ASX:WMI

Key stocks and ideas from the WAM presentation

Patrick Poke

Wilson Asset Management held their shareholder presentation in Sydney today. Chris Stott, Catriona Burns, and Matt Haupt all took the stage this morning to share their view on the markets, their top themes, and a few stock ideas. Here are the highlights. Show More

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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

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4 microcap stocks to watch

Mark Tobin

In this second edition of the IIR Microcap Monthly Newsletter, we list four microcap stocks to watch, review some very noteworthy results from S&P on the performance of Small & Midcap managers, and highlight WAM Microcap Limited in our microcap fund snapshot. Show More

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12-month LIC returns remain positive despite falls in March quarter

Peter Rae

In its latest Monthly LMI Update, Independent Investment Research takes a look at listed managed investment returns for the past quarter and 12 months and highlights the best performing LICs/LITs over the past five years. We also highlight the five largest discounts and premiums to pre-tax NTA and take a... 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

Spotlight on Veris

Chris Stott

Last week, surveying solutions company Veris (ASX: VRS) announced it had acquired Elton Consulting for $16 million. The business complemented Veris’ strategy to consolidate the Australian surveying, advisory and geospacial sectors by adding the market leader in consulting and advisory services for the property, transport and infrastructure sectors. Show More

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The 3 factors behind the LIC boom

Nathan Umapathy

2017 was a big year for both Listed Investment Companies (LIC) and Listed Investment Trusts (LIT) with a record number of new and innovative entrants into the sector. LIC/LIT dominated capital raisings, collectively bringing $3.7bn via Initial Public Offerings (IPO). And this was further supported by a number of secondary... 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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Wilson Asset Management weekly: Mineral Resources and Boom Logistics

Chris Stott

The S&P/ASX All Ordinaries Accumulation Index closed up 0.4% for the week. The resources and mining services sectors continue to drive the market higher. Show More

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Wilson Asset Management weekly: Reckon and Incitec Piviot

Chris Stott

The S&P/ASX All Ordinaries Accumulation Index closed down 0.7% for the week. On Wednesday, the Westpac-Melbourne Institute index of consumer sentiment fell 1.7% in November. On Thursday, data from the Australian Bureau of Statistics (ABS) reported Australia’s unemployment rate fell to a near five-year low. Show More

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Microcaps Stellar Quarter: 8.9% vs. Large Caps 1.0%

Mark Tobin

While FY18 is barely underway the microcap and small caps indexes have got off to a flyer, significantly outperforming large caps indexes. Although most microcap managers have made a good start, they have lagged the index performance a bit but as the old adage goes “A good start is half... Show More

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Wilson Asset Management weekly: Woolworths and PSC Insurance Group

Chris Stott

The S&P/ASX All Ordinaries Accumulation Index closed up 1.0% for the week. On Wednesday, investors celebrated 10 years from the peak of the Australian equity market with a solid day's trade that sent the All Ordinaries Index past the 6,000 point mark for the first time since the Global Financial... Show More

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30 years from the '87 Crash

Geoff Wilson

It was Monday, 19 October 1987, and I thought the world of finance was ending. I remember the feeling like it was yesterday. I was a 29-year old stockbroker, living and working in New York, witnessing the biggest market meltdown since the crash of 1929. Show More

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Wilson Asset Management weekly: Noni B and Reliance

Chris Stott

Overall the reporting season, which concluded on Thursday, was mixed, with a number of companies falling short of market expectations. Companies trading on high price-to-earnings ratios struggled, notably Domino’s Pizza (ASX: DMP) and Corporate Travel Management (ASX: CTD). The defensive sectors had one of their worst reporting periods in a... Show More

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Wilson Asset Management weekly: Capitol Health and NAB results

Chris Stott

With reporting season in full swing the flow of company results is picking up and keeping the investment team busy. In this week’s report we provide a brief summary on the key takeaways from Capitol Health and NAB. Show More

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Microcaps: FY17 in review

Mark Tobin

While the financial year 2017 may not have been overly pleasing when one looks at the performance of the ASX emerging companies index which returned a dismal -2.3% for the year. A different picture emerges when looking at the performance of active managers in the space. The majority of microcap... 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

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Ruralco waterworks

Wilson Asset Management

On Wednesday, Portfolio Manager Oscar Oberg attended Ruralco Holdings Limited’s (ASX: RHL) investor site day in Renmark, South Australia. The company showcased its investment in water and rural supplies businesses within the Riverland region. The company also announced a trading update, confirming that earnings in the second half of FY2017... Show More

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Five LICs at a discount to NTA

Peter Rae

In its latest LMI Monthly Update, Independent Investment Research takes a look at why listed investment companies trade at discounts and premiums to net tangible asset value. We also take a look at five LICs that are currently trading at large discounts to NTA, look at some of the reasons... Show More