Why founders make the best investments

Livewire Exclusive

In this week’s Rules of Investing, I sit down with Craig McDonald, co-founder and CEO of Global Founders Funds Management. After successful careers at Goldman Sachs, Craig and his co-founder were inspired to GFFM when they came across research suggesting that founder-run businesses outperformed the broader market. This seems intuitive,... Show More

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See what The CEO's thought of Housing, the NBN and Banking this week

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

“There's been a lot of noise about the housing market over the last 12 months, but all the signs are that there will be an orderly slowdown in growth rates. Growth has started to slow in New South Wales and Victoria and we expect that to continue, but we don't... Show More


The Case for Owning Quality Stocks Now

Andrew Zenonos
Andrew Zenonos Russell Investments

It is no secret that investing in high quality stocks for the long term is a good investment strategy. Russell Investments believes that a premium for high quality stocks exists, in that they will outperform low quality stocks over the long term. We believe that this anomaly exists as investors... Show More


The ASX200 surges over 6000. Now what?

James Gerrish
James Gerrish Market Matters / Shaw and Partners

The ASX200 roared over 6000 on Melbourne Cup Day. The question is: “Have fund managers and “shorts” finally capitulated to the market's strength on Cup day creating a short-term top?” Show More


See what The CEO's thought of Social Media, Streaming & Fintech this week

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

“YouTube now has over 1.5 billion users. On average, these users spend 60 minutes a day on mobile. But this growth isn't just happening on desktop and mobile. YouTube now gets over 100 million hours of watch time in the living room every day, and that's up 70% in the... Show More

Where to find opportunities in large companies

Clime Asset Management
Clime Asset Management Funds Management & Stock Research

There is so much confusion about the stocks in the ASX’s large-caps index, the ASX 50. Some investors see them as ‘blue-chips’ by virtue of their size and longevity, and thus see them as long-term portfolio holds. Others think the ASX 50 is largely useless: a motley, concentrated index of... Show More

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15 wires that captured your attention

Alex Cowie
Alex Cowie Livewire Markets

Livewire strives to give readers unparalleled access to expert investment ideas so that they can be more informed and achieve better investment outcomes. Here is a distillation of 15 such wires that really captured your attention this quarter. Show More

Unsung heroes of the income investor

Livewire Exclusive

Woolworths, BHP, and Telstra have cut dividends in recent years, and the long-term sustainability of dividends from other leading stocks is under scrutiny. So Livewire asked three experts to share an example of a company that offers diversification away from ‘traditional’ income stocks - and provides a sustainable yield. Read... Show More

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The biggest month of dividends ever paid

Richard Coppleson
Richard Coppleson Bell Potter

Dividends for FY16 (ie dividends paid from Nov 2015 until Oct 2016) totaled $72.7billion. But for FY17, they have increased by +7.2% to $77.9 billion. So shareholders will have received an extra $5.2 billion in cash in the last 10 months, and over the next 2. That comes despite the... Show More


Global Miners - Where to from here?

James Gerrish
James Gerrish Market Matters / Shaw and Partners

Global miners enjoyed a cracking start to the year delivering ~18% performance by 16 February 2017 underscored by the best financial reporting season in over five years. We’ve now seen another reporting season, a period of consolidation and a more challenging period as the macro tail – PMI’s, US dollar,... Show More


Insights from recent management meetings

Martin Conlon
Martin Conlon Schroders

Amongst the raft of post result management meetings there is always much food for thought. In some cases, management teams convey thoughtful and coherent interpretations of the challenges and opportunities facing the business and their plans to deal with them. In others, the challenge of negotiating a shallow stream between... Show More

Big Miners the standout from results

Colonial First State Global AM

The impressive cash generating power of the major miners became abundantly clear as the reporting season rolled through August, particularly those exposed to an iron ore price that has rebounded through 2017. Show More


Is Fortescue the next Telstra?

James Gerrish
James Gerrish Market Matters / Shaw and Partners

One of the main games in town, due to falling interest rates over the last decade, has been the hunt for yield from stocks who often pay healthy fully franked dividends generating an income well in excess to the returns available from a bank deposit. Yesterday FMG actually reported a... Show More


Sunset Strip > Trading Day Wrap From Blue Ocean 20170821

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market fell on global sentiment despite bounce in Iron Ore and Oil. US market heads the negative catalyst list. US market risk remains key for local market…(1) VIX looks to break above post election high (2) Russell 2000 (i.e. US domestic facing) has pulled back below 200 day MA... Show More

Fortescue Metals Full Year Result: FMG meets earnings expectations, blows past dividend estimates

CommSec Online Stockbroker

Fortescue Metals Group (FMG) reported a full year net profit after tax of US$2,093 million and earnings per share of 67.3 cents. Both measures were a substantial improvement on the previous year helped in large by increased margins and reduced financing costs. In FY17, FMG delivered 170.4 million tonnes of... Show More

fortescue metals group ASX:FMG Tom Piotrowksi August 2017 Reporting Season

First impressions from reporting: FMG, GMG, BXB

Bell Potter
Bell Potter Stockbroker

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including GMG Group (GMG), Fortescue Metals (FMG) and Brambles (BXB), with links through to more detailed reports. Show More


Too late to buy FMG? Not according to the chart

Michael Gable
Michael Gable Fairmont Equities

The last several weeks has seen Fortescue (FMG) bounce strongly from nearly $4.50 to over $5.80. Some analysts are getting nervous with the iron ore price up here, but is there even more upside for FMG? Show More

fairmont equities ASX:FMG

Sunset Strip > Trading Day Wrap From Blue Ocean 20170731

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market bounced back after Friday’s bashing. Started positive before investors took profit in the last few hours. European markets were negative while US and Asian markets were directionless. China data was stable without being special while local housing data was weak and private credit data was solid. July count... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170728

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market ran into a surprise smashing with every sector in the red. US market risk with VIX jumping 20% intraday and Tech selloff spooked the market…while Japanese inflation proved that the low inflation outlook is a global problem. July count sits at 10 up days and 10 down days…in... Show More

Top Stock Picks for FY18

Bell Potter
Bell Potter Stockbroker

In this report, our analyst team share their top stock picks for FY18, and also provide their sector outlook. On Financials, TS Lim reports that "There is something for everyone in Show More