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Equities

Bad news ASX lithium bulls, this broker sees “surplus for several years”

Macquarie sees potential for further weakness in lithium prices, triggering downgrades and slashed price targets for ASX lithium stocks.
AKE
CXO
+8
Carl Capolingua
Livewire Markets
The Rules of Investing

The lead indicator for Dion Hershan's best trades (and two high quality stocks for the "slow grind" ahead)

The secret to constructing portfolios with a strong stomach is to be "brutally self-aware", says Yarra Capital Management's Dion Hershan.
RMD
WOR
The Rules of Investing
Livewire Markets
Equities

Tight supply fuels copper’s strong finish to ’23 and points to more gains ahead

As the red metal knocks on the door of US$4/lb, smaller copper stocks such as FireFly and Rex look set to enjoy highly valuation metrics.
BHP
+1
Barry FitzGerald
Independent Journalist
The Pitch

Why short-term investors are missing out on this exciting long-term theme

In this episode of The Pitch, TMS Capital's Ben Clark discusses what private market investors do differently, and what to learn from them.
APA
TCL
Ally Selby
Livewire Markets
Outlook Series

Ouch! 12 painful calls from 2023

Just like us punters, the professionals sometimes pick a poor performing stock or make the wrong macro call.
BGA
RIO
+5
Buy Hold Sell
Livewire Markets
Equities

Broker says Sigma “valuation stretched” post Chemist Warehouse takeover

Macquarie has reviewed the Sigma-CWG merger against the recent jump in Sigma Healthcare shares, forming a dim view of the stock's valuation.
Carl Capolingua
Livewire Markets
Equities

Traders vs titans – the $2.8 billion lithium bet

It’s a good old-fashioned showdown in the lithium sector currently, with mining magnates in one corner and traders in the other
CXO
LTR
+4
Mark Gardner
MPC Markets
Equities

Small caps: A smashing 2024 coming

We're just getting started here...
Callum Newman
Fat Tail Investment Research
Equities

Pipelines to prosperity: the dependability of infrastructure investment

In this episode of Magellan In The Know, we revisit highlights of two of the most impressive and important of our infrastructure investments: American Water Works, the...
Magellan Investment Partners
Magellan Investment Partners
Equities

The pendulum of opportunity: 4 small caps poised to deliver in 2024 and beyond

We introduce 'The Pendulum of Investor Psychology' and detail four Australian small caps with much to look forward to in 2024.
+1
Adrian Ezquerro
Elvest Co
Equities

The race that stops a nation and 9 other surprises for 2024

As 2023 draws to a close we contemplate the year ahead from a left-field perspective.
+4
Tony Sutton
Sintra Capital
Equities

Headwinds that have faced listed real estate for the past two years

In this article we discuss the headwinds that have faced listed real estate for the past two years.
Stephen Bennie
Castle Point Funds
Equities

MMA Offshore: Positive industry tailwinds set to continue

We discuss one of the fund's holdings, a company operating in the oil and gas and offshore wind sectors trading on cheap valuation metrics.
MRM
Robert Gregory
Glenmore Asset Management
Equities

Our key themes and positions for 2024

The macro environment has been key for Australian equities over the past 11 months, and 2024 should be no different.
AKE
AMC
+17
Rob Crookston
Rob Crookston
Wilsons Advisory
Equities

These 10 ASX stocks rank highest on the MarketMeter research tables

MarketMeter collects data across 28 categories, participants highlight their top 5. These 10 stocks rank highest across those categories.
BHP
CAR
+11
Chris Conway
Livewire Markets
Equities

"The Power of Team” the journey of only the 8th CEO of Wesfarmers in over 100 years - Robert Scott

For our last episode for 2023 our very special guest is Mr Robert Scott, the MD and CEO of one of Australia’s most well known and highly respected companies, the...
WES
Euroz Hartleys Ltd
Euroz Hartleys Ltd
Fund in Focus
Sponsored

3 factors (and 6 stocks) driving the outperformance of L1's newest listed fund

In this Fund in Focus, L1 Capital International's David Steinthal takes investors through the firm's newest ETMF.
+5
Ally Selby
Livewire Markets
Equities

Rocket fuel for small caps – three takeovers announced

If you aren’t already aware, I am optimistic about the prospect for small caps in 2024. Provided we have a combination of positive economic growth (even a short...
ABC
Roger Montgomery
Montgomery Investment Management
Equities

The ASX lithium stocks this broker thinks should be on your Christmas shopping list

2023 was a tough year for investors in ASX lithium stocks, but don't fret lithium bulls, this broker is suggesting some Christmas cheer!
AKE
CXO
+7
Carl Capolingua
Livewire Markets
The Pitch

10 stocks for the next 10 years

In this episode of The Pitch, TMS Capital's Ben Clark names 10 stocks investors could hold and forget about for the next decade.
BKW
CSL
+7
Ally Selby
Livewire Markets
Equities

Bell Potter's top stock picks for 2024

Bell Potter's top analysts share their best ASX ideas for 2024 and beyond.
360
A4N
+41
Bell Potter
Stockbroker
Views from the Top

Matthew Kidman's top ideas for a small-cap recovery in 2024

In this Views from the Top interview, Matthew shares why he believes rates will be lower in a year's time.
ADH
BAP
+10
Ally Selby
Livewire Markets
Buy Hold Sell

The dogs and darlings of the ASX in 2023 (and what to back in 2024)

In this episode, First Sentier's David Wilson and Atlas Funds' Hugh Dive analyse their best and worst-performing stocks from 2023.
AMC
BLD
+12
Buy Hold Sell
Livewire Markets
The Pitch

The signs that could suggest market recovery

And the sectors to watch across 2024, according to Hubert Aarts, Deputy CIO for Impax Asset Management.
Chris Conway
Livewire Markets
The Rules of Investing

Ben Griffiths' small-cap playbook as animal spirits awaken

Markets have U-turned and a market-wide shift to risk-on sentiment is on, says Ben Griffiths of Eley Griffiths Group.
AD8
+16
The Rules of Investing
Livewire Markets
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