buy side brief

Latest news and analysis on buy side brief

Equities

Sorting the flyers from the flameouts

A swathe of microcaps put in some truly remarkable gains last year. The share prices of Bubs, Jervois, and MyFiziq increased 12, 16, and 30 times respectively, and...
MDR
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Equities

Four microcaps for today's market

A great deal of inefficiency exists at the small end of the market. And where there is inefficiency, there is opportunity. The trick is in knowing how to identify the...
+3
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Four assumptions the market has wrong

+5
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Buy Side Brief: Companies that have been oversold on the correction?

ANN
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Aussie auto stocks set to continue to outperform

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Equities

The most crowded trade - Short FMG - and why we would not want to be short.

Background to the consensus Short FMG trade and why we are Long FMG.
FMG
John Deniz
Paragon Funds Management

4 Stocks with yield + growth

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Corporate expenditure likely to remain subdued for another year

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Australia's ability to attract investment capital for energy projects is frustrated, Nathan Lim, Australian Ethical

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The winners from the tax repeal are those groups that bore the incidence of that tax, Jeremy Bendeich, CIO, Avoca Investment Management

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The rest of the world has reacted with disbelief, Steve Johnson, CIO, Forager Funds Management

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This dysfunction is draining consumer and business confidence, John Abernethy, CIO, Clime Asset Management

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We believe Australian equities are attractively priced: David Poppenbeek, Head of Australian Equities, K2 Asset Management

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Rate cut still on the cards: Sebastian Evans, NAOS

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US data surprise puts spotlight on rates: Chris Stott, Wilson Asset Management

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RTG being treated unfairly by the market: Sebastian Evans, NAOS

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BHP franking credits appealing: David Poppenbeek, K2 Asset Management

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Chinese long term approach is a positive for resources: Christ Stott, CIO, Wilson Asset Management

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The Buy Side Brief

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The Buy Side Report

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