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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

Small companies, big swings and four future leaders that stand out

+2
Marc Whittaker
IML
Equities

A metronome of dividend consistency, SGH shares plans for future growth

SGH Ltd (SGH) CEO, Ryan Stokes speaks with Tom Piotrowski about the company’s dividend policy and its half year results.
SGH
CommSec
Equities

Coles shares a buy on great management, Woolworths disappoints again

Tyndall senior analyst Craig Young says Coles' superior management team is leaving Woolworths in the dust.
COL
WES
Tom Richardson
Livewire Markets
Equities

NVIDIA still more boom than bust

Portfolio Manager Richard Clode highlights the main considerations for investors on the company, as well as the generative AI tech wave.
Janus Henderson
Janus Henderson
Equities

Qantas reports surge in half-year profits and resumes dividends

Qantas (ASX: QAN) has posted a significant rise in half-year profits, demonstrating continued momentum in the airline’s post-pandemic recovery. The company reported an...
QAN
Roger Montgomery
Montgomery Investment Management
Equities

US critical minerals grab emerging as a tailwind for resource juniors

Plus, Ioneer’s lithium baby could go to Rio and recent copper deals suggest red metal juniors such as KGL and Havilah are going cheap.
BHP
INR
+2
Barry FitzGerald
Independent Journalist
Equities

Once maligned, QBE is now firing on all cyclinders

Record investment returns, 9% growth, healthy and stable margins - QBE is ticking all the boxes. Find out more from CFO, Inder Singh.
Sara Allen
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 12 key ASX stocks and the important themes from reporting season

With the ink from CEO signatures still drying on earnings reports, James Gerrish & Jun Bei Liu give their hot take on key themes and stocks
APA
+9
Buy Hold Sell
Livewire Markets
Reporting Season

Woodside boss flags Sangomar, Scarborough to boost growth, cash flow outlook

Meg O'Neill speaks to Livewire on Woodside's 2024 results and the major projects it has coming online to deliver value accretive growth.
Tom Richardson
Livewire Markets
Equities

The under-the-radar healthcare stock leading the world in cataract treatment

Antipodes Healthcare Portfolio Manager, Nick Cameron, outlines the investment case for pharmaceutical and medical device company, Alcon AG.
Antipodes Partners
Antipodes
Equities

Nvidia's reckoning? AI bellwether faces moment of truth amid tech correction

As the AI landscape shifts beneath our feet, Nvidias earnings reveal whether the semiconductor giant can maintain its throne amid challenges
Charles Ormond
Fat Tail Investment Research
Equities

Why the 'forgotten large caps' are back in favour

Investors are turning their attention away from the high-flyers back to some of the overlooked defensive companies on the ASX.
AMC
BHP
BXB
+6
Michael O'Neill
IML
Equities

Australian Vintage Group's chairman just bought $1.4 million in shares and calls it a 'screaming buy'

Insiders sell for many reasons, but generally buy for just one. So a huge on-market buy from AVG's chairman caught the market's attention.
Tom Richardson
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 global tech leaders (and 2 more you simply can't ignore)

Vihari Ross from Antipodes and James Tsinidis from Munro Partners run the ruler over five tech monoliths - do they still stack up?
+5
Buy Hold Sell
Livewire Markets
Reporting Season

WiseTech’s bumper 34% profit growth amid board chaos

Between the personal life of its founder and board resignations, WiseTech has hit the headlines. Despite this, its fundamentals are strong.
Sara Allen
Livewire Markets
Equities

Investment platforms showdown: independent players vs. big banks

Independent investment platforms like Netwealth & HUB24 are dominating wealth management. Here’s how they overtook the big banks.
AMP
HUB
+2
Patrick Poke
A Rich Life
Equities

Massive brokers vs ASX mining earnings review: BHP, RIO, FMG, MIN, PLS and more

As February earnings season enters its final weeks, we have the latest broker responses to results from the major ASX mining companies.
BHP
FMG
+8
Carl Capolingua
Livewire Markets
Equities

Where to find market opportunities

There are opportunities abound for investors with an active management mindset in 2025. In this discussion on the outlook for markets and the key themes for this year,...
Magellan Financial Group
Magellan
Reporting Season

Woodside's "operational excellence" delivers a dividend beat

Despite trading at three-year lows, Woodside delivered a strong 2024 earnings beat and capped off the year with a solid final dividend.
Kerry Sun
Livewire Markets
Equities

Unity Software: finally, the long-awaited turnaround?

Unity has been an unmitigated disaster for shareholders the past three years, but is it finally setting the stage for a dramatic turnaround?
Daniel Wu
Bristlemoon Capital
Equities

Amid a tornado of headlines, where does opportunity lie for global investors in 2025?

With all the noise in equity markets, global investors might be reviewing their strategies and wondering, what’s next?
Maroun Younes
Fidelity International
Equities

Four risks that investors should watch in 2025

Global equities have just delivered a second year of stellar gains, but a range of investment risks may bring more volatile share markets in 2025. However, there are...
Tim Richardson
Tim Richardson
Pengana Capital Group.
Equities

Gold deal of the decade

Why we are invested in Greatland Gold
Matthew Fist
Firetrail Investments
Equities

Warren Buffett is dumping shares and his favourite valuation metric is flashing sell

Warren Buffett has raised record amounts of cash, but the equities apostle insists great businesses are still the best way to create wealth.
+2
Tom Richardson
Livewire Markets
Equities

Telstra’s half year results – modest gains driven by cost control not expansion

Telstra’s (ASX:TLS) latest half-year financial results, released yesterday, tell a story of modest gains, underpinned by cost control rather than broad-based...
TLS
Roger Montgomery
Montgomery Investment Management
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