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Equities

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

Reporting Season

Double-digit returns collide with drug trial setback for CSL

CSL has delivered bumper returns once again in its half-year report but suffered a major setback this week.
CSL
Sara Allen
Livewire Markets
Equities

The stunning revival of nuclear energy

Walking the fine line between environmental preservation and deprivation has seen resurging interest in nuclear energy.
BOE
PDN
WND
+1
David Haddad
Eiger Capital
Reporting Season

Net profits "substantially down" at the Millionaires' Factory

Macquarie has released its latest operational update, warning investors that economic conditions continue to weigh on its bottom line.
MQG
Ally Selby
Livewire Markets
Success and More Interesting Stuff

Kerr Neilson: This opportunity will drive the next decade of growth

Plus, the now retired Platinum Asset Management co-founder shares why AI is the most exciting game in town.
Matthew Kidman
Centennial Asset Management
Equities

The value investor’s guide to AI (and 6 stocks to watch)

There may be valuation concerns around The Magnificent Seven, but there’s no reason value investors can’t still get exposure to the AI-boom.
GMG
PME
+6
Sara Allen
Livewire Markets
Equities

Small cap healthcare stocks looking good for 2024

The IML small and mid cap team are excited about the prospects for healthcare in 2024. In our latest video, Simon Conn and I explain why we think the valuations and...
Marc Whittaker
IML
Equities

Latest data on China lithium: Demand increasing, supply falling

A research report on lithium demand-supply dynamics in China suggests modest improvement, but also it's still too early to call a bottom.
CXO
IGO
+5
Carl Capolingua
Livewire Markets
Equities

CSL tumbles as key heart attack drug fails trial, why the market is so disappointed

Just because CSL hadn’t factored in financial benefit from CSL112, it doesn’t mean the market hadn’t.
CSL
Carl Capolingua
Livewire Markets
Equities

Losing my religion

Peter Drucker’s axiom “Culture eats strategy for breakfast” continues to apply, across industries. For investors, if culture is the sophisticated word for execution,...
BHP
BLD
+7
Schroders Australia
Schroders
Equities

10 reasons why 2024 could be a good year for global equity investors

What does 2024 hold for global equity investors?
Tim Richardson
Tim Richardson
Pengana Capital Group.
Equities

Could this be the next Ozempic?

While anti-obesity drugs have pushed some pharma stocks to record highs, David Allen says another big drug development could be imminent.
Dr David Allen
Plato Investment Management
Equities

Which is Goldman's pick of the health insurers: nib Holdings or Medibank?

A wrap-up of Australia’s two largest private health insurers ahead of their 1H2024 results, and Goldman Sachs' preferred pick
NHF
Glenn Freeman
Livewire Markets
Reporting Season

4 useful resources to give you an edge in reporting season

The key dates and information you need to be aware of during the February ASX reporting season
Chris Conway
Livewire Markets
Views from the Top

Rudi: The biggest mistake investors could make in 2024

Plus, Rudi Filapek-Vandyck shares the stocks he's watching this reporting season and over the year ahead.
AUB
BAP
COH
+15
Ally Selby
Livewire Markets
Equities

How to choose an international fund manager

Building on our wire last year, I’ll run through the process of designing the Global Equities portfolio at Seneca Financial Solutions.
Luke Laretive
Seneca Financial Solutions
Rapid Fire

Rudi: The best and worst of the February reporting season

In this Rapid Fire interview, FNArena's Rudi Filapek-Vandyck shares the stocks to watch over the month ahead.
BAP
CSL
GMG
+2
Ally Selby
Livewire Markets
Reporting Season

FNArena reporting season monitor: February 2024 – Week One (21 stocks covered)

Read on to find the ratings, consensus price targets, and FNArena insights on each stock covered.
AGL
AMC
+18
Rudi Filapek-Vandyck
FNArena
Equities

5 exciting areas of investment opportunity in 2024

It’s a new year. The Australian Open has been played & won. It’s time to refocus on the road ahead- 5 key opportunities we see for 2024
Andrew Macken
Montaka Global Investments
Equities

“Mr Positive” strikes back: GQG and TUA soar

Get amongst the small cap fun! If not now, when?
GQG
TUA
Callum Newman
Fat Tail Investment Research
Equities

Goyder hits back the way he knows best as DevEx unveils bumper uranium hits

The fearless explorer’s dive into the NT’s Alligator River is paying dividends. Plus, Alliance shakes off nickel blues with Samsung deal.
CHN
+1
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: Your 5 top small and mid-cap stocks for 2024 (and 2 big fundie buys)

In this episode, T. Rowe Price's Randal Jenneke and Tribeca's Jun Bei Liu analyse your favourite small and mid-cap stocks for the year.
BOE
+4
Buy Hold Sell
Livewire Markets
Equities

Has the worst-case scenario for stock markets been averted?

In the latest episode on the Antipodes podcast, I was joined by our Chief Investment Officer, Jacob Mitchell. We discuss the key macro and market developments in the...
Alison Savas
Alison Savas
Antipodes
Equities

Major broker warns lithium prices could fall another 33% in “bear case” scenario

According to a major broker’s commodity research team, there could be more pain to come for investors in ASX lithium stocks.
IGO
PLS
Carl Capolingua
Livewire Markets
Equities

ASX earnings season vs tech sector majors REA, CAR, Wisetech & Altium, key numbers & charts

The key items brokers are looking out for in upcoming H1 FY24 results for major ASX tech stocks, as well as today’s numbers from REA Group.
CAR
REA
+1
Carl Capolingua
Livewire Markets
Equities

Why the small cap rally could continue and our top three stocks for 2024

Despite the negativity that pervaded most of last year, the small cap market ultimately managed to deliver solid returns in 2023. A rally late in the year saw the ASX...
Lucas Goode
IML
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