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Your Money Your Call - 06/06/17

Your Money Your Call with Jeremy Hook from TMS Capital

General Advice Warning:
The site may contain, or may be linked to, investment reports, options, estimates, recommendations and other information (Information). However, such information comprises general securities advice only and has not been prepared taking into account the particular investment objectives, financial situation and needs of any particular person. You should carefully assess whether such information is appropriate in light of your individual circumstances before acting on it. TMS Capital Pty Ltd strongly recommends that you seek independent advice from a qualified professional before acting on any of the information contained on this Site or any other website on the Internet.

Your Money Your Call - 16/05/17

Your Money Your Call with Ben Clark from TMS Capital

General Advice Warning:
The site may contain, or may be linked to, investment reports, options, estimates, recommendations and other information (Information). However, such information comprises general securities advice only and has not been prepared taking into account the particular investment objectives, financial situation and needs of any particular person. You should carefully assess whether such information is appropriate in light of your individual circumstances before acting on it. TMS Capital Pty Ltd strongly recommends that you seek independent advice from a qualified professional before acting on any of the information contained on this Site or any other website on the Internet.

Your Money Your Call - 22/03/17

Your Money Your Call with Jeremy Hook from TMS Capital

General Advice Warning:
The site may contain, or may be linked to, investment reports, options, estimates, recommendations and other information (Information). However, such information comprises general securities advice only and has not been prepared taking into account the particular investment objectives, financial situation and needs of any particular person. You should carefully assess whether such information is appropriate in light of your individual circumstances before acting on it. TMS Capital Pty Ltd strongly recommends that you seek independent advice from a qualified professional before acting on any of the information contained on this Site or any other website on the Internet.

Livewire The #1 Stock Picks for 2017

As part of Livewire's 2017 Outlook Series we’ve asked 5 professional stock pickers for their views on the outlook for equities and their #1 stock pick for 2017. The panel features Matthew Kidman, Chris Stott, and Ben Clark who were the top three stock pickers from Livewire’s 2016 Outlook Series. We've also invited Steve Johnson from Forager Funds who The AFR listed as one of Australia's 'Best Young Stock Pickers'. We also invited the legendary Richard ‘Coppo’ Coppleson from Bell Potter. Coppleson is author of the highly regarded and widely read Coppo Report and was recently inducted into the Stockbrokers Hall of Fame.

General Advice Warning:
The site may contain, or may be linked to, investment reports, options, estimates, recommendations and other information (Information). However, such information comprises general securities advice only and has not been prepared taking into account the particular investment objectives, financial situation and needs of any particular person. You should carefully assess whether such information is appropriate in light of your individual circumstances before acting on it. TMS Capital Pty Ltd strongly recommends that you seek independent advice from a qualified professional before acting on any of the information contained on this Site or any other website on the Internet.

Your Money Your Call - 02/11/16

Your Money Your Call with Jeremy Hook from TMS Capital

General Advice Warning:
The site may contain, or may be linked to, investment reports, options, estimates, recommendations and other information (Information). However, such information comprises general securities advice only and has not been prepared taking into account the particular investment objectives, financial situation and needs of any particular person. You should carefully assess whether such information is appropriate in light of your individual circumstances before acting on it. TMS Capital Pty Ltd strongly recommends that you seek independent advice from a qualified professional before acting on any of the information contained on this Site or any other website on the Internet.

Your Money Your Call - 05/10/16

Your Money Your Call with Jeremy Hook from TMS Capital

General Advice Warning:
The site may contain, or may be linked to, investment reports, options, estimates, recommendations and other information (Information). However, such information comprises general securities advice only and has not been prepared taking into account the particular investment objectives, financial situation and needs of any particular person. You should carefully assess whether such information is appropriate in light of your individual circumstances before acting on it. TMS Capital Pty Ltd strongly recommends that you seek independent advice from a qualified professional before acting on any of the information contained on this Site or any other website on the Internet.

Your Money Your Call - 06/09/16

Your Money Your Call with Jeremy Hook from TMS Capital

General Advice Warning:
The site may contain, or may be linked to, investment reports, options, estimates, recommendations and other information (Information). However, such information comprises general securities advice only and has not been prepared taking into account the particular investment objectives, financial situation and needs of any particular person. You should carefully assess whether such information is appropriate in light of your individual circumstances before acting on it. TMS Capital Pty Ltd strongly recommends that you seek independent advice from a qualified professional before acting on any of the information contained on this Site or any other website on the Internet.

Livewire Buy Hold Sell - 29/07/16

In a market where growth is hard to come by investors have demonstrated they are willing to pay big multiples for businesses that stand out from the crowd. Nearly all the stocks in this episode are currently trading at 30x trailing earnings. They also give investors exposure to themes and sectors with attractive outlooks - such as healthcare and telecommunications. However the question remains, are they worth the price or too expensive? To get some expert views Matthew Kidman from Centennial Funds hosts Ben Clark from TMS Capital and Ben Rundle from NAOS Asset Management in the latest episode of Buy Hold Sell. The stocks discussed include Sirtex, iSentia, Vocus, A2 Milk, and Mayne Pharma.

