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

Equities

Vroom! 3 reasons American growth can keep going

Callum Newman of Fat Tail Investment Research puts down 3 reasons American growth keeps surprising to the upside - and should continue too!
Callum Newman
Fat Tail Investment Research
Equities

Small & Micro Cap Industrials on the Move in October

Markets were weak in October with the ASX All Ordinaries Accumulation Index down 3.85%. Small and micro cap stocks underperformed large cap stocks with the S&P/ASX...
BLG
+2
Claire Aitchison
Independent Investment Research
Equities

AI and cloud computing drive data centre stocks

Pendal equities analyst Elise Mckay is bullish on data centre stocks. But some are better positioned than others. Here’s why.
NXT
Pendal Group
Pendal
Equities

Is wage inflation being underestimated? Implications for the Australian small cap market?

In recent times, the cost of living in Australia has grown faster than salaries, meaning ‘real’ wages have gone backwards. We believe this is about to reverse as the...
AX1
BAP
+8
Phillip Hudak
Maple-Brown Abbott
Equities

In an ageing and debt-heavy world, these assets should outperform

This asset class is expected to outperform in current market conditions, whilst assets in this region could do better once again.
APA
Chris Conway
Livewire Markets
Equities

Rinehart-backed Brazilian rare earths play highlights worth of ASX peers

Buxton-IGO nickel hit augurs well for neighbour Stavely, gold set for Santa rally and Sunstone exploration target points to big open pit.
+7
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 7 stocks trading at 52-week lows

In this episode, Martin Currie’s Reece Birtles and SG Hiscock's Hamish Tadgell analyse stocks trading near or at 52-week lows.
ALX
BAP
DXS
+4
Buy Hold Sell
Livewire Markets
Equities

The magnificent middle

A mere seven stocks have accounted for nearly all of the gains in global equity markets this year. Strip out the so-called “Magnificent Seven”—Alphabet (NASDAQ:...
+9
Shane Woldendorp
Shane Woldendorp
Orbis
Equities

5 pharma and biotech stocks on the move in October

It was a tough month for the Pharma & Biotech coverage universe with 73.2% of share prices for companies in the universe either flat or negative for the month of...
BIT
DXB
+2
Claire Aitchison
Independent Investment Research
Equities

In theory there is no difference between theory and practice, in practice there is

Geopolitical tensions, inflationary pressures and a long period of abnormal investing conditions suggest we should be preparing for change.
BHP
+8
Martin Conlon
Schroders
Equities

Look to these 3 sectors for the next generation of stock market leaders

Every market cycle sees a reshuffling of previous winners due to new investment cycles and disruptive technologies.
+3
Alison Savas
Alison Savas
Antipodes
Equities

Renewable energy stocks: changing winds?

Decarbonisation is one of the most important challenges of our time but it also ranks among the most difficult themes in which to invest
Anthony Doyle
Anthony Doyle
Firetrail Investments
Equities

Shop now: ‘Green Banana’ stocks

Callum Newman at Australian Small Cap Investigator shows a "hidden" opportunity to ride a booming Western Australia.
Callum Newman
Fat Tail Investment Research
Equities

The Fed might be done, what's next for equities?

Bulls and bears both rely on history for their equities outlook. What gives? An investigation into the fine print of historical precedents.
Rudi Filapek-Vandyck
FNArena
Equities

20 stocks primed for the ASX small cap resurgence

They've been pushed to the back burner for many, which is precisely why now is the time to consider small-caps, say these portfolio managers
+17
Glenn Freeman
Livewire Markets
Equities

How social media frenzies could present opportunities in stocks

Don't tune out of the Twitter and Reddit chatter just yet.
RMD
+1
Steve Johnson
Forager
Equities

The real (stock) winners of The Melbourne Cup

Think it's just about who wins the race? Big business is the real winner here - and you might hold some of these companies.
+18
Sara Allen
Livewire Markets
Equities

The undervalued pillars driving the growth of this ASX mid cap

Most investors think of Metcash (ASX: MTS) as a food wholesaler to the IGA supermarket chain, but it’s a lot more than that. Metcash has ‘three pillars’ to its...
MTS
Hugh Giddy
IML
Equities

Why you should be scrutinising capital-intensive stocks

Equities investors have focused on operating cost inflation in recent years. Now it’s time to think more about capital expenditure
TCL
Pendal Group
Pendal
Buy Hold Sell

How to find value on the ASX

Martin Currie’s Reece Birtles and SG Hiscock's Hamish Tadgell share where they are finding value on the ASX right now - and a stock idea
CHC
CNU
+1
Buy Hold Sell
Livewire Markets
Equities

Alpha opportunities in Aussie small caps

The performance of Australian small caps has lagged behind the ASX100 over the last decade leaving many investors questioning whether an allocation to Australian small...
Dr David Walsh
RQI Investors
Equities

An undervalued small cap growth story

Environmental Group (EGL) is exposed to several secular growth markets and is run by a management team that has done it before.
Harley Grosser
HD Capital Partners
Equities

The real reason Macquarie Group is starting a $2 billion buyback despite a 40% profit fall

Tougher conditions for equity markets and especially deal making cause a rare downturn for Macquarie.
MQG
Hans Lee
Livewire Markets
Equities

Where Wilson Asset Management sees value in the current market

And Geoff Wilson’s advice from more than 40 years of investing.
CSL
DXS
GMG
+5
Sara Allen
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 stocks backed by fund managers

Martin Currie’s Reece Birtles and SG Hiscock & Company’s Hamish Tadgell star in this Melbourne-based special of Buy Hold Sell.
BXB
+4
Buy Hold Sell
Livewire Markets
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