ASX:SEK

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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Resurrection or Crucifixion: Themes for the Australian Results Season

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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3 stocks we don't like for the second half

James Gerrish

Even after its aggressive 2-year decline Domino’s (DMP) is still trading on a relatively expensive 30.6x valuation based on 2018 earnings while yielding just over 2% part franked. Show More

ASX:BLD ASX:CSR ASX:DMP ASX:SEK

Business Insights Across the Market

NAOS Asset Management

“I don't think the FANGs or the tech stocks are frothy at all. I think relative to the rest of the market never have stocks been this cheap” Julian Robertson, Founder, Tiger Management Corp Show More

ASX:SEK ASX:SXL ASX:WBC ASX:ELD ASX:NAC ASX:NCC ASX:NSC ASX:TGH

Buy Hold Sell: 5 quality growth stocks

Buy Hold Sell

It’s no secret that the real opportunities in recent years have been among the high-quality emerging midcap names rather than traditional big caps. These are often stocks with proven business models, led by quality management looking to expand into larger offshore markets. The challenge for investors is navigating the eye... Show More

buy hold sell ASX:ALL ASX:SEK ASX:TWE ASX:XRO ASX:A2M

What Mattered Today; Woodside gets whacked...

James Gerrish

Reporting dominated the market today with some reasonably big ranges for those companies out with results. Overall the market was weak on open, largely a result of selling amongst the resource plays while the banks bucked their recent trend and provided good support – the mkt rallying well from the... Show More

ASX:BXB ASX:IVC ASX:SEK ASX:WPL

First Impressions from Reporting: BXB, SEK, GWA and DHG

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Brambles (BXB), Seek (SEK), GWA Group (GWA) and Domain Holdings Australia (DHG) with links through to more detailed reports. Show More

ASX:BXB ASX:GWA ASX:SEK ASX:DHG february 2018 reporting season

What Mattered Today

James Gerrish

The tune has yet to change with the pattern of investors happy to bid up stocks fairly strongly in early trade, finally breaking the 6000 level, before some selling eventuated after North Korea announced its nuclear program is now complete and that its intercontinental ballistic missile could now reach the... Show More

ASX:GXY ASX:SEK ASX:S32

Why founders make the best investments

Livewire Exclusive

In this week’s Rules of Investing, I sit down with Craig McDonald, co-founder and CEO of Global Founders Funds Management. After successful careers at Goldman Sachs, Craig and his co-founder were inspired to GFFM when they came across research suggesting that founder-run businesses outperformed the broader market. This seems intuitive,... Show More

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11 very different growth opportunities

Livewire Exclusive

Greencape is able to invest right across the market, and we had the chance to ask Jonathan Koh where the fund was seeing the best medium-term growth opportunities on the ASX today. In this short exclusive, Jonathan provides a brief overview on 11 stocks straddling all sectors and sizes. Show More

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Aussie tech stocks Versus Alphabet

Sam Granger

There has been some recent commentary from a number of market participants suggesting that the US tech sector is “crowded” and “expensive”. In reality, the valuation of Alphabet compares very favourably to the Australian tech sector and the broader market. Show More

Buy Hold Sell: 5 big tech stocks

Buy Hold Sell

Successful tech stocks can build a business from stealing market share by outplaying incumbents. However, these disruptors can in time then become the disrupted. To test the outlook five big tech stocks, Roger Montgomery from The Montgomery fund and Neil Carter from IFM Investors, join Jeremy Hook from TMS Capital... Show More

First Impressions from reporting

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Stockland (SGP), CSL (CSL), Woodside Petroleum (WPL), Computershare (CPU), Origin Energy (ORG), Seek (SEK), Dexus Property Group (DXS), Sonic Healthcare (SHL), Iluka Resources (ILU) and Westfield Corp (WFD) with links through to... 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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A homegrown global success story

Livewire Exclusive

James Abela, Portfolio Manager of The Fidelity Future Leaders Fund, explains what he looks for in Australian companies looking to grow offshore. He then provides a specific example of a company he thinks possesses all the traits he is looking for. Show More

ASX:RHC ASX:SEK ASX:CTD

Generating investing ideas in a tough market

Livewire Exclusive

Investors have been questioning how to approach the market, given lofty valuations and elevated risk. With this backdrop, Livewire posed some questions on this issue to Steve Johnson, Tim Kelley, and Alex Pollak, starting with: “What channels generated your best investment ideas in the last 12 months, and what themes... Show More

ASX:CGF ASX:SEK ASX:FIG asx:ht1

When You See Value It Smacks You Right In The Face

Ron Shamgar

In the wonderful world of value investing, we sometimes come across businesses with incredible economics. As we dig further and read through the financial reports of these companies, we sometimes feel as if value emerges from the pages and smacks us right in the face. In this article we will... Show More

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The attributes of a global leader

Livewire Exclusive

New global leaders don’t come up very often, so identifying them relatively early can have a huge effect on a portfolio. The iPhone came out ten years ago, and investors that bought Apple in 2007 are now sitting on a ~1000% return before dividends. So, how do you get one... Show More

Three ASX stocks competing globally

Hyperion Asset Management

Livewire reached out to Hyperion on the topic of global investing. We discuss three ASX-listed stocks in our responses to the questions, which included: Which major global investing theme could impact Australian investors, discuss a company with a sustainable competitive advantage, and how do Australian companies become global leaders? Read... Show More

Still got the learning bug

Morgans Financial Limited

Just months after shutting down its education broking business, SEEK (SEK) has upped the ante on education again, taking majority ownership of Online Education Services (OES). SEEK's decision to go deeper into tertiary education reflects a deeply ingrained view in SEEK management that the opportunity in education is as big... Show More

seek ASX:SEK Online education services