ASX:RFG

Big versus Small Company Investing

Hugh Dive

Over the past twelve months small companies (as measured by the ASX’s Small Ordinaries) have returned 22%, outperforming large caps (ASX Top 100) by almost 10%. This has led to numerous articles in the financial press claiming that small is beautiful and that investors should look beyond large Australian companies... Show More

See what The CEO's thought of the Domestic Economy, Media and Cattle this week

NAOS Asset Management

“This acquisition Fox & Disney reflects a changing media landscape, increasingly defined by transformative technology and evolving consumer expectations. As we've repeatedly discussed in earnings calls and in other forums, today's empowered consumers want more, more compelling, high-quality entertainment, more access to content, more choice, and more convenience” Robert Iger,... Show More

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

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 20170726

Mathan Somasundaram

Local market moved higher on better commodity prices and positive US reporting cycle. The market has been flip flopping all July…9 up days and 9 down days…July cycle so far has only delivered two consecutive positive days and we just had it. US Fed update early tomorrow morning…will set the... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170621

Mathan Somasundaram

Local market ran into a brick wall with weak global sentiment, bond yields and currency. Time to stay on the sidelines and wait for some of the optimism to unravel and pick up the bargains for July recovery. The best performing sectors were Health Care, Utilities and Staples while the... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170606

Mathan Somasundaram

Local market ran into another beating today and it looks very much like a global portfolio was in play all day. Everyone shared the pain with all sectors in the red except Gold. The trading day finished with big crossing to finish the big portfolio transition in all the big... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170605

Mathan Somasundaram

Local market was smacked down on the open and then stayed down with US growth and geopolitical risks. The morning trade looked like a global transition portfolio that hit all the main sectors before some recovery through the day with Banks leading the negative sentiment after BEN’s update. Local market... Show More

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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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