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

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
Equities

FedEx Warning of a Global Recession

"We are seeing volume declines in every segment around the world" FedEx CEOIn September 2022, the FedEx (FDX) share price tumbled 30% when the company reported a...
Jason Teh
Vertium Asset Management
Equities

Have we reached peak panic?

Investing right now is the equivalent of being at a bad music festival, one with your least favourite music pumping at eardrum-bursting levels from all four sides,...
Ally Selby
Livewire Markets
Equities

Block - Part 2: Cash App's Lifecycle of Sustainable Competitive Advantage

Scaling Square from inception to a US$150bn payments business with multiple layers of protection wrapped around its profitability was only part one of Block’s...
SQ2
Damon Callaghan
ECP Asset Management
Equities

Keep the faith: Why this analyst is (still) bullish on US big tech stocks

It has been a year to forget for many technology investors. The NASDAQ 100 is down nearly 30% year-to-date. The poster children of this decline, the US FAANG stocks,...
+9
Hans Lee
Livewire Markets
Equities

The race to Net-Zero: 4 ways to weigh carbon emissions

The world is racing against time to get to net-zero carbon emissions by 2050, so it makes sense to have a look at the largest sources of carbon. In the following...
AGL
BHP
ORG
+4
Dr David Allen
Plato Investment Management
Equities

From junior explorer to building a gold producing company in West Africa: Richard Hyde, Founder, CEO & Executive Chairman of West African Resources

This is an awesome story of a geologist who did the hard yards to learn his trade and continue to build his knowledge the best he could, who then backed himself in...
Euroz Hartleys Ltd
Euroz Hartleys Ltd
Equities

Growth investing ain't about the rates

Rising rates hurt investors; claims on profits in the future are simply worth less if you discount them at a higher rate. As growth stocks deliver their cash flows...
Tom Hancock
GMO
Equities

Was that the bottom? 2 hot takes on the recent market moves

What's that noise, you ask? That’s the sound of pressure being released out of the market. We've heard an ever louder cacophony of bearish market calls in recent...
Chris Conway
Livewire Markets
Expert Insights

Avoid hyper-growth when investing in the 'new' economy

Investors have long been warned that the current environment poses challenges to the 'new' sustainable economy. And they are starting to see performance lag....
Livewire Exclusive
Livewire Markets
Equities

3 stocks with high customer retention that have this fundie’s attention

What would cause you to no longer use the products or services of a company? A drop-off in quality? Poor service or support? A new, more compelling offering from a...
+1
Chris Conway
Livewire Markets
Equities

Which banks? 6 brokers and a fundie answer the question

Australia’s banks are often regarded as relatively resilient to interest rate rises. But in a market and economic environment that has defied various definitions of...
+1
Glenn Freeman
Livewire Markets
Expert Insights

Three ASX stocks with a 60% payoff upside

A 60% payoff upside from even one ASX-listed company might be a pipedream for many investors, but it’s simply par for the course for the highly experienced Monash...
+3
Sara Allen
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Why healthcare still needs some reviving (and 2 strong buys in the sector)

While healthcare was clearly the lifeblood of the Aussie market over the last decade, the last two years have seen many of these long-term compounders barely register...
COH
CSL
HLS
+4
Buy Hold Sell
Livewire Markets
Equities

Everyone’s talking to everyone in Leonora gold consolidation

The manoeuvring involving Red 5, Genesis, St Barbara, Dacian and Kin could deliver a significant prize – for some. Plus, Cygnus quadruples its land holding in Canada’s...
AKE
DCN
+7
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: Why fundies are bullish on energy (and 5 cracking stocks)

We're back, baby. And this time, we're trying something a little different. With multiple headwinds lashing markets at the moment, the team here at Buy Hold Sell...
CXO
KAR
+2
Buy Hold Sell
Livewire Markets
Rapid Fire

Romano Sala Tenna: 3 sectors (and 11 stocks) to outperform right now

Romano Sala Tenna, portfolio manager of the Katana Australian Equity Fund, is currently sitting on a lot of cash. And while he usually holds anywhere between 55 to...
AKE
BHP
+11
Ally Selby
Livewire Markets
Expert Insights

How GMO is investing as headwinds rage (and one stock to keep your portfolio afloat)

I've said it before and I'll say it again - it's an incredibly tough time to be an investor right now. Anecdotally, several fund managers have recently told me their...
Ally Selby
Livewire Markets
Equities

5 lessons from 5 US cities in 5 days

A colleague and I just returned from a busy trip visiting 16 public companies in the US, taking us everywhere from New York City to Winona, Minnesota (population:...
+2
Delian Entchev
Aoris Investment Management
Equities

The global stocks and long-term themes Nikko AM is backing (and a few it is not)

The negative effects of inflation will persist for longer than many expect, but so will the commodity-linked uplift for companies in Industrials and other sectors,...
+4
Glenn Freeman
Livewire Markets
Rapid Fire

7 stocks for the next commodities supercycle (and how a mining veteran spots them)

Tim Gerrard is one of the lucky ones, having spent his early years fly fishing in the majestic fiords and rushing rivers of the pristine "deep south" of New Zealand....
AKE
BHP
+6
Ally Selby
Livewire Markets
Expert Insights

The two biggest value opportunities in new technology

We're entering a new age courtesy of technology. Personalisation and automation is the name of the game and it's going to be life-changing. But with technology...
+1
Livewire Exclusive
Livewire Markets
Equities

16 new stocks added to the ASX 300 - only 7 make a profit

In March, QVG Capital presented a webinar which talked about, among other things, the proportion of unprofitable companies entering the ASX300. At the time we noted...
+13
Chris Prunty
QVG Capital
Equities

Is the end in sight for the stock market's slide?

Investors could be forgiven for looking back on the pandemic years of 2020 and 2021 with fond memories. After the initial shock in February-March 2020, it was a...
Shane Oliver
AMP
Equities

Three financials with an enviable growth outlook

Welcome to part three, of our ‘super’ sector series of the Australian ASX300 excluding the ASX50 stocks. Over the coming weeks, Monique Rooney and I are going to be...
HUB
James Abela
Fidelity International
4226-4250 of 8791
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