Is the bear out of hibernation?

Mark Tobin

After a turbulent week in the markets, some people are asking if this is the beginning of a new bear market? While it is too early to tell at this stage if this is a major downturn in equity markets it is probably a good time to think about how... Show More


Sunset Strip > Australian Market Trading Day Wrap

Mathan Somasundaram

Local market bounced back from early losses on negative sentiment and CBA trading ex div to finish in the positive. The result updates continued to fall into three main camps…(1) Solid result surprise driving upgrades from relatively cheap levels like WTC and MMS (2) Meeting expectations and driving short covering... Show More

Buy Hold Sell: Mid cap growth

Buy Hold Sell

In this episode of Buy Hold Sell we look at a five ‘mid cap’ companies pursuing a diverse set of growth opportunities. The selection of businesses highlights that the Australian economy really isn’t ‘a one trick pony’. An emerging Asian middle class, inbound tourism and resurgent precious metals are just... Show More


First strike against the Remuneration Report at Pacific Brands Group

Avatar fallback

Pacific Brands Group received a first strike against its remuneration report with 39.93% of poll votes against its adoption. McMillan Shakespeare's shareholders supported this year's remuneration report, so no second strike. Details in the Daily AGM Note Show More


Buy Hold Sell – The single highest quality business in Australia

Buy Hold Sell

In this episode of Buy Hold Sell we ask Ben Clark from TMS Capital and Roger Montgomery from The Montgomery Fund for their views on three companies with potential to grow. Stocks discussed include Macmillan Shakespeare (ASX:MMS), Ainsworth Gaming (ASX:AGI) and Flexigroup (ASX:FXL). We also ask each panelist to share... Show More

buy hold sell ASX:AGI ASX:FXL ASX:MMS

MacMillan Shakespeare: Well funded for offshore growth opportunity

Livewire Exclusive

John Abernethy highlights one company he believes offers a combination of both yield and growth. "MacMillan Shakespeare has grown steadily from prior to the GFC. A period of over 8 years and has been 6 years in our portfolio. Apart from the period following the former-Government changes regarding car logs... Show More

the buy side brief ASX:MMS

Value in small caps?

Livewire News

Citigroup, in a recent research report written by analyst Tony Brennan, says investors should be looking for value in the small caps universe. "One natural further place to look is in small caps, given the pronounced underperformance of the small cap indexes in recent years. Underperformance is not a certain... Show More

australian equities ASX:FXL ASX:MMS ASX:SUL asx:skc