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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

Two small caps with time on their side

When it comes to investing in the stock market, we live by the rule that time is more important than timing. If you own a business long enough, your investment returns...
Greg Dean
Langdon Equity Partners
Equities

The great 'chip' saga continues

In this next instalment of series 5 of Magellan Minutes, Join Adrian Lu as he provides some insights into the US/China chip export restrictions, the recent US Chips...
Magellan Investment Partners
Magellan Investment Partners
Equities

How investors can avoid the zombie apocalypse

“A bank is a place that will lend you money if you can prove that you don’t need it” - Bob Hope There is a large number of ‘living dead’ companies that...
Tim Richardson
Tim Richardson
Pengana Capital Group.
Equities

When volatility provides opportunity

This Magellan Minutes series is designed to provide you with concise, relevant and digestible talking points on global markets, each in under 10 minutes. Join senior...
Magellan Investment Partners
Magellan Investment Partners
Equities

Nine stocks insiders are buying - and why it matters

We’ve recently seen the running of the race that stops the nation, the Melbourne Cup. If ever there was an event where the ‘inside running’ could provide a material...
CDA
ELT
IPD
+5
Chris Conway
Livewire Markets
Equities

A green ambition

Since the adoption of the Paris Agreement in 2016 to combat rising temperatures, global investments in energy transition have risen steadily, reaching $750 billion in...
Christopher Ching
MA Financial Group
Equities

Is it time to get excited by tech?

Welcome to series 5 of Magellan Minutes, our investment insights initiative, in which senior members of our investment team dissect the markets and take a deeper look...
Magellan Investment Partners
Magellan Investment Partners
Equities

Introducing the Graphite Kid

The Electric Vehicle (EV) metal theme has performed particularly well over the last four months in spite of the prevailing mood of doom and gloom in this bear...
AKE
IGO
+5
Kingsley Jones
Jevons Global
Equities

Ithaca

Ithaca is the island in Greece that Odysseus had so much trouble returning to in Homer’s Odyssey.On his way he survives run ins with the Cicones, Polyphemus...
Marcus Padley
Marcus Today
Equities

Ramsay Healthcare (RHC) – Australia’s Hidden Property Tycoon?

Equity investors are facing land mines everywhere, and dare I say it, bear market conditions! From Zuckerberg’s long-shot bet on the metaverse, the post-COVID...
Ray David
Ray David
Equities

Rising graphite prices could be the start of a strong recovery

The forgotten product’s vital role in lithium batteries is set to underpin its renaissance. The bright outlook is a boon for juniors like BlackEarth, which has just...
+2
Barry FitzGerald
Independent Journalist
Equities

Meta - a unique opportunity for the contrarian long-term value investor

We believe Meta’s current share price offers a generational buying opportunity. And the assumptions required to achieve our hurdle rate of 10.25% return per year are...
Alexander Clunies-Ross
Swell Asset Management
Expert Insights

280 days down, at least 80 to go: How to find great growth stocks in this bear market

Conviction can be infectious. Engaging someone who is genuinely passionate about markets, has the courage to plant their feet, and the commitment to follow through...
Chris Conway
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 3 dividend traps (and 2 you can trust)

Everyone loves a bargain. It's why Boxing Day sales are such a riot, or why my car salesman father tries to haggle nearly everything he buys. But as in life, sometimes...
AWC
+2
Buy Hold Sell
Livewire Markets
Equities

Optus, then Medibank, who's next?

Recently, Australian cybersecurity has copped a thrashing. It started with the Optus data breach in September. Over 9.8 million Australians (including myself)...
BHP
+2
Ye-Qun Feng
Livewire Markets
Equities

Technology's Moment Of Truth

Big Tech on Wall Street has fallen off its pedestal in October with share price weakness following the release of Q3 financials.For some, like Meta (formerly known as...
ART
+2
Rudi Filapek-Vandyck
FNArena
Equities

Analysts vs reality: The US reporting season evaluated

In September, we ended our ASX reporting season coverage with a piece focusing on the performance of the brokers' top stocks to watch.  Since that wire was read by...
+19
Hans Lee
Livewire Markets
Equities

Bigger fall, bigger bounce: Small caps trading into and out of recessions

All types of investing require nerve and courage. But perhaps none more so than small-cap stocks. When an economic downturn hits, small caps tend to fall first and...
Andrew Mitchell
Ophir Asset Management
Equities

A deep dive into an undervalued coal stock

As most readers of Livewire would be aware, the coal sector has been a huge outperformer on the ASX in the last 12-18 months. Whilst the stock prices of virtually all...
Robert Gregory
Glenmore Asset Management
Equities

Building a safer online world for our kids: Tim Levy, MD of Family Zone

Our Episode 4 of “Finding the Front” is an absolute ripper. In this two part podcast, our conversation is with successful telecommunications, technology entrepreneur...
Euroz Hartleys Ltd
Euroz Hartleys Ltd
Equities

Global technology in a slowing economy: better positioned than you think?

In recent weeks, investors have coalesced around the notion that the US and global economies will continue to slow – if not enter recession – as the lagging effects...
Denny Fish
Janus Henderson
Equities

The 7 stocks that have 1851 Capital excited despite the coming recession

For many of us, markets have been unkind recently. A quick look through recent wires on this very platform, such as A few ideas for how to manage your investments...
IPG
+4
William Heine
Livewire Markets
Equities

Of these 10 ASX tech stocks, Morgan Stanley only likes three

US tech stocks have had a horror year in 2022. So bad, in fact, that their performance has garnered the colloquialism "Tech Wreck 2.0". (The Dot Com bust was wreck 1.0...
APX
ART
+7
David Thornton
Livewire Markets
Equities

The great PE fleecing of Aussie tech investors

Don’t buy from private equity (PE) is a rule that should rarely be broken. All initial public offerings are dressed up to look their best. Private equity floats are...
NEA
+1
Steve Johnson
Forager
Equities

Food and fuel: This company benefits from higher prices for both

The biggest tech companies in the US have grabbed all the headlines this reporting season. Disappointing quarterly results from Amazon and Meta have seen their stock...
James Miller
Firetrail Investments
4126-4150 of 8790
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