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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

Apple is calling AI's bluff - it's crunch time for AAPL stock

Apple's annual conference was light on killer announcements. Instead it's taking a big stand - and gamble - against AI
Tom Stelzer
Livewire Markets
Equities

Brokers think this ASX bank stock is a screaming buy and I'm inclined to agree

This bank's stocks trades on 12x forecast earnings with brokers calling for 30% plus compound three-year EPS growth rates.
Tom Richardson
Livewire Markets
Equities

Back in the saddle: Semiconductor sector turning and repricing

The semiconductor sector has gone through several phases over the past few years. Initial supply shortages gave way to a broader normalisation of demand, followed by a...
Billy Leung
Global X ETFs
Equities

Sensible changes to IPO rules will foster growth and encourage new entrants

ASIC today announced a two-year trial to streamline the IPO process.
Calissa Aldridge
ASIC
Equities

Why we're in a stock market soap opera

Fundamentals and hard data count for little in this emotionally-charged market.
Tom Stelzer
Livewire Markets
Equities

'Flawed, illogical': Wilson says opposition to tax reforms 20-fold stronger than franking credit changes

A petition against changes to tax rules is gaining around 20 times the number of signatures than an old one against franking credit reform.
Tom Richardson
Livewire Markets
Growth

Investing at the inflexion point in healthcare innovation

Deep expertise, high conviction investing, in some of the most exciting and innovative healthcare companies in the world.
SNT
Chris Conway
Livewire Markets
Equities

Magnetic field descends on rare earths stocks as shortages hit critical lows

Great timing for O’Keeffe-backed Mont Royal and its deal on a big rare earths project; Copper-gold explorer Cygnus runs ahead of assays.
+4
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 5 ASX small cap standouts

Join Datt Capital’s Emanuel Datt and Yarra Capital’s Michel Steele on the hunt for ASX small caps with huge upside potential.
NXL
+2
Buy Hold Sell
Livewire Markets
Equities

2 ideas in 200 words #6

The best gold stock in our portfolio plus a new addition in the travel space
MEK
Romano Sala Tenna
Katana Asset Management
Equities

Uranium: the bubble has burst. But what next?

Trump’s executive order to fast-track nuclear energy has resuscitated investors interest in uranium. But who is set to benefit the most?
BOE
PDN
+4
David Tuckwell
ETF Shares
Growth

9 ASX growth stocks vs their global twins: Which is the better buy?

The ASX has a rich vein of quality growth companies, but in some instances, international stocks have better prospects and valuations.
CAR
COH
HUB
+13
Vishal Teckchandani
Livewire Markets
Equities

Insurance Brokers: Good investments for the age of risk & uncertainty

Which types of companies are best positioned to navigate and even benefit from this sort of environment? Our answer: Insurance Brokers.
Steven Glass
Pella Funds Management
Equities

The ASX 200 just hit a new record high and nobody noticed

While the ASX 200 remains below its Feb peak, there's another story hiding in plain sight – and it’s one the financial media totally missed!
BHP
+8
Carl Capolingua
Livewire Markets
Equities

The ASX EOFY fire sale: CSL and 4 other stocks on a big discount

These are the ASX 200 stocks that have been going down but have Strong Buy ratings - are they a bargain or bust?
CSL
NXT
+2
Tom Stelzer
Livewire Markets
Equities

How Trump’s executive orders caused a spike in share prices for uranium companies

Why did interest in nuclear power companies and nuclear energy-related ETFs increase recently?
BOE
Hans Lee
Betashares
Growth

The newest growth stocks on the ASX

The breadth of growth opportunities on the ASX has been steadily declining, but a few under-the-radar names still stand out.
CCL
+2
Kerry Sun
Livewire Markets
Equities

The other AI stock: you know NVIDIA, but what about AMD?

NVIDIA dominates the AI headlines — but it's not the only player in town
Firetrail Investments
Firetrail Investments
Growth

4 stocks and 2 themes the pros are watching right now

We've compiled the stocks with momentum, plus the global trends set to drive the next wave of growth.
PME
+1
Anna Dadic
Livewire Markets
Equities

Valuations vs. Euphoria: Are investors still thinking clearly?

Valuations are stretched, momentum rules, and quality is being overlooked. Are investors trapped in a fishbowl of euphoria?
BHP
CSL
+2
Ray David
Blackwattle Investment Partners
Growth

Investors had a decade to buy Amazon. Is it Spotify’s turn now?

Janus Henderson’s Josh Cummings lays the case for long-term optimism and why Spotify’s business model could echo Amazon’s path to dominance.
James Marlay
Livewire Markets
Equities

UnitedHealth: A high-quality business lost in the headlines

UnitedHealth's sell-off reflects headline fear, not fundamentals. We see a rare chance to own a high-ROE compounder at a steep discount.
Xinyu Ru
Fawkes Capital Management
Equities

Where would Warren Buffett get a job today?

The drivers of economic value have shifted dramatically in the past two decades.
Anthony Doyle
Pinnacle Investment Management
Growth

10 U.S. growth stocks that lit up earnings season (and what analysts think now)

We unpack what analysts are saying about 10 U.S. stocks that have carried the S&P 500 within a whisker of its all-time high in recent weeks.
+8
Vishal Teckchandani
Livewire Markets
Equities

Nanosonics: From darling to dud and back again

Nanosonics has bounced off its lows with strong recurring revenue and fresh momentum from Coris - here’s why we think there’s more to come.
NAN
Alex Shevelev
Forager
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