General Advice Warning:
The site may contain, or may be linked to, investment reports, options, estimates, recommendations and other information (Information). However, such information comprises general securities advice only and has not been prepared taking into account the particular investment objectives, financial situation and needs of any particular person. You should carefully assess whether such information is appropriate in light of your individual circumstances before acting on it. TMS Capital Pty Ltd strongly recommends that you seek independent advice from a qualified professional before acting on any of the information contained on this Site or any other website on the Internet.

Livewire Lessons from FY16 - 26/07/16

The banks and the ASX 20 underperformed, while the Small Ordinaries racked up gains of more than 20%, and materials posted a strong recovery in the second half. Ben Rundle, Portfolio Manager at NAOS Asset Management, was surprised by the continued rally in ‘bond-proxy’ stocks such as infrastructure and REITs; “we’re in a once-in-a-generation boom for bond prices and when they go the other way, you don’t want to be in those stocks.” Looking ahead, Ben Clarke, Portfolio Manager at TMS Capital, says there's a "sweet spot" in stocks with "reasonable yield, reasonable growth, at a reasonable price." In this Buy Hold Sell Thematic, they talk to Matthew Kidman from Centennial Funds about the important themes from FY16 and their outlook for the year ahead.

General Advice Warning:
The site may contain, or may be linked to, investment reports, options, estimates, recommendations and other information (Information). However, such information comprises general securities advice only and has not been prepared taking into account the particular investment objectives, financial situation and needs of any particular person. You should carefully assess whether such information is appropriate in light of your individual circumstances before acting on it. TMS Capital Pty Ltd strongly recommends that you seek independent advice from a qualified professional before acting on any of the information contained on this Site or any other website on the Internet.

Livewire Buy Hold Sell - 22/07/16

Buy Hold Sell: The 5 best 'blue chips'

Given all the negativity around the companies at the big end of the market, investors could be forgiven for thinking there’s been nothing positive in this space. It may surprise you to learn then, that the top five stocks amongst the ASX 20 produced an average return of 28.6% in FY16. Those five stocks were; Scentre Group (+36.8%), Transurban (+34.3%), CSL (+31.72%), Westfield (+20.6%), and Brambles (+19.6%). Many of these names are now trading at high multiples, supported by the low interest rate environment. But can the momentum continue? Matthew Kidman from Centennial Funds hosts Ben Rundle from NAOS Asset Management and Ben Clark from TMS Capital as they discuss the outlook for the best performing big caps.

General Advice Warning:
The site may contain, or may be linked to, investment reports, options, estimates, recommendations and other information (Information). However, such information comprises general securities advice only and has not been prepared taking into account the particular investment objectives, financial situation and needs of any particular person. You should carefully assess whether such information is appropriate in light of your individual circumstances before acting on it. TMS Capital Pty Ltd strongly recommends that you seek independent advice from a qualified professional before acting on any of the information contained on this Site or any other website on the Internet.

Your Money Your Call - 19/07/16

Your Money Your Call with Ben Clark from TMS Capital

General Advice Warning:
The site may contain, or may be linked to, investment reports, options, estimates, recommendations and other information (Information). However, such information comprises general securities advice only and has not been prepared taking into account the particular investment objectives, financial situation and needs of any particular person. You should carefully assess whether such information is appropriate in light of your individual circumstances before acting on it. TMS Capital Pty Ltd strongly recommends that you seek independent advice from a qualified professional before acting on any of the information contained on this Site or any other website on the Internet.

Your Money Your Call - 06/07/16

Your Money Your Call with Jeremy Hook from TMS Capital

General Advice Warning:
The site may contain, or may be linked to, investment reports, options, estimates, recommendations and other information (Information). However, such information comprises general securities advice only and has not been prepared taking into account the particular investment objectives, financial situation and needs of any particular person. You should carefully assess whether such information is appropriate in light of your individual circumstances before acting on it. TMS Capital Pty Ltd strongly recommends that you seek independent advice from a qualified professional before acting on any of the information contained on this Site or any other website on the Internet.

Your Money Your Call - 28/06/16

Your Money Your Call with Ben Clark from TMS Capital

General Advice Warning:
The site may contain, or may be linked to, investment reports, options, estimates, recommendations and other information (Information). However, such information comprises general securities advice only and has not been prepared taking into account the particular investment objectives, financial situation and needs of any particular person. You should carefully assess whether such information is appropriate in light of your individual circumstances before acting on it. TMS Capital Pty Ltd strongly recommends that you seek independent advice from a qualified professional before acting on any of the information contained on this Site or any other website on the Internet.

Your Money Your Call - 25/05/16

Your Money Your Call with Jeremy Hook from TMS Capital

General Advice Warning:
The site may contain, or may be linked to, investment reports, options, estimates, recommendations and other information (Information). However, such information comprises general securities advice only and has not been prepared taking into account the particular investment objectives, financial situation and needs of any particular person. You should carefully assess whether such information is appropriate in light of your individual circumstances before acting on it. TMS Capital Pty Ltd strongly recommends that you seek independent advice from a qualified professional before acting on any of the information contained on this Site or any other website on the Internet.

