Four stocks that exceeded expectations

Livewire Exclusive

Livewire Markets

While reporting season may have officially ended the price action following individual company earnings reports can continue for months to come. Analysis from the likes of Macquarie has demonstrated that those companies that deliver underlying earnings and guidance that exceeds consensus forecasts can result in relative outperformance lasting up to 3 months. The opposite is also true if you miss expectations. With this in mind Livewire reached out to four leading fund managers to find out which companies exceeded their expectations in the most recent reporting season. Responses come from Julian Beaumont of Bennelong, Simon Shields from Monash Investors, Joel Gray from Hyperion and Chris Stott from Wilson Asset Management. Click on the link to view the collection: (VIEW LINK)


Livewire Exclusive brings you exclusive content from a wide range of leading fund managers and investment professionals.

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.