ASX:MNF

MNF GROUP LIMITED

Harley Grosser

What a difference 3 months can make. Investors are nervous with the main Aussie index off about -13% from its highs amidst talk of a bear market. But in small cap land, we are already there. The Emerging Companies Index is down by more than -20% this year, meeting the... Show More

Harley Grosser

A couple of months ago the Capital H Inception Fund acquired a stake in IAB after they disclosed the possibility of 'material transactions.' It seemed fairly clear that the Indirect business was worth a lot more in the hands of an acquirer than what the public market was willing to... Show More

Buy Hold Sell
Buy Hold Sell

The recent 5% plunge in the ASX200 led to some great value opportunities for nimble investors. This was particularly so in small caps, which fell even further. In this exclusive video, Ben Rundle from NAOS and Shane Fitzgerald from Monash Investors Limited join Jeremy Hook from TMS Capital to discuss... Show More

Chris Prunty

The whole market – including small caps – has been on fire since early October. It’s like someone flicked the ‘get long Australia’ switch in the first week of October and it was game on. If there are big global money flows in to a market purely for the reason... Show More

Robert Miller

The quality of management is a major factor in assessing any investment opportunity. We adopt the rule that no matter how good a company may appear on paper, if we are not comfortable with the CEO, we will not invest. Show More

Livewire Exclusive

Warren Buffett famously said: “I buy on the assumption they could close the market the next day, and not reopen it for five years”. We asked Greencape Capital, NAOS, and Market Matters what they would buy today if they had to hold on until September 2022. Show More

Livewire Equities

Six weeks ago, some of the brightest investment minds in the market presented their best stock idea to the Livewire Live audience. In the short period since, they are 3% ahead of the market. Read on for stock ideas from Chris Prunty, Tim Samway, Roger Montgomery, Andrew Mitchell and Oscar... Show More

Mark Tobin

With well over 2000 stocks outside the ASX 200, how does anyone go about systemically filtering down to a group of microcap stocks worthy of further due diligence and research? Here we look at 7 ways to screen the field. Show More

Equities
Livewire Equities

Richard Coppleson recently highlighted the slow-burn effect that profit upgrades and downgrades can have on stock prices for weeks after the news. So we surveyed Livewire users for the most notable results so far this season, a few of which have slipped under the radar... #1) Telstra The much anticipated... Show More

Equities
Livewire Exclusive

Telstra's plunge stole the limelight this week, but there was one telco at the smaller end that did well for investors. Read on for the results highlights of this stock, and for three other standouts, picked by Simon Shields, Monash Investors; Alex Shevelev, Forager Funds; Andrew Smith, Perennial Value, and... Show More

NAOS Asset Management

“The smaller players saw NBN as an opportunity because they didn’t have the ability to build the infrastructure. But when the commercial model was announced they realised that the commercial model didn’t work for them and the usage-based charging is contrary to the market dynamics we see in mobile and... Show More

Harley Grosser

They say you learn more from your failures than your successes. I’m not sure that’s true but one thing I am sure of is that if you can learn from the mistakes of others rather than having to make those mistakes yourself then you will save a lot of time... Show More

Patrick Poke

In last week’s Buy Hold Sell Thematic discussion, Ben Rundle from NAOS and Chris Stott from WAM identified MNF Group and Nick Scali, respectively, as stocks they liked coming into reporting season. Ben Rundle called his “favourite stock,” and it’s not hard to see why with NPAT up 21% from... Show More

Marcus Tuck

When looking for relatively low-risk equity investments, companies with strong balance sheets are a good place to start the search. If they happen to be effectively debt-free with a net cash position, then even better. With no financial pressure on companies to service loans during business downturns, the risk of... Show More

Buy Hold Sell

Globally, the backdrop in 2017 is being dominated by politics as the world focuses on an erratic and inexperienced new US President. Closer to home, attention has turned to reporting season, where results are already beginning to flow through. Expectations for earnings growth are high among resources stocks following a... Show More

Buy Hold Sell

One of the most profitable trends in the market this year has been the outperformance of small cap stocks. The Small Ordinaries index (total return) is up around 13%, well ahead of large caps, measured using the ASX50, which is up just 5%. However, small cap stocks come with an... Show More