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Equities

Takeover frenzy on the ASX

A takeover frenzy is currently underway on the ASX. In the Forager Australian Shares Fund, there have been four takeover offers in this financial year alone -...
+5
Steve Johnson
Forager
Equities

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

Are healthcare stocks "expensive defensives"? And what do brokers, and Wilson Asset Management's Anna Milne, think of the biggest ASX companies in the sector? We find...
COH
CSL
+2
Glenn Freeman
Livewire Markets
Equities

Morningstar's top undervalued Australian stocks by sector

Looking for value in the best and worst performing ASX sectors this year? Morningstar revealed its most undervalued stocks.
AGL
ANN
AUB
+11
Sara Allen
Livewire Markets
Equities

Reasons for cautious optimism

High energy costs coupled with better conditions for commodities will help cushion any negative impact on the Australian economy. Immigration and population growth are...
BHP
COL
+7
Paul Taylor
Fidelity International
Equities

Three resilient stocks with pricing power

Perpetual Asset Management Australia’s team of analysts have spent much of 2022 running the rule over those ASX-listed companies that are likely to outperform in a...
BAP
BXB
TLS
Perpetual Asset Management Australia
Perpetual Asset Management (Australia)
Equities

Two attractive cyclical stocks with asset-backed upside

Earlier this month we attended investor days for two stocks in completely different industries. They both operate in cyclical industries that are leveraged to the...
CSR
EVT
Matt Griffin
Maple-Brown Abbott
Buy Hold Sell

How to beat the inflation blues (and 2 stocks to do so)

If you've been noticing a little less cash in your wallet recently, it's very likely that inflation is to blame. For the 12 months until the end of September, the...
BXB
STO
Buy Hold Sell
Livewire Markets
Equities

Dividend payouts will rise around the world next year

But will Australian investors get a larger piece of the pie in 2023?
BHP
FMG
TCL
+1
Jane Shoemake
Janus Henderson
Equities

The company that clocked up five broker "buys" after an earnings upgrade

Its earnings upgrade has made headlines but what did brokers make of the flagship carrier's outlook?
QAN
Ye-Qun Feng
Livewire Markets
Equities

Global uranium gun of 35 years says prices are poised for record highs

Europe-based Sashi Davies says the market is “like back in the early 2000s” when the uranium price began to take off. This augurs well for Boss Energy, as shown by...
BOE
PLS
TKM
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 5 defensives to arm portfolios against future falls

Since hitting a low in September, the S&P/ASX 200 has rebounded a whopping 12.3%. And while markets are typically forward-looking, there are still plenty of headwinds...
AMC
CSL
HLS
+2
Buy Hold Sell
Livewire Markets
Equities

Share market challenge awaits in 2023

Sometimes the most important market insight is hiding underneath daily share price movements. Intriguingly, the latest update into who's buying and selling US...
NUF
+2
Rudi Filapek-Vandyck
FNArena
Rapid Fire

3 stocks that could become the next great compounders of the coming decade

Since Apple released its iPhone in June 2007, its share price has soared more than 3100%. So how can you identify the next great compounder?
+4
Ally Selby
Livewire Markets
Equities

A turning point in one of the world's most closely watched markets

China has been one of the most discussed topics during our meetings with clients and investors over the past few years. And it’s easy to understand why. The region...
Alison Savas
Alison Savas
Antipodes
Equities

Alphabet’s Minsky Moment

Marvin Minsky, the American computer scientist, noted in the 60s; "within a generation ... the problem of creating 'artificial intelligence' will substantially be...
Lachlan Hughes
Swell Asset Management
Equities

Why REITS and resources should be on your radar

Australian Real Estate Investment Trusts (A-REITs) A-REITs have had a 2022 they would rather forget, underperforming the market by over 18%. But, this year’s worst...
Cameron McCormack
VanEck
Equities
Sponsored

What resource stocks have the most upside from here?

There has been plenty of money made & lost in resources this year and that volatility is likely to continue. Gold has struggled, Lithium has surged while the market...
FMG
James Gerrish
Market Partners
Equities

How to outperform in a market where nothing works (and the stocks to do so)

Believe it or not, economists know just as little of the future as you and I. And yet, countless hours and a good deal of ink are dedicated to deciphering every word...
A1M
+20
Ally Selby
Livewire Markets
Equities

Why our small companies fund is underweight the retail sector

It’s a tough time to be a retailer, what with increasing interest rates, fuel and energy costs putting a squeeze on consumer spending. And some retailers are...
NCK
Roger Montgomery
Montgomery Investment Management
Equities

Staying the course

In the challenging macroeconomic environment, distractions are everywhere. While we are aware of the prevailing market conditions, our focus remains on identifying...
Luke Davrain
Claremont Global
Equities

Why this year's tech wreck has changed the game and two stocks for the new world order

The mantra of many in the tech industry is “move fast and break things” – the motto famously coined by Facebook (now Meta) founder Mark Zuckerberg. Recent history...
+7
Chris Conway
Livewire Markets
Equities

Why BlueScope is leading the decarb race

Steel is the world’s most important engineering and construction material. Unfortunately, producing steel accounts for 8% of global CO2 emissions. Decarbonising...
Ramoun Lazar
Firetrail Investments
Equities

Why investors should look to one of Australia's closest neighbours

Indonesia, Australia's largest neighbour, is uniquely positioned with structural and cyclical drivers of economic growth, without the level of inflationary pressure...
John Stavliotis
Antipodes
Equities

Macquarie's 24 ASX buys and sells for 2023 (and why they think this is just another bear market rally)

When they write the market history of 2022, chances are there will be a chapter devoted to bear market rallies. The S&P 500 has seen at least two of them since that...
APA
ASX
+21
Hans Lee
Livewire Markets
Equities

BHP’s appetite for OZ just an hors d’oeuvre in the coming degustation for battery metals assets

Plus, the latest list of up-and-coming projects gives investors plenty to mull while MinRes and Pilbara respond to lithium market rumours with simple facts. BHP’s...
BGL
BHP
+7
Barry FitzGerald
Independent Journalist
4076-4100 of 8790
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