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Listed stock commentary covering small-caps to big-caps, growth to income, domestic to global, and momentum to deep value.

Latest: Equities

Equities

Oracle: why a 40% surge is just the beginning

Despite its 40% daily surge, the company still looks cheap based on simple valuation metrics.
William Taylor
ETF Shares
Equities

Growth - the defining factor this reporting season

Building scale, technology, or distribution to generate earnings power. That is where the real shareholder value lies.
COL
CSL
+4
Paul Taylor
Fidelity International
Equities

ASX reporting season: Margins, misses, and market opportunities

First Sentier Investors' David Wilson and Christian Guerra unpack August’s reporting season — the most volatile on record.
BXB
COL
CSL
+14
First Sentier Investors
First Sentier Investors
The Rules of Investing

Anna Milne: 4 steady performers, 2 fallen angels and the 'must-own' commodity right now

Wilson Asset Management's Anna Milne reveals how the firm is navigating the big moves shaking through the top 200 stocks on the ASX.
BHP
CAR
CGF
+12
The Rules of Investing
Livewire Markets
Equities

SA’s Gawler gold region lighting up with production plans and exploration results aplenty

Trailblazer Barton is targeting 2026 production while juniors including Indiana, Auravelle and Marmota churn out bumper drilling results.
+1
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 5 ASX innovators with massive potential

Innovation can pay off handsomely - or burn. On this episode, two pros share how to spot tomorrow’s leaders & the disruptors they’re backing
ERD
+2
Buy Hold Sell
Livewire Markets
Equities

'Very bullish AI': L1 Capital International's Steinthal confident but warns of bond market risks

The CIO is watching longer-dated bond yields for signs the market is worried about inflation that could cause an equity sell-off.
Tom Richardson
Livewire Markets
Equities

Is Palantir more magnificent than the Mag 7?

Palantir has been one of the hottest stocks in global markets. Yet, many still can’t grasp what it does let alone agree on what it's worth.
Andrew Legget
Livewire Markets
Equities

Is this the best value gold miner on the ASX?

A nugget in the rough: overlooked, underpriced, and quietly delivering.
David Mari
RMBlack Wealth Management
Equities

Fully franked dividends vs US Exceptionalism

Are the most-exceptional returns actually sitting on the ASX?
Alastair MacLeod
Elston Asset Management
Equities

Are ANZ’s shares due for a re-rate?

The big four banks are taking turns leading the pack, with CBA, NAB and Westpac trading places at the front. Could ANZ be the next to surge?
Vishal Teckchandani
Livewire Markets
Equities

Small and mid-caps shine. Here are Macquarie’s top picks

Domestic cyclicals surged in FY25, but FY26 downgrades loom. Macquarie names its top emerging leaders poised to deliver through the cycle.
AUB
BRG
+13
Stephanie Gardner
Livewire Markets
Equities

High valuations are the cost to play in equity markets

There are risks, but highlighting “risks” versus “when risk matter” are two different things.
Jun Bei Liu
Ten Cap
Equities

Finding opportunity in Australia’s mixed results

Buy Now and Earn Later The August 2025 reporting season delivered a striking paradox that defines today’s Australian equity market. Despite a mixed reporting season,...
360
ANN
BHP
+14
Elfreda Jonker
Alphinity Investment Management
Equities

4 stocks we favour as large caps shrink and small caps shine

Cost cutting has worked in the post-Covid era but to drive growth companies must reinvest and innovate.
+3
Chris Prunty
QVG Capital
Equities

How a quality tilt helped soften a tough ASX reporting season

AQLT’s quality-driven approach uncovered companies delivering standout results during the August 2025 reporting season.
+1
Tom Wickenden
Betashares
Livewire Live

10 years from now, these are the companies everyone will wish they owned

The 6 stalwarts and surprise innovators tipped by the experts at Livewire Live 2025.
+2
Sara Allen
Livewire Markets
Livewire Live

The 5 "high conviction" ASX stocks two expert investors are backing for the long term

With ASX large caps looking expensive by most investing measures, is value investing dead? “No”, say these two expert investors.
ANN
+5
Carl Capolingua
Livewire Markets
Equities

It’s just a flesh wound

Increasingly volatile share prices fuel both the greed of speculators and the caution of those observing stretched fundamentals.
360
AGL
+14
Martin Conlon
Schroders
Equities

REA Group alternative? The online property powerhouse with ample room to grow

Hemnet commands a market position arguably stronger than REA Group in Australia or Rightmove in the UK.
REA
Dan Peters
Spheria Asset Management
Equities

Brokers’ top stock picks for September

With a clearer view of FY25 results and economic trends, Bell Potter and Macquarie outline their top sell calls and fresh small-cap buys.
BGA
+1
Vishal Teckchandani
Livewire Markets
Equities

Is the growth in ASX defence stocks now too explosive?

Defence companies on the ASX have been flying. So much so, even their international peers can’t keep up. Have they run too far?
3DA
AL3
+12
Andrew Legget
Livewire Markets
Equities

Kiss your rate cuts goodbye? Why the RBA may not cut rates again this cycle

Mortgagees and investors have pegged more RBA rate cuts this cycle, but economic data and market pricing is starting to suggest otherwise...
BHP
+9
Carl Capolingua
Livewire Markets
Reporting Season

FNArena reporting season monitor: August 2025 - Week 5 (378 stocks covered)

Read on to find the ratings, consensus price targets, and FNArena insights on each stock covered.
Rudi Filapek-Vandyck
FNArena
Equities

ASX uranium stocks BOE and PDN are struggling, but uranium’s tailwinds are growing

Beginning of a recovery or false dawn? Uranium prices are on the mend and so are the share prices of ASX uranium stocks – but can it last?
AEE
+7
Carl Capolingua
Livewire Markets
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