CommSec Executive Series: BKI Investment Company (BKI) Portfolio Manager, Tom Millner

CommSec Online Stockbroker

CommSec's Tom Piotrowski speaks with BKI Investment Company (BKI) Portfolio Manager, Tom Millner about the company’s first half results, its low fee structure and investment opportunities in the infrastructure, financial & healthcare sectors. Show More

The ten most tipped stocks for 2018

Alex Cowie
Alex Cowie Livewire Markets

When we asked you to suggest a stock tip in our 2018 Livewire reader survey, there were a few names that came up regularly. Drawing from the database of 2617 responses, here are the 10 stocks that readers tipped the most, with exclusive insights from our contributors for each one.... Show More

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The best and worst places for value

Livewire Exclusive

Investing in safe companies like consumer staples or healthcare might feel good and help you sleep better, but you’re unlikely to earn outsized returns, says Nick Kirrage from Schroder Global Recovery Fund. He says these ‘stable’ sectors are the most expensive right now, and therefore likely to deliver the poorest... Show More

Takeaways from Healthscope's investor day

Morgans Financial Limited

Senior Analyst Derek Jellinek attended the Healthscope investor day earlier this week. Below are his comments as made in a Morgans presentation afterwards. Transcription follows, with full video below: Show More

healthcare morgans life sciences healthscope ASX:HSO

A sector flying under the radar

Andrew Smith
Andrew Smith Perennial Value Management

After several years of underperformance investors were initially attracted to the better valuations which were available in Small Caps. However more recently there has been a noticeable improvement in risk appetite. This has added fuel to the rally with investors taking comfort from the almost synchronised growth that is occurring... Show More

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Re-rating of European stocks on the cards

Peter Wilmshurst
Peter Wilmshurst Templeton Global Growth Fund Ltd (ASX code:TGG)

We know Europe has been through a touch economic cycle over the last few years since the GFC. That's somewhat on the mend now. Once the European earnings come through, the markets will start to appreciate that and reward those stocks - both with a re-rating as well as seeing... Show More

Platinum: Where to find mispriced stocks

Livewire Equities

In a recent interview, Platinum Asset Management CIO, Andrew Clifford, delivered some important insights on Chinese market opportunities. We have pulled out five key takeouts for you below. Show More

Full steam ahead for healthcare sector

Peter Wilmshurst
Peter Wilmshurst Templeton Global Growth Fund Ltd (ASX code:TGG)

What are the long-term secular drivers for the Healthcare sector? Ageing populations across developed markets, rising middle class demanding better healthcare facilities in the emerging markets, and key reforms in the US all imply healthcare is a positive investment area for almost every global economy we look at. The right... Show More

healthcare global equities ASX:LIC

Finding 'value' in US equities

Peter Wilmshurst
Peter Wilmshurst Templeton Global Growth Fund Ltd (ASX code:TGG)

Where is the US Equity Market headed? Can Opportunities still be found? Show More

7 takeaways from our US road trip

Ned Bell
Ned Bell Bell Asset Management

We recently met with 170 companies as part of a research road trip that crossed the US and Europe, to test existing investment theses, and look for new opportunities and trends. One key takeaway was that we have found far more attractive opportunities in global small to midcap (SMID) companies.... Show More

Time to plan for a recession? How to position for it?

Guy Carson
Guy Carson TAMIM Asset Management

Back in 2007, a US economist called Edward E. Leemer published a paper entitled “Housing IS the business cycle”. In this paper he studied the causes of every US recession since World War 2, of which there had been 10. What he discovered was that 8 out of the 10... Show More

4 small cap healthcare stocks with catalysts

Morgans Financial Limited

Sentiment in the life sciences sector remains weak. However as always companies with near-term catalysts, or milestones, are attracting attention, and I'll mention four names that I think are worth having a closer look at. Show More


Global M&A looking at Australia

Livewire News
Livewire News Livewire

This Bloomberg article focuses on the growing interest in Australian companies from offshore acquirers. There was $76.1 billion of cross-border M+A last year, with health care, education and tech in focus, while Industrials and utilities are now in the cross-hairs. Goldmans is now reportedly seeking to double its principal investments:... Show More

m&a healthcare tech education bloomberg

Primary Health Care Half Year Result - PRY hit by Medicare uncertainty & low earnings

CommSec Online Stockbroker

Primary Health Care's overall first half profit fell 66% as tougher competition for new doctors to sign on at medical centres, and changes to government health care spending, hit the result: Show More

Executive Series - AirXpanders (AXP) CEO & President, Scott Dodson

CommSec Online Stockbroker

Tom Piotrowski speaks with AirXpanders (AXP) CEO & President, Scott Dodson about the company’s performance since listing on the ASX 18 months ago & its recently received FDA approval for its AeroForm product To view more Executive Series interviews, visit: Show More

5 Interesting Microcaps & Nanocaps for 2017

Mark Tobin
Mark Tobin Independent Investment Research

As anyone who has read some of my previous articles they will note I don’t attach a buy, hold or sell recommendation to stocks. I let readers of my pieces determine that for themselves. The pieces merely state a stock looks interesting to me at least at the present moment.... Show More

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Trump: The opportunities and impact to date

Sinclair Currie
Sinclair Currie NovaPort Capital

The President-elect’s style, approach, diplomacy and agenda are not easy to pin down. One might call it pragmatic or populist. It is possible that he becomes more conventional as President than he was as a candidate, however his position as an ‘outsider’ to Washington (and even within his own party)... Show More

healthcare commodities small caps Longform Trump

How to position for the great rotation

Buy Hold Sell
Buy Hold Sell Livewire

Cyclical stocks, financials, low price-to-book/price-to-earnings ‘value’ stocks, and resources have all been on a run recently. Meanwhile, high price-to-earnings growth stocks and ‘yield plays’ such as infrastructure and REITs have been sold off. The perennially popular healthcare sector has sold off more than 10% in the last three months. A... Show More

growth healthcare value financials

What Trump means for Australian equities

Nikko Asset Management Australia

While the United States surprised many with its choice of President, once all the uncertainty has been resolved, we expect the result will eventually be positive. Based on the key issues on which now President-elect Trump campaigned, we would expect to see: 1) tax reform, particularly reducing the corporate tax... Show More

US election to drive markets - but only in the short term

Bianca Hartge-Hazelman

Americans are heading to vote in the US elections, some like never before and some armed with placards – the result could be ugly but at least it will be entertaining. Australians meanwhile are watching on like its Cup Day as many business leaders hope that it will improve global... Show More

healthcare utilities Longform Trump US election