ASX:WAA

WAM Microcap: Leveraging a proven process

Peter Rae

IIR is initiating coverage of WAM Microcap (ASX:WMI) a listed investment company that invests in a portfolio of ASX-listed micro cap stocks. The company is managed by Wilson Asset Management which uses its proven research process to select stocks for the portfolio. The Manager has an investment team with considerable... Show More

Wilson Asset Management Shareholder Presentation - May 2018

Wilson Asset Management

We're pleased to bring you the Wilson Asset Management shareholder presentation live from Sydney. A live stream of the presentation will commence at 10:00am on Tuesday, 15 May. Members of the Wilson Asset Management investment team will provide an overview of the Australian and global equity markets, highlight interesting investment... Show More

10 high yield LICs

Peter Rae

In its latest LMI Monthly Update, Independent Investment Research takes a look at the recent listed investment company reporting season which saw a majority of LICs report higher earnings and many pay higher dividends to their shareholders. We also highlight the top 10 yielding LICs under our coverage and discuss... Show More

Sectors and stocks on our radar right now

Chris Stott

Expectations of accelerated interest rate rises sent equity markets into a tailspin in February, impacting the first quarter and setting the tone for the calendar year. The good news is that it’s not all doom and gloom and investors can look to the media and retail sectors for opportunities over... 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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Wilson Asset Management November 2017 AGM & Shareholder Presentations

Wilson Asset Management

We're pleased to bring you the Wilson Asset Management investor presentation live from Sydney. A live stream of the AGMs and Shareholder Presentation will commence on Wednesday the 29th of November at 8:30am. The Wilson Asset Management investment team will provide an overview of the market, highlight interesting industry trends... Show More

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Seven Group Holdings digs deep

Chris Stott

On Wednesday, Seven Group Holdings’ (ASX: SVW) shares were bolstered after heavy machine maker Caterpillar announced strong sales and revenue figures and a positive outlook statement with its second quarter earnings report in the US. Seven Group owns WesTrac, which is the authorised dealer of Caterpillar equipment in New South... Show More

Pay day for Capitol Health

Chris Stott

On Thursday, Capitol Health Limited (ASX: CAJ) announced the sale of its NSW assets to I-Med Radiology Network for $81.5 million which is more than 8.5 times expected FY17 earnings before interest, tax, depreciation and amortisation (EBITDA). We believe Capitol Health’s strong balance sheet and high cash levels will provide... Show More

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Small caps firing up again?

Livewire Exclusive

May 2017 marked the first month since September 2016 that the Small Ordinaries Accumulation Index outperformed large caps. Livewire reached out to six small cap specialists to ask: “Is this a turning point”? The consensus seems, with some terms and conditions, to be: “Yes”. Read on for responses from Wilson... Show More

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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Flight Centre on the right flight path

Matthew Haupt

On Thursday, Australia’s largest travel agent Flight Centre Travel Group (ASX: FLT) presented at the Macquarie Conference. The company reaffirmed their FY17 guidance of $300m to $330m underlying profit before tax, down 7-15% on the previous corresponding period, which had been impacted by declining prices in international airfares over the... Show More

Large cap LICs continue to benefit from strong market

Peter Rae

In its latest Monthly LMI Update, Independent Investment Research looks at listed investment company performance over the March 2017 quarter. The Australian large cap focused listed investment companies benefited from the solid market performance over the quarter with the five largest listed LICs delivering an average portfolio return (pre-tax NTA... Show More

How to identify outstanding LICs

Independent Investment Research

Listed Investment Companies (LICs) have enjoyed somewhat of a renaissance ever since the Future of Financial Advice (FOFA) reforms levelled the playing field with unlisted trusts. In the last four years, 42 new LICs have been listed, bringing the total combined market capitalisation for all LICS to $31 billion at... Show More

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