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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

Why this fundie thinks he can beat the Big Four Banks with his hands tied

Aussie banks have always owned a special place in the hearts of Aussie investors.  Sure, the Hayne Royal Commission revealed some skeletons in the closet. But it was...
+1
David Thornton
Livewire Markets
The Rules of Investing

How this Hall of Fame bear is buying the dip

It's not a stretch to call the last twelve months in markets a regime change. Inflation, rates, valuations, liquidity; everything has been turned on its head.  While...
AMC
+1
The Rules of Investing
Livewire Markets
Equities

Time to switch channels

Both News Corp (ASX: NWS) and Nine Entertainment (ASX: NEC) are media stocks, and we think this is a like-for-like switch in terms of portfolio characteristics, but...
NWS
Rob Crookston
Rob Crookston
Wilsons Advisory
Equities

Little traction in Thiess' offer for MACA

Thiess this week attempted to pick up the pace and progress its off market takeover offer for MACA Ltd, announcing that if acceptances are more than 50% by the end...
MLD
NWH
Ben Bailey
Harvest Lane Asset Management
Equities

Hidden property value within a property stock

"The best place to hide something is in plain sight" Edgar Allan Poe We have spent countless hours these past few years hunting for asymmetric opportunities. We have...
ARF
ASB
+15
Anthony Kavanagh
Chester Asset Management
Equities

Whopping cash generation for years to come insulates lithium stocks against market wobbles

The ATMs of the mining sector look set to continue spitting out cash for at least another three years. This bumper outlook is flowing through to juniors like Kairos....
BHP
FMG
KAI
+6
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 3 micro-cap buys (and 2 facing headwinds)

After a few months of episodes at the top end of town, the team here at Buy Hold Sell thought we would take a trip along the road less travelled. Why? Well, micro...
CTT
+2
Buy Hold Sell
Livewire Markets
Equities

Valuation reset bringing opportunities

Australian small cap results during August were better than expected, with margins largely maintained despite obvious material cost pressures. But for us, forward...
Michael Steele
Yarra Capital Management
Equities

Recession toolkit: Quality & Income

Reading the recession tea leaves When it comes to predicting recessions, there are many ways to read the tea leaves and come to a view on the future. We like the...
Alastair MacLeod
Elston Asset Management
Equities

16 stocks GMO is backing right now

Let's face it - global investing is a tough nut to crack right now. Between the war in Ukraine steering the Eurozone straight into a recession to the US Federal...
+17
Ally Selby
Livewire Markets
Equities

Seeking to reduce brain tissue death after stroke - Dr Liz Dallimore, CEO of Argenica Therapeutics

This episode is just such an absolute cracker! We have such an awesome opportunity to spend some time in conversation with a true leader in their field - Life...
Euroz Hartleys Ltd
Euroz Hartleys Ltd
Equities

The low cost ASX100 fund thriving by keeping it simple

Throughout the history of financial markets, there has been a tendency to overcomplicate things. Adding alpha is difficult, so therefore we must need ever more...
AMC
BPT
BXB
+3
Chris Conway
Livewire Markets
Expert Insights

2 lessons learned over 3 decades for all market conditions

When equity markets go sideways, you often hear the expression that it is a ‘stockpickers market’. The insinuation is that if you know how to identify high-quality...
Chris Conway
Livewire Markets
Income

Consistency and sustainability: the two most important factors for yield

The Martin Currie Australian Equity Income Fund was born out of necessity – and love. The fund, originally designed for retirees, was established because of a gap in...
ASX
DOW
+3
Chris Conway
Livewire Markets
Equities

Monash switches to offence as green shoots emerge on the ASX

There’s been a lot of gloom and doom this year – but reports handed down this August were far from disappointing. Several companies returned record profits and...
IEL
+9
Sara Allen
Livewire Markets
Equities

6 ASX micro-cap stocks that could benefit as M&A activity rolls over

Mergers and acquisitions among small- and micro-caps appear to be on the rise, as slowing activity at the larger end of the market rolls over amid higher inflation,...
ADH
DVR
EOL
+8
Glenn Freeman
Livewire Markets
Equities

Why there could be 40% upside in the Qantas share price

Qantas (ASX: QAN) has been in the dog house these past weeks.  From delays and cancellations to staffing shortages; it sure doesn't seem to be "Australia's favourite...
QAN
David Thornton
Livewire Markets
Equities

75% of the way through the market cycle, here are 13 stocks WAM Leaders is backing

The S&P/ASX 200 has rebounded more than 8% since hitting a low in late June, but Wilson Asset Management lead portfolio manager Matthew Haupt believes there's more...
CSL
DXS
+10
Ally Selby
Livewire Markets
Income

This is how you escape Australia's dividend trap

In Australia, income investing is too often thought of as fully-franked dividend investing. That narrow lens can easily lead to a dividend trap – where investors...
David Thornton
Livewire Markets
Equities

The Match Out: ASX extends rally, MA Financial suffers on visa changes, Atlas hoping for Chicago asset

Equities started this week where it left off, with buyers in full control for the Monday session. Supported by strength in commodity markets and a strong US session...
ALX
IMU
+1
James Gerrish
Market Partners
Expert Insights

How to trade time for value

So much of successful investing is about finding something the market has either missed or is yet to pay attention to. If you can trade on that idea before the market...
James Marlay
Livewire Markets
Equities

Gradually, then suddenly

“How did you go bankrupt?” Bill asked. “Two ways,” Mike said. “Gradually, then suddenly.” Hemingway’s famous line from The Sun Also Rises offers a few parallels to...
CAR
COL
QAN
+1
Martin Conlon
Schroders
Equities

Three reasons why we are underweight discretionary retail

The ASX has some extraordinary consumer discretionary businesses – think ARB, Nick Scali, JB Hi-Fi, Breville and Lovisa. And we hold some of these in our small...
BRG
JBH
+3
Roger Montgomery
Montgomery Investment Management
Equities

Why too much noise can seriously impair investment decisions

Equity investors need information to make investment decisions, otherwise, no analysis of any kind would be possible. Without any information on a company, a...
Stephen Bennie
Castle Point Funds
Income

America’s energy environment presents a 10-year investment opportunity

Delivering a sustainable yield while preserving (and even growing) capital is the holy grail of income investing. Infrastructure assets, given their stable cash...
ALX
Chris Conway
Livewire Markets
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