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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Buy Hold Sell: Wilson vs Aitken – Mining & Energy

Buy Hold Sell

In this episode of Buy Hold Sell Matthew Kidman from Centennial Asset Management asks Geoff Wilson from Wilson Asset Management and Charlie Aitken from Aitken Investment Management for their views on some of the big names in Mining & Energy. Show More

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Initial Public Offer: Morphic Ethical Equities Fund Limited

Morphic Asset Management

Morphic Asset Management has announced the IPO of a new ethically focused listed investment company (LIC). Chad Slater and Jack Lowenstein, the founders of Morphic Asset Management, believe that the way you invest does make a difference to the future of the world. Show More

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

A new future for APN News & Media

Geoff Wilson

We believe news media company APN News & Media Limited (ASX: APN) represents compelling value post demerger of its NZ assets. APN recently moved to spin off New Zealand Media and Entertainment (NZME) and raise $180 million through an entitlement offer to shareholders. Following the demerger of NZME, APN also... Show More

Executive Series - Wilson Asset Management Chairman & Portfolio Manager, Geoff Wilson

CommSec

CommSec’s Tom Piotrowski speaks with Wilson Asset Management Chairman & Portfolio Manager, Geoff Wilson about its WAM Leaders fund IPO (WLE) To view more Executive Series interviews, visit: https://www.commsec.com.au/market-news/executive-series.html Show More

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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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Wilson: 4 key equity markets themes for 2015

Livewire Equities

Wilson: 4 key equity markets themes for 2015. Wilson Asset Management have shared their key investing themes for 2015. Heading the list is the expectation of further interest rate cuts in 2015. Slowing economic growth and lower inflation will lead the Reserve Bank of Australia to reduce the cash rate... Show More

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Buy Hold Sell - Recent Listings: MBL, EHE, PSQ, SIO

Buy Hold Sell

Buy Hold Sell - Recent Listings: MBL, EHE, PSQ, SIO. One of the dominant themes throughout 2015 has been the steady flow of new listings on the ASX. However, as the year draws to the end it appears that the window for new floats is starting to close. Jeremy Bendeich... 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

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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

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Livewire Panel Discussion Webcast Replay,...

James Marlay

Livewire Panel Discussion Webcast Replay, http://brrmedia-static-presentations.s3.amazonaws.com/LiveWire%20Markets/index.html Show More

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