A lot can be said for understanding what you own, and why you own it. Investors look at stocks like Afterpay, Appen, Altium or A2 Milk and dream of finding such companies before the crowd. While difficult, it is not impossible. Show More
PARADIGM BIOPHARMACEUTICALS LIMITED..
In early 2017 we identified debt and the unsustainably high property prices as the key risks to the Australian economy. In particular we were concerned about the unwinding of the wealth effect as investors began to feel the pinch of a weaker property market. We believed this would manifest itself... Show More
With only a few weeks left of the year, it’s time to check in on the leaderboard for the stock calls in Livewire's 2018 survey. It’s been a terrible year for equities, but there a few outliers bucking the trend. As a refresher, 2617 readers participated, nominating 719 stocks between... Show More
As the Eley Griffiths Group stock-picking competition nears its final weeks, here is a quick update of the leader-board. A confluence of events including heightened trade tensions, an oil price correction, Brexit, midterms and a general repricing of growth expectations have seen significant challenges for both developed and emerging markets.... Show More
In my time at University (which seems like a lifetime ago) I recall two types of lecturers: Those that guided the students towards what to expect at exam time, and those that didn’t. Show More
Our reporting calendar covers 210 companies for the February period, as well as several in March, and highlights reporting dates, period reported, NPAT (consensus and Bell Potter estimates) and our analyst recommendation for the stock. The pace is increasing, with 6 reporting tomorrow (AVJennings, BWP, Carsales, Paragon, Rio Tinto), and... Show More