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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

How will Australia fare in 2023?

What is the outlook for the economy and earnings in this environment of high inflation, rising rates, an energy shock and slowing growth?
Paul Xiradis
Ausbil
Equities

Three stocks to watch for China's reopening

China’s road to reopening is front of mind for investors as we go into 2023. But will it also be the best news story of the new year for markets?
Alice Shen
VanEck
Equities

Why 2023 could be a good year for investors

Without a doubt, 2022 has been a tough year for equity investors. As I write, the S&P500 is down around 16.5%, and the ASX200 is down around 5.5%. But don’t despair –...
Roger Montgomery
Montgomery Investment Management
Equities

Value sparkled in a tough year - but can it continue?

The Value vs Growth rollercoaster fell Value's way this year, beating by 20%. Is the pursuit of Quality a smoother ride?
Alastair MacLeod
Elston Asset Management
Equities

Matt Williams: It's not just about what you own in the portfolio, it's about what you avoid

Investing is a "choose your own adventure" pursuit. There is a sea of variables and the last thing you want to be is adrift without a rudder or map. We like to think...
ASX
+1
David Thornton
Livewire Markets
Equities

Markets providing fertile hunting ground for stock pickers

Orbis looks at how the current boom-bust cycle has been the setting for a great misallocation of capital, potentially providing fertile ground for contrarian investors...
Graeme Shaw
Graeme Shaw
Orbis
The Rules of Investing

This Hall of Famer has uncovered a stock worthy of Warren Buffett's portfolio

When times are tough, it pays to stick to your guns.
The Rules of Investing
Livewire Markets
Equities

Perreault resigns from CSL, having already written some of the next chapter

When investors, be it Montgomery or our partners Australian Eagle, talk about quality Australian companies (those with wide and deep economic moats or competitive...
CSL
Roger Montgomery
Montgomery Investment Management
Equities

Why Australia is set for an earnings recession

Our base case for 2023 is that Australia is likely to experience an earnings recession even if we do not suffer an economic recession.
Randal Jenneke
T. Rowe Price
Equities

Short delay is a "storm in a Chalice" that shouldn't deter true believers

Plus, the disconnect between Sunstone’s $100 million market cap and its case for why it could be on its way to producing 10 million ounces. Messing with guidance on...
BHP
CHN
+2
Barry FitzGerald
Independent Journalist
Equities

Which company could double its earnings in just five years?

Analysts Shaun Weick, Sam Koch, Will Liu, Cooper Rogers and Will Thompson deliver their buy, hold and sell selections for Australian and global companies.​​​​​​
BRG
+15
Wilson Asset Management
Wilson Asset Management
Equities

Post-It Notes 2023

It’s all so short-term when you write daily. I sometimes go back to newsletters from a year or more ago and, with the knowledge of hindsight, read in minute detail the...
Marcus Padley
Marcus Today
Equities

“A Team Player”: David Macgeorge, Managing Director of SRG Global – asset service, mining services and construction

Heading into the end of the year we reflect back on our fantastic very first episode of Euroz Hartleys “Finding the Front” with the Managing Director of global...
SRG
Euroz Hartleys Ltd
Euroz Hartleys Ltd
Equities

Micro or mega cap, which is the most attractive?

2022 has been a rocky year for the majority of investment asset classes. One area that has had it particularly rough is the smaller end of the share market. Across...
Stephen Bennie
Castle Point Funds
Equities

Why we are bullish on these cyclical stocks

Heightened volatility continues to grip markets, but WAM Capital still sees opportunities in several corners of the market.
Wilson Asset Management
Wilson Asset Management
Equities

Growth opportunities aplenty in a sluggish world

Our view is that the global economy is growing slowly, but certain emerging countries are coming of age and some secular themes in these countries are likely...
Dr Joseph Lai
Ox Capital
Equities

Get first access to the #1 fundie stock picks for 2023

Complete a survey, help us help you, and get first access to our fund manager stock picks for 2023. What's not to like?
APT
+13
David Thornton
Livewire Markets
Equities

The top 10 ASX 100 companies in terms of earnings quality, according to MarketMeter

Livewire is proud to partner with MarketMeter, gaining exclusive access to research that evaluates major ASX companies across a range of factors.
AMC
+23
Sara Allen
Livewire Markets
Equities

The Aussie market is showing amazing strength

Short rates have continued to rise and earnings outside of the miners and banks are generally faltering, but the Australian equity market continues to power on.
ABC
AKE
+15
Schroders Australia
Schroders
Equities

Winners and losers from Australia's AGM season

Martin Currie Australia's annual summary of the investment thematics arising from ASX-listed company AGMs
ALD
+36
Reece Birtles
ClearBridge Investments
Equities

The top 10 ASX 100 companies in terms of Growth Prospects, according to MarketMeter

Livewire is proud to partner with MarketMeter, gaining exclusive access to research that evaluates major ASX companies across a range of factors.
ALQ
ARF
+18
Glenn Freeman
Livewire Markets
Equities

Rinehart and Forrest's appetite for rare earths speaks volumes about the sector’s outlook

The billionaires are diving in via the bigger players. But the less well-heeled can get a slice of the action through numerous leveraged juniors such as RareX and AR3....
+3
Barry FitzGerald
Independent Journalist
Equities

Why dividends will continue to underpin retirement income in 2023

The retirement income conundrum never ceases to get easier, and you can understand why many investors may have found it all the more confusing in recent times. When...
BHP
MQG
+1
Dr Don Hamson
Plato Investment Management
Outlook Series

Only one of your small caps was in the black in 2022... And then the CEO sold his shares

Your small cap reader picks haven't escaped the market carnage of 2022. Not even the resources bull run could stem the bleed.
360
AD8
+7
David Thornton
Livewire Markets
Equities

What equity investors can learn from the collapse of FTX

"You don't get into a situation like I got in if you make all the right decisions." - Sam Bankman-Fried, founder and CEO of FTX. While schadenfreude is an unappealing...
Steve Johnson
Forager
4026-4050 of 8790
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