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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

Why Australian Eagle believes CSL is a 'dream company'

Australia's most famous biotech company also happens to be a "dream" investment, argues Australian Eagle CIO Sean Sequeira.
CSL
Sean Sequeira
Australian Eagle Asset Management
Equities

Unbundling Telstra’s hidden value

After a decade of industry headwinds, we think the tide has turned for Telstra (ASX: TLS) as the telecommunications (telco) industry outlook is now becoming...
TLS
Rob Crookston
Rob Crookston
Wilsons Advisory
Equities

Investing in megatrends (the other ones)

Investors who felt safe hiding in lithium stocks supported by broad-based belief in the global electrification theme have had a rude awakening over the past four...
BHP
BRG
CAR
+15
Rudi Filapek-Vandyck
FNArena
Equities

LIC & LIT premiums and discounts: danger or opportunity?

Webster’s dictionary defines risk as “exposing to danger or hazard”. However, the Chinese symbols for crisis below perhaps give a better description. The first...
Andrew Mitchell
Ophir Asset Management
Equities

A note to young investors part 1: Why you should rethink investing in index funds

If you’re a younger investor, you’ve likely heard about – and even possibly invested in – index funds, whose promoters argue it’s easier, cheaper, and wiser to stick...
COH
PME
+1
Roger Montgomery
Montgomery Investment Management
Equities

This small-cap fundie has a habit of outperforming the index – these are the stocks he's backing right now

Betting against brokers and avoiding speccy miners are just some ways Spheria's process unearthed these companies, says Matthew Booker.
BKL
IVC
LTR
+1
David Thornton
Livewire Markets
Equities

How retirees can get income and growth

How to get the income and stability retirees are seeking in today’s volatile markets
Michael Maughan
Michael Maughan
Tyndall AM
Equities

Where's the volatility gone?

Market complacency can feel temporarily good, particularly after a volatile March, but pricing away risk leaves investors exposed.
Max Pacella
Rest Super
Equities

Who will benefit from Australia's housing shortage?

Companies that successfully navigate the next 3-6 months will have an excellent runway in the years ahead
BKW
CSR
+5
Nick Sladen
LSN Capital Partners
Equities

How these investors find quality (and 12 stock examples)

Two global fund managers define Quality investing and delve into 12 stocks
+8
Hans Lee
Livewire Markets
Buy Hold Sell

Why there's still room in the tank for battery materials

These fundies are backing two future-facing commodities and two stocks in particular.
BOE
+1
Buy Hold Sell
Livewire Markets
The Rules of Investing

No lithium, no worries for this outperforming small cap manager

Spheria's Matthew Booker discusses how he preserves capital in bear markets and outperforms in bull markets.
The Rules of Investing
Livewire Markets
Equities

21 ASX-listed companies have yields higher than 10% today. Here's why this fundie still doesn't own any of them

But a few are starting to look very, very interesting...
BHP
+14
Ally Selby
Livewire Markets
Equities

M&A appetite of leading lithium players is valuable insight into their bullish outlooks

Plus, new report highlights game-changer for Sunstone, surging Australian Rare Earths raises and Meteoric sets for maiden resource.
AKE
IGO
+4
Barry FitzGerald
Independent Journalist
Equities

Why Telstra is a sell

Telstra is a dominant company performing well operationally. But in a far cry from a few years ago, all this good news is in the price
TLS
Greg Canavan
Fat Tail Investment Research
Buy Hold Sell

Buy Hold Sell: 3 hot copper stocks (and 2 high-conviction calls)

In this episode, Eley Griffiths Group's Tim Serjeant and Tribeca Investment Partners' Todd Warren analyse five resources stocks.
A1M
A4N
+4
Buy Hold Sell
Livewire Markets
Equities

Competitive advantage, strong tailwinds, and an attractive valuation – This ASX company ticks all the boxes

As Warren Buffett said in an interview in 1999, “the inescapable fact is that the value of an asset, whatever its character, cannot over the long term grow faster than...
NHF
Will Mumford
Auscap Asset Management
Equities

Why 2023 looks a lot like 1997 for the RBNZ

Let’s jump back in time to 1997 when the Reserve Bank of New Zealand (RBNZ) was just about to make a horrible policy error.
Stephen Bennie
Castle Point Funds
Equities

Quality management and strong cycle are leading this ASX business' turnaround

Two key traits of a quality company are featured in this single stock story.
Joe Wright
Airlie Funds Management
Equities

Can you trust the Weatherman?

Meteorologist. The only job where you can be wrong every day and still keep your job. Willard Scott Meteorologists or weather people are inherently not trusted. They...
29M
ABC
+24
Anthony Kavanagh
Chester Asset Management
Equities

Introducing the 17 "Dividend Aristocrats" of the ASX

Dividend aristocrats are famed for their ability to weather any downturn. But not all income stocks are created equal.
AGL
APA
+21
Hans Lee
Livewire Markets
Equities

11 ASX stocks for Quality, Momentum, Transition, and Value

Over the last six months, the market has shifted from focusing on value styles, valuations and short-term earnings to long-term realities of business models as well as...
ALD
+8
James Abela
Fidelity International
Equities

The 5 most-shorted Australian stocks this year

There are some common themes across Australia's most-shorted stocks this year - but the outlook may not be as bad as you think.
CXO
+7
Sara Allen
Livewire Markets
Equities

After losing its froth, is Breville a ‘buy’ once more?

I'm impressed by Breville Group management, approach & execution. Is there an opportunity to buy a quality business at an attractive price?
Roger Montgomery
Montgomery Investment Management
Equities

Six key reasons why I’m bullish for the rest of 2023

Callum Newman of Fat Tail Investment Research explains why it's time to ditch the bears and focus on the big opportunity now.
SGP
Callum Newman
Fat Tail Investment Research
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