Home Wires

Equities

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

Equities

Weekly S&P500 ChartStorm - 10 September 2022

The Weekly S&P500 ChartStorm is a selection of 10 charts that I handpicked from around the web and from Twitter posts. The purpose of this wire is to add extra...
Callum Thomas
Topdown Charts
Equities

The Match Out: ASX rallies into the weekend, rumours of Nuix (NXL) takeover grow

The path of most pain continues to be up as the market pressed higher again today. Buyers were out in force throughout the session, consistently pushing the index...
NXL
James Gerrish
Market Partners
Equities

Seven hot stocks these fundies believe will drive "The Great Reshape"

The market has undergone a series of tectonic shifts this past year. Not long ago, the market was flush with liquidity, price-to-earnings multiples were in triple...
CSL
IMD
+2
David Thornton
Livewire Markets
Expert Insights

How Fidelity's Anthony Srom uses sentiment to generate value

"High Conviction" is bandied about a lot in the investing world. But how does one actually find stocks that fit the bill? For Fidelity’s Anthony Srom, in large part,...
Sara Allen
Livewire Markets
Expert Insights

Credit Suisse: The catalyst to go underweight equities (and the triggers to reverse it)

It’s no secret that the past year has been a tough environment for markets. As Andrew McAuley, chief investment officer and wealth manager for Credit Suisse points...
Sara Allen
Livewire Markets
Equities

Interest rate outlook suggests beaten-up bullion could be about to bounce

Smashed gold stocks beckon contrarian investors. And there’s plenty of M&A fever in the mix … think Gold Road-De Grey, Red 5-Genesis-St Barbara-Bellevue-Northern Star...
BGL
DEG
+4
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 5 of your top stock picks

If there is one thing this anonymous writer can take away from the comments left on this very platform, not to mention our Meet the Investor series, it's that...
IEL
TCL
+2
Buy Hold Sell
Livewire Markets
Equities

Investors are in "no man's land" but buying opportunities are out there

We’re currently in no man's land, explains Fat Tail Investment Research’s editorial director Greg Canavan. “You’ve got commodity dollars filling up the coffers and...
BRG
CNU
+6
Glenn Freeman
Livewire Markets
Equities

Three key themes that will drive markets this year

Now that all companies have reported it’s the ideal time to step back and draw some conclusions. Like every year, there were winners and losers aplenty. In the...
BRG
REH
+2
Daniel Moore
IML
Equities

An inspirational journey - Diane Smith-Gander AO, Chair DDH1, HBF Health & Zip Co

We are very lucky to have an awesome opportunity to spend some time in conversation with the wonderful Diane Smith-Gander AO who has built an amazing corporate...
AGL
DDH
WES
+1
Euroz Hartleys Ltd
Euroz Hartleys Ltd
Equities

The Match Out: Market down on global growth concerns, Metcash (MTS) sees solid trading

A poor session for the ASX today with weakness amongst the Energy, Utilities, & Material stocks dragging down the broader market while IT & Healthcare edged higher....
APA
+1
James Gerrish
Market Partners
Equities

The stocks that are leading the pack in each sector of the ASX

Despite a whole range of headwinds and volatile markets, Australian companies announced a resilient set of results this reporting season. This led beats to...
ASX
BAP
+27
Michelle Lopez
Michelle Lopez
abrdn
Expert Insights

How activism unlocked a 44% return for investors in this little-known stock

Last year, L1 Capital invested in a little-known fuel retailer out of New Zealand. At the time, the team thought the company was undervalued and boasted high-quality...
ALD
Ally Selby
Livewire Markets
Equities

Proxy voting-nudging progress

Vladimir Demine, Head of ESG Research, International Equity Team  Candida de Sliva, Executive Director As long-term investors with an owner’s mindset, we value the...
Bruno Paulson
Morgan Stanley IM
Equities

What it takes to win in cyclicals

Welcome to part two, of our ‘super’ series of the Australian ASX300 excluding the ASX50 stocks. Over the coming weeks, Monique Rooney and I are going to be producing...
James Abela
Fidelity International
Equities

Chart of the Week - Global equity risk premium

ERP Valuation Indicator: This is an important chart for global equities. Despite some reduction in valuations (e.g. PE Ratios have fallen), the issue is that bond...
Callum Thomas
Topdown Charts
Equities

Many Australian income investors are being forced into overly concentrated portfolios. But there are alternatives...

Rising inflation, higher interest rates and slowing economic growth all pose separate threats to the attractive dividends currently being paid by Australian...
Tim Richardson
Tim Richardson
Pengana Capital Group.
Reporting Season

Lightning in a bottle! 7 stocks that delivered cracking results

Having been an equity analyst previously, I can tell you that reporting season is a combination of excitement and terror. Any analyst knows that if you nail...
PLS
+4
Chris Conway
Livewire Markets
Reporting Season

Of these 36 stocks, only two are "sells"

The August reporting season for 2022 is done and dusted. By all accounts, it was far better than many expected. And as such, investors are likely to either be...
AKE
BHP
+32
Ally Selby
Livewire Markets
Equities

The Match Out: ASX grinds higher in a quiet session, RBA to hike rates tomorrow, probably by 50bps

A positive start to the trading week with the ASX defying the negative lead from the US and weakness in Asia to push higher into the close – Energy the standout as...
FMG
PLS
+2
James Gerrish
Market Partners
Reporting Season

Four big questions for markets as the free money era ends

After four weeks and nearly 160 reports, we have finally made it to the end of the August reporting season. This year's full-year reports were littered with commentary...
+16
Hans Lee
Livewire Markets
Expert Insights

Why this fundie believes you can outperform the market with 10 stocks or less

It was Nobel prize laureate Harry Markowitz who famously posited that the "only free lunch in investing is diversification". By this, he meant that diversification...
Ally Selby
Livewire Markets
Equities

Podcast: A look into a management meeting with Lear Corp

Auto supplier Lear Corp’s profitability has been impacted by cost pressures and the supply chain, but its operating flexibility and product portfolio should help it...
John Goetz
Pzena Investment Management
Buy Hold Sell

The 10 best management teams this reporting season

We investors are told time and time again that a company is nothing without a great management team. That founder-led businesses often far outperform those with hired...
BHP
BXB
COH
+7
Buy Hold Sell
Livewire Markets
Equities

Weekly S&P500 ChartStorm - 4 September 2022

The Weekly S&P500 ChartStorm is a selection of 10 charts that I handpicked from around the web and from Twitter posts. The purpose of this wire is to add extra...
Callum Thomas
Topdown Charts
4301-4325 of 8791
The 10th annual Livewire Live 2026

One room. One day. The minds that move markets.

22 September 2026 Art Gallery of NSW, Sydney

Register Now