Future Generation 2018: Stock idea snapshot

Alex Cowie

We heard from 11 of the market’s top fund managers yesterday at the Future Generation Investment Forum, with each offering at least one stock idea. If you missed it, we have summarised the key points from each presentation below and included the link to the recording. Show More

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Buy Hold Sell: Shopping in unlikely places

Buy Hold Sell

The retail sector has been as soft as an egg. However, a recent survey of Livewire readers showed that many believe the threat of Amazon is overplayed. We’ve taken this lead to go looking for opportunities in a sector that’s on the nose. Show More


A Profitable Small Cap on the Verge of Global Success

Ron Shamgar

In the search for value, we are always on the lookout for companies that are either undiscovered, overlooked or just misunderstood by the market. Over the last few months we shared with Livewire readers our investment thesis in Freedom Insurance Group (FIG) and Mcpherson's Limited (MCP). Another core holding in... Show More


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Four microcaps for today's market

Livewire Exclusive

A great deal of inefficiency exists at the small end of the market. And where there is inefficiency, there is opportunity. The trick is in knowing how to identify the genuine opportunities, while avoiding the risks. If you are able to do that, there is a great deal of alpha... Show More

Five red flags to watch with small caps

Ron Shamgar

After a soft patch for small caps, we think their outlook is now favourable relative to large caps. In this wire, we highlight five red flags to watch for, and discuss a small cap we like with a forward PE multiple of 8x, and a gross yield of 11%. Show More

small cap microcap ASX:MCP

Is this the best value growth stock on the ASX?

Ron Shamgar

Investors are constantly on the lookout for growth. Companies growing earnings at double digit rates normaly trade on high multiples - hence finding growth and value at the same time - is hard to come by. Mcpherson's Limited (MCP) is a brand owner within the health, beauty and wellness sector... Show More