Patrick Poke

This year’s Wilson Asset Management shareholder presentations marked a changing of the guard at the firm; for the first time in nine years, the meeting was not headlined by Chris Stott as Chief Investment Officer. “Stotty” recently announced his retirement to spend more time with family, so this offered an... Show More

Livewire Equities

Leading Asian-Pacific intellectual property group, IPH has announced positive numbers this morning. After the price nearly halved through CY16, Sam Haddad at Bell Potter chose it as a top stock pick for FY18. However, Tony Waters of QVG and Jeremy Bendeich at Avoca recently provided seven stark warnings. Show More

Bell Potter

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

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

Avoca Investment Management

Back in February 2016, Jeremy Bendeich from Avoca Investment Management shared his list of stocks that were vulnerable to earnings misses, which formed a handy acronym - ‘BITBAD’. Blackmores, IPH, TPG, Bellamy’s, A2 Milk, and Domino’s Pizza. Since then, four of the six are down more than 20%. A simple... Show More

Mathan Somasundaram

Whilst global markets have maintained positive momentum into 2017, valuations look stretched. Markets are going to run into the US reporting season given the US leadership change and the recent rally pricing due to the optimistic outlook. However, US fiscal policy uncertainty, historically low volatility, rising USD, rising yields and... Show More

Mathan Somasundaram

Market followed the global positive sentiment higher as expectations of ECB delivering more stimulus. We don’t think the ECB is going to come out and spend more…but more likely to play defence by stretching out QE time frame to reduce uncertainty in 2017 when the EU super powers like Germany... Show More

Mathan Somasundaram

Market built on the early positive run to finish a solid positive day despite a substantially weak GDP data. The weak GDP data, underemployment worries and low wages growth shows the weakness in the local economy despite the strong commodity prices. Beaten up stocks were the best performers again today... Show More

Mathan Somasundaram

Market closed positive despite multiple efforts to go higher were met by profit taking on the back of previous five out of the six days delivering negative returns. US market continues to hold stretched levels despite US dollar index beginning to roll over. Global markets continue to struggle with historically... Show More

Mathan Somasundaram

Market fell hard from the open on Italian vote going against the government before making a few recovery cycles to finish off the day’s lows. Austrians went with the plan to vote against the far right party while Italians have voted against the referendum to set the scene for more... Show More