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Equities

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

Reporting Season

The high quality retailer trading at a bargain

This time last year, NSW and Victoria were in lockdown. Many retailers were forced to close their doors for months. Australia’s largest furniture retailer had 55% of...
NCK
Sara Allen
Livewire Markets
Expert Insights

The expert's guide to investing in China

If there's anyone who knows about investing in the Asian behemoth, it's Ox Capital Chief Investment Officer Dr Joseph Lai. He's been investing, winding, and stock...
Hans Lee
Livewire Markets
Equities

4 of our favourite global stocks right now

We conduct over 200 hours of research on every company we invest in. The focus of this research is on the true drivers of a company's earnings and its share price....
+1
Anthony Doyle
Anthony Doyle
Firetrail Investments
Equities

Market bounce but no bottom in sight

Since mid-June there has been a powerful rally in global stock markets. The idea that the US Federal Reserve might have turned dovish combined with a US earnings...
Chad Padowitz
Talaria Asset Management
Equities

BHP and Santos confirm cash flow bonanza

The third week of the August rush saw a wave of earnings updates from Australian corporates. BHP (ASX:BHP) was a genuine standout, with outstanding cash flow...
AMC
BHP
BXB
+4
BRAD POTTER
BRAD POTTER
Tyndall AM
Equities

Why the earnings correction is yet to manifest in global markets

With many economic indicators pointing to a slowdown most investors have been keenly watching emerging earning trends for signs of an earnings slow down or...
Bruce Apted
State Street Investment Management
Buy Hold Sell

6 stocks for a full portfolio reset (and 2 duds to avoid)

I don't know about you, but this anonymous writer has not had a good night's sleep in what seems like months. It's probably because this intense market volatility has...
APX
+16
Buy Hold Sell
Livewire Markets
Equities

Weekly S&P500 ChartStorm - 21 August 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

FNArena reporting season monitor: August 2022 – Week 3 (106 stocks covered)

Welcome to the third weekly report for the August 2022 results season. The FNArena Reporting Season Monitor reports ratings, consensus price target changes, and...
+26
Rudi Filapek-Vandyck
FNArena
Equities

FAANGs are diverging between the haves and the have beens

There was a time in big tech when valuations meant next to nothing. If you wanted growth, big tech was the main show in town and it didn't matter how much you paid...
+3
David Thornton
Livewire Markets
The Rules of Investing

We're in "Tech Wreck 2.0", and some big names won't make it

The world is opening, but not to calm and stability.  Rather, COVID has left a trail of destruction. And I'm not talking about the health implications. The pandemic...
The Rules of Investing
Livewire Markets
Equities

Bonanza gold hit shows Never say Never for a strong future at Gascoyne

From receivership to 59m at 12.5g/t, Lawson leads Lazarus revival for WA miner. Plus, Kin strengthens its hand in Leonora merger jigsaw and our recent heads-up on...
CNJ
DCN
+6
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 5 stocks to soar as recession risk rolls over

While the US is technically in a recession, with two negative quarters of GDP growth in the first half of 2022, several leading economists would say otherwise. Look...
BRG
+3
Buy Hold Sell
Livewire Markets
Reporting Season

The ASX company with a $420 million outlook

Healthcare is a tough space in which to win. With high barriers to entry and many problems to solve, finding and dominating your niche can be one of the many...
PME
Hans Lee
Livewire Markets
Equities

Why our small caps team likes IPH

IPH Limited (ASX:IPH) is the leading intellectual property services group in the Asia Pacific region and its shares had fallen as much as 15 per cent from their 2020...
IPH
Roger Montgomery
Montgomery Investment Management
Reporting Season

Jun Bei Liu: A defensive staple trading at an attractive discount

Today’s strong result from the company behind some of Australia’s best-known global wine brands has beaten the odds in at least a couple of ways. Posting a net...
+1
Glenn Freeman
Livewire Markets
Reporting Season

Dividends expected to grow 30% next year for this industrial

Given we are now living in a post-pandemic world, my guess would be that you are reading this article from your home office. After all, research from the ABS shows...
TCL
Chris Conway
Livewire Markets
Equities

(Global) forecasts are too high. Why?

The August corporate reporting season is now mid-month in Australia, but in terms of actual numbers the harvest to date is still tiny. FNArena's Corporate Results...
Rudi Filapek-Vandyck
FNArena
Equities

The best global stock picks from Alphinity's world tour

The first half of 2022 has been extremely busy for Alphinity’s five global portfolio managers. Collectively, they have gone on 9 overseas investment trips,...
+20
Elfreda Jonker
Alphinity Investment Management
Equities

"Building NST, transformational deals, future facing metals" - Bill Beament, MD of Develop Podcast

This episode we had an absolutely stellar opportunity to chat with Mr Bill Beament, the Managing Director of ASX listed base metal developer and specialist...
Euroz Hartleys Ltd
Euroz Hartleys Ltd
Expert Insights

A quality company that actually benefits from rising rates

For all the hubbub of inflation being the kryptonite of markets, very few of us realised that it would be rising rates that would really do the trick.  Since the RBA...
SUN
Ally Selby
Livewire Markets
Reporting Season

This energy producer just increased its profits by 300%

If you're a company exposed to the economy, you've watched energy prices take off with a deepening sense of dread and despair.  If you're an oil and gas producer...
STO
David Thornton
Livewire Markets
Reporting Season

Why the best is yet to come for this ASX giant

Profits down might normally be a disappointing result for any company. But in the case of Australia’s best-loved healthcare giant, it looks like a temporary case of...
CSL
IMM
RMD
+1
Sara Allen
Livewire Markets
Equities

A growth stock for your list

Gary Rollo joined Chris Judd’s Talk Ya Book to discuss one of his favourite value picks at the moment, telecom software business Symbio Holdings (ASX:SYM). Symbio is...
Gary Rollo
Montgomery
Equities

Chart of the Week - Global equity (population) growth

Population growth trends: Demographics has been a hot topic lately, with apparently opposing forces arguing on the one hand for higher population growth to avoid...
Callum Thomas
Topdown Charts
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