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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

Chart of the Week - Are stocks cheap yet?

Global Equity Valuations: I still find this chart fascinating, it shows US PE10 valuations hovering around what was previously the top end of the range (of the...
Callum Thomas
Topdown Charts
Outlook Series

How Livewire readers' top global stocks fared in 2022

If you think it's been a rough year for your local investments, spare a thought for those invested in global equities.
BHP
+8
Hans Lee
Livewire Markets
Equities

Prospector to Company Making Battery Mineral Discoveries: Tim Goyder Chair of Liontown, DevEx and former Chair of Chalice Mining.

What an opportunity we have in this episode to spend some time with our very special guest, Western Australian entrepreneur, 40+ year prospector, business owner and...
CHN
LTR
Euroz Hartleys Ltd
Euroz Hartleys Ltd
Equities

ASX energy stocks: Broker views and a fundie's top pick

Large cap energy stocks are up as much as 250% in 2022, but soaring power prices also mean a regulatory response is likely. What does this mean for the big local players?
STO
+1
Glenn Freeman
Livewire Markets
Equities

This indicator says the market is topping out again

‘If you don’t know who you are, this is an expensive place to find out.’...
Greg Canavan
Fat Tail Investment Research
Equities

A sliver of US stocks offer an excellent opportunity

Across most of history, if you were going to own value stocks, you would have really wanted to own the very cheapest of them. Exhibit 8 shows the performance of the...
Ben Inker
GMO
Outlook Series

Here's how the top-tipped large caps performed in 2022

Livewire readers found some shelter from the market storm in large-cap stocks this year, with the overall performance very healthy compared to the broader market.
BHP
CSL
+8
Chris Conway
Livewire Markets
Equities

The secret to running a gold standard equities fund - and 2 that made the cut

Only two funds earned Morningstar's coveted "Gold Medal" ranking in 2022, after a difficult year for markets. In this wire, we interview one of those two fund managers...
PLS
Hans Lee
Livewire Markets
Equities

Amazon's trillion-dollar cloud computing unit strengthens despite macro constraints

Introduction In 2012, Amazon Web Services (AWS) held its first cloud computing focused global customer and partner re:Invent conference in Las Vegas, drawing 5,000...
Sally Fang
Swell Asset Management
Equities

The Running of the Pilbara (Iron Ore) Bulls

Three months ago, we discussed the price correction then underway in iron ore prices and recommended standing back from all stocks, except BHP Group. In this...
BHP
FMG
+4
Kingsley Jones
Jevons Global
The Rules of Investing

Move over Big Tech, these are the new flag bearers of growth investing

The game has changed, but growth investing is alive and well - just with different players in the first 11
The Rules of Investing
Livewire Markets
Equities

America "screwed" unless it hurries lithium supply chain: Brinsden

The former Pilbara Minerals MD sees America’s ‘huge lithium supply problems’ as a big opportunity for his new company Patriot Battery Metals. Thailand lithium explorer...
BGL
+1
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 5 stocks for a Santa Rally

It's beginning to look a lot like Christmas. Glittering trees adorn every office lobby, the local bars and restaurants are brim with cheer, and workers are prepped for...
GMG
JBH
+2
Buy Hold Sell
Livewire Markets
Outlook Series

Nearly all of the #1 stock picks are in the red for 2022... Here's why that could now change

Late last year, we asked some of Australia's finest fund managers to nominate their highest conviction holding for 2022. For many, it didn't go as planned.
EML
EQT
EVS
+12
Ally Selby
Livewire Markets
Equities

THL’s Grant Webster on why his big merger is one of the good ones

Mergers and acquisitions are a fundamental part of the investing landscape, key ingredients to some great investment successes but also to some of the most devastating...
Steve Johnson
Forager
Equities

Why we view Commonwealth Bank as the highest quality of the big four banks

At Australian Eagle, the external environment is not something we can control but it is something we do pay attention to. It plays a part in our investment thesis on...
Sean Sequeira
Australian Eagle Asset Management
Equities

Healthcare stocks show signs of strength

Historically, the healthcare sector has tended to outperform the broader equity market during downturns. In 2022, that pattern continued with the S&P 500® Health...
Andy Acker
Janus Henderson
Equities

The opportunities in global equity markets right now

This year the script has been flipped on investors. With both bonds and equities registering negative returns in 2022, many investors have been struggling with...
Anthony Doyle
Anthony Doyle
Firetrail Investments
Equities

The allure of smaller companies

Many investors are interested in investing in smaller companies – especially ones that might eventually become bigger companies. Many smaller companies are in the...
Bruce Apted
State Street Investment Management
Equities

Magellan's approach to stocks and sectors for coming markets

Worrying about value or growth? Why not have both say Magellan – just keep an eye on quality
+3
Sara Allen
Livewire Markets
Equities

Why Macquarie Group is a high conviction position in The Montgomery Fund

Both Australian Eagle and Montgomery have had a position in Macquarie Group (ASX:MQG) for some time. The positive view on the company would seem obvious given the...
MQG
Sean Sequeira
Australian Eagle Asset Management
Equities

The mining company riding the tailwinds of renewables and supply chain shifts

It’s perhaps natural to be concerned by the growing risk of conflict as Russia continues to pursue its attacks on Ukraine and as China sets its eyes on Taiwan. The...
Tim Montague-Jones
ASR Wealth Advisers
Equities

Is the market asleep to this microcap med-tech company?

During a once-in-a-century global pandemic perhaps counterintuitively one of the most affected sectors was the medical device manufacturers. Weighed down by...
CMP
Luke Winchester
Merewether Capital
Equities

Santa Pause could be coming to the rescue

Wishful thinking is not normally rewarded by the share market, mainly because it suggests a short-term investment horizon, and remember, great long-term returns from...
Stephen Bennie
Castle Point Funds
Equities

Is this as good as it gets for the ‘flying kangaroo’?

Warren Buffett is no fan of airlines as an investment. He once wrote that “if a far-sighted capitalist had been present at Kitty Hawk, he would have done his...
QAN
Roger Montgomery
Montgomery Investment Management
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