FY18 was a strong year for both microcap and small caps indexes. Once again, microcaps significantly outperformed large caps. The S&P/ASX All Ordinaries Accumulation Index returned 13.7% for FY18 a healthy return. In contrast, the S&P/ASX Emerging Companies Index posted a stellar return of 23.2% for FY18. Leading to an... Show More
At last week’s Future Generation Investment Forum, I presented my case for Sensata Technologies. Sensata is a leading industrial technology company with attractive secular growth opportunities. Show More
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
Tom Piotrowski speaks with Wilson Asset Management (WAM) CIO & Portfolio Manager, Chris Stott about the recent earnings season, including the best and worst performing sectors: Show More
At the Wilson Asset Management presentation in Sydney yesterday, Portfolio Manager, Matt Haupt identified two big themes for the years ahead. Firstly, with mandated superannuation contributions set to increase from 9.5% to 12% over the next decade, superannuation is one of the few areas with reliable growth. Secondly, few would... Show More
Chris Stott, Chief Investment Officer at Wilson Asset Management, says Credit Corp is one stock that exceeded his expectations in the most recent reporting season. “It exceeded our expectations on the result. The outlook statement to us also looks quite light based on our numbers and what we’re forecasting here... Show More
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
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
In a discussion with the ASX Geoff Wilson, Chairman & Founder of Wilson Asset Management, shares the four things he looks at when rating a company. Wilson says that in his view the earnings per share (EPS) growth of a company provides the best correlation for where the share price... Show More
We are pleased to bring you the Wilson Asset Management investor presentation live from Sydney. The live stream of the presentation is due to commence on Monday the 11th of April at 10am. The Wilson Asset Management investment team will provide an overview of the market, highlight interesting industry trends... Show More
We are pleased to bring you the Wilson Asset Management investor presentation live from Sydney. The live stream of the presentation is due to commence on Tuesday the 24th of November at 11am. The Wilson Asset Management investment team will provide an overview of the market, highlight interesting industry trends... Show More
Australia is experiencing below trend growth. This has not changed the appetite of investors as they continue to chase growth. Chris Stott of Wilson Asset Management explains “a lot of the companies that are growing are in the small to mid cap space, industrial space in particular, companies that are... Show More
Smartgroup (ASX: SIQ) salary packaging and novated lease firm announced on Wednesday it had renewed its contract with the Department of Defence, with shares rallying 18% in response. We believe the contract represents approximately 23% of the company’s revenue and more in earnings. The new contract covers a six-year period... Show More
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
Chris Stott, the CIO at Wilson Asset Management, in an interview with Morgans, says that Eclipx “are a strong, really well managed business by Doc Klotz and Garry McLennan, who are the two senior managers that were key to the growth at Flexigroup over the last 5 years. The stock’s... Show More
Chris Stott, CIO at Wilson Asset Management rates Blackmores as one of their “high conviction” calls. Stott says Blackmores “are in a real sweet spot at the moment” they’ve “got a fast growing Asian business which represents around 20-30% of group profits and a potential expansion into China over the... Show More
Chris Stott, CIO of Wilson Asset Management, says his current portfolio position reflects a cautious view on Australian equity market. “We are still seeing in the overall market downgrades to earnings and the market is trading on a PE above 16x – which is greater than two standard deviations above... Show More
Senior Equities Analyst Matt Haupt and Equities Analyst Tobias Yao were in Melbourne last, meeting nine companies over two days. The resounding view from the visits was that the current economy is tough, with no visible signs of an uplift. The lack of consumer confidence was the reason given for... Show More
Wilson Asset Management: The global opportunity for CTM is huge. Corporate Travel Management, which floated at a valuation of just $70m back in 2010 is now worth more than $1bn and competing for top tier corporate travel accounts against the likes of Flight Centre. Chris Stott, the CIO at Wilson... Show More
Pengana, Wilson and Tyndall agree: New Media stocks are priced for perfection. Fund managers are moving their money away from new media stocks such as Seek, Carsales.com and REA Group with rapid share price growth pushing valuations beyond the comfort zone. Wilson Asset Management's CIO, Chris Stott says that ''new... Show More