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Growth stocks like Afterpay, Appen and Nearmap that are making waves offshore have been dominating the leader board. Meanwhile, domestic cyclicals have been struggling as deteriorating economic conditions weigh them down. How are investors supposed to invest in this dichotomy, in which growth stocks with overseas success look ever more... Show More

Ben Griffiths

It seems a number of respected commentators have decided a bear market in equities is upon us. Perhaps this is so, but for now, this house is going to give the aged bull market the benefit of the doubt. We explain our reasoning here, and outline 3 new stocks we... Show More

Buy Hold Sell
Buy Hold Sell

Growth stock such as Wisetech, Altium, and Afterpay have seen sensational gains this week, underscoring the power of backing the right growth names. However this strategy has been working for a few years now, and it is harder for investors to come across new ideas today. While tech and healthcare... 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

Andrew Tang

As we look ahead to 2018, markets remain in a sweet spot with global growth becoming entrenched and inflation still conspicuously absent. Interest rates are expected to rise gradually leaving businesses with a decent backdrop to work with and healthy growth puts the world in a better position to deal... Show More

Andrew Tang

Our high conviction stocks are those that we think offer the highest risk-adjusted returns over a 12-month timeframe, supported by a higher-than-average level of confidence. They are typically our preferred our sector exposures. Show More

Andrew Tang

We thought it was prudent to remind investors about the unique conditions that are suppressing market volatility at abnormally low levels. This is a tricky market to interpret. Equity valuations are elevated, the economic environment is difficult to forecast (ultra-liquidity from central banks is ending), and to say geopolitical risks... Show More

Andrew Tang

Despite business surveys showing signs of improvement leading into August, meaningful cyclical tailwinds failed to materialise either through the results or outlook statements. Larger-than-usual volatility around reported results and the well-publicised large-cap misses Telstra, Suncorp, Ramsay Health Care and Woolworths) were the biggest surprises from reporting season. Show More

NAOS Asset Management

As part of the NAOS investment process, we pay particular attention to the comments made by company CEO’s and business leaders in order to gain a greater understanding of the current investment environment and key trends that may be emerging. Below are quotes from the week which in our view... Show More

Morgans Financial Limited

BAP’s FY17 result was above Morgans and consensus estimates at every line, with the group ultimately exceeding the top end of its guidance range. Management is comfortable with FY18 consensus estimates, guiding to c30% growth on FY17 proforma NPAT. We comfortably sit 2% above this. BAP often gets criticised for... Show More

Livewire Equities

Smallcap, auto-parts retailer, Bapcor, has been range-bound for most of the last twelve months, but there are some thoughts that today’s result could trigger the next leg up. Here are four views from Livewire contributors, all of them positive. Show More

Andrew Tang

FY17 reporting season kicks off in earnest mid-August and according to the latest IBES consensus earnings estimates, EPS growth for the S&P/ASX200 is forecast at 13% in FY17, slightly down from 13.6% at the end of 1H17. Pleasingly this would still mark the end of the earnings recession after two... Show More

Morgans Financial Limited

A new financial year presents an opportunity for investors to take a fresh look at portfolios. Ahead of the August reporting season, stocks that have had a difficult FY17 have an opportunity to make a fresh start, particularly if operating conditions improve over the course of the year as we... Show More

Pengana Capital

Picking when small caps or large caps are going to outperform is no easy task. It depends on far too many variables, most of which are not predictable. As a rule, large caps generally do better when banks do better. Small caps do better when the Australian domestic economy is... Show More