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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

RBA shakes up card payments: What it means for Visa, Mastercard, and merchants

The RBA’s proposed surcharge ban and fee caps may reshape payments, but Visa and Mastercard are already positioned for the shift.
NASDAQ:V
Lachlan Hughes
Swell Asset Management
Equities

A rock-solid global small cap stock that’s flying under the radar

In a market full of flashy tech and speculative growth stories, here's a refreshingly grounded stock to watch.
Dan Peters
Spheria Asset Management
Equities

Why my mum might help pop the CBA bubble

Rational investors have abandoned CBA, resulting in a share price that gets 'pushed around' by passive and momentum flows.
BHP
Alastair MacLeod
Elston Asset Management
Equities

Alphabet: A brain without a body

Alphabet’s real strength isn’t in its parts, it’s in their integration. Break it up, and the signal powering Google ads deteriorates.
Lachlan Hughes
Swell Asset Management
Equities

No Country for Old Men

Wide valuation gaps between the popular and unpopular offer extremely good prospects for those prepared to avoid the crowds.
BHP
COH
+5
Martin Conlon
Schroders
Equities

Will 'old' companies prove to be the biggest AI winners?

Can AI retain its edge on the market? Aziz Hamzaogullari answers questions on why the Magnificent 7 are still leading the charge.
+4
Louise Watson
Natixis Investment Managers
Buy Hold Sell

Buy Hold Sell: Quality vs value across 4 ASX pairs

Hamish FitzSimons and Dougal Maple-Brown apply their respective lenses to four pairs of ASX stocks across the quality and value spectrum.
BHP
+5
Buy Hold Sell
Livewire Markets
Equities

CBA bubble: Passive vs active debate

CBA's valuation bubble is a symptom of the structural rise of passive investing that has changed how active managers impact market prices.
Jason Teh
Vertium Asset Management
Equities

Google looks cheap, but is it justified?

Investors are wondering if Google's "Kodak moment" has arrived with the launch of ChatGPT. The result is a sell-off that's gone too far.
+2
Cliff Man
ETF Shares
Equities

2 sizzling stocks in an ASX sector that keeps defying the odds

Auscap’s Will Mumford reveals 2 growth stocks he’s backing in a sector where “discretionary” items are starting to become essential.
NCK
Vishal Teckchandani
Livewire Markets
Equities

Top 5 ASX 300 contributors versus the rest. Something must eventually break

Real returns from the S&P/ASX 300 have been solid lately, but what’s driving them has been nothing short of remarkable.
GMG
+2
Simon Mawhinney
Allan Gray
Rapid Fire

The surprising resilience of big tech and 2 stocks for coming years

T.Rowe Price’s Dominic Rizzo shares why AI spend has been essential and how he has managed through uncertainty.
+7
Sara Allen
Livewire Markets
Equities

4 stocks with imminent catalysts backed by L1 Capital

Big bids, bold turnarounds, and smart infrastructure plays: 4 stocks L1 Capital is backing for breakout potential over time.
QAN
+1
Vishal Teckchandani
Livewire Markets
Equities

A rare window of opportunity for long-term investors

With a 20-year CAGR of 14.1%, Thermo Fisher has repeatedly shown how temporary headwinds create long-term value for patient shareholders.
Jacob Celermajer
Cordis Asset Management
Equities

A high-conviction precious metals re-rating story

In this feature, we break down the investment thesis in Coeur and what we’re watching as key catalysts unfold.
Charlie Lanchester
Hearts & Minds Investments
Equities

Did a Golden Cross just ignite the ASX 200? What this signal usually means for global and Australian equities

100 years of evidence might surprise you.
Dr David Allen
Plato Investment Management
Equities

The return you see, the risk you don’t

Not all returns are created equal. Smart investors look beyond gains to protect against lasting losses.
Michael Poulsen
Canopy Investors
Equities

The passive giants are leaving crumbs - and we’re feasting

Investing in small caps can sometimes feel like living in the shadow of a giant. But as giants lumber across the market, they drop crumbs — and for nimble investors...
+1
Steve Johnson
Forager
Buy Hold Sell

Buy Hold Sell: Is there any value left on the ASX? (2 big buys revealed)

With the index near record highs, Dougal Maple-Brown and Hamish FitzSimons go bargain hunting.
IPH
+2
Buy Hold Sell
Livewire Markets
Equities

Broker says this ASX bank is a "growth stock" with 40% upside

Analysts rate Judo Bank a buy but are almost united in dismissing CBA's valuation and advising investors to book profits while they can.
Tom Richardson
Livewire Markets
Equities

Domino's Pizza: How a $150 stock became a $15 disaster

With the stock now cheaper than its pizzas, is there any real value in Domino's or has it become a classic value trap?
Kerry Sun
Livewire Markets
Equities

A red-hot sector just got a major boost. Should you chase the rally?

Global X, Munro, and IML on why defence is more attractive than ever - and how they’re positioned across the ASX and global markets.
ASB
CDA
+4
Vishal Teckchandani
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 ASX names with strong balance sheets (and 2 big buys)

Hamish FitzSimons and Dougal Maple-Brown apply their respective lenses to 5 ASX stocks with strong balance sheets.
BXB
REA
+4
Buy Hold Sell
Livewire Markets
Equities

Did you know BHP rallies often trigger CBA selloffs?

Some of BHP's best days often coincide with CBA's worst. Let's take a closer look.
BHP
Kerry Sun
Livewire Markets
Equities

10 of the most traded ASX AI stocks revealed

Retail punters are piling into AI trades but are in bag-holding danger if inexperienced. Let's try and sort the wheat from the chaff.
APX
DDR
+7
Tom Richardson
Livewire Markets
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