ASX:FMG

The ten most tipped stocks for 2018

Alex Cowie
Alex Cowie Livewire Markets

When we asked you to suggest a stock tip in our 2018 Livewire reader survey, there were a few names that came up regularly. Drawing from the database of 2617 responses, here are the 10 stocks that readers tipped the most, with exclusive insights from our contributors for each one.... Show More

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Bell Potter Analyst Outlook & Top Stock Picks for 2018

Bell Potter
Bell Potter Stockbroker

In this report, our analysts share their sector view and top stock picks for 2018 across sectors including banks and general insurers, diversified financials, LICs, fixed income, agricultural FMCG, technology, discretionary retail, industrials, resources, and healthcare & biotech. Show More

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9 Resources stocks for 2018 - David Coates, Peter Arden & Duncan Hughes

Bell Potter
Bell Potter Stockbroker

The Resources sector overall has had a strong second half of 2017, with the broader Metals and Mining Index up approximately 15% over the half year. This re-traced a loss of 1.3% in 1HCY17 for a 13.2% gain over the year to December 13th. Show More

ASX:FMG ASX:ORE ASX:waf ASX:DNK ASX:XAM ASX:GOR ASX:PNR ASX:SVM ASX:AML

Dogs of the ASX …. Woof Woof!

Hugh Dive
Hugh Dive Atlas Funds Management

In this week’s piece written from snowy Norway, we are going to look at the “dogs” of the ASX, focusing on large capitalisation Australian companies with falling share prices. Additionally, we are going to sift through the trash of 2017 to try to discern any fallen angels with potential to... Show More

What Mattered Today: Why we own FMG

James Gerrish
James Gerrish Market Matters / Shaw and Partners

The local market opened with strength this morning with buying in all key sectors, obviously spurred on by the takeover of Westfield, however we also saw good leads from overseas markets with the financials leading the charge overnight. All going well until US Futures took a hit mid-afternoon following news... Show More

ASX:FMG ASX:WFD

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What Mattered Today: Metcash roars & G8 whimpers

James Gerrish
James Gerrish Market Matters / Shaw and Partners

Despite S&P Futures in the US trading up +16pts (+0.65%) the Aussie market struggled to hold above water today with the banks providing most drag – the big 4 detracting around 10.5 index points from the ASX 200. The miners did OK on the back of decent buying in the... Show More

ASX:FMG ASX:GEM ASX:MTS ASX:TLS

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The #1 Acquirer’s Multiple in the ASX300

Rodney Forrest
Rodney Forrest Independent Investment Analyst

Ray Dalio, arguably the most successful hedge fund manager in the world, manages $160b. In his recent book Principles: Life and Work, he says: Show More

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What Mattered Today

James Gerrish
James Gerrish Market Matters / Shaw and Partners

The market opened with a flurry of selling this morning as news broke that the banks had collectively written to the PM somewhat surprisingly requesting an in-depth banking enquiry in a move designed to end speculation and reduce the ongoing rot of public and political opinion. The response, which I... Show More

ASX:FMG ASX:HVN ASX:WBC ASX: ALL

What Mattered Today

James Gerrish
James Gerrish Market Matters / Shaw and Partners

Another day that saw buyers happy to bid up stocks fairly strongly in early trade before sellers took hold around midday – and the index drifted lower throughout the session – the mkt just seems to struggle massively above the 6000 level – seems to feel very strange trading above... Show More

ASX:FMG ASX:IFL ASX:RIO ASX:TLS ASX:WEB

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, ASX: NSC

“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

ASX:DMP ASX:FLT ASX:FMG ASX:MGR ASX:ORI ASX:WBC ASX:NAC ASX:CTN ASX:NCC

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

ASX:CTX ASX:COH ASX:CSL ASX:FMG

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

ASX:CBA ASX:FMG

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, ASX: NSC

“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

ASX:BHP ASX:CBA ASX:FMG ASX:WES ASX:S32

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

ASX:AWC ASX:BHP ASX:FMG ASX:IGO ASX:NCM

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