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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

EVs poised to send graphite price into overdrive amid big supply deficit

Outlook is good news for Kingsland and its big NT graphite find; Rio sure to be looking at strong DFS numbers on CZR’s iron ore project.
BHP
+2
Barry FitzGerald
Independent Journalist
Reporting Season

Why Telstra isn't selling InfraCo (and its growth plans for the future)

Livewire sat down with CFO and Group Executive Michael Ackland for an inside look at the decision and the company's latest result.
TLS
Ally Selby
Livewire Markets
Equities

BOQ shares near 3-year low: Is it a falling knife or a value opportunity?

Does Bank of Queensland present any value now that its shares have dived to levels not seen since October 2020?
Kerry Sun
Livewire Markets
Equities

The 8 traits of a retiree investor

Some investors don't care about the share price
Marcus Padley
Marcus Today
Equities

6 ASX small & micro cap industrials on the move

Stock markets globally retreated in September as news of inflation and economic figures continued to disappoint. Small and micro cap companies underperformed their...
ELS
FBR
+3
Claire Aitchison
Independent Investment Research
Equities

Two quality European multinational companies trading at attractive valuations

I provide some insights from a recent tour of Europe and from companies on the ground.
Garry Laurence
Profeta Investments
Equities

8 ASX miners Morgan Stanley is overweight

The materials sector has been challenged but opportunities remain according to Morgan Stanley.
29M
AWC
+5
Chris Conway
Livewire Markets
Equities

CEO Interview: The French-listed multinational building a more energy efficient future

Antipodes Investment Director, Alison Savas, speaks with the CEO of Saint-Gobain, a French-listed building materials manufacturing giant.
Antipodes Partners
Antipodes
Equities

How to take advantage of the biggest opportunity in decades

The shift to net zero over the next 40 years seems like a mighty long time. But the time to invest is now. And choices abound, including gas
AGL
IGO
MQG
+4
Kym Sheehan
Livewire Markets
Equities

How does the ASX 200 perform amid rising geopolitical tensions?

We recap how the ASX 200 performs after major geopolitical events dating back to the 90s.
Kerry Sun
Livewire Markets
Equities

Quants vs Qualts: How these ASX stock pickers are playing today's market

There's more than one way to pick stocks.
APA
BGA
+31
Hans Lee
Livewire Markets
Equities

Amid the uncertainty in the real estate sector, IML has honed in on a potential winner

Why IML is backing Charter Hall Retail REIT.
Daniel Moore
IML
Success and More Interesting Stuff

Meet the man who turned Nick Scali into a 10-bagger

Nick Scali has been a 10-bagger on the ASX since listing in 2004. The man behind this iconic retailer says there is more opportunity ahead.
NCK
Matthew Kidman
Centennial Asset Management
Equities

How to use negative news to your advantage

Airlie Funds Management's Emma Fisher believes times of "maximum pain" can often be the best time to buy. In this wire, you'll learn why.
BRG
CHC
+7
Ally Selby
Livewire Markets
Equities

Tempted by cheap ASX infrastructure stocks as a defensive play? Read this

A new note from Morgan Stanley on infrastructure explains why not all infrastructure investments are created equal.
ALX
+2
Kym Sheehan
Livewire Markets
Equities

Ferrari: The Case for RACE

High margins, high growth, and high returns: Discover why Ferrari is not just a stock for Alphinity.
Alphinity Investment Management
Alphinity Investment Management
Equities

Indicators of bank failures and how the Big Four are placed

There are lessons to be learned going forward, according to a new report from the Bank of International Settlements
+1
Kym Sheehan
Livewire Markets
The Rules of Investing

Emma Fisher: Why it pays to be bullish (and the most outstanding idea on the ASX today)

Bears sound smart, but bulls make money. In fact, over the last 35 years, the total return of the ASX 200 was positive 80% of the time.
CSL
HLS
+7
The Rules of Investing
Livewire Markets
Equities

Tesla, Nvidia and ways to invest in AI with Hyperion's Jason Orthman

In this episode of the Invest it Best podcast, I speak with Hyperion’s Lead Portfolio Manager, Deputy CIO & Executive Director, Jason Orthman about how Hyperion are...
+3
Ted Richards
Wilsons Advisory
Equities

Investors should be excited, not fearful

'Higher for longer' is the consensus trade. But what if it's wrong? Where should contrarian investors be investing right now?
MQG
Greg Canavan
Fat Tail Investment Research
Equities

BHP not turning fickle on beaten-up nickel

Plus, Stavely flags its Kimberley nickel prospect next to IGO's hot hit, S2 to drill alongside Fosterville and CZR poised for iron ore DFS.
BHP
RIO
+2
Barry FitzGerald
Independent Journalist
Equities

Insider Trades: Directors are buying shares in these 14 ASX small caps

Shares in the beleaguered software company Bravura might be turning a new leaf after a solid FY23 result and several insiders buys.
4DS
AMI
+10
Kerry Sun
Livewire Markets
Equities

2 stocks for the next 12 months

Morgan Stanley builds on its 6 key picks with two more stocks slated to outperform over the next 12 months.
360
DDR
+5
Kym Sheehan
Livewire Markets
Equities

Morgan Stanley, JPMorgan and UBS warn of more pain for lithium stocks

A slew of bearish lithium notes hit the market overnight as analysts turn their back on the once bullish lithium sector.
AKE
CXO
IGO
+3
Kerry Sun
Livewire Markets
Equities

Veteran bonds investor Bill Gross on equities, bonds and arbitrage via M&A

In this wire, I draw on a recent note from PIMCO founder Bill Gross.
+2
Kym Sheehan
Livewire Markets
3076-3100 of 8783
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