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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

Can these companies boost their value with buybacks?

Late last year, we wrote about the opportunity some companies had to deploy their capital into investments they know best: their own shares. At the time, some...
IPL
Suhas Nayak
Allan Gray
Equities

An “unloved” US stock that’s tipped to rebound

The likelihood of share buybacks and the prospect of inking its biggest deal in a decade next year are just some of the reasons Antipodes Partners' Nick Cameron is...
+3
Glenn Freeman
Livewire Markets
Buy Hold Sell

3 stocks to fight the portfolio scaries (and the mistakes that have haunted fund managers in 2022)

Just a few short years ago, this anonymous writer couldn't bear to watch scary movies. Now, I can't get enough of them. I think that's because, when it comes down to...
CPU
IVC
+2
Buy Hold Sell
Livewire Markets
Equities

10 ASX stocks to buy for the next 10 years: UBS

We all love buying, we don't mind holding, but we all find it difficult to sell. It's not just the fact that we become emotionally attached to our investments, it's...
BHP
IEL
+7
Hans Lee
Livewire Markets
Equities

Why this tech behemoth is worth holding despite a woeful earnings report

When professional investors talk of companies that act as bellwethers for the world's largest economy, they don't come much bigger than this. Last month, we got an...
+1
Hans Lee
Livewire Markets
Equities

The fast food stalwart that levels up when recession strikes

Consumer-facing companies generally suffer as growth slows and people reign in their spending. But for some companies in the consumer space, this is a good thing....
David Thornton
Livewire Markets
Equities

Can this tech titan continue to defy gravity or will consumer headwinds bring it back down to Earth?

It's been a week of restless nights for global investors. With tech behemoths Microsoft and Amazon sharing nightmarish guidance and disappointing estimates in their...
Ally Selby
Livewire Markets
Equities

The French facilities company that's catering to an uncertain future

In our September quarter’s Investment Insights section, we deconstructed the total return of the S&P500 Index into its fundamental building blocks and highlighted...
Chad Padowitz
Talaria Asset Management
Equities

ASX tech stocks: Broker views and one fundie’s top pick

One of the most maligned investment sectors of 2022, technology share prices have tanked. After pushing beyond 16,000 points last November, the Nasdaq-100 is down...
360
APX
+10
Glenn Freeman
Livewire Markets
Equities

The growing disconnect between copper stocks and outlook for copper demand-supply

Red metal looking like lithium of two years ago as recession fears offset low inventories and surging demand forecasts; It points to leveraged upside for juniors like...
BHP
+3
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 5 of the highest-yielding stocks on the ASX

On Wednesday, the Australian Bureau of Statistics announced that inflation had surged 1.8% higher in the third quarter, taking the headline inflation rate for the...
BHP
MTS
+2
Buy Hold Sell
Livewire Markets
Equities

Motoring along: Carmaker's results solid despite supply chain pressures and AI misadventure

Despite a host of challenges, largely outside of its control, this US carmaker delivered a solid result – even if it did reset expectations lower by pre-guiding...
Chris Conway
Livewire Markets
Equities

The indispensable tech name still doubling revenues and profits

It has been described by some as the world's best company but no big tech company has been immune from the savage selloff of growth companies this year. And even when...
David Thornton
Livewire Markets
Expert Insights

Nick Griffin: Three top stocks for 2023's biggest megatrends

In financial markets, a lot can change in 12 months. If you want any proof of that, just take a look at the performance of growth/long-duration stocks here and...
Chris Conway
Livewire Markets
Equities

The journey to being a leader in global Mining Tech: Paul House CEO of IMDEX

This Episode 3 is a two part series with special guest Paul House, CEO of leading global Mining-Tech company IMDEX. Paul is a country boy who originates from a very...
IMD
Euroz Hartleys Ltd
Euroz Hartleys Ltd
Equities

No sign of weakness in consumer spending spells big profits for this card giant

Recession, schmession. If there’s one on the cards, consumers are ignoring the gloom and continuing to spend up big. It’s all been wonderful news for retailers. And...
NYSE:V
Sara Allen
Livewire Markets
Equities

Four tech stocks to consider as the giant's results disappoint

They say bad things come in threes. For this tech giant, the unholy trinity comprises rising interest rates, a slowing economy, and fewer advertising dollars being...
+3
Chris Conway
Livewire Markets
Equities

IPH gets Smarter & Biggar

Robust, durable business model? Check. Highly capable management team? Check. Clean, conservatively stated accounts? Check. Applying Celeste Funds Management’s...
IPH
Sheryl Chand
Sheryl Chand
Celeste Funds Management
Equities

Chart of the Week - Bear Market Seasonality

Conditional Seasonality Analysis: You’ve probably heard some of the old chestnut market seasonality wisdoms and sayings, for instance: the Santa Claus or year-end...
Callum Thomas
Topdown Charts
Equities

Rudi’s All-Weather stock portfolio revisited

Bonds are back, and equity investors better start accepting it. That was the broad message from my recent chat with Rudi Filapek-Vandyck of FNArena. “Everyone in the...
APA
APX
+13
Glenn Freeman
Livewire Markets
Equities

12 stocks to bolster your portfolio right now (and how to position for a market pivot)

An old boss of mine once shared a horrific story about being stuck in an elevator (which in itself, would already be hellish). It stopped, before suddenly dropping...
ASX
CPU
CSL
+15
Ally Selby
Livewire Markets
Equities
Sponsored

A highly ranked Fund targeting income and double-digit returns

Listed on the ASX, the Monash Absolute Active Trust (Hedge Fund, ASX:MAAT) is an actively managed fund of compelling stocks, targeting 6% p.a. income distribution....
Monash Investors Limited
Monash Investors
Equities

Who are the ESG leaders of tomorrow?

Sustainable investing is a phenomenon. According to the Global Sustainable Investment Alliance , US$35.3 trillion, or more than a third of all assets in five of the...
Anthony Doyle
Anthony Doyle
Firetrail Investments
Equities

Three defensive companies that are long-term winners

Welcome to the final instalment of our ‘Super’ Sector Series of the Australian ASX300 excluding the ASX50 stocks. So far, we've heard about 'Innovators', 'Cyclicals',...
BKL
CHC
James Abela
Fidelity International
Equities

Wendy's (WEN) - dependable QSR with M&A upside

WEN is our preferred quick service investment. This investment might sound boring: WEN steadily grows its global restaurant count 3-4% each year. As a franchisor, it...
James O'Brien
Great Ocean Road Advisors
4151-4175 of 8790
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