ASX:VOC

Buy Hold Sell: 5 out-of-favour stocks

Buy Hold Sell
Buy Hold Sell Livewire

Everyone loves a bargain, but buying out-of-favour stocks can be a risky business. The five stocks discussed in today’s episode have fallen an average of 32% over the past year, so is it better to snap up some value, or avoid the falling knives? Show More

buy hold sell ASX:CCL ASX:FBU ASX:HVN ASX:PGH ASX:VOC

Fund managers, Readers and Sharesight users: Whose 2017 picks are leading?

Alex Cowie
Alex Cowie Livewire Markets

At the end of 2016 we surveyed contributors and readers for their top stock pick for this year. Our friends at Sharesight polled their users too, and have just updated us on which of these three groups is in the lead… Show More

ASX:IMD ASX:LYC ASX:RFG ASX:ALU ASX:VOC ASX:A2M ASX:UPD

NBN and beyond: are returns of Australian Telcos under threat?

Investors Mutual
Investors Mutual Quality and Value Investing

The NBN rollout continues to change the dynamics of Australia’s telecommunications industry, with slower revenue growth leading to increasing competition across the sector. And in an environment where even Telstra has recently reduced its dividend, is the Australian Telco sector still one worth investing in? Show More

ASX:MTU ASX:TLS ASX:TPM ASX:VOC

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Sifting Through Fallen Angels

Alex Shevelev
Alex Shevelev Forager Funds

Buying unloved stocks is part of the DNA at Forager. Most of the funds’ excess returns over almost eight years have come from buying stocks that other investors hated at the time we acquired them. Think Service Stream in 2013 or Cardno in mid-2016. Show More

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Sunset Strip > Trading Day Wrap From Blue Ocean 20170821

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market fell on global sentiment despite bounce in Iron Ore and Oil. US market heads the negative catalyst list. US market risk remains key for local market…(1) VIX looks to break above post election high (2) Russell 2000 (i.e. US domestic facing) has pulled back below 200 day MA... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170810

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market fell back into negative territory in the afternoon as global investor support for the banks ran out. The local market has gone nowhere in the last 2 months…23 up days and 22 down days. RIO going ex div weighed on the materials sector. Property sector giants in SCG... Show More

Hold the phone... How are the Telcos?

Roger Montgomery
Roger Montgomery Montgomery Investment Management

The telecommunications sector endured a horrible year in 2016 with slumping share prices reflecting the uncertainty of the viability of various business models ahead of the completion of the NBN rollout. Downgrades, writedowns and capital raisings are just some of the events shareholders themselves have had to endure. Show More

ASX:TLS ASX:TPM ASX:VOC

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Profit warnings and profit upgrades in 2017

Richard Coppleson
Richard Coppleson Bell Potter

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 20170705

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market ran into some profit taking after a big run yesterday. We continue to see miners and short covering leading the way while currency and bond proxies are seeing selling pressure. US market was closed for holiday last night and everyone should be back on board tonight…some after a... Show More

Caution with Telstra this reporting season

Morgans Financial Limited

This August will be a critical time for Telstra (TLS) shareholders, as we will likely hear the Board’s view on dividends and/or capital management in a post-NBN world. Over the next five years TLS's earnings are propped up by one-off gains (disconnection payments) from the NBN, which more than offset... Show More

ASX:TLS ASX:TPM ASX:VOC

Telco: Planning for the future under an NBN

Morgans Financial Limited

The National Broadband Network (NBN) has changed the competitive landscape dramatically and by June 2017 the NBN will account for 30% of all household fixed line internet connections, which makes the implications hard to ignore going forward. Telstra has been progressively releasing the implications to its earnings and details of... Show More

ASX:TLS ASX:TPM ASX:VOC Enter keywords e.g. ASX:BHP

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3 stocks in the firing line

James Gerrish
James Gerrish Market Matters / Shaw and Partners

As we consider different areas to allocate funds into the current market weakness potential tax loss selling should definitely be considered as June slowly evolves. The ASX200 is up almost 6% for the calendar year hence there will not be the number of candidates which would typically be available in... Show More

The yield play looks very vulnerable

James Gerrish
James Gerrish Market Matters / Shaw and Partners

When we said yesterday that considering June’s seasonal weakness investors should keep some ammunition for buying opportunities later in the month, we didn’t imagine the market was literally about to fall off a cliff! Let’s stand back and look afresh at the statistics for May / June since the GFC... Show More

bonds ASX:TCL ASX:VOC ASX;SYD

Sunset Strip > Trading Day Wrap From Blue Ocean 20170607

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market opened lower before bouncing on GDP data matching expectations. There was big scare being set up that we may be heading into negative quarter, but it was anemic growth instead. The only other main catalyst was the opportunistic bid for VOC by KKR. It is all about the... Show More

Change Equals Churn at TPG

Steve Johnson
Steve Johnson Forager Funds

Andrew Hansen once told me his eponymous billing software company had hardly ever lost a client. "That's the good news", he told me, "but we have hardly ever won one from an incumbent provider either". Show More

nbn ASX:TLS ASX:TPM telco ASX:VOC

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Sunset Strip > Trading Day Wrap From Blue Ocean 20170524

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market moved up in the morning on weak global sentiment before getting hammered by Moody downgrading China. Market tried hard after that news to make a slight recovery and close in the positive. The best performers were Industrials, Staples and Telcos while Gold, Miners and Utilities were the worst... Show More

Buy Hold Sell: Where is the value?

Buy Hold Sell
Buy Hold Sell Livewire

Howard Marks once said “Investing is a popularity contest, and the most dangerous thing is to buy something at the peak of it’s popularity.” So in this episode of Buy Hold Sell we’ve actively sought out three of the most un-popular stocks on the ASX. Show More

ASX:TEN ASX:VOC ASX:BBN

4 reasons Telstra is the clear winner

Livewire Exclusive

Over 600 Livewire readers responded to our survey this morning asking: 'If you had to invest in one Telco stock right now, which would it be?’ Telstra was the clear winner with 41% of votes, as per our chart below. This is despite Telstra stock seeing several steep intraday plunges... Show More

ASX:TLS ASX:TPM telco ASX:VOC

Which telco to back - Telstra, TPG or Vocus?

Livewire Exclusive

Investors in the telco sector have had a painful twelve months, with Vocus, TPG and Telstra off by 73%, 49% and 22% in this time. In this week’s Buy Hold Sell thematic, we ask Roger Montgomery and Ben Clark for their view of the three stocks, and what we could... Show More

ASX:TLS ASX:TPM telco ASX:VOC

3 Stocks That Stood Out The First Week Of May

Glennon Capital
Glennon Capital ASX:GC1, ASX:CMI

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