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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

It’s too hard to genuinely grow a portfolio of only Aussie shares

There are some Aussie shares that have grown, of course, but a typical Aussie portfolio struggles to grow over time. There's an easier way.
Sebastian Ferrando
Koda Capital
Equities

2 shock signs the stock market is in a bubble (that aren't AI)

There are worries over an overheated US equities market and these stats suggest those worries may be justified. So what should you do next?
Tom Stelzer
Livewire Markets
Equities

L1 Capital sees catalysts in these 4 companies

In a wide-ranging discussion, L1 Capital provided an update on four current positions that it continues to see opportunity in.
QAN
+1
Andrew Legget
Livewire Markets
Equities

6 resilient ASX stocks for if (when) the market turns bad

Markets wobble, nerves twitch. But resilience isn't about retreating, it's about owning companies built to endure and adapt.
EOL
+3
Chris Conway
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 3 ASX stocks built to handle tough conditions

When markets turn soggy, only the sure-footed survive. We're on the hunt for the wet-track wonders, built to thrive in tough conditions.
ANN
RMD
+2
Buy Hold Sell
Livewire Markets
Equities

Looking for growth on the ASX 20? Look elsewhere

The ASX 20 is intriguing, it represents 60%+ of the ASX 200 but comprises businesses that simply aren’t growing and some appear to be broken
Dion Hershan
Yarra Capital Management
Equities

Québec critical minerals projects set to be next on investors' shopping list

Mont Royal's big Ashram rare earths project, PMET Resources' lithium and Cygnus' copper-gold play are among those set to get the attention.
+3
Barry FitzGerald
Independent Journalist
Equities

Why Chris Judd thinks investors are looking for bubbles in the wrong place

Chris Judd on how macro themes, liquidity, and leadership shape his investing at the Cerruty Macro Fund.
IKE
MLG
VYS
Chris Conway
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 ASX stayers built to go the distance

Spring racing is here and we’re backing market “stayers” — enduring performers built to last. Which quality compounders make the grade?
CAR
CSL
+2
Buy Hold Sell
Livewire Markets
Equities

2 ASX companies that pass the snap test

What separates great companies from average ones? They matter. Here are two companies that do just that in its markets.
COH
EOL
+3
Andrew Legget
Livewire Markets
Equities

6 big questions and one clear message for investors - stay long

Will AI save us from a bear market? Where are we in the cycle? Are there lessons in history? Answers to those questions and a few more...
Michael Carmody
Centennial Asset Management
Equities

Australia’s mini-Berkshire delivers long-term value for shareholders

The attractiveness of the SOL investment has only increased by the recent merger with Brickworks.
Airlie Funds Management
Airlie Funds Management
Equities

The ASX stock looking to triple its footprint

The Mexican fast-food chain GYG has big ambitions and we've upweighted our position as a result.
Will Granger
Airlie Funds Management
Equities

Three years after the storm, LSN’s message is clear: Small caps still have legs

After surviving 2022’s market crash, LSN Capital’s small-cap fund is thriving - and still finding value others overlook.
Chris Conway
Livewire Markets
Equities

“The world has gone mad”: Marcus Padley goes 100% cash

The S&P 500 is on fire, Big Tech is about to report... and Marcus has left the building. “The stock market has become a dangerous place.”
Vishal Teckchandani
Livewire Markets
Equities

The need for unconventional oil

We review the role of the US shale industry in the energy transition, and identify one Australian company playing a crucial role.
SDV
James Nguyen
Tyndall AM
Equities

Three Australian small caps growing market share

In the wake of the recent Australian reporting season, three Australian small-cap stocks across three very different sectors stand out for the strong long-term growth...
CCL
MXI
Marc Whittaker
IML
Equities

Stocks enter the 'nervous nineties'

Cricket lovers know it as the nervous nineties. It’s the point where a batsman approaches a century, and the stakes suddenly seem a lot higher. Getting from 90 to 100...
Tom Stevenson
Fidelity International
Equities

Morgans' preferred ASX sectors

Investors need to be disciplined with stock selection. Here are the sectors that we are looking for opportunities.
Andrew Tang
Morgans Financial
Equities

The M&A catalyst driving sustained re-rates for 3 ASX small caps

Smart bolt-on deals are driving quick re-rates. Here's what JIN, NWH and CCL have in common and why it matters.
CCL
NWH
+1
Kerry Sun
Livewire Markets
The Rules of Investing

Magellan's value picks as sentiment soars

Head of Global Equities Arvid Streimann on staying disciplined when optimism peaks and defensives get ignored.
The Rules of Investing
Livewire Markets
Equities

AI versus the dotcom bubble: 8 reasons the AI wave is different

After investing through multiple technology cycles, we believe AI’s unique dynamics distinguish it from the dotcom era.
+2
Alison Porter
Janus Henderson
Equities

Chalice back in the game as roaring palladium price hitches a hybrid vehicle ride

Plus, Genesis outperforms booming gold sector as market eyes rapid growth and FireFly puts a target on its back with bonanza copper hit.
BHP
CHN
+1
Barry FitzGerald
Independent Journalist
Equities

The 14 stocks Bell Potter is backing amid a small cap resurgence

New research from Bell Potter points to a strong resurgence in small caps. So, which stocks are its favourites?
AMA
BGA
CCL
+11
Andrew Legget
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 4 overlooked ASX small cap winners and 3 that are overcooked

Luke Laretive and Matt Griffin unpack three small-cap wallflowers, reveal an early-bird find, and name one stock to steer clear of.
CDA
DRO
ERD
+4
Buy Hold Sell
Livewire Markets
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