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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

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
Equities

Australian Reporting Season: Full-time Match Report

The results of the Australian reporting season reveal a number of upgrade and downgrade themes for listed companies’ earnings.
AMC
AMP
+19
Rob Crookston
Rob Crookston
Wilsons Advisory
Equities

Thoughts on underperformance by an active manager

When times are tough for an active manager
Stephen Bennie
Castle Point Funds
Equities

Parsons looks to repeat Bellevue success with AuTECO purchase of Canadian copper-gold project

Plus, Beament’s Develop tables more cracking hits ahead of Woodlawn zinc-copper resource update and Meteoric gets pulses racing.
BGL
BHP
+4
Barry FitzGerald
Independent Journalist
Equities

Australian Equities Webinar: Reality Bites…

Free money and zero to low interest rates created the 'everything bubble' - stocks with perceived high-growth prospects bubbled the most. Logic suggests stocks that...
Schroders Australia
Schroders
Buy Hold Sell

Buy Hold Sell: 3 of the ASX’s fastest-growing stocks (and 2 in the dog house)

Who let the dogs out...
HUB
PLS
+2
Buy Hold Sell
Livewire Markets
Reporting Season

IGO's bumper FY23 lithium performance and special dividend surprise

IGO surprises the market with record earnings and a special dividend.
CAR
COL
DXS
+4
Kerry Sun
Livewire Markets
Equities

These 4 companies are packaging yesterday's trash into cashflow treasure

Sustainability risk need not be about avoiding companies with poor performance; investment opportunities exist in a variety of sectors.
AMC
COL
+5
Kym Sheehan
Livewire Markets
Livewire Live

Three stocks Jacob Mitchell is backing for the next five years

Ahead of his appearance at Livewire Live on 12 September, Antipodes Partners' Jacob Mitchell answers a handful of burning questions.
+3
Sara Allen
Livewire Markets
Equities

It’s always darkest before dawn: Why the stage is set for small caps to shine

The most common question we are receiving from investors in 2023 is “when is the time to allocate back to Aussie small caps”? Small caps significantly underperformed...
360
EHE
NCK
+1
Chris Robinson
Firetrail Investments
Reporting Season

This industrial company returned 34% in 2023, and it's swimming in product demand

We touch base with its CEO to find out if the demand will hold up
ABC
David Thornton
Livewire Markets
Equities

Investor patience: Why even God would get fired as an active investor

You know the story. Who hasn’t wanted to be Biff Tannen in the 1980s cult classic movie, Back to the Future Part II? As an old man in 2015, Biff discovers Grays Sports...
Andrew Mitchell
Ophir Asset Management
Reporting Season

NEXTDC's Craig Scroggie is spending $1bn on an AI-fuelled future

And that's not just over the year ahead...
NXT
Ally Selby
Livewire Markets
Equities

The Good, the Bad and the Ugly

As another US reporting season draws to a close, we look to selective company management for inspiration.The good ...
+7
Tony Sutton
Sintra Capital
Reporting Season

Travel is back on a roll but the best could be behind these two companies

Travel has been a bright spot in a challenging reporting season, but Tribeca's Jun Bei Liu views challenges ahead.
QAN
Sara Allen
Livewire Markets
Equities

How to assess capex spend on ESG

Both financial advisors and investors have told me that they don’t like to see companies spending money on ESG. Many see it as window dressing: fluffy stuff. It’s true...
ORA
Timothy Wood
Timothy Wood
IML
Equities

Nestlé’s approach to creating shareholder value

It’s one of Magellan’s oldest and most dependable investments, and the extraordinarily diverse Nestlé company, with its enormous stakeholder base, has risen to the...
Magellan Investment Partners
Magellan Investment Partners
Reporting Season

Only one of these two lithium stocks is a buy

In this wire, Marcus Today's Henry Jennings shares his views on Mineral Resources and Pilbara Mineral's latest results.
BHP
LTR
+4
Ally Selby
Livewire Markets
Equities

AI: Sorting bubbles from justified inflation

We look at companies and stocks that can make true benefits from the AI revolution.
+5
Elfreda Jonker
Alphinity Investment Management
Equities

The $11B undiscovered real estate play

ICE moves to digitise the US mortgage ecosystem with the acquisition of Black Knight, aiming for efficiency, transparency, and lower costs.
Lachlan Hughes
Swell Asset Management
Livewire Live

Why all this good news could be bad for markets

In this wire, Alphinity's Mary Manning answers six of Livewire's questions ahead of Livewire Live on September 12th.
+6
Ally Selby
Livewire Markets
Equities

The little-known resources stock with a long growth runway

With reporting season in full swing, we expect some investors may have the jitters, particularly in the smaller end of the market.
MLX
Joel Fleming
Yarra Capital Management
Equities

Your winners & losers from reporting season so far (and some broker tips for week 5)

It's been a volatile earnings season, and the winners (and losers) may surprise you
ALX
BHP
+19
David Thornton
Livewire Markets
Reporting Season

Why UBS thinks it's time to take profits

Take profits on winners and buy companies with this characteristic, says Richard Schellbach.
SUN
+1
Hans Lee
Livewire Markets
Reporting Season

Fortescue loses another CEO (and that might not be the worst of it)

Martin Currie's head of equity research Michael Slack explains his perspective on the fall out from this morning's results announcement.
FMG
William Heine
Livewire Markets
3226-3250 of 8786
The 10th annual Livewire Live 2026

One room. One day. The minds that move markets.

22 September 2026 Art Gallery of NSW, Sydney

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