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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

Up 100% in 5 years - so where next for this market darling?

James Hardie ASX:JHX is one of those stocks our readers never tire of hearing about. And why would they - the share price has climbed almost 100% in the past five...
David Thornton
Livewire Markets
Reporting Season

Profits soar 81% as employees walk

Are you one of the millions of Australians who switched companies and roles this year? This places you as part of The Great Resignation. It’s been a significant...
CAR
REA
SEK
Sara Allen
Livewire Markets
Equities

A two-part framework for investing for growth

There’s a lot going on in the world right now with sufficient power to dramatically improve or destroy investment returns. Inflation, recession, a credit crunch,...
Roger Montgomery
Montgomery Investment Management
Reporting Season

This bumper $13bn dividend result defies the weaker outlook for miners

When a company posts a record net profit of US$23.8 billion (63.8% better than the year before) and rewards shareholders with a US$1.75 fully franked final dividend,...
BHP
David Thornton
Livewire Markets
Equities

Tech giant becomes a contrarian’s value stock

As bottom-up stockpickers, we go where our most compelling individual investment ideas take us. Sometimes the stocks that we find attractive are classified by others...
Graeme Shaw
Graeme Shaw
Orbis
Expert Insights

Is it time to deploy cash into emerging markets?

Ken Thompson, one of the earliest pioneers of computer science in the US, had a philosophy that now rings true across many industries. Make each program do one thing...
Hans Lee
Livewire Markets
Equities

The anti-Walmart effect

China’s entry into the World Trade Organisation in 2001 saw an explosion of Chinese imports into the US (see chart). It is estimated that between 2001 and 2006...
Tony Sutton
Sintra Capital
Equities

The difference between a stock price and a company's value

It’s time for a new episode of Stocks Neat, the podcast with nothing watered down.In July’s episode of Stocks Neat, at a more important time than ever, Gareth and I...
Steve Johnson
Forager
Equities

QBE delivers but the banks disappoint

Week two of the August reporting period saw QBE (ASX:QBE) deliver a strong first half result that suggests upside in both valuation and earnings, with strong top line...
AMC
BHP
+7
BRAD POTTER
BRAD POTTER
Tyndall AM
Equities

Weekly S&P500 ChartStorm - 14 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
Sponsored

Does all Infrastructure have the power to price?

Pricing power has never been as important for investors with inflation on the rise, but some essential services might be in a better position to raise prices in line...
First Sentier Investors
First Sentier Investors
Reporting Season

Monash sees blue skies ahead for these insurance stocks

Fires. Floods. Wars. Not to mention a global pandemic that’s been roiling economies around the world since early 2020. There’s a seemingly never-ending list of...
Glenn Freeman
Livewire Markets
Equities

Sticking to your mandate with a gun to your head

When the market is in free-fall bar one sector - cough, commodities - you are presented with a binary choice. Do you A) chase the market to salvage some performance,...
AD8
XRO
David Thornton
Livewire Markets
The Rules of Investing

A stealthy small cap quietly building a market monopoly

Investment management can be a brutal business. When you're talking small caps, the brutality is amplified even further.  Between March 20 and September 3 last year,...
AD8
The Rules of Investing
Livewire Markets
Reporting Season

FNArena reporting season monitor: August 2022 – Week 2 (34 stocks covered)

Welcome to the second weekly report for the August 2022 results season. The FNArena Reporting Season Monitor reports ratings, consensus price target changes, and...
AMP
+31
Rudi Filapek-Vandyck
FNArena
Reporting Season

Jun Bei Liu: Demand couldn't be higher for this biotech

There has been a flight to quality amid the recent market volatility, with investors scouring the market for companies with sustainable earnings. This biotech has...
RMD
Chris Conway
Livewire Markets
Equities

A CFO Conspiracy

Understandably, investors are attracted to growth stories which are often associated with exciting narratives about the future. Who doesn’t like a business growing...
Nicholas Cregan
Fairlight Asset Management
Equities

You ready to let the dogs out?

July bucked the trend of the year. To use the parlance of The Hangover, when asked “Are you ready to let the dogs out?”, the market answered aggressively in the...
KGN
+5
Schroders Australia
Schroders
Equities

Goyder closes in on hat-trick with NT uranium hunt

With the Chalice and Liontown discoveries under his belt, and the top Diggers award to boot, Tim Goyder is threatening to strike it rich again. Plus, $17m Bellavista...
BGL
+7
Barry FitzGerald
Independent Journalist
Equities

Is this former dividend darling on the rise again?

Over the coming few weeks, the Plato Investment Team will bring you analysis on the major reporting season results to ensure you and your clients are across all the...
+3
Peter Gardner
Plato Investment Management
Reporting Season

Big telco breaks free of NBN shackles, and doles out dividends to celebrate

Over a decade ago, during the GFC, David Thodey and Catherine Livingstone put a line in the sand for investors by declaring that Telstra was a dividend company.  ...
TLS
David Thornton
Livewire Markets
Equities

"The journey to running a global shipbuilder" - Patrick (Paddy) Gregg, CEO of Austal Podcast

This episode we are really fortunate to have as our special guest, Mr Paddy Gregg who is CEO of Austal Limited. Austal is Australia’s global shipbuilder and defence...
ASB
Euroz Hartleys Ltd
Euroz Hartleys Ltd
Equities

Markets are down, but earnings are not...yet

The equity markets have had a terrible first half of 2022, with the MSCI World Index down over 20% in U.S. dollars (USD), the worst start to the year in over 50...
Bruno Paulson
Morgan Stanley IM
Equities

Is another CSL hiding on the ASX?

Remember when CSL shares were $40 each? That was 10 years ago. If only we had known at the time... The unicorn of Australian biotech has had a phenomenal run with...
ANN
COH
+13
Sara Allen
Livewire Markets
Reporting Season

This company is set to deliver 55% earnings growth in FY23

Amid the "earnings recession" that was predicted by much of the market, there's one ASX-listed company that is set to grow its earnings by 55% in the next financial...
CPU
MQG
Ally Selby
Livewire Markets
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