growth stocks

Equities
Alex Cowie

With the Easter and Anzac period upon us, for some holiday reading, we’ve rounded up and summarised a baker’s dozen of the top wires of 2019 so far, including some of the most popular stock ideas, fundie interviews and big picture wires. 3 unmissable fundie interviews If you missed it, in... Show More

Peter Wilmshurst

In 2017, emerging markets delivered some of their best returns since 2009. However, a series of headwinds – which include a stronger US dollar, lower liquidity due to rising US rates, China’s attempts at deleveraging, and uncertainty surrounding trade – have now hit. This has meant some of those gains... Show More

Livewire Exclusive

Graeme Carson from Cyan Investment Management nearly refused the initial meeting with this microcap, but was inspired to ‘do some digging’ after hearing the scale of the vision the management had. Today he believes the company is on its way to growing its value fivefold. Show More

Marcus Padley

A2M is up 9% in two days helped by the BAL earnings upgrade. It has also announced it will expand its brand throughout the North East of the US starting this month. The area is home to 60 million consumers which according to research from A2M accounts for 20% of... Show More

Clime Asset Management

It’s often said that Australians are a nation of travellers. One could stretch to almost any corner of the globe and stumble across an Aussie. Given the increasingly global context of business and economics, we would suggest that the intrepid nature present in individual Australian travellers is increasingly prevalent in... Show More

Livewire Exclusive

The market has favoured growth stocks in recent years, but that could all change according to Matthew Booker from Spheria Asset Management. In a cycle that’s been 10 years in the making, companies have grown large and attracted high valuations while burning large amounts of cash. Show More

Clime Asset Management

Investors can be drawn to small-caps because the segment often houses companies with unappreciated growth prospects. The challenge of course is to avoid the numerous failures and investment speculation from creeping into portfolios. Show More

Buy Hold Sell

In this Buy Hold Sell thematic discussion, the ‘two JB’s, Justin Braitling from Watermark and Julian Beaumont from Bennelong, discuss inflation, rates, and how important they are to equity markets. They finish by highlighting some sectors presenting opportunities, and some to stay clear of. Show More

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Livewire Exclusive

Livewire recently asked Sean Fenton of Tribeca, Vince Pezzullo of Perpetual, and Simon Shields of Monash to share their views as to whether the trend that emerged last year, whereby growth stocks struggled and cyclicals rallied, could continue through 2017. Following on from their enlightening responses, we asked our three... Show More

James Gerrish

We talked about high PE stocks this morning with the view to being very cautious around that part of the market. That said, there were still a number of them that are on our radar and indeed a few that we currently own. There’s no sugar coating it, this part... Show More

Livewire Exclusive

Growth stocks have come under pressure in recent months, with a number of high-quality, high-growth companies quickly losing up to 30% in price. We asked Tim Hannon, CIO of Newgate Capital to explain the drivers and implications of this move: “We always wonder how you get a great quality company... Show More

Marcus Tuck

One theme we have explored in the past is the search for stocks that have a good combination of dividend yield and earnings growth, the so called GARY stocks (Growth And Reasonable Yield). We think that continues to be a sensible strategy and have screened the ASX 100 universe for... Show More

Livewire Exclusive

The difference in valuation multiples between value stocks and growth stocks is at a level "without precedent," higher even than during the dot-com boom, explains Sam Ferraro, founder of Evidente. Stocks like CSL, Ramsay Healthcare, and Domino's Pizza are "in aggregate, trading at far higher multiples than they have in... Show More

Microequities

In recent years, there has been an enormous shift towards passive investing and index funds, supported by academics, investment practitioners, financial advisors, and assorted pundits. While we don’t know if they’re right for you (speak to your financial advisor), are there any situations where managed funds may be a better... Show More

Microequities

This is the question most prospective investors of our managed funds and anyone interested in small cap investing ask us. Identifying investment ideas, whether it is ASX listed companies or global companies can come about many ways. It could be we stumble upon them by trawling through all the companies... Show More

Clime Asset Management

As the dust settles on yet another eventful reporting season, we believe it is important to take some time to pause and reflect on markets and our portfolio positioning. As a natural and ongoing extension of this process, we examine a range of companies that we believe are well positioned... Show More

NAOS Asset Management

NAOS recently attended the 36th Annual Canaccord Growth Conference in Boston where over 300 predominately US based companies presented. As the title suggests this conference is all about growth companies hence there was a strong presence of both biotechnology and technology companies presenting to investors. NAOS does not place an... Show More