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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.

Expert Insights

The economy has a sniffle, but Fidelity sees opportunity

A muted reporting season might raise concerns for the Australian economy, but Fidelity's Casey McLean sees opportunities ahead.
BAP
COL
+9
James Marlay
Livewire Markets
Livewire Live

"There isn't an Aussie fund manager who's not buying this stock right now"

Passive investing has had its time in the sun. It's a stock picker's market now
360
AD8
+9
David Thornton
Livewire Markets
Equities

This bear market rally peaked in July

US and global markets are transitioning from bullish to bearish as households run out of savings
Greg Canavan
Fat Tail Investment Research
Buy Hold Sell

Buy Hold Sell: 3 stocks directors have been selling (and 2 big buys)

In this episode, IML's Michael O'Neill and Auscap's Will Mumford analyse three big director transactions of the last few weeks.
CSL
JBH
+2
Buy Hold Sell
Livewire Markets
Equities

6 ASX small & micro-cap industrials on the move in August

Reporting season wrapped up in August with significant volatility in small and micro cap industrial stocks as results were released. The below takes a look at 6...
4DS
AD8
+3
Claire Aitchison
Independent Investment Research
Equities

Regulating the AI revolution: What investors need to know

Competition with China and consumer safety are key themes.
T. Rowe Price
T. Rowe Price
Equities

August 2023: Winners & Losers

As is the case with every results season, August 2023 revealed multiple surprising outcomes, including in Winners and Losers for the season.
BRG
+2
Rudi Filapek-Vandyck
FNArena
Equities

Private Equity approach to investing in Public Equities (PIPE)

A private equity investment approach to investing in public equities allows an investor to positively impact the companies they invest in.
Ben Harrison
Altor Capital
Equities

What do trucks and turkeys have to do with risk?

One of the most important tasks of the Fairlight investment team is identifying and considering the risks inherent in the investments we make. Across the market there...
Will Dowd, CFA
Fairlight Asset Management
Rapid Fire

Chris Prunty's 5 top stock picks for growth

Plus, he shares what he has recently heard at the coalface during reporting season that has him concerned.
360
DTL
+3
Ally Selby
Livewire Markets
Equities

2 unloved sectors of the market that are providing big opportunities

We discuss the latest trends, surprises, and market insights, with a particular focus on the resilience of the Australian consumer.
AD8
BLD
BRG
+6
NovaPort Capital
NovaPort Capital
Equities

2 big reasons why uranium stocks are due for a hot streak

"The uranium market feels coiled" and it may bode well for these stocks, according to Canaccord Genuity
Glenn Freeman
Livewire Markets
Equities

Good things come to those who wait: An argument for long-term thinking

Author: William Lock, Head of International Equity Team, Morgan Stanley Investment Management Many of us in the developed world live in an instant society where we...
Bruno Paulson
Morgan Stanley IM
Equities

How do you take your earnings, normalised or reported?

We take a closer look at what “one-off losses” means, in particular the recent SkyCity provision and impairment announcement.
Stephen Bennie
Castle Point Funds
Buy Hold Sell

6 stocks to back in FY24

In this episode, IML's Michael O'Neill and Auscap Asset Management's Will Mumford run the ruler over the August reporting season.
AGL
+10
Buy Hold Sell
Livewire Markets
Equities

5 pharma & biotech stocks on the move in August

Below we take a look at 5 Australian Pharma & Biotech stocks that experienced significant share price moves, both positive and negative, through the month of August....
+2
Claire Aitchison
Independent Investment Research
Equities
Sponsored

Fidelity’s reporting season wrap up

How have Australian companies fared in the wake of rising costs, a weaker consumer and a slowdown in offshore demand? With our analyst panel and Portfolio Manager...
Fidelity International
Fidelity International
Equities

Why Warren Buffett would be a fan of Macquarie (or at least part of it)

Warren Buffett has a soft spot for Japanese trading firms. But how does that tie into Macquarie?
MQG
Kerry Sun
Livewire Markets
Equities

Filling up the glass: Orora's acquisition of Saverglass

Orora is not exactly shy about pursuing acquisitions. But will this one sit well with shareholders?
AMC
ORA
Kym Sheehan
Livewire Markets
Equities

Should you invest in stocks hitting all-time highs?

And a few ideas with strong momentum behind them backed by one of the country's finest fund managers.
AX1
BXB
+7
Ally Selby
Livewire Markets
Equities

With share freefall over, ‘project enhancements’ now key to Chalice claw-back

Plus, Coda finds enhancements of its own at South Australian copper project and Evion finds fans amid forecasts of graphite shortfall.
BHP
CHN
+2
Barry FitzGerald
Independent Journalist
Equities
Sponsored

Bell Potter stock insights, free to Livewire readers for a limited time

Experienced investors told us they enjoy researching companies and turning insights into trading decisions.  As Livewire Live’s 2023 principal sponsor, Bell Direct is...
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 3 shocking results (and 2 stocks flying under the radar)

In this episode, IML's Michael O'Neill and Auscap's Will Mumford analyse some of the market's most controversial stocks.
CHN
CXO
+6
Buy Hold Sell
Livewire Markets
Equities

Canadian lithium – everything you need to know (and our #1 micro-cap pick)

Canadian lithium projects are white hot right now, and for good reason. We breakdown why, the risks and our top pick in the sector.
AKE
AVZ
BHP
+18
Luke Laretive
Seneca Financial Solutions
Equities

The Match Out: A strong USD weighs on shares while BHP trades ex-dividend

The daily Match Out for Thursday 7 September 2023 with James Gerrish of Market Matters.
AD8
ASB
+4
James Gerrish
Market Partners
3176-3200 of 8785
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