ASX:BLX

BEACON LIGHTING GROUP LIMITED

Fund Manager Q&A

For two years now, Roger Montgomery has been warning investors of a pending housing crash. While these claims were initially met with scepticism, as the data has deteriorated significantly in Sydney and Melbourne, more investors are coming to accept this thesis. According to CoreLogic’s Home Property Value Index, prices for... Show More

NAOS Asset Management

“I’m not particularly worried at the moment. Two years out is when I’m worried about. It’ll be more of a dollar crisis than a debt crisis, and I think it’ll be more of a political and social crisis” Ray Dalio, Founder, Bridgewater Associates Show More

Reporting season has just concluded and we've lined up two of the best-read managers in Australia to get their take on the health of Australian corporates. Chris Prunty from QVG Capital argues that we've just witnessed 'the best reporting season in years' and with that comes a raft of new... Show More

Buy Hold Sell
Buy Hold Sell

The retail sector has been as soft as an egg. However, a recent survey of Livewire readers showed that many believe the threat of Amazon is overplayed. We’ve taken this lead to go looking for opportunities in a sector that’s on the nose. Panel: Matthew Kidman, Centennial Asset Management; Ron... Show More

We don’t see small cap stocks as being especially cheap at the moment, however there are some sectors that have been aggressively marked down and appear to offer some opportunities. The retail space for instance, whilst facing a number of headwinds, appears to have been overly punished as the prospect... Show More

Livewire reached out to a group of small cap portfolio managers to ask for a stock that has been unduly sold down as part of a sector de-rating, rather than company specific issues. Their selections specifically highlighted the value now present in retail, mining services and infrastructure. Show More

Recent data suggest that the global economy is strengthening. This should provide support for growth assets, although on current elevated valuations there is little room for earnings disappointment. In the middle of what is a traditionally weaker period for markets (May-June), we make two changes this month, removing Macquarie Atlas... Show More

Eley Griffiths Group

Ben Griffiths, Portfolio Manager at Eley Griffiths Group, identifies a growing ASX company that’s come through the headwinds it faced following the Masters closure looking sure footed. Despite an outstanding management team and a promising store rollout ahead, he says the pricing is “reasonable, given its growth profile.” Watch the... Show More

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 sector exposures. Here are our five ASX100, and three ex-ASX100, high-conviction stock picks this month: Show More