ASX:SDA

SPEEDCAST INTERNATIONAL 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

Buy Hold Sell
Buy Hold Sell

Growth stock such as Wisetech, Altium, and Afterpay have seen sensational gains this week, underscoring the power of backing the right growth names. However this strategy has been working for a few years now, and it is harder for investors to come across new ideas today. While tech and healthcare... Show More

It seems like just weeks ago that February reporting season was wrapping up, but believe it or not, reporting season is upon us again. The Australian market has performed solidly in the period since, having gained 4.4% since the end of February. But this number hides the dichotomy that has... Show More

Rob Tucker

Last July we highlighted 5 stocks that we believed could double cash flow over 5 years. Twelve months on we review how they have performed, and discuss the reasons for the one that disappointed. Show More

Alex Cowie

Livewire strives to give readers unparalleled access to expert investment ideas so that they can be more informed and achieve better investment outcomes. Here is a distillation of 15 such wires that really captured your attention this quarter. Show More

Rob Tucker

­­­Whilst we use a megatrend framework to identify a narrow subset of stocks that we then spend more time understanding, we ultimately invest capital on a stock by stock, bottom up basis. We focus heavily on cash flow growth as a key metric of how we look to invest money.... Show More

Recent data suggest that the global economy is strengthening. This should provide support for growth assets, although on current elevated valuations there is little room for earnings disappointment. In the middle of what is a traditionally weaker period for markets (May-June), we make two changes this month, removing Macquarie Atlas... Show More

Our high conviction stocks are those that we think offer the highest risk-adjusted returns over a 12-month timeframe, supported by a higher-than-average level of confidence. They are typically our preferred sector exposures. Here are our five ASX100, and three ex-ASX100, high-conviction stock picks this month: Show More