geoff wilson

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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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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Buy Hold Sell: Financials - old vs new

Buy Hold Sell

Financials are at a crossroads. On the one hand, banks and insurance companies are set to benefit from recovering global growth and higher interest rates. However, many financials face increasing competition from fintech disruptors, often backed by the world’s largest technology companies such as Alipay, Apple Pay, and Ant Financial. Show More

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Equities – Picking the winners and avoiding the bombs

Livewire Exclusive

Where should active investors be looking in today’s market and what are some of the traps to avoid? In this video Geoff Wilson, Crispin Murray and Ben Griffiths provide candid views on where they see the opportunities in today’s market. For investors in Australian equities this is a must watch... Show More

Eclipx Group (ASX:ECX): A new vehicle in the hands of experienced drivers

Wilson Asset Management

We are currently following vehicle fleet leasing, fleet management and diversified financial services company Eclipx Group Limited (ASX:ECX), which listed in April. The company’s management team is highly respected and, given its track record at Flexigroup, should perform well in their new roles. Eclipx has three divisions; Australian Commercial; Australian... Show More

“Livewire Live” Broadcast: Anton Tagliaferro, Geoff Wilson and Ben Griffiths talk strategy and stocks

Livewire Exclusive

Livewire Markets, Australia's fastest growing investor community, presents a rare opportunity to hear investment strategies, market insights and stock tips from three of Australia's most respected and successful fund managers – Anton Tagliaferro from Investors Mutual, Geoff Wilson from Wilson Asset Management and Ben Griffiths from Eley Griffiths Group. The... Show More

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Buy Hold Sell - Geoff Wilson vs John Abernthy discussing market technology, registries and listed broking firms

Buy Hold Sell

Buy Hold Sell - Geoff Wilson vs John Abernthy discussing market technology, registries and listed broking firms. The ASX holds a dominant market position but can it continue to grow? IRESS have recently made advances into the UK market hoping to find new opportunities. Computershare generates income both domestically and... Show More

Chairman Geoff Wilson discusses the WAM Capital Placement announced today to be facilitated in a world first by ASX BookBuild in a short video

Wilson Asset Management

Chairman Geoff Wilson discusses the WAM Capital Placement announced today to be facilitated in a world first by ASX BookBuild in a short video. Regarding the placement, Geoff says: The new ASX BookBuild Facility is an innovative platform providing a simple and effective method for accessing capital markets. Full video... Show More