ASX:IVC

INVOCARE LIMITED

James Gerrish

A choppy session for Aussie stocks today with the market hit by selling early and it never really managed to get off the mat US Futures were trading down for most of the session – Asia was mixed however there was a fair bit of stock / sector news bubbling... Show More

James Gerrish

The market was strong early putting on a quick +30pts between 11-12 despite the overnight weakness across international markets – as we often say, the market can’t go down when the banks are being bought and that was the case again today – the early gains were held for the... Show More

Equities
Jack Collopy

The Death Care industry in Australia remains highly fragmented outside of Invocare which has ~33% market share under the core brands of Simplicity, Guardian and White Lady. In this wire, we look at Propel Funeral Partners, which owns and operates a network of funeral businesses throughout Australia and New Zealand.... Show More

Buy Hold Sell
Buy Hold Sell

Downgrades can be a double-edged sword; they can ravage your existing positions, but they can provide attractive entry points for stocks on the watchlist. The A2 Milk Company fell nearly 30% following its earnings update, but it’s still up ~200% over the last year; is now the time to jump... Show More

John Deniz

We initiated a short position in Telstra in February 2017, premised on rising mobile & broadband competition, which was likely to impact on Telstra’s growth outlook. Rising 10-yr bond rates make it a double-whammy for Telstra, which we also view as a bond-proxy. Show More

James Gerrish

Reporting dominated the market today with some reasonably big ranges for those companies out with results. Overall the market was weak on open, largely a result of selling amongst the resource plays while the banks bucked their recent trend and provided good support – the mkt rallying well from the... Show More

Alex Cowie

March has flown by, so in case you missed anything, I’ve summarized five of the top wires we published on Livewire this month. These include: Our review of Hamish Douglass’ presentation; the Buyside Brief we ran on the most important charts today; what Peter Lynch taught Fidelity about Facebook; Buy... Show More

Buy Hold Sell

Each week in reporting season Livewire polled a selection of fund managers for their standout results. Matthew Kidman from Centennial Funds asks the two JBs’ - Justin Braitling from Watermark and Julian Beaumont from Bennelong their view on five of the Fundies' Favourites. 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

Hugh Dive

This week saw the end of reporting season for 180 of the ASX200 companies and around 2,000 of the companies listed on the ASX. Over the past month these companies revealed their profit results for the last six months and provided guidance as to how they expect their businesses to... Show More

Livewire Exclusive

A group of Australia’s leading Fund Managers have each picked one stock they believe delivered a notable result this week. Sectors covered were diverse, including energy, tourism, materials, media, services, and consumer discretionary. The common thread among the outperformers is they have all ridden industry dynamics - and executed well... Show More

Hugh Dive

In our opinion, the result of the week was from integrated funeral business operator Invocare. Despite a reduction in the population mortality rate, management were able to deliver 10% earnings per share growth and 12% growth in dividends by both controlling costs, success in selling higher margin funeral products and... Show More

Buy Hold Sell

Since peaking in early August the ASX200 has shed more than 6%. It’s been a shaky period with investor concerns reflected in rising volatility and some sharp falls in company valuations. When the going gets tough investors often turn to those companies with great track records. In this episode Matthew... Show More

Livewire Equities

Livewire regular, Rudi Filapek-Vandyck from FNArena reckons it's hard to find value in today's market - even broker ratings are more negative than in 2007. He looks for ‘All-weather performers,' but there's few of them around on the ASX. "Unfortunately, Australia, being a relatively small market, doesn't have too... Show More