ASX:ISD

ISENTIA GROUP LIMITED

Andrew Mitchell

The recent whipsaw of capital back towards higher growth / higher valuation businesses has been most evident across the more growth-heavy small and mid-cap equities space, particularly following significant contributions from companies within the emerging technology and IT sectors. 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

Hugh Dive

Over the past twelve months small companies (as measured by the ASX’s Small Ordinaries) have returned 22%, outperforming large caps (ASX Top 100) by almost 10%. This has led to numerous articles in the financial press claiming that small is beautiful and that investors should look beyond large Australian companies... Show More

Dean Fergie

There's a saying that investors should never try to catch a falling safe. To elaborate on that phrase, we like to let the safe hit the ground, see a few dollars fall out, and then walk up and collect a portion of the loot. Show More

Alex Shevelev

Buying unloved stocks is part of the DNA at Forager. Most of the funds’ excess returns over almost eight years have come from buying stocks that other investors hated at the time we acquired them. Think Service Stream in 2013 or Cardno in mid-2016. Show More

Rob Tucker

We have used the megatrends framework as a template for several years, simply as a way of formulating a framework for how we start filtering down the investible universe into stocks that we ultimately focus on. We revisit this every 6-12 months to assess where the opportunities are to find... Show More

Mathan Somasundaram

Local market bounced back from yesterday’s underperformance on the back of strong commodities and AUDUSD. Banks were up on currency/yield trade while Resources were up on commodity bounce. Aussie CPI data tomorrow…high AUDUSD means outlook is for weaker inflation…unlikely to back any RBA rate hike scare story in 2017. The... Show More

Buy Hold Sell
Buy Hold Sell

After a brutal ‘confession season’, the small cap market is littered with former market darlings now trading more than 30% off their recent highs. So in this episode of Buy Hold Sell, two small cap specialists, Simon Shields from Monash Investors and Dean Fergie from Cyan Investment Management, talk us... Show More

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Alex Cowie

With the quarter drawing to a close, it’s time for our first check up on the performance of Livewire readers’ stock ideas from our 2017 outlook survey. This table highlights the ten leaders, as well as the ten laggards. You can access the spreadsheet for all 263 stocks below. The... Show More

Alex Cowie

In case reporting season kept you busy, we've summarised five top wires in February for you. Peter Quinton’s top ten picks for 2017, our fund manager earnings results review, and Buy Hold Sell with ‘Quality stocks on sale’ all deliver useful stock ideas. On big picture thinking, we bring you... Show More

Glennon Capital

Last week marked the busiest week of the current reporting season. With most of the smaller companies reporting there was no shortage of stocks to profile. We take a look at three of these businesses, how they have fared during the reporting period and what this means for the businesses... Show More