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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

An ASX rare earths miner that did 17,000% - the stock that got away

Marcus Today's Henry Jennings on a stock he fumbled, and selling a vintage Porsche for a tiny profit that's now worth a lot more.
Tom Stelzer
Livewire Markets
Income

Dividends matter, but two other yield drivers are often overlooked

Most investors equate yield with dividends. Kera Van Valen explains why buybacks and debt reduction matter just as much.
Chris Conway
Livewire Markets
Equities

Dear chairman: ReadyTech is in play

ReadyTech has received a takeover offer from TSS, part of the Constellation Software Group of Companies.
Harley Grosser
HD Capital Partners
Buy Hold Sell

Buy Hold Sell: The 6 income stocks readers love, plus 2 expert ideas

Livewire readers nominated their top income stocks. James Gerrish and Jun Bei Liu debate the top picks and share two under-the-radar ideas.
BHP
CGF
+5
Buy Hold Sell
Livewire Markets
Equities

Each deal makes Tasmea harder to beat - so who's next?

The market has finally woken up to one of the few 'value' plays left in the electrification sector on the ASX.
TEA
Claudia Kwan
North Star Impact Funds
Equities

Stop asking if there's a stock market bubble. Ask this instead

As stock bubble fears rise, accelerating corporate earnings and AI spending suggest the market rally is backed by real power.
Damien Klassen
Nucleus Wealth
Income

The best ASX dividend stocks in 2026

High yield, high risk, low return. Most dividend investors make the same mistake. These stocks delivered the best risk-adjusted dividends.
BHP
+12
Carl Capolingua
Livewire Markets
Equities

Travelling to Foreign Lands

Australian companies have a long history of chasing growth offshore. For every success story, there are plenty of costly lessons.
BHP
CSL
MQG
+5
Hugh Dive
Atlas Funds Management
Shares

Now it’s through the ‘Valley of Death’ this tech company is on the up

Little-known cinema-focused tech company Vista Group International has been through a tumultuous few years.
TNE
Lucas Goode
IML
Equities

When the AI music stops, what's the playbook?

“…as long as the music is playing, you’ve got to get up and dance. We’re still dancing.” Chuck Prince, former Citigroup CEO, eve of GFC.
Alastair MacLeod
Elston Asset Management
Shares

Why this fundie is taking a contrarian view on a “clear recovery candidate”

Macro headwinds and a profit downgrade aren’t enough to shake Matthew Booker’s confidence.
BAP
SGM
+1
Keith Ford
Livewire Markets
Equities

9 best ASX stock picks from the Morgan Stanley Summit (and the one chosen twice)

The top stock picks from small cap, global and Australian fundies including Andrew Mitchell, Qiao Ma and Tobias Yao.
360
ALX
EVT
+3
Tom Stelzer
Livewire Markets
Equities

Nev Power-led Killi aims to be niche supplier of high-value iron ore to low-emission mills

Plus, Beament’s Develop set to be Trafigura’s mining arm. And Larvotto bid sees Hammer join growing list of disappearing ASX copper stocks.
ASL
BGL
+7
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 5 ASX tech stocks bouncing back from the SaaS-pocalypse

Five ASX tech stocks have fallen hard and started to bounce. Matthew Kidman asks Jun Bei Liu and James Gerrish if they’re buys.
360
COH
PME
+4
Buy Hold Sell
Livewire Markets
Equities

Momentum is now every investor's dilemma

Markets are changing, with excessive volatility the new hallmark. How to respond is quickly turning into investors' key challenge.
DDR
MP1
+2
Rudi Filapek-Vandyck
FNArena
Equities

Big wins, big downside: How Fidelity is avoiding risk but still looking for winners

Macro shocks aren't going anywhere, and that's making an already expensive global equities market a high-risk place to be making big moves.
Tom Stelzer
Livewire Markets
Shares

My dad warned me about IPOs. He might still be right

The businesses are extraordinary. The valuations are another story. Here's what two fund managers think.
Chris Conway
Livewire Markets
Shares

The market screams hot stocks. Great investors stick to the process

While investors pile into AI winners and trillion-dollar stocks, Greg Dean is hunting unhyped businesses where valuations are falling.
Vishal Teckchandani
Livewire Markets
Equities

Australian small caps: the widest valuation discount in a decade

The conditions that produced that discount are now visibly turning. Two charts frame the opportunity.
Robert Hawkesford
Blackwattle Investment Partners
Equities

SpaceX and the index machine

The largest IPO in history lists Friday. Mechanical, price-insensitive buying will follow, and index rules have been rewritten to allow it.
William Dougall
Pengana Capital Group
Equities

Why Seneca is overweight SaaS, selling oil stocks and the "most unique" idea in the fund

Seneca CEO and Portfolio Manager Luke Laretive takes us inside the big recent moves in its ASX funds.
A1M
+15
Tom Stelzer
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Best 11 ASX stocks

First Sentier's Dushko Bajic selects a squad of ASX stocks he thinks can offer the perfect mix of defence and attack.
360
AUB
+8
Buy Hold Sell
Livewire Markets
Income

2,000 dividends a month? How Plato is redefining the hunt for yield

Dr Don Hamson says the breadth of opportunity in global shares provides a fertile hunting ground for yield hungry investors.
Chris Conway
Livewire Markets
Equities

Different times call for different solutions

As market concentration deepens and investment styles converge, achieving differentiated outcomes may require a smarter approach.
Cameron McCormack
VanEck
Equities

To Infinity and Beyond…SpaceX’s IPO

The SpaceX IPO is without precedent in scale and structure. Its implications for markets, indices and portfolios extend well beyond the deal
Neuberger .
Neuberger
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