CTD has been a stellar performer since their IPO in 2010. Jamie Pherous shares an update about the last 12 months and beyond. Show More
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As part of the Morgans Conversation – Morgans Adviser Chris Titley caught up with Darryl Abotomey, CEO of Bapcor about their past and what they want to achieve in the future. Show More
Morgans adviser Chris Titley spoke to Cameron Coleman , CEO of Wagners about their transition to listed life . Show More
Andrew Blattman – MD of IPH discusses the history of the business and some commentary around the FY result. Show More
Kees Weel , founder of PWR discusses the history of the business since listing as well what they are seeing for the future. Show More
Imagine a quiet evening at home, watching TV, when one of those annoying blocks of TV commercials interrupts your favourite flick, as they always do. This time, however, something seems very different....rather than being bombarded with ads that seem to have as much relevance to you as beach wear has... Show More
In an interview with CNBC, Head of Research, Nathan Bell uses Lloyds Bank as an example to explain why fundamental company and industry analysis is much more important than macro-economic considerations. Watch video: http://petersmacgregor.com/news-insights/fundamentals-trump-macro-considerations/?utm_source=livewire&utm_medium=social&utm_campaign=20160523fundamentalsNJBvideo Show More
We believe expectations of ongoing deflationary conditions (which are spurious in any case, as they depend on the particular prices on which one chooses to focus) are, like the prevailing investment methodologies, anchored in extrapolation rather than logic. Added to bond portfolios which have rarely been larger or more ludicrously... Show More
Last month I interviewed Head of Australian Equities, Martin Conlon, on the current positioning of the Schroder Australian Equity Fund and our views as we look forward. More recently we have seen a turnaround in the market leaders, with the Fund benefiting from Resources and Energy outperforming the interest rate... Show More
When stocks are sold off widely as we’ve seen lately, there’s always some which are unjustly caught up in the malaise. In amongst the negativity and fear, it is difficult for investors to separate the wheat from the chaff. Magellan has been one of the top performers on the ASX... Show More
Charlie Jamieson from Jamieson Coote Bonds says markets are currently pricing in an 80% chance of a further rate cut from the RBA. In this view there are likely to be at least another two cuts this year - in May and then August. Jamieson says that while the AUD... Show More
At the end of last year we invited Livewire readers to submit their #1 stock picks for 2016. In this episode of Buy Hold Sell we look at the five stocks that were most frequently picked by our readers. BHP is at multi year lows, but we have seen how... Show More
Karl Siegling, Portfolio Manager at Cadence Capital, says rather than looking for what has changed in 2016 investors should turn their attention to the powerful themes that shaped investment returns in 2015. Siegling says whilst there may be short term ‘micro’ movements in commodities, energy and the Australian dollar all... Show More
Chad Slater, joint Chief Investment Officer at Morphic Asset Management, says there are three clear indicators that suggest the 'Bull Market, which has been in flight since 2009, is now coming to an end. Firstly, we are now seeing a big divergence in the performance of individual stocks with only... Show More
Cassini Resources (ASX:CZI) is developing the Nebo Babel nickel-copper project located in the West Musgrave region of Western Australia. The project has low forecasted operating costs (4Mtpa Case C1 cash cost of US$1.82/lb Ni) and significant production potential (12,300t Ni & 14,300t Cu per annum), which could make Nebo Babel... Show More
In this thematic discussion we look at the issue of changing CEO's. Recent examples such as Ardent Leisure and Myer have seen share prices fall dramatically following the change in CEO's. We ask the panel if this presents investors with an opportunity to identify turn around opportunities. Chris Stott from... Show More
It has been a tough period for honey producers but Capilano continue to deliver results. Ben McKee, Managing Director of Capilano Honey (CZZ), says, we've had the worst supply year possibly on record. However, 96% of Australians are familiar with the brand and Capilano has capitalized by increasing market share... Show More
Market holds its nerve over Ukraine - market and economic commentary. As the tragic news of Malaysian Flight MH17 sent shockwaves around the world last week, investors responded by jumping out of equities and into safe haven assets. However, markets calmed down in the days that followed as they wait... Show More
As the ASX 200 hovers around the 5,500 level, John Abernethy speaks with Philip Baker from The Australian Financial Review explaining that price rallies in local share market are unsustainable unless there is a growth in earnings or if Australian dollar falls. International currency markets will only sell down the... Show More
Alan Kohler, Editor-in-Chief of the Eureka Report and a director of StocksInValue, speaks with John Abernethy, Chief Investment Officer of Clime Asset Management, to get the latest insights on the macro-economic outlook and how the latest themes will affect investors: We are closer to the end than the beginning of... Show More