ASX:IRE

IRESS LIMITED

Asset Allocation
Patrick Poke

Popular wisdom from the likes of Warren Buffett, Jack Bogle, and Burton Malkiel (author of A Random Walk Down Wall Street) states that it's near-impossible to consistently time the market, so why even try? Just buy and hold for the long term, and collect your dividend cheque every six months.... Show More

Equities
Livewire Exclusive

Income investors relying on ASX blue-chips have been under increasing pressure. However, another source of income has returned to the top end of the market. Speaking at a recent event held by IRESS and Livewire, Peter Gardner from Plato Investment Management identified a long-absent income opportunity back on the menu.... Show More

Alex Cowie

As a provider of asset allocation advice to fund managers and advisors, Brad Matthews provides an expert view of the big picture for each asset class. Weeks before 'Red October', Brad gave Livewire readers an explicit early warning in his wire offering ‘Three reasons to lighten your equity exposure'. Show More

Rudi Filapek-Vandyck

Welcome to the FNArena Reporting Season Monitor for the August result season 2018. The Monitor reports ratings and consensus price target changes, along with brief summaries of the collective responses, from FNArena database brokers for each of the 300+ stocks. Week 3 is now available with coverage of 213 stocks. Show More

Livewire Exclusive

It seems like just weeks ago that February reporting season was wrapping up, but believe it or not, reporting season is upon us again. The Australian market has performed solidly in the period since, having gained 4.4% since the end of February. But this number hides the dichotomy that has... Show More

James Gerrish

The ASX200 enjoyed a solid recovery on Tuesday, regaining around 60% of Monday’s losses with strength across all sectors, even the “yield play” area held up which was pretty impressive considering the strong gains by US bond yields the prior session. After a month of choppy price action, the ASX200... Show More

Livewire Exclusive

Greencape is able to invest right across the market, and we had the chance to ask Jonathan Koh where the fund was seeing the best medium-term growth opportunities on the ASX today. In this short exclusive, Jonathan provides a brief overview on 11 stocks straddling all sectors and sizes. Show More

Sam Granger

There has been some recent commentary from a number of market participants suggesting that the US tech sector is “crowded” and “expensive”. In reality, the valuation of Alphabet compares very favourably to the Australian tech sector and the broader market. Show More

Buy Hold Sell

After a being sidelined for an extended period buyers are coming back to small caps. The Small Ords Index is on the move so we’ve invited two fundies that specialise in this sector to give us their views on a selection of stocks that are moving higher. Show More

Mathan Somasundaram

Local market had a slide after flip flopping early in the day. Commodities bounce helped the miners after US Fed, ECB and BOE moved dovish. UK recovery in wages growth and historically low unemployment helps support the economy despite the high inflation and low currency. Show More

Buy Hold Sell

In this episode of Buy Hold Sell, we ask our panel to look at five market darlings with nosebleed valuations. On average the stocks have delivered 27.5% EPS growth, and a 12-month return of 22%. However, with an average PE of 56 times… are investors are walking the tightrope? Show More

Livewire Exclusive

New global leaders don’t come up very often, so identifying them relatively early can have a huge effect on a portfolio. The iPhone came out ten years ago, and investors that bought Apple in 2007 are now sitting on a ~1000% return before dividends. So, how do you get one... Show More

Hyperion Asset Management

Livewire reached out to Hyperion on the topic of global investing. We discuss three ASX-listed stocks in our responses to the questions, which included: Which major global investing theme could impact Australian investors, discuss a company with a sustainable competitive advantage, and how do Australian companies become global leaders? Read... Show More

Benjamin Chong

In our ‘Internet Dealbook’ we track Angel, VC, PE and M+A activity across Internet and technology-related companies. Last year Australia saw $2.9b in investment and acquisition activity across the 120 deals tracked from public sources, and the outlook for 2017 is very positive. Show More

Buy Hold Sell

Equity markets are marching higher as momentum runs hot, and the resources sector has just delivered an outstanding earnings season. So in this episode of Buy Hold Sell, we go hunting for companies that are leveraged to either stock-market activity, or to mining. Matthew Kidman from Centennial Funds joins two... Show More

Avoca Investment Management

Back in February 2016, Jeremy Bendeich from Avoca Investment Management shared his list of stocks that were vulnerable to earnings misses, which formed a handy acronym - ‘BITBAD’. Blackmores, IPH, TPG, Bellamy’s, A2 Milk, and Domino’s Pizza. Since then, four of the six are down more than 20%. A simple... Show More

Today's edition of the Daily AGM note is now available at this link https://subscriber.theexecutiveremunerationreporter.com.au/archives/15149 Rio Tinto's shareholders overwhelmingly voted in favour of the shareholder requisitioned resolution on climate change with more than 99% voting in favour of it across the plc and ltd AGMs. The note is updated continuously throughout... Show More

A busy AGM month this month and I can't hope to touch on all the AGMs...but I have a note on All the Majors AGMs happening this month https://subscriber.theexecutiveremunerationreporter.com.au/archives/15106, the two strike AGMs happening this month https://subscriber.theexecutiveremunerationreporter.com.au/archives/15104 and a note with a selection of AGMs and General Meetings occurring in... Show More