Home Wires

Equities

Listed stock commentary covering small-caps to big-caps, growth to income, domestic to global, and momentum to deep value.

Equities

Why IMDEX’s proposed acquisition of Devico is a great strategic fit

Imdex (ASX: IMD) reported a strong set of 1H23 results, well ahead of consensus with revenue up 18.5 per cent from 1H22 and EBITDA up 21.9 per cent from 1H22. Despite...
IMD
Dominic Rose
Montgomery Lucent Investment Management
Equities

Why I steer clear of whisky – and distillers

How do you value Australia's only pure-play whisky distiller? As Roger Montgomery finds out, it's anything but neat.
Roger Montgomery
Montgomery Investment Management
Reporting Season

Marcus Padley: One ASX stock for the new bull market

As markets rebound from their October lows, there's one stock that is perfectly positioned to benefit from the recovery.
MQG
Ally Selby
Livewire Markets
Equities

Why I’m cautiously optimistic about 2023

A number of commentators are calling the current rebound in global markets a ‘dead cat bounce’. Veteran fund manager, and famous ‘perma-bear’, Jeremy Grantham, has...
Roger Montgomery
Montgomery Investment Management
Equities

On Our Wavelength: China’s reopening presents opportunities for investors

In this podcast, we explore the ASX opportunities for investors as the biggest contributor to global economic output opens its doors.
BHP
RIO
+1
Raaz Bhuyan
WaveStone Capital
Equities

Pull the weeds

A bit of education
TLS
Z1P
Marcus Padley
Marcus Today
Equities

The emerging investment opportunities in a heavily discounted market

There are opportunities aplenty for those investors on the hunt for value... Here, three fund managers share their top picks.
Sara Allen
Livewire Markets
Equities

Microsoft and 5 other AI pick-and-shovel plays

How do you gain exposure to artificial intelligence without taking on unnecessary risk?
+6
Alexander Clunies-Ross
Swell Asset Management
Equities

Two ASX sectors presenting opportunity in an earnings downgrade cycle

There's a need to be more selective within the Australian equities space, says Katie Hudson of Yarra Capital Management.
Katie Hudson
Yarra Capital Management
Equities

Europe has surprised everyone

Bearish forecasts for the European economy - and equity market - haven't come to pass
Anthony Doyle
Anthony Doyle
Firetrail Investments
Equities

Why WAM is bullish on small caps (and the team's 30 best ideas for the recovery)

It's one of the best environments for small and micro-caps in some time, according to Wilson Asset Management's Tobias Yao and Oscar Oberg.
360
ALQ
AMP
+34
Ally Selby
Livewire Markets
Equities

Macquarie is betting on these two ASX gambling stocks

Armed with some fresh consumer data, Macquarie is rolling the dice on two ASX gambling stocks. But will either deliver a big pay out?
+1
Hans Lee
Livewire Markets
Equities

Two ASX micro-cap stocks for your radar

There's higher risk in the space but these companies, one in tourism and the other resources technology, don't look like cash burners.
CAR
+6
Glenn Freeman
Livewire Markets
Equities

Cultivating Culture: The importance of a good corporate culture

Assessing a firm's corporate culture is critical to evaluating the success of an organisation and its long-term potential.
COH
RIO
Andrew Dale
ECP Asset Management
Reporting Season

This retailer has been savaged on results but does it provide an opportunity?

Tim Binsted from NovaPort Capital runs the ruler over this retailer's results and provides an outlook for the coming 12 months.
NCK
Chris Conway
Livewire Markets
Equities

Value hunting: 13 stocks at 52-week lows (and if any of them are good ideas)

Is there any value among some of the market's most discarded and disliked stocks?
ASB
+12
Kerry Sun
Livewire Markets
Equities

Three buys for the looming copper shortage

The dominant macro narrative for copper is well passed its use-by date, says Mark Gardner at Maqro Capital.
Mark Gardner
MPC Markets
Equities

ASX Consumer Staples: Broker views and Morningstar’s preferred pick

Supermarkets are defensive assets but will their yields remain attractive? Read on for detailed insights on these and other staples.
COL
+3
Glenn Freeman
Livewire Markets
Equities

Three ‘fortress’ growth stocks for volatile times

Turbulent markets make it timely to review growth businesses that boast strong free cash flow and robust balance sheets for volatile times.
+1
Francyne Mu
Franklin Templeton
Equities

The path to clean, secure and affordable energy

The changing seasons are nature’s way of reminding us that time moves on. And it is the same in the Russell household, where my youngest is approaching 18 and his late...
+1
Johnny Russell
Amova AM
Equities

As their bigger brethren cream it, junior porphyry hunters still wait for tickets to gold-copper party

Sunstone aims to fire up investors with high-grade epithermal next to porphyry discovery. Plus, Battery Age joins Canadian lithium rush.
PLS
+2
Barry FitzGerald
Independent Journalist
Equities

Three themes that will shape the coming decade

Deglobalisation, Decarbonisation, and De-dollarisation will offer fantastic opportunities for active stock pickers over the next decade.
STO
Patrick Hodgens
Firetrail Investments
Buy Hold Sell

Buy Hold Sell: Your top large caps for 2023 (and 2 that should have made the list)

In this episode, Marcus Today's Henry Jennings and Medallion Financial's Michael Wayne analyse the five most-tipped large caps for 2023.
BHP
CSL
+5
Buy Hold Sell
Livewire Markets
Equities

Iron ore prices soar 58% in three months. Here are Citi's top picks

With iron ore prices rebounding in recent months, we break down the broker's latest research, the stocks they like and why.
BHP
+4
Ally Selby
Livewire Markets
Equities

Seek shelter in defensives amid falling growth and financial conditions

Bruce Apted reviews the main concerns and key market themes for Australian equities that investors should look out for over the year ahead.
Bruce Apted
State Street Investment Management
3926-3950 of 8789
The 10th annual Livewire Live 2026

One room. One day. The minds that move markets.

22 September 2026 Art Gallery of NSW, Sydney

Register Now