is very much on. By next year, the total spend is forecast to be $16 billion, double what it was last year. There will be obvious winners from this, but what about some... 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

Top stocks and crowded trades

Livewire Exclusive

Livewire’s 2018 'Predictions and Top Picks' series continues with part two. Here, we ask our expert panel for their top stock ideas for 2018, and one thing they think the market has wrong. Watch the video or read the summary below. Show More

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Small caps for long-term outperformance

David Allingham

There will always be periods where small caps underperform, but over the long term we believe the case for small caps to structurally outperform is stronger than ever. Reasons for this include the high level of inside ownership & alignment with investors. We like the leverage smalls have to M&A... Show More

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Themes and stocks from the WAM Funds’ portfolios

Patrick Poke

At today’s WAM Funds presentation, Chief Investment Officer, Chris Stott, shared some of the key themes and holdings from their current portfolio. He covers their views on the Australian economy, mining services, and retail. He also discusses a company that hadn’t received a visit from an analyst in two years. Show More

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A cyclical stock on its way back up

Monash Investors Pty Limited

Emeco leases heavy earthmoving equipment to mining companies and their contractors. It is the largest company of its type in Australia. With mining activity beginning to pick up again, the demand for “yellow” trucks, diggers and dozers is picking up. Show More

ASX:EHL August 2017 Reporting Season

Three stand-out results this August

Livewire Exclusive

In the final edition of our results coverage, we hear from three contributors about their stand-out results for the period. Responses come from Simon Shields, Monash Investors; Alex Shevelev, Forager Funds; and Romano Sala-Tenna, Katana Asset Management. Show More

ASX:EHL ASX:MAH ASX:AHG August 2017 Reporting Season

December 2016: Month ahead in meetings

Avatar fallback

With the main AGM season out of the way for the 30 June FYEs, several key AGMs occur this month including TPG Telecom, ANZ, NAB, Westpac, DuluxGroup, Incitec Pivot, Orica. Outside All the Majors, December features AGMS for Ten Network Holdings, Cudeco, Elders and Emeco Holdings. This month's note also... Show More