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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

Sharp cost control underpins Transurban's solid 1H24 result

Management has proven adept at keeping a handle on costs and the benefits are flowing through quicker than expected.
TCL
Glenn Freeman
Livewire Markets
Equities

Could the Magnificent Seven actually be undervalued?

Two investors share whether they believe this AI narrative will ever see a stumbling block.
PME
+8
Hans Lee
Livewire Markets
Equities

2024: The year of the small-cap?

After two years of underperformance, small company returns are starting to inflect
Matthew Fist
Firetrail Investments
Equities

Fundie vs AI: The best ASX growth stocks for the next 12 months

We've seen the income stocks, now we're looking at growth stocks in this edition of "Fundie vs AI: Who is the better stock picker?"
360
+6
Chris Conway
Livewire Markets
Equities

AGL Energy shares soar on bumper earnings and dividends, tightens guidance

AGL's first-half FY24 result topped analyst expectations and tightened full-year expectations towards the upper end of previous guidance.
AGL
Kerry Sun
Livewire Markets
Equities

Reporting season preview: Key questions, things to watch and our top picks

Heightened multiples indicate heightened expectations
AMC
+14
Rob Crookston
Rob Crookston
Wilsons Advisory
Equities

The power of niche companies (showcasing 2 ASX small-cap success stories)

Leveraging expertise for expansive growth
AD8
PWH
Jason Pohl
ECP Asset Management
Equities

Picking single stocks is (almost certainly) not the answer

Many portfolios are missing valuable ETF options, and the easy access they give you to the best capital markets in the world - the US.
Sebastian Ferrando
Koda Capital
Equities

How high can the US stock market go? Which index measures its performance best?

Which is the best stock index to use to monitor the performance of the US stock market? What do the charts say about how high stocks can go?
+5
Carl Capolingua
Livewire Markets
Equities

The impact of tech’s ‘Magnificent Seven’

In January, Microsoft joined Apple in achieving a $3 trillion valuation.
WGB
+10
Catriona Burns
Wilson Asset Management
Equities

How these ASX investors are positioned (including 17 stocks on their watchlists)

Katana Asset Management and Wilson Asset Management share the indicators and companies on their radars.
360
BLD
BRG
+18
Glenn Freeman
Livewire Markets
Equities

Fundie vs AI: Who is the better stock picker? (and 10 ASX stock ideas for your trouble)

AI is getting better, faster, & stronger. Will it ever be able to pick stocks like a human? We take a step towards answering that question.
ALD
DXS
+6
Chris Conway
Livewire Markets
Equities

The next AI winners and other companies investors have been buying this year

Livewire has teamed up with Stake to bring you insights into the activity of Australian investors.
BHP
+28
Sara Allen
Livewire Markets
Views from the Top

Bob Desmond's hunt for 20% value gaps and two stocks that make the grade

The Claremont Global head also peels back the curtain on the "toughest discipline in funds management" and how he tackles it
James Marlay
Livewire Markets
Equities

What the Goldilocks Economy means for February reporting season

As we head full force into the February reporting season, the phrase investors are hearing is the “Goldilocks Economy”.
WLE
Anna Milne
Wilson Asset Management
Rapid Fire

The case for keeping it simple (and how it helped this fundie return 30.8% in 2023)

In this Rapid Fire Q&A, Aoris Investment Management's Stephen Arnold outlines the strategy, and some of the stocks, that helped him do it.
+2
Ally Selby
Livewire Markets
Buy Hold Sell

6 stocks for a full portfolio reset in 2024

2023 was a surprisingly positive year. So, is now a good time for a full portfolio reset? Find out in the latest episode of Buy Hold Sell.
CSL
JBH
+4
Buy Hold Sell
Livewire Markets
Reporting Season

Which companies do you think will beat or miss expectations?

Share your expectations, and we'll unveil exclusive findings and analyses based on your collective wisdom.
James Marlay
Livewire Markets
The Rules of Investing

How Hyperion unearths rare but exceptional growth companies (plus two that pass their filters)

Hyperion’s Jason Orthman talks about their high conviction approach to finding rare but exceptional growth companies
+2
The Rules of Investing
Livewire Markets
Equities

Domino’s has fallen nearly 50% in 12 months. Is it good value?

Domino's trades like a growth company, but as I explain, it's anything but...
Greg Canavan
Fat Tail Investment Research
Equities

Potentially life-changing greenfields exploration still drawing investors hungry for the next big one

Legacy among those offering leveraged exploration at Resources Rising Stars conference. Plus, uranium explorer 92 Energy and Nordic Nickel.
92E
BOE
CHN
+7
Barry FitzGerald
Independent Journalist
Equities

Global equities are delivering for income investors

Plato Investment Management's latest global income report highlights key trends in global developed market dividends.
BHP
FMG
+7
Dan Pennell
Plato Investment Management
Buy Hold Sell

Buy Hold Sell: 5 of your most-tipped stocks for 2024 (and 2 that should have made the list)

In this episode, T. Rowe Price's Randal Jenneke and Tribeca's Jun Bei Liu analyse a selection of reader favourites.
BHP
CSL
+4
Buy Hold Sell
Livewire Markets
Equities

Sandfire, 29 Metals, Aeris Resources, brokers say only one is their “go to” name in ASX Copper

Brokers have reviewed the December quarterly reports of ASX's key copper stocks, and one in particular has caught their attention.
29M
BHP
+2
Carl Capolingua
Livewire Markets
Equities

Biotech stocks gain momentum

After three years of underperformance, the biotech sector is showing signs of a recovery that investors may not want to overlook.
Andy Acker
Janus Henderson
2726-2750 of 8780
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