ASX:MND

Sunset Strip > Trading Day Wrap From Blue Ocean 20170822

Mathan Somasundaram

Local market climbed back higher gradually on the back of strong metal prices. Local market still struck in the narrow trading range since May. US market and geopolitics remain the macro overhang while reporting season is driving substantial volatility. Growth stories missing guidance or weak outlook statement are facing 15-20%... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170322

Mathan Somasundaram

Local market was smacked down after US market decided to hit the reverse button after optimism was far ahead of valuation. The last time the local market took a worse belting was in Nov 2016. US market moved into second part of “Buy the rumour, Sell the fact” trade as... Show More

A sector that stands out in terms of uncertainty

Livewire Exclusive

With reporting season picking up pace, Livewire interviewed Rudi Filapek-Vandyck, Editor of FN Arena. Rudi has kindly allowed Livewire to publish his ‘Reporting Season Monitor’ for Livewire readers each week, and ahead of this, we interviewed him to get his thoughts of how this season might unfold. He makes the... Show More

Mining dominates ASX200 leader board

Alex Cowie

Mining, and mining related companies, completely dominate the list of the best performing ASX200 stocks over the last twelve months (Click below for table). And with US rates surging again on last night’s Fed decision, the push to value continues. In last week’s Buy Hold Sell, we hosted Value investing... Show More

Livewire readers’ best and worst picks

Livewire Exclusive

With the end of the year in sight, it’s time to check in again on how the Livewire readers’ 2016 stock picks are tracking. The biggest observation is the pullback in the YTD mean performance across the sample, from 18.3% (Oct 19th) to 8.7% (Dec 5th). Only 35% of stocks... Show More

Small Caps – finding opportunities

Schroders Australia

We remain cautious on the outlook for the market given the macroeconomic backdrop is unconvincing. Putting that aside we are finding decent opportunities in the small cap space from a valuation perspective amongst companies that are unpopular due more to perception than reality. Most of these companies have strong balance... Show More

Small Caps - Imperfectly perfect

Schroders Australia

It is imperfection that germinates opportunity. In most circumstances this means we buy in the face of conventional wisdom and for the most part in times of uncertainty and fear. In "Small Talk: Imperfectly perfect" http://www.schroders.com/en/SysGlobalAssets/schroders/sites/australia/news-items/articles/20151106-small-talk_imperfectly-perfect.pdf Matthew Booker, Senior Portfolio Manager, Australian Smaller Companies, discusses how this can result in... Show More