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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

The Montgomery Fund’s investment thesis in Treasury Wine Estates

As part of Montgomery’s transition with Australian Eagle Asset Management, one of the new companies in The Montgomery Fund and The Montgomery Fund is Treasury Wine...
Roger Montgomery
Montgomery Investment Management
Equities

A major low is ahead of us: Here's how two pros are positioned for it

For all the panic that we have witnessed this year, the S&P/ASX 200 has only fallen 12%. Yes, it's been bad - but it's not a bear market.  And while professional...
Ally Selby
Livewire Markets
Equities

Opportunities emerging in small caps and four stocks we like

There is an old saying on Wall Street that bad certainty is better than uncertainty. In 2022, global asset markets have been faced with fears surrounding the length of...
360
HUB
+1
Nick Sladen
LSN Capital Partners
Equities

A beaten-down stock that could reward the patient investor

Accurate answers to questions about where interest rates are headed, and their future impact on the economic cycle, would be wonderful in our line of work. This...
Sudhir Kissun
Allan Gray
Equities

28% of ASX 300 stocks are loss makers: Here's why Macquarie is still backing 15 of them

Off the back of the August reporting season, Macquarie has found that 28% of the S&P/ASX 300 are loss-making businesses. But you shouldn't necessarily avoid all of...
360
+27
Ally Selby
Livewire Markets
Equities

10 months that shook the world

The American John Reed wrote the authoritative account of the 1917 Russian October revolution, ‘Ten Days That Shook the World’. Late last year, global central bank...
AGL
+17
Schroders Australia
Schroders
Expert Insights

Central bank inconsistency is the biggest challenge for investors

Was it really only a year ago that the RBA suggested the official cash rate wouldn’t increase until 2024? No wonder Australians have whiplash. We’re far from alone,...
Sara Allen
Livewire Markets
Buy Hold Sell

Small caps are in a bear market: Here's what to do now

Remember in early 2021 when investment experts were talking about a "Goldilocks" scenario for markets - that is, when global economies were going from strength to...
HUB
MP1
+3
Buy Hold Sell
Livewire Markets
The Rules of Investing

Mark Landau: Why it's time to put down the last decade's playbook

The old adage that "past performance is not an indicator of future returns" is possibly more relevant in today's market than ever before.  When the market is driven...
QAN
The Rules of Investing
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 3 of Australia's hottest stocks (and 2 actual buys)

According to those who act with the utmost decorum, there are three subjects that should never be breached at the dining table: religion, politics, and stocks. Why?...
AKE
APX
+2
Buy Hold Sell
Livewire Markets
Equities

How to outperform the next bear market rally

It came to me just yesterday that I ask far too many questions - an attribute that is consistently lauded in journalism but often lands me in hot water.  Sometimes,...
Ally Selby
Livewire Markets
Equities

Four mispriced Australian and international stocks you should know about

Arguably the time is ripe to be hunting for undervalued stocks. Markets are choppy. Interest rates are rising. Inflation is high. Investors are nervy. Striking gold...
+2
Sara Allen
Livewire Markets
Equities

A conversation with Peter Cooper, founder and CIO of Cooper Investors

In this post we thought it was timely to re-visit our very popular episode we recorded back in May of this year with Peter Cooper, the founder of Cooper Investors...
BHP
Euroz Hartleys Ltd
Euroz Hartleys Ltd
Equities

From rates bear to earnings bear: These are the stocks that will survive the second cliff

It’s often said that what goes up, must come down. With regard to global markets, what went up in 2021 and 2021 has come down, way down. The Nasdaq Composite is...
NASDAQ:V
David Thornton
Livewire Markets
Equities

Tough times can lead to great deals

In a previous article, we looked into what makes for a good acquisition. It certainly was not a delve into complex theories, rather it looked to firmly anchor in some...
Stephen Bennie
Castle Point Funds
Equities

Four companies cutting through the volatility

The experience of investing in risk assets over the last six months has been a miserable affair for most involved—particularly in some corners of the market where we...
WOR
+2
William Low
Yarra Capital Management
Expert Insights

Three stocks Monash is shorting, and the big opportunity investors are missing

I think you’d be hard-pressed to find anyone that doesn’t believe the market is volatile at the moment. We’ve seen dramatic rises in interest rates, falling share...
IEL
+5
Sara Allen
Livewire Markets
Equities

Compare The Pair – It’s not too late for this coal laggard

Unless you’ve been living under a rock, perhaps one formed over millions of years under significant pressure, you’ll know that the coal market has had a dramatic...
Hendrik Bothma
Katana Asset Management
Equities

The Match Out: ASX down, AUD hits 2-year low, Johns Lyng Group off 14% as CEO sells stock

The ASX was lower today following a tough session in the US on Friday. SPI Futures were down 61pts Saturday morning however we opened down more than a hundred as...
FMG
+3
James Gerrish
Market Partners
Equities

The fundies who survived launching late last year - and five of the top small caps they are backing

Imagine you have served your apprenticeship and you’re ready to go out on your own. You're ready to start your own fund with a partner who shares your vision. You’ve...
360
ATA
HUB
+2
Chris Conway
Livewire Markets
Expert Insights

The four key drivers accelerating the move to the 'new' economy

Only a matter of years ago, thinking - or investing - sustainably was costly. Access to infrastructure investments was limited and expensive. There were few options....
Livewire Exclusive
Livewire Markets
Equities

QVG's inflation-fighting strategies (and the next ASX 10 bagger)

In today's - frankly, mad - markets, level-headed conviction is critical. Not just conviction about stocks, but also conviction about where market trade winds are...
360
CSL
+6
David Thornton
Livewire Markets
Equities

Three reasons rising rates drive down share prices

During September we saw heavy falls in equity markets across the globe as many investors realised that Central Banks - led by the US Federal Reserve - would continue...
BXB
COL
+7
Daniel Moore
IML
Equities

Why is sustainable investing so difficult?

We complete our sustainability portfolio with defensive exposures in water, waste management, recycling, energy storage, and renewable energy, alongside our...
GNX
+4
Kingsley Jones
Jevons Global
Buy Hold Sell

Buy Hold Sell: 2 big buys (and why fundies are split on tech's next steps)

After a stellar decade for the dazzling technology sector, these long-duration stocks have fallen back down to earth, taking many an investor's portfolio down with...
MP1
+2
Buy Hold Sell
Livewire Markets
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