When patience pays off: Two long-term winners
After listing on the ASX in 1999, Altium (ALU) suffered for more than a decade as a relatively unknown and unloved microcap. Around the end of 2012, armed with a new...
From Xero to hero
Xero (XRO) looks set to become one of New Zealand’s great success stories. And like Phar Lap, Lorde, and other great Kiwi exports, we Australians seem set on claiming...
Is there still juice in the Telstra thesis?
Anyone who’s followed the writings of the team at Montgomery Investment Management over the years would’ve noticed that for a long time the firm was decidedly negative...
Healius: One stock idea for the next correction
(Ed note: first published Jan 8th 2020). The last quarter of 2018 was a bloodbath for markets, with much of the carnage taking place during 'Red October'. While many...
Two stocks with uncorrelated returns
This time last year, I presented the case that there was hidden value in IMF which would be realised as the company generated strong returns from cases in which it had...
What’s next for Telstra?
This time last year, we published several articles on Livewire (including this one) outlining some of our thinking on Telstra (TLS), and in particular highlighting an...
Telstra – Trap or Treasure (Revisited)
Following their large earnings downgrade last year, I penned a wire titled 'Telstra – Trap or Treasure'. We bought Telstra around $2.77 shortly after and enjoyed a...
Two offshore growers set to reap the benefits of investment
This time last year, I wrote about Credit Corp's then just-released full year results, saying the market was not giving the company the credit it's due. Credit Corp...
Two small caps with bright futures
In June last year, we wrote that Lifestyle Communities (LIC) was a sound long-term investment. With the stock having returned 16.7% since publishing, Livewire got in...
This year's most (and least) profitable companies
This Time Last Year I wrote an article titled The most (and the least) profitable companies on the ASX200. The article was written in response to reading several...
The 9-point checklist to screen for opportunities
In a wire I published with Livewire on the 6th March 2018, ‘Don't buy value just for value's sake’, we outlined as our top pick a company called IDP Education (ASX:...
Party coming to an end for Nick Scali
The housing market has taken a nosedive this year. And furniture retailer Nick Scali (NCK), our short pick for Livewire last December is feeling the heat. The stock...
A stock we ‘think’ is cheap
This time last year, I was nominated to put forward my best stock idea at the Future Generation Investment Forum. The stock I chose was HRL Holdings. At the time...
5 ASX CEOs Who Tick all the Boxes
A year ago we wrote an article about ‘5 CEOs Who Tick All the Boxes’ based on the ASX listed CEOs who we thought showed similarities to Tom Murphy. For those...
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