ASX:RMD

The power of a strong result

Alex Cowie

The intraday price response to a result that beats (or misses) expectations is often just the start, and prices can trend for weeks after. So keep your eyes on the Livewire website for first-to-market fund manager commentary on results from 30 stocks of interest through August reporting season. Show More

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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

Resmed: Our 3 key takeaways

Michael Wayne

Medical device manufacturer and distributor ResMed Inc delivered their full-year result today. We highlight our three key takeaways from the report, share our view on the stock and focus on something that we feel the market has underappreciated. Show More

Key themes for reporting season

Livewire Exclusive

It seems like just weeks ago that February reporting season was wrapping up, but believe it or not, reporting season is upon us again. The Australian market has performed solidly in the period since, having gained 4.4% since the end of February. But this number hides the dichotomy that has... Show More

Winners and losers from the trade wars

Livewire Exclusive

Trade tensions between the US and China now pose a real risk to markets, with leading indicators pointing to lower global growth. We sat down with Stephane Andre, Principal at Alphinity Investment Management to get his view and to see who the winners and the losers may be in this... Show More

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Danger flags are waving

Jason Teh

There are moments in life where unnecessary risk is taken despite the warning signs. For example, swimming outside the flags at the beach when the surf looks exciting. The flags are there for a reason, it protects you from turbulent currents that could suck you out to sea. For the... Show More

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Is 'Value' Investing Now Dead?

Rudi Filapek-Vandyck

Most investors in Australia, be it consciously or otherwise, are "value" investors.If you haven't figured out what type you are, consider the following two propositions: 1) a share price drops by -20%; has your interest been triggered?; 2). a share price rallies by 20%; do you now think 'this horse... Show More

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Australian Results Season: Resurrection or Crucifixion?

Marcus Padley

Here is the ASX 200 results calendar - the results season is still a couple of weeks away. As usual, it is a best endeavours calendar, some companies simply don’t set a reliable date. The big companies generally do. Show More

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One company that passed our nine-point checklist

Michael Wayne

With over 2000 companies listed on the Australian Stock Exchange, it is impossible for an individual to be adequately across all the businesses in that investment universe. Therefore, the question is, how do investors identify which businesses to invest in? Show More

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The bubble in quality

Jason Teh

It is hard to spot a market bubble in the making. As they inflate, market participants often rationalise their investment decisions as to why they are paying higher prices. It’s only after they burst that bubbles become clear. The most recent bubble bursting has been Bitcoin. Now we would contend... Show More

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Seven high conviction stocks in March

Andrew Tang

Our high conviction stocks are those that we think offer the highest risk-adjusted returns over a 12-month timeframe, supported by a higher-than-average level of confidence. This month we add BHP Billiton back to the list, and remove Corporate Travel Management after a strong run following results. Show More

Don't buy value just for value's sake

Michael Wayne

To assist investors in navigating these increasingly uncertain times, we have tried to distill in this wire some of the key themes to emerge out of earnings season. We also nominate one of our top picks in the mid-cap education space with some of the key traits we believe investors... Show More

Buy Hold Sell: 5 stocks in the hottest sector right now

Livewire Exclusive

The healthcare sector recorded a total gain of 24.4% in 2017, making it the single best performing sector on the ASX. Not even two months into 2018, and it is already a solid 10% ahead of the wider market. Yesterday's half-billion dollar takeover for Viralytics - at a 175% premium... Show More

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Seven high conviction stocks in February

Andrew Tang

As we look ahead to reporting season, solid returns are still achievable in this market, but these returns should not come at the expense of investors taking on excessive levels of risk. We identify those stocks that we think offer the highest risk-adjusted return through 2018. Show More

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What Mattered Today; QBE, a buy or SELL here?

James Gerrish

A good day for Aussie stocks rebounding from a 5 day sell off with some broad based buying across the index. Growth related stocks did best following the IMF upgrade to global growth expectations while the US got their act together over the Govt shutdown. Show More

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Eight high conviction stock picks for December

Andrew Tang

As we look ahead to 2018, markets remain in a sweet spot with global growth becoming entrenched and inflation still conspicuously absent. Interest rates are expected to rise gradually leaving businesses with a decent backdrop to work with and healthy growth puts the world in a better position to deal... Show More

Healthcare sector update

Scott Power

The healthcare sector has been very strong this year, and here we touch on eight players within it. There have also been a couple of laggards in that space too, and they are the IVF players. So we've been sitting with neutral recommendations on the space the last two years.... Show More

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High conviction stocks for November

Andrew Tang

Our high conviction stocks are those that we think offer the highest risk-adjusted returns over a 12-month timeframe, supported by a higher-than-average level of confidence. They are typically our preferred our sector exposures. Show More

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8 high conviction stocks for October

Andrew Tang

We thought it was prudent to remind investors about the unique conditions that are suppressing market volatility at abnormally low levels. This is a tricky market to interpret. Equity valuations are elevated, the economic environment is difficult to forecast (ultra-liquidity from central banks is ending), and to say geopolitical risks... Show More

Healthcare sector update

Morgans Financial Limited

Scott Power and Derek Jellinek discuss CSL Limited, Healthscope, Ramsay Health Care, ResMed, Sirtex Medical, Nanosonics, and Ansell following reporting season. Transcript, podcast and video below. Show More

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