ASX:ALU

ALTIUM LIMITED

Equities
Schroders Australia

In its bid for Dulux this month, Nippon Paint offered yet another example of the ability for differing perspectives to provide divergent outcomes when it comes to the subtle art of company valuation. Dulux is an exceptionally well run company with powerful brands commanding a vastly disproportionate share of profitability... Show More

Equities
Rob Tucker

We spend a lot time analysing individual companies and the industries they operate in. There are two time horizons investors are focused on predominantly. Firstly, there is the short term, which is trying to assess the earnings trajectory over the next half yearly or yearly reporting season. In a perfect... Show More

Equities
Oscar Oberg

Since the equity market lows in December 2018, investors have chased offshore earnings to escape falling house prices, weak consumer and business sentiment, and uncertainty driven by the Federal election. The February 2019 reporting season highlighted this; economic bellwether companies Costa Group, Bingo Industries and Boral downgraded earnings before their results... Show More

Equities
Leyland Private Asset Management

Altium Limited (ALU) is engaged in the development and sale of computer software for the design of electronic products. The business provides electronic design software, or circuit board design. Software is used to design printed circuit boards (PCBs), the green plastic boards that control everything from computers, calculators, phones and... Show More

Equities
Oscar Oberg

Investors’ desire for growth outside of the suffering Australian economy was a major theme to emerge in the February 2019 Reporting Season, particularly in the small-to-mid-cap segment of the market. Since around September 2018, economic data in Australia has weakened, largely due to the flow-on effect of falling house prices on... Show More

Equities
Marcus Tuck

Around this time of year, for the past two years, we have published on Livewire the results of our quant screening of Australian stocks, in search of companies that meet our particular metrics around valuation, expected EPS growth and balance sheet safety. One thing they all have in common is... Show More

Equities
Alex Cowie

At the start of the year, we announced the ten most tipped stocks from our Livewire reader survey. Three months into the year, this diverse basket is already up by 25.6% on average (or 26.9% with dividends), versus 8.6% for the ASX200. We saw some impressive results from the most... Show More