ASX:ELD

See what The CEO's thought of Wool Prices, Selling into China and Dairy this week

NAOS Asset Management
NAOS Asset Management Listed Investment Companies (LICs) ASX: NCC, ASX: NAC, ASX: NSC

“Anyone in Australia who thinks they can just find a Chinese partner and have instant success in selling their products there is kidding themselves” Mark Allison, CEO, Elders 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

Profiting from a better balance sheet

Rob Tucker
Rob Tucker Chester High Conviction Fund

Removing a company's debt burden can mark a turnaround for the share price, and in this wire, we discuss this and highlight three examples including one currently in play. Show More

ASX:WES ASX:CAJ ASX:ELD

See what The CEO's thought of Wage Inflation, Advertising & the Global Economy this week

NAOS Asset Management
NAOS Asset Management Listed Investment Companies (LICs) ASX: NCC, ASX: NAC, ASX: NSC

"Delivery by drone will soon be commonplace" Don Meij, CEO, Domino’s Pizza Enterprises Show More

ASX:BOQ ASX:DMP ASX:WHC ASX:NEC ASX:BBN ASX:ELD ASX:NAC ASX:NCC

Sunset Strip > Trading Day Wrap From Blue Ocean 20170905

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market fell on the open with NK risk and then recovered to close flat with geopolitical uncertainty running wild. US markets will open tonight and play catch up. US administration is going to be calling global leaders tomorrow about NK and risk weighted response is for more sanctions and... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170901

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market bounced on positive global sentiment before running into profit taking ahead of the long weekend in the US. The global market sentiment improved with solid economic data from China, US and Canada while Japan data supports accommodative BOJ stance for the medium term. The non-farm payroll data will... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170831

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market bounced back on positive US and China economic data. The local business capex outlook data was positive but the weak consumer sentiment shows that one has not translated to the other since GFC. The GDP growth rate hit 3% and maintains the recovery pace we have seen in... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170811

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market was smacked down from the open on geopolitical risk…even the slight recovery after the morning fall withered away in the afternoon. DOW down over 200 and NASDAQ was snapped 2%. Safe haven investing was in play as bonds and gold bounced while equities were on the chopping block.... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170810

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market fell back into negative territory in the afternoon as global investor support for the banks ran out. The local market has gone nowhere in the last 2 months…23 up days and 22 down days. RIO going ex div weighed on the materials sector. Property sector giants in SCG... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170725

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market bounced back from yesterday’s underperformance on the back of strong commodities and AUDUSD. Banks were up on currency/yield trade while Resources were up on commodity bounce. Aussie CPI data tomorrow…high AUDUSD means outlook is for weaker inflation…unlikely to back any RBA rate hike scare story in 2017. The... Show More

5 food stocks to feast on

Buy Hold Sell
Buy Hold Sell Livewire

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

ASX:CZZ ASX:ELD ASX:A2M ASX:HUO ASX:MRG

Sunset Strip > Trading Day Wrap From Blue Ocean 20170628

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market started positive and maintained the pace with better commodities and higher rates outlook. US market remains the overhang and NASDAQ falls to the 50 day MA for the third time since US elections…last time NASDAQ broke 100 day MA, we had the high PE growth sell off…local investors... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170621

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market ran into a brick wall with weak global sentiment, bond yields and currency. Time to stay on the sidelines and wait for some of the optimism to unravel and pick up the bargains for July recovery. The best performing sectors were Health Care, Utilities and Staples while the... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170616

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market finished slightly positive to end the week despite weaker commodities and flat AUDUSD. Market still digesting the US Fed outlook….US leading the sentiment and China MIA for now. China delivered a big cash injection to cater for the seasonal cash crush…but sentiment still weak. The best performing sectors... Show More

An unknown smallcap on 4 times cashflows

Livewire Exclusive

Tony Hansen, the CIO of EGP Capital illustrates more of his original stock-picking strategies with a small cap his fund has built a large position in. The stock has an upcoming key catalyst, and is currently trading on a little over 4 times its potential cash flows. Show More

ASX:ELD ASX:KPT asx:qin ASX:SBI

Sunset Strip > Trading Day Wrap From Blue Ocean 20170602

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market ran up on strong US data at the open then traded sideways for the second half of the day. Market flipped on recent trading trends and bought into both major sectors…banks and miners did well today. The best performers were IT, Staples and Miners while Utilities, Gold and... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170601

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market flip-flopped to finish as a positive day despite weaker China data. Tax loss selling in June will add to the seasonal weakness while better than expected retail data was mixed with weaker than expected China data. Market was buying into safety and weak currency stocks today. The best... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170523

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market jumped up on the global optimism before fading into a negative day on the back of terror attack in UK and US budget requests. The best performers were Gold, IT and Retail while Banks, Miners and Telcos were the worst performers. Since the start of Q2, we have... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170522

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market jumped up on the global optimism and then faded slightly through the day. The best performers were Energy, Metals & Mining and Gold while Health Care, Staples and Retail were the worst performers. Since the start of Q2, we have had every trading Monday as a positive day... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 2017022519

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market was hit again on the open before making another climb out of the lows of the day as global optimism on US fiscal upside unwinds. Market on stretched valuation was relying on optimism…now it ran into reality of the political risk….we have moved from “Trump Bump” to “Trump... Show More