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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

How Elston would invest $10,000 right now

Livewire's Hans Lee asks Leon de Wet of Elston Asset Management to put money where their mouth is.
CSL
WOR
Hans Lee
Livewire Markets
Equities

The forgotten factor in selecting companies for this big investment theme

When it comes to analysing a company’s impact on the environment, it is important to look below the surface. Take Air Liquide, a global leader in industrial gases,...
+2
Justin Gray
Firetrail Investments
Equities

From retail giants to resources: Wesfarmers' strategic Lithium expansion unveiled

Most people associate Wesfarmers (ASX: WES) with some of Australia’s best known retail names such as Bunnings, Kmart and Officeworks. While this is where the bulk of...
WES
Sean Sequeira
Australian Eagle Asset Management
Equities

This company is in a "multi-year re-rating cycle" and top of the pops for social license

MarketMeter's new institutional investor research has uncovered the top 10 ASX companies with the strongest social licences.
BXB
COL
CSL
+14
Hans Lee
Livewire Markets
Equities

To buy or not to buy

Marcus Watson, Managing Director. International Equity Team Richard Perrott, Executive Director, International Equity Team That is the question we believe all...
Bruno Paulson
Morgan Stanley IM
Equities

The best time to invest in small caps is now

Fears of recession, a market correction and runaway inflation have caused small-cap stocks to materially underperform their large-cap cousins. Those same fears have...
Roger Montgomery
Montgomery Investment Management
Equities

The top performing ASX large-caps of FY23 (and 3 stock ideas for FY24)

We reflect on the ASX sector and stock returns of the last 12 months and consider some possible scenarios for the new financial year.
AKE
AUB
BLD
+12
Glenn Freeman
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Why energy stocks are cheaper than they've been in years (and 2 stocks on the rise)

The energy sector has been on a wild ride since 2021, which is set to continue. What happens next and where are the risk and opportunities?
AGL
BPT
+4
Buy Hold Sell
Livewire Markets
Equities

Dogs of the ASX for the 2023 Financial Year

The past twelve months have been very volatile for equity investors, with significant falls in September, December and March offset by gradual recoveries in the other...
ALX
AMC
+2
Hugh Dive
Atlas Funds Management
The Rules of Investing

This energy company hasn’t seen conditions this good in 25 years

So good, in fact, that they're turning away business and putting up prices
STO
WOR
The Rules of Investing
Livewire Markets
Equities

Exploration, Nickel, Cosmos and more: Kerry Harmanis, Chair of Talisman Mining

In this episode of Euroz Hartleys Finding the Front we have a wonderful opportunity to speak with Western Australian 40+ year mining veteran Kerry Harmanis. Kerry is...
TLS
Euroz Hartleys Ltd
Euroz Hartleys Ltd
Equities

Azure’s Pilbara lithium find making money Andover fist

Plus, gold assays imminent for Sunstone and Osisko gets a lick of Hot Chili.
BHP
HCH
+3
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 2 big tech buys and the fundies debate the sector's next steps

The tech sector has had an amazing run. But are its days numbered?
360
DDR
DSE
+3
Buy Hold Sell
Livewire Markets
Equities

9 small caps to buy and hold for the next 5 years

The notoriously volatile space is liquidity constrained, but that could be an opportunity for buyers according to the experts.
CSL
+15
Sara Allen
Livewire Markets
Equities

Is EPS the best factor for measuring investment success?

Investors see it almost instantly when first searching a stock. Clearly, EPS is a hugely popular metric. But is it useful?
Kiryll Prakapenka
Fat Tail Investment Research
Equities

Insider Trades: Mining juniors dominate, Nib boss scoops another parcel of shares

Stock sells were thin on the ground last week but small resources company directors did plenty of buying
+1
Glenn Freeman
Livewire Markets
Equities

Challenger up to the challenge

Annuities provider well positioned for rising interest rates and structural growth in retirement savings.
PM Capital
PM Capital
Equities

Three 2023 winners — with the potential for more!

A few winning ideas for this year – much to everyone's surprise – and what could keep them driving ahead
BGL
Callum Newman
Fat Tail Investment Research
Equities

These 2 ASX companies could profit from the electric vehicle megatrend

At the same time as we are seeing global policy initiatives seeking to further accelerate the uptake of electric vehicles, corporate activity in the fuel and...
ALD
Tim Johnston
Tyndall AM
Equities

3 ASX stocks with P/E ratios of less than 10 (and another that’s gone below 1)

How does a stock market bargain sound to you? In this wire, I use data to go hunting for the best of them.
ALD
KAR
+1
Hans Lee
Livewire Markets
Equities

How this quality global manager is still finding opportunity in today’s market

Despite the volatility of markets, Claremont Global's Bob Desmond is finding opportunities and only has a 4% allocation to cash.
+6
Hans Lee
Livewire Markets
Equities

The Recession Playbook: what to expect when you're expecting

You know that scene. The one where the hero is dying of thirst, crawling on their hands and knees across the scorching desert sand. They spot an oasis on the horizon …...
Andrew Mitchell
Ophir Asset Management
Equities

Quality investing: more than meets the AI

Companies with high margins, strong cash flows and low leverage, with some even having cash at the bank, are better placed to manage slowdowns in the macroeconomic...
Arian Neiron
VanEck
Equities

Macquarie's top picks for the slowing Australian consumer

The largely resilient Australian consumer is starting to slowdown. Here's what Macquarie is seeing and the stocks it favours going forward.
BST
COL
+10
Sara Allen
Livewire Markets
Equities

Magellan Financial Group - an opportunity to regain trust and restore value

Sandon Capital has today released a public presentation outlining how we believe Magellan Financial Group Ltd can regain trust and restore value. You can read a copy...
Gabriel Radzyminski
Sandon Capital
3476-3500 of 8787
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