Of the 370 wires published on Livewire last month, one of your ten favourites was a review of the stock calls made at the Hearts and Minds conference. The gain on the ASX-listed stocks in the list has grown from 7.8% to 12.5% in the few weeks since that report. The ten favourites also looked at investment implications of the US Election, three technologies that could change the world, a report on the top-performing LIC’s, five small caps that look cheap, investor tips from Shane Oliver, and a transcripted interview with Warren Buffet. Click below for the links to the ten favourite wires of November, and the updated table for the Hearts and Minds stocks.
Our original review of the stock calls from the Hearts and Mind conference is here: (VIEW LINK)
Filmed at exactly the moment that the US Election results were stacking up in Trump’s favour, Steve Johnson from Forager Funds and Peter Hall from Hunter Hall Global Value gave their views on the prospect of investing in the Trump era: (VIEW LINK)
What does Trump’s win mean for Australian equities? This was a timely and succinct strategy piece from Nikko Asset Management’s Head of Australian equities, Brad Potter: (VIEW LINK)
Tim Hannon from Newgate Capital questioned the sustainability of the spike in bond yields that occurred following the US election, and discussed a midcap infrastructure play offering exceptional value. (VIEW LINK)
Following the post-Trump market rotation, Chris Prunty from Ausbil suggested five smallcaps that look cheap: (VIEW LINK)
Shane Oliver at AMP Capital describes nine bad habits of bad investors: (VIEW LINK)
How to invest $47 billion in a day: An interview with Warren Buffett, uncovered by Livewire’s Markets Analyst, Patrick Poke, with video and transcript. (VIEW LINK)
K2, OC Funds, Katana, BAEP and Totus discuss 5 stocks that recently passed their research processes. (VIEW LINK)
Five top-performing LIC’s from Peter Rae in the Independent Investment Research’s monthly LIC report: (VIEW LINK)
Watermark, Munro Partners and Montgomery Investment discuss three technologies that could change the world: (VIEW LINK)
These wires all first appeared in our daily ‘Trending on Livewire’ morning note. It you aren’t subscribed already, you can register for free here: (VIEW LINK)
Alex has a decade in the production and distribution of research for financial institutions and investment publications. He supported Livewire at its launch before then joining the team as Editorial Director.