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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

Goldman Sachs' 4 preferred small and mid-cap stocks going into earnings season

Goldman Sachs give their conviction picks for earnings season and outperformance in FY24.
360
DTL
+1
David Thornton
Livewire Markets
Equities

Investing through the cycle (and a stock that passes our filters)

Over the last twelve months, investor concerns were again dominated by inflation, interest rates and the potential for a global recession. Whilst we consider and...
CTT
Donny Buchanan
Lakehouse Capital
Equities

Forager's 7 best prospects and 6 complementary stocks for 2024

...and the stock the team felt it had no right to make money on (but did).
+9
Hans Lee
Livewire Markets
Equities

The Concentration Conundrum

Outperformance of megacap highfliers doesn't stand up to historical scrutiny as value stocks trade at 30% discount to long-term average PE
John Goetz
Pzena Investment Management
Buy Hold Sell

The secrets to picking a winning small cap (and 2 fundie favourites)

Which factors do fund managers focus on when selecting small-cap stocks? Find out in this episode.
MAD
+2
Buy Hold Sell
Livewire Markets
The Rules of Investing

The only ASX stock with a return on equity of over 50%

How Auscap's Tim Carleton is finding value in beaten up sectors
JBH
NCK
REA
The Rules of Investing
Livewire Markets
Equities

We're getting excited about LICs again

Listed investment companies present some compelling opportunities currently, despite NTAs still hovering above the lows of 2020
+12
Daryl Wilson
Affluence Funds Management
Equities

Headwinds for the Australian banks

Amidst a sluggish economy and increasing rates, Martin Currie have reassessed their perspective on Australian banks.
Reece Birtles
ClearBridge Investments
Equities

Patriot’s imminent lithium resource could see the shorts taken down

And fellow lithium explorer Cygnus is also set to join the resource party. Plus, Gascoyne Gold’s valuation seems to leave much upside.
+8
Barry FitzGerald
Independent Journalist
Equities
Sponsored

Emerging markets: Look past commodity exports to countries with strong domestic demand

Emerging markets investors often focus on commodity-intensive countries – many of which rely on China as one of the world’s top importers. But that may not be an...
Pendal Group
Pendal
Buy Hold Sell

Buy Hold Sell: 5 stocks with fantastic fundamentals

There are some stocks that tick all the fundamental boxes, but is the price always right? In this episode, you'll find out.
EVT
+2
Buy Hold Sell
Livewire Markets
Equities

“Bitcoin not crypto” – when gold mining meets renewable data centers

A 101 on the economics of Bitcoin mining
Livewire Exclusive
Livewire Markets
Equities

Finding long-term opportunity in short-term volatility

The market has become too bearish on retail stocks and we think earnings will be the catalyst for a rebound.
JBH
+1
Tim Carleton
Auscap Asset Management
Equities

Morgan Stanley’s top 6 ASX small and mid-cap ideas for August reporting season

Morgan Stanley highlights its high conviction picks for earnings season and outperformance in FY24.
360
AD8
BRG
+5
Kerry Sun
Livewire Markets
Equities

3 small-cap stocks on Emanuel Datt's $10,000 shopping list

The fund manager who famously discovered Afterpay's potential at $6 tells us how he would invest $10,000 of new capital in today's market.
+5
Hans Lee
Livewire Markets
Equities

Watch BingGPT go Germanium Hog Wild!

I have to admit, this Artificial Intelligence thing is not all bad. I have become an armchair inquisitor of critical mineral prospects.
Kingsley Jones
Jevons Global
Equities

What does a portfolio of ASX ‘Dividend Aristocrats’ look like?

What happens when you put the most consistent dividend paying stocks in one place?
AGL
APA
+18
Kerry Sun
Livewire Markets
Equities

Behind the screens - The investment case for Netflix

It may be a disruptive success, but the on-demand video streaming sector has had its own challenges recently. In this episode, Magellan’s Portfolio Manager Arvid...
Magellan Investment Partners
Magellan Investment Partners
Equities

WAM's Oscar Oberg is getting his ducks in a row for a small-cap rally

Here's how he's doing it...
360
AUB
+7
David Thornton
Livewire Markets
Equities

36 ASX stocks with P/Es under 10

Do you love a bargain? The Market Index Low P/E scan is for you.
BPT
ELD
GNC
+12
Hans Lee
Livewire Markets
Equities

Where Big Four dividends stand heading into ASX Reporting Season

Reporting season is here and everyone is angling to find out which bank is going for the big payouts.
+3
Hans Lee
Livewire Markets
Equities
Sponsored

Key themes and stock ideas from Alphinity’s recent travels

Visiting Nvidia’s spaceship headquarters in Santa Clara, driving Epiroc’s electric drill or putting Intuitive Surgical’s $2m surgical machines to the test were just...
Alphinity Investment Management
Alphinity Investment Management
Equities

The state of the ASX microcaps sector (and two ideas for the recovery)

There’s still a lot of red ink around but there are a couple of good reasons for hope and two ASX examples discussed here
8CO
+3
Luke Winchester
Merewether Capital
Equities

Volatility breeds opportunity: Active investors eye small caps amidst underperformance

Small Cap investing – index performance can mask underlying opportunity
CAR
+1
Nick Sladen
LSN Capital Partners
Equities

Five stocks for the next five years

We delve into five bottom drawer stocks, the investing themes they align with and reasons we believe they should be held over the long-term
APA
CSL
+13
Rob Crookston
Rob Crookston
Wilsons Advisory
3376-3400 of 8787
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