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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
Sponsored

Businesses that keep the lights on

Some of Australia's most influential investors are backing a unique take on infrastructure and utility assets.
ALX
Livewire Exclusive
Livewire Markets
Equities

Why I like Fenix Resources (my reason might surprise you)

Fenix is a high-grade iron miner with projects far from the WA port of Geraldton. But it now fully owns a great logistics business.
AMN
BHP
+3
Kingsley Jones
Jevons Global
Equities

Performance of Australian high yield portfolios

High yield ASX-listed stocks offer a long-term premium of 2.3 per cent, below average market risk and above-average interest rate risk.
BHP
COL
+5
Jason Hall
Hamilton12
Equities

This fund manager would invest $10,000 in these three "superior quality" stocks

Swell Asset Management CIO Lachlan Hughes becomes our first global equities money manager to take on The $10,000 Idea.
+1
Hans Lee
Livewire Markets
Equities

How to spot a value trap - and 2 sectors where they are prevalent

It's one thing to be a value investor, it's another thing to know where the valuable investments are.
TLS
+4
Hans Lee
Livewire Markets
Rapid Fire

This hall of famer returned 15% over the past year without tech and lithium. This is how he did it

Plus, the energy "dog" the market has gotten wrong
+11
David Thornton
Livewire Markets
Equities

Challenging reporting season to bring compelling opportunities

The upcoming reporting season is likely to be a challenging one for the smaller companies, with meaningful earnings downgrades to come
Michael Steele
Yarra Capital Management
The Rules of Investing

Oscar Oberg: Small caps are primed to rally, and it doesn't happen without these stocks

Plus the need to generate returns through short-term tactical trades
The Rules of Investing
Livewire Markets
Equities

3 key takeaways from the first FAANG earnings result

Netflix's resilience and dominance in the streaming landscape make it an intriguing investment for the long term.
Sally Fang
Swell Asset Management
Equities

What’s in store for consumer stocks (and the consumer)?

In mid-2021, Touchstone developed the view that inflation would move higher and become more persistent than was widely expected. We thought this would, in turn, see...
JBH
+2
Touchstone Asset Management
Touchstone Asset Management
Equities

Forget today’s softness - all things EVs and ESG mean natural graphite’s future is rosy

From explorers (Kingsland) to developers (Evion) and producers (Syrah), the natural graphite sector is set to recover.
BHP
EVG
+5
Barry FitzGerald
Independent Journalist
Equities

Which CEOs do you want to hear from this reporting season?

Participate in our Reporting Season survey to help shape the coverage from Livewire and Market Index.
Chris Conway
Livewire Markets
Equities

Why settle for second best?

What is it about the best businesses that makes them more compelling investments than their next-best peers?
+10
Delian Entchev
Aoris Investment Management
Buy Hold Sell

Buy Hold Sell: 5 ASX stocks for the "goldilocks" scenario

As equities further price in the chance of a soft landing, we're talking about the kinds of companies you want to own in a dream scenario.
AMC
CPU
+2
Buy Hold Sell
Livewire Markets
Equities

Are earnings expectations low enough?

Sentiment is positive while Confession Season is back, but only in a relatively mild way. Expectations are low. What to expect from August?
AMC
ANN
CSL
+1
Rudi Filapek-Vandyck
FNArena
Equities

Specific performance is essential

Here’s one for the M&A buffs out there. Cast your minds back twelve months ago to the agreed merger between Perpetual (ASX: PPT) and Pendal Group (ASX: PDL). The deal...
+2
Ben Bailey
Harvest Lane Asset Management
Equities

Hyperion's top small-cap picks for high-quality earnings in a slowing economy

Mark Arnold shares some stocks that bolstered his team's small-cap growth strategy last financial year and some other consistent performers.
REA
+4
Sara Allen
Livewire Markets
Equities

The madness of crowds and an epic short squeeze

The market is nearly always right. But sometimes it gets it very wrong. In this wire, I explain why now might be one of those times
Greg Canavan
Fat Tail Investment Research
Equities

3 ASX large caps this fund manager would buy with an extra $10,000

Ron Sargeant of Touchstone Asset Management is waiting for earnings to ebb tide - and until then, he thinks the consensus has got it wrong.
CSL
GMG
S32
Hans Lee
Livewire Markets
Equities

What’s ahead for Aussie tech, and 3 small-cap stocks on Goldman’s radar

One is down 30% in 12 months, another is up 40% – and the third is flat. This investment bank rates two of them as BUY.
DDR
DTL
+1
Glenn Freeman
Livewire Markets
Equities

The Australian superannuation performance test: Sensible but flawed?

We take a look at the performance test on Superannuation funds in Australia.
Stephen Bennie
Castle Point Funds
Equities

Perpetual's innovation fund returned over 40% in FY23. Here’s what PM Thomas Rice is backing for the coming year

Generative AI and gaming have been big performers for Perpetual's Thomas Rice in the past year, and that isn't likely to change.
+3
Sara Allen
Livewire Markets
Equities

The three factors driving stock returns

The next 18 months will be very different to the past 18 months
Arvid Streimann
Arvid Streimann
Magellan Investment Partners
Equities

Why there's more wheeling and dealing to come in the ASX small caps

Following a tough FY2022, FY2023 was an improvement for small-cap investors. The ASX Small Ordinaries Accumulation Index rose 8.5% over the year. However, small caps...
ADH
+8
Matthew Fist
Firetrail Investments
Equities

What you can learn from our worst-performing stock in 2022

Unearthing the practical lessons learned from our worst-performing stock of 2022 and its subsequent triumph.
Alexander Clunies-Ross
Swell Asset Management
3401-3425 of 8787
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