Your Money Your Call - 11/05/16

Your Money Your Call with Ben Clark from TMS Capital

General Advice Warning:
The site may contain, or may be linked to, investment reports, options, estimates, recommendations and other information (Information). However, such information comprises general securities advice only and has not been prepared taking into account the particular investment objectives, financial situation and needs of any particular person. You should carefully assess whether such information is appropriate in light of your individual circumstances before acting on it. TMS Capital Pty Ltd strongly recommends that you seek independent advice from a qualified professional before acting on any of the information contained on this Site or any other website on the Internet.

Your Money Your Call - 10/05/16

Your Money Your Call with Jeremy Hook from TMS Capital

General Advice Warning:
The site may contain, or may be linked to, investment reports, options, estimates, recommendations and other information (Information). However, such information comprises general securities advice only and has not been prepared taking into account the particular investment objectives, financial situation and needs of any particular person. You should carefully assess whether such information is appropriate in light of your individual circumstances before acting on it. TMS Capital Pty Ltd strongly recommends that you seek independent advice from a qualified professional before acting on any of the information contained on this Site or any other website on the Internet.

Your Money Your Call - 26/04/16

Your Money Your Call with Ben Clark from TMS Capital

General Advice Warning:
The site may contain, or may be linked to, investment reports, options, estimates, recommendations and other information (Information). However, such information comprises general securities advice only and has not been prepared taking into account the particular investment objectives, financial situation and needs of any particular person. You should carefully assess whether such information is appropriate in light of your individual circumstances before acting on it. TMS Capital Pty Ltd strongly recommends that you seek independent advice from a qualified professional before acting on any of the information contained on this Site or any other website on the Internet.

Ben Clark interviews Richard Goyder - 24/02/16

24 February - Ben Clark of TMS Capital interviews both Richard Goyder, CEO of Wesfarmers and Michael McCormack, CEO of APA Group. Watch the video as Ben asks insightful questions of two of Australia’s leading heads of business.

General Advice Warning:
The site may contain, or may be linked to, investment reports, options, estimates, recommendations and other information (Information). However, such information comprises general securities advice only and has not been prepared taking into account the particular investment objectives, financial situation and needs of any particular person. You should carefully assess whether such information is appropriate in light of your individual circumstances before acting on it. TMS Capital Pty Ltd strongly recommends that you seek independent advice from a qualified professional before acting on any of the information contained on this Site or any other website on the Internet.

Livewire Buy Hold Sell - 12/02/16

Buy Hold Sell: 5 stocks with a tourism tailwind

It’s no secret that exporters and companies with USD earnings have been beneficiaries of a lower AUD, and this has been well reflected in prices. After peaking at just over US$1.10 in 2011, the AUD has since fallen to 70c. A less talked-about beneficiary of the lower AUD is tourism; as the AUD falls, travel becomes cheaper for those who earn their wages in a foreign currency. The flow on effect can be seen in a variety of data sources. ABS figures show inbound tourism increased 9.7% in the year to November 2015, hotel occupancy and room rates have been steadily rising in popular overseas tourist areas, and international traffic at Sydney Airport has surged over 8% in the last year. But where should investors look to capitalise on this trend? In this episode of Buy Hold Sell, Geoff Wilson from Wilson Asset Management and Ben Clark from TMS Capital share their views on five stocks with a tourism tailwind.

General Advice Warning:

The site may contain, or may be linked to, investment reports, options, estimates, recommendations and other information (Information). However, such information comprises general securities advice only and has not been prepared taking into account the particular investment objectives, financial situation and needs of any particular person. You should carefully assess whether such information is appropriate in light of your individual circumstances before acting on it. TMS Capital Pty Ltd strongly recommends that you seek independent advice from a qualified professional before acting on any of the information contained on this Site or any other website on the Internet.

Livewire Buy Hold Sell - 08/02/16

08/02/2016 - Buy Hold Sell - The Bear Market we need to have?

Loose monetary policy from central banks has steadily projected asset prices higher since 2009. However, with the Fed starting to tighten monetary policy the cool winds of change have sent chills through equity markets. Geoff Wilson, Chairman of Wilson Asset Management, says the market needs to endure tighter monetary conditions and hopes that The Fed will continue along a tightening path. “We’re in the mature stages of a Bull Market. It’s the third longest running Bull Market since the early thirties… The Australian market topped last April, so I hope we do go into a Bear Market and that the Bear Market takes its course. If they pump more money into the system, they are just again kicking the can down the road.” In this Livewire thematic discussion Matthew Kidman asks Geoff Wilson and Ben Clark to share their approach to investing in 2016 and where they are looking for opportunities.

General Advice Warning:

The site may contain, or may be linked to, investment reports, options, estimates, recommendations and other information (Information). However, such information comprises general securities advice only and has not been prepared taking into account the particular investment objectives, financial situation and needs of any particular person. You should carefully assess whether such information is appropriate in light of your individual circumstances before acting on it. TMS Capital Pty Ltd strongly recommends that you seek independent advice from a qualified professional before acting on any of the information contained on this Site or any other website on the Internet.

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