buy side brief

Latest news and analysis on buy side brief

Equities

Sorting the flyers from the flameouts

A swathe of microcaps put in some truly remarkable gains last year. The share prices of Bubs, Jervois, and MyFiziq increased 12, 16, and 30 times respectively, and...
MDR
Livewire Exclusive
Livewire Markets
Equities

Four microcaps for today's market

A great deal of inefficiency exists at the small end of the market. And where there is inefficiency, there is opportunity. The trick is in knowing how to identify the...
+3
Livewire Exclusive
Livewire Markets

Four assumptions the market has wrong

+5
Livewire Exclusive
Livewire Markets

Buy Side Brief: Companies that have been oversold on the correction?

ANN
Livewire Exclusive
Livewire Markets

Aussie auto stocks set to continue to outperform

Livewire Exclusive
Livewire Markets
Equities

The most crowded trade - Short FMG - and why we would not want to be short.

Background to the consensus Short FMG trade and why we are Long FMG.
FMG
John Deniz
Paragon Funds Management

4 Stocks with yield + growth

Livewire Exclusive
Livewire Markets

Corporate expenditure likely to remain subdued for another year

Livewire News
Livewire News
Livewire

Australia's ability to attract investment capital for energy projects is frustrated, Nathan Lim, Australian Ethical

Livewire Exclusive
Livewire Markets

The winners from the tax repeal are those groups that bore the incidence of that tax, Jeremy Bendeich, CIO, Avoca Investment Management

Livewire Exclusive
Livewire Markets

The rest of the world has reacted with disbelief, Steve Johnson, CIO, Forager Funds Management

Livewire Exclusive
Livewire Markets

This dysfunction is draining consumer and business confidence, John Abernethy, CIO, Clime Asset Management

Livewire Exclusive
Livewire Markets

We believe Australian equities are attractively priced: David Poppenbeek, Head of Australian Equities, K2 Asset Management

Livewire Exclusive
Livewire Markets

Rate cut still on the cards: Sebastian Evans, NAOS

Livewire Exclusive
Livewire Markets

US data surprise puts spotlight on rates: Chris Stott, Wilson Asset Management

Livewire Exclusive
Livewire Markets

RTG being treated unfairly by the market: Sebastian Evans, NAOS

Livewire Exclusive
Livewire Markets

BHP franking credits appealing: David Poppenbeek, K2 Asset Management

Livewire Exclusive
Livewire Markets

Chinese long term approach is a positive for resources: Christ Stott, CIO, Wilson Asset Management

Livewire Exclusive
Livewire Markets

The Buy Side Brief

Livewire Exclusive
Livewire Markets

The Buy Side Report

Livewire Exclusive
Livewire Markets
20
Elf Footer