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Companies have seen rising labour and energy costs start to crimp their margins. Natalie Tam, Investment Director at Aberdeen Standard Investments told us that while these sort of challenges are uncontrollable, some companies are better placed to respond than others, and outlines two stock examples. In this short video Natalie... Show More

Buy Hold Sell
Buy Hold Sell

High growth, high returning midcap stocks have been the sweet spot on the ASX. These are companies with good track records, growing businesses, quality management and in many cases, they're household names. In a market that's been picked over the opportunities can be tough to uncover, so we've asked two... Show More

Robert Penaloza

With the Socceroos carrying the hopes of a nation into the tournament, the Australian equities team at Aberdeen Standard Investments has selected its own dream team of locally listed stocks. Just like Australia’s coach, Bert van Marwijk, the investment team sought to combine skills and strength in its final XI... Show More

Nathan Bell

Research shows that founder-led companies outperform. While that might not be surprising given the recent share price performance of US tech titans such as Amazon, Alphabet, Netflix and Facebook, which are led by their founders, research shows that this phenomenon isn’t limited to the technology sector (see charts below). Show More

Avoca Investment Management

During the month of January, equity investors showed little apparent concern for value. As we write this report, the market is becoming increasingly concerned with nascent inflationary signs and rising interest rates. The momentum of investor fuelled, low volatility / low interest rate trade that has grossly inflated pockets of... Show More

Morgans Financial Limited

PWR Holdings’ track record of delivering organic revenue growth is well demonstrated by its historical 3-year CAGR of 24% (FY13-16A). While currency headwinds and investments into resources (staff and equipment) will weigh on earnings in FY17, we believe the company is positioned well for strong growth in future years. Given... Show More

Alex Cowie

This report bundles your 10 favourite wires from the 340 published by our contributors in October, with wires on LICs, tech, telco, property, and quality smallcaps featuring strongly. The stock-picking skills of Livewire readers were also on display with an 18% gain year-to-date for stocks tipped at the start of... Show More

UBS Asset Management

This is the third episode in our series examining the key factors distinguishing successful businesses. These are all learnings from our team’s many years of investing in Australian small companies. Factors #1–4, as discussed in parts 1 & 2, were: 1) Management are owners/founders or otherwise act as if they... Show More

UBS Asset Management

The UBS Australian Small Companies Fund has been successfully investing in great businesses for more than 12 years. Over that period of time the fund's investment process has consistently focused on "quality characteristics" when choosing what companies to invest in. This process has served our investors very well. Fundamental message:... Show More

Wilson Asset Management

Amid concerns about the “Big Four” banks’ dividend outlook and as BHP Billiton and Rio Tinto slash their dividends, many investors may now be turning their attention to small and mid-cap companies in their hunt for yield. As smaller companies are often growing at a faster rate than their large-cap... Show More

Livewire Equities

Livewire regular, Rudi Filapek-Vandyck from FNArena reckons it's hard to find value in today's market - even broker ratings are more negative than in 2007. He looks for ‘All-weather performers,' but there's few of them around on the ASX. "Unfortunately, Australia, being a relatively small market, doesn't have too... Show More

Marcus Tuck

Our recent focus on US Dividend Aristocrat stocks that have increased dividends every year for the past 25 years prompted a discussion with readers about which Australian listed companies have also been able to deliver an outstanding dividend history over a long period of time. Five stocks kept being mentioned... Show More

Clime Asset Management

Return on equity (ROE) plays a vital role within Clime's investing methodology and represents a company’s earnings power. It’s the amount of profit a company generates relative to the amount of shareholders’ capital added to the business via equity raisings and retained earnings. Companies with higher returns on equity are... Show More