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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.

Equities

I'll follow the sun

Equity markets are pricing a continuation of the status quo, with technology and perceived growth continuing to dominate investor attention.
AWC
BHP
BLD
+17
Martin Conlon
Schroders
Equities

Beating home bias with US-listed companies

Home bias is an understandable phenomenon as investors are often told to “stick to what they know”, and Australian investors have taken this sentiment to heart as...
Global X ETFs
Global X ETFs
Equities

Beyond ChatGPT: How big tech is changing lives (and fortunes)

Platinum's Dr Bianca Ogden shares the big tech trends transforming healthcare and companies she likes
+6
David Thornton
Livewire Markets
Equities

Morgan Stanley: Challenging healthcare outlook results in 2 surprise rating changes

Morgan Stanley released its Post-result and FY24 Outlook for Australian Healthcare with a number of changes.
COH
CSL
EBO
+5
Sara Allen
Livewire Markets
Equities

The small-cap conundrum (and 2 compelling stocks)

HUB
Liam Donohue
Lennox Capital
Equities

Only 7019 days left to live

Your Essential Guide to Financial Planning
Marcus Padley
Marcus Today
Livewire Live

Nick Griffin: This is just the beginning of the AI runway

Despite NVIDIA soaring around 240% in 2023, Griffin argues the stock is cheaper than it's been in a year.
XRO
+5
Chris Conway
Livewire Markets
Equities

Is Flight Centre about to take off?

In 2018, Flight Centre Travel Group’s (ASX:FLT) share price was flying high and trading above $61.00. With 101.1 million shares on issue, the market capitalisation at...
Roger Montgomery
Montgomery Investment Management
Equities

How does the ASX 200 perform in September?

It's not the prettiest month for ASX investors. Actually, it's historically been the worst. Could it be different this time round?
Kerry Sun
Livewire Markets
Equities

Five small caps punching above their weight

In periods of margin compression, companies with dominant market positions typically shine. These are our picks.
AUB
+4
Tim Johnston
Tyndall AM
Equities

The surprising reason for tech’s recent strength

With many economists still predicting a US recession, investors are justified in asking: “Why has US tech been soaring?”
+7
Cameron Gleeson
Betashares
Equities

The era of the 100% pay-out ratio is over. Here's why

Margin pressures from high interest rates, a weaker consumer and tight labour markets were key 2023 themes but these companies stand out.
ALD
BHP
+9
BRAD POTTER
BRAD POTTER
Tyndall AM
Equities

Joyce's 3 biggest blunders at Qantas

Qantas shares are down around 15% since Joyce's sale and down 11% in the past month.
QAN
Kerry Sun
Livewire Markets
Equities

How companies can win back trust (and why it matters to share price returns)

After the love has gone, what's left for investors?
AGL
AMP
BHP
+3
Kym Sheehan
Livewire Markets
Equities

What's in the carry on luggage for Qantas CEO Alan Joyce following his hasty departure

Leaving on a jet plane can come with the kind of baggage you'd welcome
QAN
Kym Sheehan
Livewire Markets
Equities

Key themes from reporting season

In the latest episode of the Invest it Best podcast, I speak with Senior Analyst within Wilsons Investment Strategy Group, Rob Crookston to discuss the recent...
AMC
GMG
+3
Ted Richards
Wilsons Advisory
Equities

A breakaway momentum signal has averaged 20.7%*

Historical breakaway momentum signals have been very bullish for US equities. We look into why this may be the case this time too.
Hue Frame
Frame Funds Management
Livewire Live

6 questions with small cap specialist Marcus Burns

The co-founder and portfolio manager of Spheria Asset Management will be presenting at the sold out Livewire Live event this month.
BAP
BRG
MAD
+5
Glenn Freeman
Livewire Markets
Equities

Three reasons to err on the side of optimism as an investor

To succeed as an investor, it makes sense to err on the side of cautious optimism, otherwise there is no point in investing.
Shane Oliver
AMP
Reporting Season

37 stocks were covered as part of Livewire's reporting season coverage (and only four were "sells")

Missed some of our reporting season coverage? Have no fear - this article will do the heavy lifting for you.
Ally Selby
Livewire Markets
Equities

5 stocks with the innovation edge (that are not mega-cap technology)

Technology companies aren’t the only ones exploiting innovation as a strategy to achieve shareholder returns
+2
Kym Sheehan
Livewire Markets
Reporting Season

FNArena reporting season monitor: August 2023 – Week Five (372 stocks covered)

Ratings, consensus price targets, and FNArena insights on each stock covered feature in the following article.
29M
5GG
+60
Rudi Filapek-Vandyck
FNArena
Equities

Insider Trades: Who’s buying their own stock on the back of FY23 results?

Stock purchases from directors of TLS, TAH, and CWY among the most recent large-cap insider buys.
TLS
Glenn Freeman
Livewire Markets
Equities

The good, the bad and the ugly

Peaking rates, rising markets
+12
Alex Pollak
Loftus Peak
Equities

Does the rotation into growth stocks have more legs?

Value had a one-year surge in 2022. Will this year officially mark the next stage of the growth rally?
+4
Cameron McCormack
VanEck
3201-3225 of 8785
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