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Listed stock commentary covering small-caps to big-caps, growth to income, domestic to global, and momentum to deep value.

Reporting Season

Surprise ASX beats and misses, sleeper stocks and overrated/underrated

A post reporting season rapid fire wrap up of the reporting season that was with the Yarra Capital Management equities team.
IMD
MGR
+4
Chris Conway
Livewire Markets
Equities

Value Investor Alert: Benjamin Graham may have been right all along

The information revolution and AI may make the greater levels of diversification advocated by Benjamin Graham increasingly relevant.
Clive Smith
Shares

You're fired! 6 ASX stocks to fire, 5 to hire (all-cap edition)

Luke Laretive, Emanuel Datt, Romano Sala Tenna and others share their hottest rotation ideas across ASX small, mid and large-caps.
BAP
+8
Vishal Teckchandani
Livewire Markets
Reporting Season

Morgans 'Best Ideas' for March and reporting season reflections

Elevated volatility and sector concentration masked strong fundamentals in the Australian market
+1
Andrew Tang
Morgans Financial
Equities

3 ASX 200 stocks hit with downgrades following reporting season

These 3 ASX names all recorded Beats on results, but have now seen downgrades from brokers.
AGL
Tom Stelzer
Livewire Markets
Reporting Season

21 ASX stocks that should be on your radar

The Yarra Capital Management equities team take a deep dive into big themes, key sectors, and compelling stock opportunities.
AMI
AYA
+18
Chris Conway
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Where should you be looking for income (and 2 top picks)

It's a challenging time for income investors on the ASX, but there's still something on offer for those who know where to look.
GPT
Buy Hold Sell
Livewire Markets
Equities

Reporting season is over and ASX 200 insiders have been busy buying

Execs snap up weakness in several names, including Pro Medicus, Perenti, Austal , Service Stream and more.
Kerry Sun
Livewire Markets
Reporting Season

One of the ASX’s most exciting (and volatile) growth stories faces its next test

With US hospitals signing on and fresh capital in the bank, 4DX enters its scaling phase. Execution now matters more than ever.
4DX
Chris Conway
Livewire Markets
The Rules of Investing

Why this global manager backed L1 Group with $50m

Langdon Equity Partners' Greg Dean says we're going through an uncomfortable rotation and reveals why he was so keen to back L1 Group.
L1G
The Rules of Investing
Livewire Markets
Equities

India's 'Eye of the Tiger' moment

India’s share market may have lagged broader emerging markets this year, but structural forces may be aligning for a potential turnaround. Fiscal discipline, strategic...
Marc Jocum
Global X ETFs
Equities

Semiconductors move from cyclical To structural

The first phase of the AI trade was about compute, but the second phase is being driven by constraints. Over the past two years, leadership was concentrated in a small...
Billy Leung
Global X ETFs
Buy Hold Sell

Buy Hold Sell: 5 of your most-tipped ASX income stocks (and 2 from the experts)

After a mostly positive reporting season for some of the ASX's big income stocks, how are your top picks shaping up for the year ahead?
BHP
+3
Buy Hold Sell
Livewire Markets
Equities

They were early on Nvidia, Tesla and Amazon. Here’s what they’re backing now

Scottish manager Baillie Gifford may be "genetically miserable" but wild optimism has been the key to its success.
Tom Stelzer
Livewire Markets
Equities

Growth at reasonable yield (GARY) keeps outperforming as growth to value rotation takes over

SaaS-pocalypse talk ignores the cycle after buying expensive growth
+1
Mathan Somasundaram
Deep Data Analytics
Reporting Season

FNArena reporting season monitor: Feb 2026 - Week 4 (335 stocks covered)

Read on to find the ratings, consensus price targets, and FNArena insights on each stock covered.
Rudi Filapek-Vandyck
FNArena
Shares

Pay attention to insider buying as the dust settles on wild reporting season

It started soft but finished strong - Ben Clark brings us near the finish line of a huge reporting season
COL
+6
Chris Conway
Livewire Markets
Equities

Zimbabwe lithium ban sparks warnings of supply deficit this year

Lithium developers set to go – think PMT, Develop, Venari; Tungsten’s booming and Norm Seckold’s Minerals Exploration could be a winner.
EQR
IGO
+6
Barry FitzGerald
Independent Journalist
Equities

Where is value on offer in the great AI selloff?

The market seems to be gravitating toward companies with more physical assets, because they are much less at risk of AI disruption.
AMC
BHP
BXB
+7
Daniel Moore
IML
Buy Hold Sell

Buy Hold Sell: 12 key stocks and the defining insights from a historic reporting season

The whips cracked, stocks lurched, and with the ink still drying on a historic reporting season, Buy Hold Sell has you covered.
AGL
CHC
+10
Buy Hold Sell
Livewire Markets
Reporting Season

Qantas hikes payout 20% with spotlight on extracting value from new aircraft

There's constructive signs for Qantas, but it must prove it can manage competition while staying disciplined on costs and capacity.
QAN
Vishal Teckchandani
Livewire Markets
Equities

SaaS-pocalypse: Tech fires back during reporting season

Reporting season suggests that high-quality, mission-critical technology businesses are adapting quickly
+2
Alex Shevelev
Forager
Reporting Season

WiseTech rallies 10% on earnings beat, AI-driven job cuts steal the spotlight

Will Taylor of ETF Shares explains why AI may enhance the product but WiseTech’s value comes from its deeply embedded network.
Anna Dadic
Livewire Markets
Reporting Season

Woolworths jumps 12% in biggest rally on record. Is the Coles gap closing?

A strong first half, upgraded guidance and stabilising market share have investors reassessing the turnaround story.
Stephanie Gardner
Livewire Markets
Equities

From software to shovels: Navigating market shifts in the next phase of AI

2025 was another exceptional year for equity market investors with fantastic returns. It was a year dominated by the themes of Trump and AI. But through the year, we...
Sam Ruiz
T. Rowe Price
401-425 of 8777
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