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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

Dividend value traps and how to avoid them

Uncovering what investors are missing when looking at high-dividend companies and how to avoid dividend traps
Michael Maughan
Michael Maughan
Tyndall AM
Equities

Safe as houses? Think again. Big 4 bank shares aren’t worth the risk

In the AFR today I share some views on why we think Australian bank shareholders are vulnerable. Here's more on Antipodes' thesis.
+2
Jacob Mitchell
Antipodes
Expert Insights

Clifford: Investor bias is an opportunity - so long as you're not the one harbouring it

Platinum Asset Management's C0-CIO also passes along three financials names that may not concern you even if banking concerns persist.
David Thornton
Livewire Markets
Equities

The sectors and stocks to watch from Macquarie’s 2023 conference

Macquarie noted four key market themes, upgraded some stocks and downgraded others in its 2023 Conference. In this wire, I'll explore these.
APA
COL
+14
Sara Allen
Livewire Markets
Equities

The blue sky for rare earths now a bit cloudier

Tesla claims it will eliminate the use of Rare Earths in its Electric Vehicles. What could this mean for markets?
+1
Jason Kim
Tyndall AM
Equities

8 ASX small and micro-cap Industrial stocks on the move

Australian small- and micro-cap Industrials continued to see significant news, as improved earnings, contracts, and global expansion continued to be the key themes for...
CTT
DCG
EML
+5
Claire Aitchison
Independent Investment Research
Equities

Diagnostics: The workhorse of improving health outcomes

Helena Miles, Vice President, International Equity Team Morgan Stanley IM For health care companies, the holy grail of compounding at high returns is underpinned by...
Bruno Paulson
Morgan Stanley IM
Equities
Sponsored

The best of active for the cost of passive? Yes, it's possible

Indexed ETF strategies provide consistent, cost-effective core solutions for investors looking to build efficient broad market exposure. However, with equity markets...
Livewire Exclusive
Livewire Markets
Equities

How to invest throughout the market cycle (and three stocks to do so)

It's all about finding businesses that can withstand the volatility of the market, says Eileen Riley of Loomis Sayles.
+1
Chris Conway
Livewire Markets
Equities

The endless potential of ChatGPT, and what it means for markets

Welcome to series 6 of Magellan Minutes, our investment insights initiative, in which senior members of our investment team dissect the markets and take a deeper look...
Magellan Investment Partners
Magellan Investment Partners
Expert Insights

Why the market has been getting this theme all wrong (and 4 stocks to actually play it)

In this interview, Ellerston's Bill Pridham provides an in-depth guide to the circular economy.
+1
Ally Selby
Livewire Markets
Equities

Momentum is building in aged care stocks

With established investments in both of Australia’s listed residential aged care providers, Estia Health (ASX: EHE) and Regis Healthcare (ASX: REG), our positive...
EHE
Sinclair Currie
NovaPort Capital
Equities

5 key takeaways from Berkshire Hathaway's Annual Meeting

Unpacking the 59th Berkshire Hathaway shareholder marathon in just five key points.
Kerry Sun
Livewire Markets
Equities

Looking beyond the office doldrums for exposure to the world's best property

Concerns relating to the banking crisis in the US, and the cost and availability of debt has filtered through to the listed real estate market in recent months.  The...
Resolution Capital
Resolution Capital
Equities

An explosive outlook for shareholder returns

Incitec Pivot (ASX: IPL)  is a key holding in the Firetrail Absolute Return Fund. Incitec Pivot consists of two businesses: 1. Explosives – Incitec Pivot...
IPL
Ramoun Lazar
Firetrail Investments
Buy Hold Sell

6 ASX stocks with sustainably high dividends (and 2 on the way south)

In a world where inflation remains sticky and interest rates continue to tick higher, investors can still uncover sustainable yield.
CSL
+5
Buy Hold Sell
Livewire Markets
Equities

Investing in an economic downturn

Making money during a recession. Here we share how Pella Funds Management has employed different strategies to do exactly that.
Steven Glass
Pella Funds Management
Equities

Pharma and Biotech companies on the move in April

April continued to be a strong month for Australian pharma and biotech companies with a number of successful trials, and contracts, with potential for global...
4DX
+6
Claire Aitchison
Independent Investment Research
The Rules of Investing

Is this the least crowded opportunity in the market today?

Fifth Estate Asset Management are launching a fund because they believe it is
NXT
The Rules of Investing
Livewire Markets
Equities

Stanley Druckenmiller's only high conviction trade is against the US dollar

Fixed income isn't attractive and equities are complicated. Today's markets are nothing like this famed hedge manager has seen before.
Ally Selby
Livewire Markets
Equities

Are Telstra shares good value?

For 5 years we've been increasing our exposure to this Aussie market darling. Here's why
TLS
Lucas Goode
IML
Equities

"All bear markets end" – what history tells us about the prospects of growth companies

TDM's 2023 market memo emphasises what we believe is a simple truth: if we own high quality businesses at great prices, time is our friend
Tom Cowan
TDM Growth Partners
Equities

A closer look at the ASX takeover surge

Hear from Sinclair Currie and Tim Binsted from NovaPort Capital, as they discuss recent M&A activity in the Australian market.
BHP
BKL
+8
NovaPort Capital
NovaPort Capital
Equities

Don't bank on the pivot: 3 global stocks to navigate macro uncertainty

Despite the uncertainty following the largest bank failure since the 2008 financial crisis, global equities rose during the first three months of 2023. Index...
Alison Savas
Alison Savas
Antipodes
Equities

Uranium getting a glow as North America puts nuclear power ‘front and centre’

Cameco chief highlights opportunity awaiting emerging producer Boss and 92 Energy, which unveiled bumper results. Plus, Meteoric’s resource.
92E
BOE
+1
Barry FitzGerald
Independent Journalist
3651-3675 of 8787
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