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3 wires you should read this long weekend

Patrick Poke

Livewire Markets

1) Emerging markets have been out of favour for so long now that some investors probably can’t even remember when they were popular. Chad Slater from Morphic Asset Management thinks this could be coming to an end, though. He makes a strong case that emerging markets could’ve turned a corner, and outlines a stock which he thinks could benefit.  (VIEW LINK)

2) Getting a fund manager to talk about their successes is about as difficult as getting a child to eat sweets; however, few are willing to discuss it when things don't go as expected. Traditional wisdom holds that you learn more when things go wrong than when they go right, and this seems to apply to investing too. Steve Johnson from Forager Funds was kind enough to talk us through one of their long-term holdings and how the story has evolved over the years. One investment, which started out as a big winner, has taken a turn for the worse in the past 12 months. There’s a lot to be learned from this video.  (VIEW LINK)

3) Possibly the only area that has been less popular than emerging markets over the past 4 or 5 years is resources. More and more specialists are starting to call the bottom of the cycle, but if you’ve been paying attention, you’ve probably heard this before. I’ve seen many in the resources industry call a bottom in this time, but this is probably the best argument I’ve read for an end to the bust. Lion Selection Group released this report earlier in the week detailing why they think we’ve seen the bottom, and at no point during the 5-page read did I want to put it down.  (VIEW LINK)

Your bonus piece of Livewire content this week is our fortnightly Buy Hold Sell thematic discussion. This week, Justin Braitling from Watermark and Ben Rundle from NAOS discuss investment process. They share with us how they screen stocks for deeper research, how they identify red flags and how to know when to sell. I always try to bring you something practical and actionable, and these tips certainly meet those criteria.  (VIEW LINK)

I hope you’ve enjoyed Livewire this week, and as always, good luck in the markets next week.

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Patrick Poke
Managing Editor
Livewire Markets

Patrick was one of Livewire’s first employees, joining in 2015 after nearly a decade working in insurance, superannuation, and retail banking. He is passionate about investing, with a particular interest in Australian small-caps.

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