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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.

Outlook Series

How your top-tipped ASX large-caps of 2023 fared

Find out how Livewire readers' most widely selected stocks performed in the year to 30 November 2023
AKE
BHP
+8
Glenn Freeman
Livewire Markets
Equities

3 ASX stocks for the next phase of the earnings cycle (and beyond)

Current challenges faced by the consumer market and the macroeconomic trends affecting the market.
ALD
CSL
+2
Touchstone Asset Management
Touchstone Asset Management
Equities

Why this ASX medtech stock is dominating the competition

How ResMed is steadily becoming a more dominant player in the global OSA duopoly
RMD
Jacob Celermajer
Cordis Asset Management
Equities

Where will most returns likely come from going forward?

Income is always a component of total return, whereas capital growth is not.
Chad Padowitz
Talaria Asset Management
Equities

“Still more downside” in lithium, UBS downgrades Pilbara Minerals

According to UBS, lower lithium minerals prices will likely result in a potential halving in ASX lithium company profits in FY2025.
CXO
IGO
LTR
+2
Carl Capolingua
Livewire Markets
Equities

Why ASX earnings downgrades are the new normal

The local market remains in a downgrade cycle.
AMP
ANN
BHP
+22
Rob Crookston
Rob Crookston
Wilsons Advisory
Equities

Are Healthcare stocks positioned for a smoother ride in 2024?

Healthcare is entering the new year with compressed valuations just as innovation picks up and a post-COVID reset winds down
Andy Acker
Janus Henderson
Equities

Long live fundamentals and stock picking: The sectors set to outperform in 2024

Your sector by sector guide to Australian equities in the year ahead.
BHP
+12
BRAD POTTER
BRAD POTTER
Tyndall AM
Rapid Fire

Why this investor would not make one change to his portfolio even if a recession was certain

High conviction, concentrated global equity funds have generally performed well over the past 12 months amid tougher macro conditions
Chris Conway
Livewire Markets
Buy Hold Sell

Has this latest inflation print greenlit an ASX Santa Rally?

In this episode, IML's Simon Conn and Firetrail's Eleanor Swanson turn their attention to the short and long-term small-cap outlook.
360
CSR
+7
Buy Hold Sell
Livewire Markets
Equities

Santa Claus Rally is getting cancelled

Data suggests the much-vaunted Santa Claus is becoming less profitable and less reliable for Australian investors.
Carl Capolingua
Livewire Markets
Equities

The weight loss drug shaping-up as a gamechanger

The world is awash with news that a drug designed to treat type 2 diabetes has also been approved to help achieve weight loss. Glucagon-like peptide 1 — or GLP-1 — is...
Nikki Thomas
Nikki Thomas
Magellan Investment Partners
Equities

Lynas chief assures hurting rare earths faithful of a strong future

Lacaze’s bullishness is good news for ionic clay rare earths explorers, including newcomer Equinox, which has a land big position in Brazil.
+2
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 5 stocks for your naughty list in 2024

In this episode, Simon Conn from IML and Eleanor Swanson from Firetrail run the ruler over the 'naughtiest' stocks from 2023.
AMP
CXO
+2
Buy Hold Sell
Livewire Markets
Equities

Temple & Webster’s share price soars following its AGM update

As we monitor the behavior of the Australian consumer, it's crucial to acknowledge that consumption constitutes approximately 50 per cent of Australia's GDP,...
Roger Montgomery
Montgomery Investment Management
Equities

Insider Trades: Directors bought and sold shares in these 16 ASX companies last week

Directors from Technology One and cloud services provider DUG Technology sold more than $1 million worth of shares in the past week.
TNE
Kerry Sun
Livewire Markets
Equities

The difference between speculating and investing

Most people would feel that they understand the difference between “speculating” and “investing”, but it’s amazing how often we hear the words used interchangeably....
AVZ
BXB
Michael O'Neill
IML
Equities

Lithium prices are spiraling lower. So which companies have the lowest production costs?

Which ASX-listed lithium miner is best positioned to weather the industry's second downturn thanks to low production costs?
AKE
CXO
IGO
+3
Kerry Sun
Livewire Markets
Equities

A definitive guide to ASX uranium stocks: The top 5

This mini-series provides investors with a comprehensive overview of ASX-Listed uranium companies. In this first part, the Top 5.
BHP
BOE
DYL
+2
Carl Capolingua
Livewire Markets
Equities

Where will the S&P 500 finish 2024? Some analysts are miles apart

The divergence between the most bullish and most bearish sell-side analysts is wide - but not as wide as last year.
Hans Lee
Livewire Markets
Rapid Fire

Why Ex-20 stocks outperform and the outlook for lithium

Rapid Fire interview with Tim Carleton, Chief Investment Officer of Auscap Asset Management
JBH
James Marlay
Livewire Markets
Equities

Geopolitical shocks keep markets on edge

Wars, embargoes, rates roil markets
+4
Alex Pollak
Loftus Peak
Equities

Why I believe REA Group is one of Australia’s highest quality businesses

Its flagship product attracts more than 3 times the traffic of its nearest competitor.
REA
Roger Montgomery
Montgomery Investment Management
Equities

23 ASX 200 stocks trade at single-digit P/Es. But only 6 are projected to grow earnings

Since the last update, the list of single-digit P/E stocks has shrunk from 26 to 23.
BPT
ELD
+9
Hans Lee
Livewire Markets
Expert Insights

Why microcaps could be the biggest opportunity in markets today

Inefficiencies in microcaps could be a key advantage for investors in today's markets, according to Yarra Capital Management's Joel Fleming
PLS
PME
Sara Allen
Livewire Markets
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