Livewire Exclusive

Short-term reactionary behaviour is to be expected within every earnings season, and February 2019 was no exception. But opportunities that went misinterpreted or unappreciated by the herd await patient investors willing to block out the noise and really take a look at a company’s fundamentals and growth prospects. Here, we... Show More

Clime Asset Management

The few large-cap growth stocks on the ASX tend to trade on steep premiums to the market. Therefore, investors seeking meaningful and sustainable growth are likely to find it outside the ASX 50. This report discusses a range of quality mid and small-caps as Clime analysts update company valuations post... Show More

Buy Hold Sell
Buy Hold Sell

The market has fallen through November lows to touch levels not seen since 2016. Tune in to this thematic discussion in which Matthew Kidman asks Tobias Yao and Arden Jennings if this really is a dip, or whether it’s time to run for the hills? Tobias and Arden cite the ongoing... Show More

Bell Potter

We continue to be positive on the technology sector in Australia as, in an environment of low interest rates and low growth, we believe there are a number of good quality stocks in the sector with reasonable to strong growth outlooks. We acknowledge that many stocks in the sector have... Show More

Clime Asset Management

Citadel Group (ASX: CGL) is a leader in the development and delivery of managed service solutions to a range of government departments and private sector businesses. We believe CGL’s competitive edge is their expertise and deep experience in ‘managing knowledge in complex environments through integrating know-how, systems and people to... Show More

Livewire Exclusive

Regular readers of Livewire will have been following our feature on ‘value investing’. What we’ve learned is that while labels may be dispensable, having robust and repeatable processes are essential disciplines for successful investing. Of the five fund managers we’ve approached in this series, each has had a defined set... Show More

Nicholas Forsyth

We typically focus on the larger, more blue chip style investments at Market Matters and look to be active around positioning in these better known, more liquid stocks. Going down the food chain into the smaller areas of the market, where information typically comes direct from the companies, liquidity can... Show More

Robert Frost

The Citadel Group (ASX:CGL) re-rated after providing a positive operational update which included new contract wins with law enforcement agencies and a sensible, earnings accretive acquisition. The acquired company, Kapish, is an Australian software and services company specialising in document and records management solutions, a complementary adjacency to CGL’s existing... Show More

OC Funds Management

The Citadel Group (CGL), a recent IPO which we discussed in our last monthly review, was a standout performer in May, finishing up 46.8%. CGL is a company that specialises in enabling an organisation’s knowledge capital by integrating systems, people and processes to provide information on an “anywhere-anytime” basis. During... Show More

Livewire Exclusive

As part of this week’s “Buy Side Brief” series, Livewire spoke to 3 of our contributors to find out which recent IPOs have impressed them and why. Livewire readers can access the answers here... Show More