Buy Hold Sell
Buy Hold Sell

Investors will often be confronted with rip-roaring stocks that are on a high and show no signs of arresting their ascent. In this episode of Buy Hold Sell, we take a look at companies which have witnessed some serious momentum that has been driving their share prices higher. Up for discussion... 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

JCP  Investment Partners

The reporting season in Australia completed in February. Overall, reporting season exceeded low expectations, with consensus June 2019 forecasts being upgraded marginally (aggregate revisions to June 2019 profits were upgraded by 0.3%). Consensus bottom up eps growth forecasts for the June 2019 year now stand at 6.3%. This is dominated... Show More

Hugh Dive

In early May the major Australian banks collectively reported profits for their last six months of A$15.3 billion dollars. This resulted in some media commentary about banks being too profitable, especially as three of the banks reported in the middle of the Royal Commission into the financial services industry, which... Show More

Magellan Asset Management

We are in uncharted waters. Prices for sovereign, corporate and high-yield bonds and equities are at, or near, record levels thanks to the ultra-low policy interest rates and the massive quantitative-easing programs of the G3 central banks (the US Federal Reserve, the European Central Bank and the Bank of Japan)... Show More

James Gerrish

More of the same today only on a bigger scale with early optimism met with some decent selling later in the session after the market traded to a 10 year high of 6150 on the ASX 200 during morning trade. As we cautioned yesterday a market that is trading in... Show More

Magellan Asset Management

Perhaps the defining trait of globalisation is how companies stretched their assembly lines around the world so that goods were made across many countries a long way from where they were sold. Innovations such as barcoding, the pallet, the shipping container (especially) and industrial forklifts that reduced transport costs and... Show More

Patrick Poke

At their recent adviser briefing, Magellan CEO, Hamish Douglass, had cars on his mind. Specifically, driverless cars, and what they mean for investors. While many investors focus on the potential upside in companies like Uber and Tesla, Douglass’ focus on capital preservation means he was more interested in the flow-on... Show More

Magellan Asset Management

The Magellan Global Trust is a new investment vehicle to be listed on the ASX that is designed to offer investors a steady income stream from a global equities investment fund; specifically, a target cash distribution of 4% p.a. Other features include a reinvestment plan that provides a 5% discount... Show More

Tom McKay

I recently had the opportunity to sit down for 30 minutes with Hamish Douglass, the CIO of Magellan at their new offices in Sydney. We discussed a wide range of topics from his biggest influences to the most impactful trends that are driving his investment strategy today. During my time... Show More

Dominic   McCormick

Magellan showed they could innovate with their exchange traded managed funds (ETMFs launched in early 2015). Now they are raising money for what’s been called a "monster" closed end listed investment trust (LIT) with features that dramatically raise the bar for the standard model of closed end listed investment vehicles... Show More