ASX:RKN

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

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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Future generation stock ideas are outperforming

Alex Cowie

A cohort of Australia’s leading fund managers gathered at the 2017 Future Generation Investment Forum two weeks ago, each presenting their top stock idea. A clear trend is already emerging in the domestic stocks mentioned. While the broader market has pulled back 2.2% since the Forum, this group of stocks... Show More

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Stock calls from the 2017 Future Generation Investor Forum: Part two

Livewire Exclusive

Part two of the 2017 Future Generation Investment Forum has just concluded, with stock calls from anther six of Australia’s leading fund managers being discussed. As per part one, our notes on each of the stocks is below, as is the link to coverage of Part one. Show More

Reckon – proposed demerger

Chris Stott

On Friday, software company Reckon (ASX: RKN) announced a proposed demerger of its document management division, which currently represents approximately 15% of 2016 group turnover, with shares to trade on the AIM Market of the London Stock Exchange (AIM). The board of directors said the proposal will place Reckon in... Show More

Daily AGM Note, Wednesday 25 May 2016

Avatar fallback

A first strike at Reckon and AGM results for Maverick Drilling & Exploration, STW Communications Group, Brainchip, Invigor Group (shareholder dissent on remuneration report still not at the level of a strike but clearly they're Not.Happy) and Adelaide Brighton. The Note is updated progressively throughout the day and Wednesday's note... Show More

Some small cap names to consider

Tim Kelley

One of the ways we try to take advantage of technology to improve our investment process is with machine learning algorithms.  In simple terms, we gather large amounts of historical data and using that data we “teach” a computer system to distinguish between good investments and weaker ones by finding... Show More