ASX:IRE

11 very different growth opportunities

Livewire Exclusive

Greencape is able to invest right across the market, and we had the chance to ask Jonathan Koh where the fund was seeing the best medium-term growth opportunities on the ASX today. In this short exclusive, Jonathan provides a brief overview on 11 stocks straddling all sectors and sizes. Show More

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Aussie tech stocks Versus Alphabet

Sam Granger
Sam Granger Totus Capital

There has been some recent commentary from a number of market participants suggesting that the US tech sector is “crowded” and “expensive”. In reality, the valuation of Alphabet compares very favourably to the Australian tech sector and the broader market. Show More

Buy Hold Sell: Smok’n Small Caps

Buy Hold Sell
Buy Hold Sell Livewire

After a being sidelined for an extended period buyers are coming back to small caps. The Small Ords Index is on the move so we’ve invited two fundies that specialise in this sector to give us their views on a selection of stocks that are moving higher. Show More

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Sunset Strip afternoon trading wrap

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market had a slide after flip flopping early in the day. Commodities bounce helped the miners after US Fed, ECB and BOE moved dovish. UK recovery in wages growth and historically low unemployment helps support the economy despite the high inflation and low currency. Show More

Buy Hold Sell: Five market darlings

Buy Hold Sell
Buy Hold Sell Livewire

In this episode of Buy Hold Sell, we ask our panel to look at five market darlings with nosebleed valuations. On average the stocks have delivered 27.5% EPS growth, and a 12-month return of 22%. However, with an average PE of 56 times… are investors are walking the tightrope? Show More

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The attributes of a global leader

Livewire Exclusive

New global leaders don’t come up very often, so identifying them relatively early can have a huge effect on a portfolio. The iPhone came out ten years ago, and investors that bought Apple in 2007 are now sitting on a ~1000% return before dividends. So, how do you get one... Show More

Three ASX stocks competing globally

Hyperion Asset Management

Livewire reached out to Hyperion on the topic of global investing. We discuss three ASX-listed stocks in our responses to the questions, which included: Which major global investing theme could impact Australian investors, discuss a company with a sustainable competitive advantage, and how do Australian companies become global leaders? Read... Show More

Strong deal flow in Australian tech

Benjamin Chong
Benjamin Chong Right Click Capital

In our ‘Internet Dealbook’ we track Angel, VC, PE and M+A activity across Internet and technology-related companies. Last year Australia saw $2.9b in investment and acquisition activity across the 120 deals tracked from public sources, and the outlook for 2017 is very positive. Show More

Buy Hold Sell: Stocks ‘n’ Rocks

Buy Hold Sell
Buy Hold Sell Livewire

Equity markets are marching higher as momentum runs hot, and the resources sector has just delivered an outstanding earnings season. So in this episode of Buy Hold Sell, we go hunting for companies that are leveraged to either stock-market activity, or to mining. Matthew Kidman from Centennial Funds joins two... Show More

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The growth stocks vulnerable to a selloff in 2017

Avoca Investment Management
Avoca Investment Management A Bennelong boutique

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

Executive Series - IRESS Limited (IRE) CEO, Andrew Walsh

CommSec
CommSec Online Stockbroker

Tom Piotrowski speaks with IRESS Limited (IRE) CEO, Andrew Walsh about the company’s recent acquisition of Financial Synergy and its share placement https://youtu.be/u-VvrBZQ0e4 To view more Executive Series interviews, visit: https://www.commsec.com.au/market-news/executive-series.html Show More

tom piotrowski iress ASX:IRE Andrew Walsh share placement

Daily AGM Note, 5 May 2016

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Kym Sheehan The Executive Remuneration Reporter

Today's edition of the Daily AGM note is now available at this link https://subscriber.theexecutiveremunerationreporter.com.au/archives/15149 Rio Tinto's shareholders overwhelmingly voted in favour of the shareholder requisitioned resolution on climate change with more than 99% voting in favour of it across the plc and ltd AGMs. The note is updated continuously throughout... Show More

May 2016: Month ahead in AGMs

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Kym Sheehan The Executive Remuneration Reporter

A busy AGM month this month and I can't hope to touch on all the AGMs...but I have a note on All the Majors AGMs happening this month https://subscriber.theexecutiveremunerationreporter.com.au/archives/15106, the two strike AGMs happening this month https://subscriber.theexecutiveremunerationreporter.com.au/archives/15104 and a note with a selection of AGMs and General Meetings occurring in... Show More

My latest buying opportunity right now is IRESS (IRE)

Michael Gable
Michael Gable Fairmont Equities

Each of our last 3 recommendations here on Livewire have clearly outperformed the market, GUD, ARB, and PMV. Combining good fundamentals and strong technicals has seen Fairmont Equities uncover another opportunity for you. This time it is IRESS (IRE). Show More

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