Bell Potter

We continue to be positive on the technology sector in Australia as, in an environment of low interest rates and low growth, we believe there are a number of good quality stocks in the sector with reasonable to strong growth outlooks. We acknowledge that many stocks in the sector have... Show More

Michael Gable

TechnologyOne (ASX: TNE) trades on a high multiple, recently downgraded earnings, and the share price has been trending lower for the last year. Their full-year results are coming up on 21 November so what does the future hold, and what are the 4 main issues that the Company needs to... Show More

Buy Hold Sell

Successful tech stocks can build a business from stealing market share by outplaying incumbents. However, these disruptors can in time then become the disrupted. To test the outlook five big tech stocks, Roger Montgomery from The Montgomery fund and Neil Carter from IFM Investors, join Jeremy Hook from TMS Capital... Show More

Mathan Somasundaram

Local market bounced back after Friday’s bashing. Started positive before investors took profit in the last few hours. European markets were negative while US and Asian markets were directionless. China data was stable without being special while local housing data was weak and private credit data was solid. July count... Show More

Mathan Somasundaram

Local market bounced back from yesterday’s underperformance on the back of strong commodities and AUDUSD. Banks were up on currency/yield trade while Resources were up on commodity bounce. Aussie CPI data tomorrow…high AUDUSD means outlook is for weaker inflation…unlikely to back any RBA rate hike scare story in 2017. The... Show More

UBS Asset Management

There are many sensible reasons for investing in Australian small caps. For example: Access to earlier-stage, higher-growth businesses; a broader range of sector opportunities to pick from; an ability to more easily back future trends. As always, the golden rule with small companies is to leave it to the professionals.... Show More

Mathan Somasundaram

Local market fell on the open on weaker commodities before recovering and then running into bank tax rumours taking it down again. Commodities remain weak…China hasn’t turned the corner…value has returned to the sector but the momentum remains weak. Banks have moved from reporting to ex div period…not... Show More

Mathan Somasundaram

Local market made started positive on global investors pushing up the banks before pullback as local investors took profit. After that all the open Asian markets recovered on the US congress deal to fund the US Government till September!!! Utilities, Industrials and Staples were the outperformers while Resources were the... Show More

Mathan Somasundaram

Local market flip-flopped to finish aimlessly flat on weak commodity prices and no real global sentiment. Telecom, Energy and Health Care moved the market higher with support from Financials while Metals & Miners and Gold were the underperformers. The circus that is a bank inquiry continues to turn up entertainment... Show More

Livewire Exclusive

While we have a few months yet for the banks’ results, the resource sector has produced some of the more surprising numbers so far this reporting season. Rio Tinto’s result spoke volumes about stronger revenues, reduced costs, and surging cashflows. And today’s 61% increase in NPAT announced by midcap gold... Show More