The best opportunity in healthcare

Daniel Moore

In this interview, I discuss the best long-term investment opportunities in the sector, which stocks I am cautious on, and what the future holds for the sector as a whole. Show More

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Sifting Through Fallen Angels

Alex Shevelev

Buying unloved stocks is part of the DNA at Forager. Most of the funds’ excess returns over almost eight years have come from buying stocks that other investors hated at the time we acquired them. Think Service Stream in 2013 or Cardno in mid-2016. Show More

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Sunset Strip > Trading Day Wrap From Blue Ocean 20170808

Mathan Somasundaram

Local market fell back into negative territory despite better commodity prices overnight. The local market has gone nowhere in the last 2 months…24 up days and 21 down days. US credit growth was weak and US credit card debt moved above pre GFC highs…patchy US consumer outlook gets another tick.... Show More

5 megatrends we are investing in

Rob Tucker

We have used the megatrends framework as a template for several years, simply as a way of formulating a framework for how we start filtering down the investible universe into stocks that we ultimately focus on. We revisit this every 6-12 months to assess where the opportunities are to find... Show More

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Sunset Strip > Trading Day Wrap From Blue Ocean 20170807

Mathan Somasundaram

Local market bounced back after 3 consecutive negative days on the back of solid US non farm payrolls and better commodities. The last time market had 4 consecutive negative days was in early May…and our market has been going sideways since then. Local market and currency got a slight boost... Show More

Profit warnings and profit upgrades in 2017

Richard Coppleson

Of the profit warnings this year, 81% of them have been "downgrades". I have found some really interesting observations that I’ll mention through this note that are worth being aware of, before then discussing the main 15 "Positive" Profit Warnings in 2017. Show More

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Sunset Strip > Trading Day Wrap From Blue Ocean 20170725

Mathan Somasundaram

Local market bounced back from yesterday’s underperformance on the back of strong commodities and AUDUSD. Banks were up on currency/yield trade while Resources were up on commodity bounce. Aussie CPI data tomorrow…high AUDUSD means outlook is for weaker inflation…unlikely to back any RBA rate hike scare story in 2017. The... Show More

Tax loss selling roadmap

Richard Coppleson

With investors making big profits this year in certain stocks, there will be many investors who will want to offset these profits via selling their losers to lock in their tax losses and thus reduce their tax bill. I have been watching the tax loss phenomenon in the market closely... Show More


Sunset Strip > Trading Day Wrap From Blue Ocean 20170501

Mathan Somasundaram

Local market made started positive on global investors pushing up the banks before pullback as local investors took profit. After that all the open Asian markets recovered on the US congress deal to fund the US Government till September!!! Utilities, Industrials and Staples were the outperformers while Resources were the... Show More

Tagliaferro: I'd be cautious buying resources

Livewire News

In this video, Anton Tagliaferro, Chief Investment Office at QV Equities, reflects back on reporting season with Commsec’s Tom Piotrowski. While it is always tempting to look for unifying trends, Anton reports that not much has changed in the last five years. It is simply those companies dealing with the... Show More


Mayne Pharma Half Year Result - MYX lifts profits on generic drug purchases and lawsuit win


Pharmaceutical group, Mayne Pharma (MYX) has posted a better than expected 278% lift in half year profit to $72.7m. The more than doubling of its revenue and near quadrupling of its net profit was driven by the acquisition of a portfolio of generic US drugs in August 2016, together with... Show More

mayne pharma ASX:MYX February 2017 Reporting Season Steven Daghlian

Livewire readers’ full list of 2017 stock ideas

Alex Cowie

Towards the end of 2016, we ran a survey with Livewire readers on key market issues for the year ahead. We reported on the twenty most frequently picked stocks from this survey in this popular wire: Show More

Livewire readers' top stock ideas for 2017

Patrick Poke

In December, we asked Livewire readers for their view on a range of market issues for the year ahead. As part of this, you shared your best stock ideas with us. We received 601 responses to this question, with 276 unique stock ideas. The most popular ideas this year showed... Show More

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Market Manager | Riding the choppy market with diversification

Mathan Somasundaram

Whilst global markets have maintained positive momentum into 2017, valuations look stretched. Markets are going to run into the US reporting season given the US leadership change and the recent rally pricing due to the optimistic outlook. However, US fiscal policy uncertainty, historically low volatility, rising USD, rising yields and... Show More

Healthcare Update: Mayne Pharma & IDT

Scott Power

Mayne Pharma has come under a fair bit of selling pressure following further investigations into price fixing for some of their generic drugs. The company reported that impact on their earnings would be minimal and the share price recovered a little bit on the back of that, but at one... Show More


Sunset Strip | Aussie Afternoon Institutional Market Wrap

Mathan Somasundaram

Market pulled back slightly as global sentiment remains weak after running ahead of the fundamentals. US Fed has set the path to end cheap debt while every other central bank is on hold indefinitely. The stronger the yields, the strong the USD, the more pressure on Emerging Markets to raise... Show More

Readers’ ten favourite wires of November

Alex Cowie

Of the 370 wires published on Livewire last month, one of your ten favourites was a review of the stock calls made at the Hearts and Minds conference. The gain on the ASX-listed stocks in the list has grown from 7.8% to 12.5% in the few weeks since that report. The ten favourites also looked at investment... Show More

Five small cap opportunities emerging right now

Chris Prunty

Not since the dark days of 2008 has the spectre of macro-economic trends and global events had so much impact on small cap portfolios. I’m reminded of a quote attributed to Warren Buffett’s mentor Benjamin Graham who is reported to have said “the market is like your mistress, you can’t... Show More

Growth premium higher than during dot-com boom

Livewire Exclusive

The difference in valuation multiples between value stocks and growth stocks is at a level "without precedent," higher even than during the dot-com boom, explains Sam Ferraro, founder of Evidente. Stocks like CSL, Ramsay Healthcare, and Domino's Pizza are "in aggregate, trading at far higher multiples than they have in... Show More

Mayne Pharma - Emerging world leader in generic drugs

Stuart Roberts

One reason I am bullish on Australia's pharmaceutical industry is that we now have two established companies with global scale headquartered right here that can be great training grounds for new talent. One is CSL. The other, less well known even though it's now a ~A$3bn company, is Mayne Pharma.... Show More

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