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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

Geoff Wilson on investing lessons, mistakes, the banks, and why you should get on X

Geoff Wilson reveals some investing lessons and tips, with a warning around index tracking funds and President Trump's arrival.
Tom Richardson
Livewire Markets
Equities

Nine's Domain tax bill could reach $240 million if CoStar agrees deal

Sources said the after-tax value of CoStar's bid to Nine could be more like $3.57 per share, rather than the $4.20 per share offer.
PPT
Tom Richardson
Livewire Markets
Equities

Why CSL will likely underperform term deposits

Its long-term returns have been outstanding. Yet eroding fundamentals and today’s prohibitive valuation imply tomorrow’s mediocre return.
CSL
Chris Leithner
Leithner & Company Ltd
Reporting Season

FNArena reporting season monitor: February 2025 - Week 5 (381 stocks covered)

Read on to find the ratings, consensus price targets, and FNArena insights on each stock covered.
Rudi Filapek-Vandyck
FNArena
Equities

The ASX 200 is tanking, what can you do about it?

ASX 200 sliding amid Trump tariffs & volatility fears? From market crash survival to smart investing strategies, here’s what you can do.
BHP
STO
+1
Carl Capolingua
Livewire Markets
Equities

Standout stocks in a discounted part of the market

Small caps are trading at a rare discount - offering one of the best opportunities in years. Here’s what reporting season revealed.
+4
James Nguyen
Tyndall AM
Equities

A change of leadership for the ASX

Market leadership is shifting. Pricing power is key. Here’s what reporting season tells us about the next 12 months.
APA
COL
+4
Michael Maughan
Tyndall AM
Rapid Fire

Beats, misses, ASX sleeper stocks, and steak dinners

Rapid Fire interview with the Yarra Capital Management equities team following the recently completed ASX reporting season.
Chris Conway
Livewire Markets
Equities

Has the "Trump Trade" become the "Trump Trap"?

Markets are now lower than when Trump was elected as investors grow weary of uncertainty. Has the Trump Trade become the Trump Trap?
+3
Mark Gardner
MPC Markets
Equities

Trump’s promise ‘to get Greenland’ puts rare earths junior ETM in spotlight

Eyes now on Greenland's March 11 election; Plus, James Bay joins the gold party with 1.36Moz maiden JORC resource in Nevada.
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 5 stocks with massive growth runways

Vihari Ross from Antipodes and James Tsinidis from Munro Partners analyse five global stocks with multi-decade growth opportunities ahead.
+2
Buy Hold Sell
Livewire Markets
Equities

Nine's Domain tax bill a risk for CoStar deal

Nine won't disclose its expected capital gains tax bill if it sells its Domain shares that could be worth more than $1.6 billion.
PPT
Tom Richardson
Livewire Markets
Equities

Boss Energy or Paladin Energy? ASX uranium sector expert views

A major broker initiates coverage on ASX uranium – cautious on near-term prospects but sees longer-term potential – favouring BOE over PDN.
BOE
PDN
Carl Capolingua
Livewire Markets
Equities

Claremont's playbook for buying quality stocks without the crazy price tags

If you could only own 15 stocks, which would you choose? Bob Desmond shares the new additions to Claremont Global's concentrated portfolio.
+5
James Marlay
Livewire Markets
Reporting Season

19 ASX stocks that should be on your radar

The Yarra Capital Management equities team take a deep dive into big themes, key sectors, and compelling stock opportunities.
Chris Conway
Livewire Markets
Equities

9 surging European defence stocks as transatlantic tensions intensify

There is still significant opportunity in defence stocks, despite the stellar run investors have witnessed in the last few weeks.
Thomas Rice
Minotaur Capital
Equities

Chris Stott: Three proven small caps and one poised for a rebound

Small caps in focus: Chris Stott's strategy amid market volatility
TUA
James Marlay
Livewire Markets
Equities

Options traders bet on stock market crash, spooked by tariffs, US recession risk

Cboe's head of market intelligence said it's seeing near record bets on the VIX fear gauge spiking as traders seek crash protection.
Tom Richardson
Livewire Markets
Equities

National Australia Bank's chief executive just sold 31,000 shares on-market

Andrew Irvine sold the shares for tax reasons according to a spokesperson.
Tom Richardson
Livewire Markets
Equities

Munro shifts stock bets from semiconductor winners to energy suppliers and AI application providers

The market-thumping fund manager is looking to tomorrow's winners after producing big capital gains from owning the likes of Nvidia.
+5
Tom Richardson
Livewire Markets
Equities

Tesla stock: a slow-motion car crash?

Tesla is down 40% from its December peak, bringing its valuation below $1 trillion and raising serious questions about its future.
Dr David Allen
Plato Investment Management
Equities

How the experts use AI to maximise returns – and what steps you can take

Minotaur Capital’s Thomas Rice and Macquarie’s Benjamin Leung share their insights.
Sara Allen
Livewire Markets
Buy Hold Sell

Buy Hold Sell: The investing megatrends you can’t ignore (and some you should rethink)

Vihari Ross from Antipodes and James Tsinidis from Munro Partners unpack the key market themes you simply can't ignore.
Buy Hold Sell
Livewire Markets
Reporting Season

FNArena reporting season monitor: February 2025 - Week 4 (324 stocks covered)

Read on to find the ratings, consensus price targets, and FNArena insights on each stock covered.
Rudi Filapek-Vandyck
FNArena
Equities

2 ideas in 200 words #3

2 stocks Katana has been adding to this week
DDR
PPS
Romano Sala Tenna
Katana Asset Management
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