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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

Is growth back, or is this a trap?

Recession fears and Fed pivot expectations have investors crowding back into mega-cap tech, but are these companies becoming more cyclical?
+4
Alison Savas
Alison Savas
Antipodes
Rapid Fire

Volatility in small and micro-caps could be an opportunity. Here are 3 companies NovaPort likes

Small and micro-cap companies are notoriously volatile, but NovaPort Capital's Sinclair Currie argues a focus on quality is key to success.
BRG
CAA
+3
Sara Allen
Livewire Markets
Equities

US debt ceiling crisis: What would happen if America defaults?

In this article, we take a closer look at the implications from the US debt ceiling debacle.
Stephen Bennie
Castle Point Funds
Equities

Beyond the sheets: Dissecting the downfall of a US retail giant

The consumer cycle is turning, creating a challenging operating environment for retailers and a period of volatility for investors. In this episode, Hannah Dickinson...
Magellan Investment Partners
Magellan Investment Partners
Equities

Stocks are less risky than bonds in the long run

Stocks versus bonds is a vital question right now given the rise in bond yields/interest rates in most major markets over the last 18 months. We have gone from a TINA...
Andrew Mitchell
Ophir Asset Management
Expert Insights

The $50 trillion opportunity Munro is chasing

Munro Partners focuses on investing in companies it sees as growing faster than the market expects. This is the theme they're hunting in now
+2
Chris Conway
Livewire Markets
Equities

The worry list for shares (and the good news!)

There is an old rhyme in financial markets to leave a clean slate in time for the American autumn. But is this time different?
Shane Oliver
AMP
Equities

Citi is buying stocks again (and it’s all thanks to AI)

Citi is leaning into the mega-cap tech trade despite openly admitting they are "modestly bearish".
+5
Hans Lee
Livewire Markets
Equities

Thinking small to win big

Conventional wisdom suggests that ‘time in the market’ is a less risky strategy than ‘timing the market’. Boom and gloom provide attractive entry and exit points but...
REA
Sinclair Currie
NovaPort Capital
Equities

Is this a major turning point for ASX-listed consumer stocks?

In this wire, I outline what's happening in the sector and how we are thinking about positioning looking ahead.
+2
David Moberley
ClearLife Capital
Equities

45 ASX stocks have a P/E of under 10. These two are also up more than 60% in the past year.

The Market Index Low P/E stocks scan is designed to provide a rough guide on which stocks are “good value”.
ELD
+2
Hans Lee
Livewire Markets
Expert Insights

How T. Rowe Price generates impactful alpha (and two stocks to prove it)

You don't need to sacrifice goodwill to get good returns. But you do need a defined process, says T. Rowe Price's Hari Balkrishna.
+1
Hans Lee
Livewire Markets
The Rules of Investing

Top stocks for today's markets (and why Jun Bei Liu believes the ASX will head higher in 2023)

The Tribeca Investment Partners portfolio manager is bullish despite RBA documents indicating an 80% likelihood of an Aussie recession.
JBH
+14
The Rules of Investing
Livewire Markets
Equities

Buffett lessons you won’t hear at Berkshire

After some time on the sidelines, Co-Portfolio Manager Gareth Brown is back in the hot seat, joining me for the latest episode of Stocks Neat as we delve into lessons...
Steve Johnson
Forager
Expert Insights

Play "the largest capital investment cycle the world's ever attempted" with these stocks

The energy transition is an enormous thematic, but not all exposed stocks will deliver outstanding investor returns.
+1
David Thornton
Livewire Markets
Equities

Are broker stock ratings worth the paper they're written on?

It's not uncommon to hear broker research ratings being dismissed by investors. So, in this brief wire, I'll outline some of the Plato Investment Management team's...
360
APX
BOE
+7
Dr David Allen
Plato Investment Management
Equities

Pound-for-pound, copper explorer Hammer is nailing the value proposition

Plus, the response to Gascoyne Gold’s bumper results at Never Never is curiouser and curiouser. And Bellavista hits 7.5% zinc in WA.
BGL
BHP
+5
Barry FitzGerald
Independent Journalist
Equities

The magazine cover indicator says buy dividend stocks!

When cash is this popular, it's time to look at other income options
Greg Canavan
Fat Tail Investment Research
Buy Hold Sell

Buy Hold Sell: 5 long-term compounders for the bottom drawer

In this episode, Sage Capital's Sean Fenton and Perpetual Asset Management's Sean Roger share their analysis of five bottom drawer stocks.
BRG
GMG
+2
Buy Hold Sell
Livewire Markets
Equities

Protecting your wealth in inflationary times

Looking for companies with pricing power and strong balance sheets; but not at any price
TLS
Hugh Giddy
IML
Equities

When it comes to equities, there is no hiding from the voting machine

Equity market volatility all but guarantees periods of very poor performance for even the best equity market managers.
Stephen Bennie
Castle Point Funds
Equities

Andrew Mitchell: "Get the earnings right and everything will look after itself"

Early starts, ground-level meetings, and Peter Lynch are the secrets to this small-cap investor's approach.
CDA
Hans Lee
Livewire Markets
Rapid Fire

The key characteristic this fundie looks for and 2 ASX stocks that fit the bill

Blackmore Capital's Marcus Bogdan is all about resilience, both in terms of his own experience and the investments he likes. Find out why.
BHP
CSL
+9
Chris Conway
Livewire Markets
Equities

40 years of Quality outperformance

The Fairlight investment strategy is focussed on uncovering quality businesses, buying them at attractive prices and patiently owning them for the long term. While...
Will Dowd, CFA
Fairlight Asset Management
Equities

The #1 factor that proves management believes its stock is cheap

Which signal proves that management genuinely believes it stock is cheap and what is the best current example?
Romano Sala Tenna
Katana Asset Management
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