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Livewire Buy Hold Sell - 23/02/18

The healthcare sector recorded a total gain of 24.4% in 2017, making it the single best performing sector on the ASX. Not even two months into 2018, and it is already a solid 10% ahead of the wider market. Yesterday's half-billion dollar takeover for Viralytics - at a 175% premium to the stock price - is further evidence of the opportunities on the table here for shrewd players. So this week on Buy Hold Sell we ask our panelists for their view on some emerging players in the space including Japara, Nanosonics, and Capitol Health. Join us to hear Jeremy Hook from TMS Capital host Ben Rundle from NAOS and Shane Fitzgerald from Monash, as they pass their verdict on these stocks and suggest a few of their own.

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 - Small cap investing in a volatile market

The recent 5% plunge in the ASX200 led to some great value opportunities for nimble investors. This was particularly so in small caps, which fell even further. In this exclusive video, Ben Rundle from NAOS and Shane Fitzgerald from Monash join Jeremy Hook from TMS Capital to discuss their outlook and how they are thinking about the market. Ben tells us: “I think we’ll look back in 6 months time, and see this as a buying opportunity”. The market has already turned back up since filming this interview, so perhaps this window could close quicker than anyone expected. Click below, or read the transcript, to hear three stocks they nominate as worthy of further attention, and which thematic you should avoid in a volatile market.

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 - 16/02/18

With numerous infrastructure projects now ramping up at the same time, the well-flagged East Coast infrastructure boom is very much on. By next year, the total spend is forecast to be $16 billion, double what it was last year. There will be obvious winners from this, but what about some of the lesser-known players that may provide investors with great opportunities? Join us this week as Jeremy Hook from TMS Capital hosts Ben Rundle from NAOS and Shane Fitzgerald from Monash, as they pass their verdict on Emeco, Big River, recent IPO Wagners, as well as industry leader, Boral, and a surprise entrant from the tech space.

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 - 24/01/18

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 - 16/01/18

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.

Livewire - 2018 Top picks

January 2018 - In part 2 of their “Predictions and Top Picks” series Livewire ask the expert panel to give their top stock ideas for 2018, and one thing they think the market has wrong.

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 - 2018 Predictions

January 2018 - In part 1 of their “Predictions and Top Picks” series Livewire ask a panel of industry experts, including TMS Capital’s Ben Clark, for their views on the outlook for interest rates, the Australian Dollar and the equity market.

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 - Domain IPO

Following on from last weeks TMS Insights where Jeremy and Ben discussed FXJ as a portfolio idea, please find above a livewire exclusive on the Domain IPO (DHG)

With Domain listing tomorrow, Jeremy Hook from TMS Capital asks Roger Montgomery from The Montgomery Fund and Neil Carter from IFM Investors for their take on the listing, posing 5 key questions using REA as a comparison.

Questions asked:
•Is the split a positive for Domain?
•Is it the beginning of the end for Fairfax?
•What effect do you expect the split to have on REA's share price and operating business?
•What are the key similarities and differences between REA and Domain?
•All things considered, which of the two would be your preferred investment?

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 - 11/10/17

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 - 04/07/17

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 - 27/06/17

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 - 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.

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