Fallen angels and upside surprises

Andrew Mitchell

While the month-end reports for February will indicate the ASX Small Ordinaries finished the February reporting period dead flat, it would be difficult to find any smaller cap investors this month that would summarise the reporting period as dreary. Show More

Fresh ideas and new opportunities

Livewire Exclusive

Reporting season has just concluded and we've lined up two of the best-read managers in Australia to get their take on the health of Australian corporates. Chris Prunty from QVG Capital argues that we've just witnessed 'the best reporting season in years' and with that comes a raft of new... Show More

Wilson Asset Management weekly: Nine Entertainment

Chris Stott

The S&P/ASX All Ordinaries Accumulation Index closed up 0.2% in February, an almost flat close to a turbulent month and leading into a weak start to March. Heightened volatility in early February arising from concerns over the prospect of accelerated interest rate rises faded as the month continued. A slightly... Show More


What Mattered Today; The travel stocks take flight

James Gerrish

The ASX was strong in early trade today before some selling kicked in and we traded down ~20pts from the highs, however when considering that S&P Futures in the US were trading -0.32% during our afternoon, we fared well in a relative sense. A similar story played out yesterday, and... Show More

Is there more in store for investors in 2018?

BT Investment Management

BT Investment Management’s Crispin Murray, Vimal Gor, Peter Davidson and Ashley Pittard provide a summary of the key drivers of investment markets in 2017 and share their thoughts on the prospects for each asset class in 2018. Show More

Themes and stocks from the WAM Funds’ portfolios

Patrick Poke

At today’s WAM Funds presentation, Chief Investment Officer, Chris Stott, shared some of the key themes and holdings from their current portfolio. He covers their views on the Australian economy, mining services, and retail. He also discusses a company that hadn’t received a visit from an analyst in two years. Show More

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See what The CEO's thought of Housing, Fitness and the Digital Wallet this week

NAOS Asset Management

“I don't see any sign of slowdown in the ability to digitize cash. I think the best description an analyst had coming off of our Investor Day was something like, I like Visa because they have a weak competitor called cash” Vasant Prabhu, CFO, Visa Show More


See what The CEO's thought of Wage Inflation, Advertising & the Global Economy this week

NAOS Asset Management

"Delivery by drone will soon be commonplace" Don Meij, CEO, Domino’s Pizza Enterprises Show More


15 wires that captured your attention

Alex Cowie

Livewire strives to give readers unparalleled access to expert investment ideas so that they can be more informed and achieve better investment outcomes. Here is a distillation of 15 such wires that really captured your attention this quarter. Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170531

Mathan Somasundaram

Local market ran up on China data before fading to a slight positive day for the end of month. Tax loss selling in May/June will add to the seasonal weakness while geopolitical risks and US fiscal delays are overshadowing global growth story. We had strong manufacturing and non-manufacturing PMI data... Show More

SHIELD - Sustainable High Yield | Yield trade keeps outperforming

Mathan Somasundaram

Global markets continue their positive momentum into 2017 on-the-back of the recovery in the US and stability in China, however stretched valuations around the markets are expected to weigh on sentiment over the next few weeks. An improving outlook for interest rates and strong commodity prices has driven a better... Show More

SHIELD - Sustainable High Yield | Death of yield trade is overblown

Mathan Somasundaram

Global markets continue their positive momentum on-the-back of the strength of the recovery in the US and China, however stretched valuations are starting to weigh. The improving inflation outlook and US Fed rate hike expectations have driven the bond yields higher. An improving outlook for interest rates and strong commodity... Show More

Daily AGM Note, Tuesday 15 November 2016

Avatar fallback

Today's note again highlights the show of hands versus poll voting debate, with three smaller ASX listed entities demonstrating why a poll is best: the result, even if it is one the Board doesn't like, is clear. You'll find today's note at this link and remember it's updated through... Show More

SHIELD – Sustainable High Yield | Banks back in fashion

Mathan Somasundaram

Global market worries are all about US presidential election in the short term while Italian referendum and US Fed rates cycle are the next road blocks ahead. The potential end of easing cycle locally and the rate hike in US will support the yield outlook in the Australian banking sector... Show More

What to expect from reporting season

Stuart Jackson

As we head into another reporting season, we have taken a quick look at recent trading updates from companies and what this might tell us about what to expect from results. The lead up to reporting season is often referred to as confession season. The confession season started earlier than... Show More

Traditional publishers face death by digitisation

Clime Asset Management

Where once our eyes were glued to incandescent TV screens, glossy magazine pages and crowded newspaper sheets, they now spend their gaze transfixed upon computers, mobiles and tablets. Where the eyes have gone, the advertising dollar has followed. Companies like Google and Facebook have built their empires on owning digital... Show More

Buy Hold Sell: With change comes opportunity

Buy Hold Sell

The only constant in life is change, or so the old saying tells us. The same could apply to the stock market. Mergers, acquisitions, spin-offs, regulatory change, and market changes are just some of the factors which cause the companies of today to differ from those of yesterday. In the... Show More


On the ground at the Macquarie conference

Glennon Capital

WeWe attended Macquarie’s annual conference this week and saw many companies present. One of the key themes that came out of the event was the growing importance of data. Data is becoming a key currency in the digital world, and data conscious companies are seeing greater opportunities in their business,... Show More

Buy Hold Sell: The battle for your eyeballs

Buy Hold Sell

Media companies are in the midst of a shake up. Technology is putting traditional models to the test, aggressive cashed-up competitors are descending upon our shores, industry consolidation looks set to pick up and consumer behaviours are constantly changing. It's a minefield! In this episode of Buy Hold Sell we ask our panel to... Show More


Daily AGM Note 17 November 2015 - no second strike at KBL Mining, but a first strike at Arrium Limited

Avatar fallback

AGM results so far today across a number of entities outside the ASX 100. Two notable results: a first strike at Arrium Limited and no second strike at KBL Mining. The Daily AGM note is updated throughout the day as results come to hand. Show More

ASX:CBA ASX:ARI ASX:NEC 2015 AGM two strikes rule ASX:kbl