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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

Calcutta 2023: Australia's brightest investors name 17 top stocks for the year ahead

After two years of events forced online by what now feels like a distant memory of a pandemic, hundreds of the Australian funds management industry's finest flocked...
360
+18
Ally Selby
Livewire Markets
The Rules of Investing

Bob Desmond: We’re finding value everywhere

When I ask most fund managers about today's operating environment, they almost invariably respond with words like 'difficult', 'complex', or 'bearish'.  And you...
The Rules of Investing
Livewire Markets
Equities

Screening the ASX for Income

Dividends are a significant driver of returns for most Australian equity investors. We understand many investors are looking for yield to provide passive income,...
ALD
ALQ
+30
Rob Crookston
Rob Crookston
Wilsons Advisory
Equities

Volatility creates opportunity – the 5 ASX stocks we like right now

Opportunities often come at moments when fear and uncertainty are causing market dislocations and lower equity market prices. This is when stocks are on sale. Yet...
+2
Tim Carleton
Auscap Asset Management
Rapid Fire

"China is not the only game in town": abrdn's Cheong on Asian investing

I recently sat down with abrdn’s Head of Equities - Asia Pacific, Flavia Cheong, for her insights into what is happening in the Asia-Pacific region. Flavia is in town...
Chris Conway
Livewire Markets
Equities

Why we own Pro Medicus

Sean, Alan, Dan and the Australian Eagle team, now running The Montgomery Fund, and The Montgomery Fund alongside me as co-PM, have held quality healthcare...
PME
Roger Montgomery
Montgomery Investment Management
Equities

Ukraine fallout fuels new bout of interest in uranium stocks

There’s growing talk that power utilities are about to sign a rash of non-Russian supply contracts, with the likes of Boss poised to benefit; Plus, battery-types are...
92E
BOE
+7
Barry FitzGerald
Independent Journalist
Rapid Fire

Meet the fundie built to outperform when others don't

For about a decade, value investing sat in the naughty corner. It consistently ran a distant second to the growth/momentum dynamic that saw global markets climb to...
Chris Conway
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 resilient cash cows

Here at Livewire, we are fortunate enough to speak with the country's top investors every day. And if there is one recommendation these pros have consistently repeated...
HUB
IEL
+3
Buy Hold Sell
Livewire Markets
Equities

This EV juggernaut is still a long-term buy despite the recent miss, says Munro Partners

One of the world’s largest electric vehicle producers, Tesla (NASDAQ: TSLA), announced US$21.45 billion in revenue for the September quarter, behind analyst...
Glenn Freeman
Livewire Markets
Equities

The "incredibly cheap" investment bank with higher ROE in the crosshairs

"It's a time to be cautious," Goldman Sachs CEO David Solomon told CNBC this week. "And I think that if you're running a risk-based business it's a time to think...
David Thornton
Livewire Markets
Equities

7 of UBS' best ASX investment ideas for Australia's soft landing

We could all use a good news story right now. For every headline around strong corporate earnings and consumer resilience, there are others around the relentless...
CPU
+4
Hans Lee
Livewire Markets
Equities

A profitable microcap to play the recovery

Veris Limited (VRS.ASX VRS $0.09 Mkt Cap A$47m – Australia’s largest national surveying company) AGM update signals a very important milestone on the journey back to...
3DP
VRS
Thomas Schoenmaker
Alpine Capital
Equities

The difference between $1.77m and $2,800 is 100 days

Firstly, this piece falls into the ‘this seems impossible’ category. Just warning you before you dismiss the data or start throwing insults at the author. Secondly,...
Romano Sala Tenna
Katana Asset Management
Equities

'Gold, Iron Ore, Space Exploration, Battery Metals' - David Flanagan, AM CitWA Chair of Battery Minerals, Non-Exec Chair of Red Dirt Metals & Non-Exec Dir. of MACA

It was our absolute pleasure to spend some time with Mr David Flanagan AM CitWA. David grew up in the coastal city of Bunbury WA, went on to be a graduate of the WA...
MLD
Euroz Hartleys Ltd
Euroz Hartleys Ltd
Equities

Farfetch (NASDAQ: FTCH): the two-stage rocket

Farfetch (NASDAQ: FTCH) is the world’s foremost luxury retail e-commerce platform. The company was founded to act as an online marketplace (Farfetch.com) by...
James O'Brien
Great Ocean Road Advisors
Equities

This healthcare giant is clean and clear and under control

If anyone had a good time during the COVID-19 pandemic, it was the healthcare sector. It was its time to shine. Investors were flocking to the door.  The companies...
Sara Allen
Livewire Markets
Equities

It reaches 1 billion viewers - and now, this media giant wants its slice of the advertising pie

In a world where interest rates are higher and wallets tighter, there is no doubt that consumers are cutting back, feeling dourer about the state of the global...
+1
Hans Lee
Livewire Markets
Equities

Recession proofing the portfolio

The August reporting season saw some strong results. Sales were solid, higher input costs were passed on by most companies, balance sheets were in good health and...
COL
IGO
+4
Paul Taylor
Fidelity International
Equities

Chart of the Week - big value in small caps

Small Cap Equity PE10 Valuations: US small cap stocks have experienced a decent reset in valuations, with the S&P 600 PE10 ratio dropping almost -40% from the peak....
Callum Thomas
Topdown Charts
Equities

Why Symbio sees a long growth story in the Asian market

In this video Gary Rollo joined Symbio’s (ASX:SYM) CEO and Co-Founder Rene Sugo to introduce the business and share how the businesses’ telecom software works. Rene...
Gary Rollo
Montgomery
Equities

Scouting for value in European online classifieds

Given the recent volatility and widespread price declines in European equities, we believe it is an opportune time to profile Fairlight’s largest European domiciled...
Will Dowd, CFA
Fairlight Asset Management
Equities

The bear with no bite: Why the VIX is not 50

While it may not feel like it, the market drawdown this year has been relatively calm and orderly, at least in so far as the foremost equity ‘fear gauge’ is...
Alastair MacLeod
Elston Asset Management
Equities

Going for growth at all costs

“He who is faithful in what is least is faithful also in much; and he who is unjust in what is least is unjust also in much” (Luke 16:10, NKJV). The ASX rallied...
360
CSL
+2
Joseph Koh
Schroders
Equities

Mixed signals for Aussie equities

In a period of significant selloffs across risk assets, many investors take comfort that Aussie equities have held up better than nearly any other developed market...
Max Pacella
Rest Super
4176-4200 of 8790
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