4 stocks to watch in the current choppy market

James Gerrish

The ASX200 enjoyed a solid recovery on Tuesday, regaining around 60% of Monday’s losses with strength across all sectors, even the “yield play” area held up which was pretty impressive considering the strong gains by US bond yields the prior session. After a month of choppy price action, the ASX200... Show More


Two stocks to watch this reporting season

Emanuel Datt

With reporting season fast approaching we highlight two companies whose results we will be watching closely: Afterpay Touch and Mineral Resources. We outline what we will be looking for in their reports to see if their incredible performance can continue. Show More


What Mattered Today; Fortescue makes play on Atlas Iron, Prospa – anything but

James Gerrish

This morning we suggested that our market is currently lacking coordinated strength with different sectors taking it in turns to drag the market kicking and screaming higher e.g. yesterday the resources were strong but the banks fell -0.8% stifling any chance of an explosive advance. That changed slightly today with... Show More


Business Insights Across the Market

NAOS Asset Management

“The industry faces challenges of low credit growth, low interest rates, regulatory uncertainty, increasing consumer expectations and increased scrutiny of conduct and culture” Jon Sutton, MD, Bank of Queensland Show More

See what The CEO's thought of Green Energy, Credit Growth and Urbanisation this week

NAOS Asset Management

“I don't think there is anything to worry about, even if we do see further falls. I'm not in the business of being able to predict day-by-day or week-by-week movement of industries. But I'm not worried about what we're seeing” Andrew Formica, Co-CEO, Janus Henderson Show More

FNArena Reporting Season Monitor: Week 1 - February 2018

Rudi Filapek-Vandyck

Welcome to the FNArena Reporting Season Monitor for the February result season 2018. The Monitor reports ratings and consensus price target changes, along with brief summaries of the collective responses, from FNArena database brokers for each of the 300+ stocks. Week 1 is now available with coverage of 30 stocks. Show More

What Mattered Today; NAB rallies on decent trading update

James Gerrish

Another calmer day for Aussie stocks with the market having bouts of indecision in early trade before buyers settled in and pushed the index up throughout the afternoon – a decent close near the session highs with the Telco stocks doing most of the heavy lifting. On the flipside, we... Show More


Lithium buying opportunities in market spooked by SQM-CORFO deal

Foster Stockbroking

The recent price pullback of up to 20% across lithium names creates a buying opportunity and we reiterate recommendations below for hard rock lithium exposed companies under coverage. Show More


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The cost of acquisition

Martin Conlon

Last year did not end with a whimper. In one corner, Frank Lowy and Rupert Murdoch chose to sell businesses they’d spent decades building, suggesting they believe selling prices are attractive. In the other, Aconex was the subject of a takeover bid from Oracle, AWE from Mineral Resources and Tox... Show More

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SQM's deal with Chile's Corfo could shift LT Li Supply - Bad day for listed Li Companies

Wentworth Securities

Lithium (Li) Companies have had an incredible 6-9mths, most 2x or 3x higher. So you could be forgiven to think they were ripe for some news to temper the run. The news that has seen weakness across the board is that Chilean Corfo (Govt) said it had struck a deal... Show More

Getting Exposure to Electric Cars (updated)

James Gerrish

The below article was written prior to the recent volatility in the sector thanks to a deal that will likely see an uptick in production levels in the coming years, however the calls are still relevent today. Show More

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Mineral Resources (MIN) Positive long-term thinking in securing energy (AWE.ASX) and capturing Lithium Carbonate margin

Wentworth Securities

The AWE board has unanimously recommended MIN's offer to acquire the company via a scheme of arrangement. The jewel for MIN is the Waitisa gas field in the Northern Perth Basin, which has strategic value given the energy intensity of MIN's current and planned operations (AWE has a 50% interest... Show More

lithium ASX:MIN lithium carbonate Mineral Resources

What Mattered Today: TOX cleaned up

James Gerrish

A positive start to the new trading week although gains were only small relative to the leads from overseas markets on Friday – perhaps traders were focussed on Bitcoin Futures which started trading today and had another massive intra-day range with a low around $15000 and a high of $18,500... Show More


Wilson Asset Management weekly: Mineral Resources and Boom Logistics

Chris Stott

The S&P/ASX All Ordinaries Accumulation Index closed up 0.4% for the week. The resources and mining services sectors continue to drive the market higher. Show More


The strongest thematics in small caps today

Livewire Exclusive

Small caps have put in more than 12-months’ worth of typical performance so far this financial year, and show no signs of stopping. However, the small end is far more diverse than the big end. So to help shortlist the strongest thematics, we asked the experts. Show More


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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Coppo: Lithium could do what iron ore did 10 years ago

Richard Coppleson

Some see this as a bubble & that may be correct – but not for a few more years. Lithium-ion batteries are “fundamentally changing the world” but a balancing of supply and demand will eventually expose some players. Show More


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The 5 top themes in small caps right now

Chris Prunty

It’s not often you get the chance to build a portfolio from scratch. But that’s what the last month has been about at QVG Capital with the launch of our new Opportunities Fund. On 1 September we started with a blank sheet of paper and, just as importantly, without the... Show More


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Mineral Resources delivers again

Livewire Equities

Midcap miner, Mineral Resources, has been on a run in recent months and is spiking again following strong results last week. Livewire contributors highlighted the stock several times ahead of this move. In this wire, we review what they were saying, and see what the results suggest for the path... Show More


4 growth stocks the market missed

Livewire Exclusive

It’s no secret that growth is hard to come by in the Australian market, but that doesn’t mean that every opportunity has been found already. Livewire interviewed Katana Asset Management’s Romano Sala Tenna, who outlined four stocks with good growth prospects that the market missed. Show More