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

Reporting Season

Hugh Dive: Why this big bank is still a big buy

Australian investors love nothing more than a dabble in property and a steady stream of dividends. Throw in rapidly rising interest rates and the banking sector was...
+2
Hans Lee
Livewire Markets
Equities

Resilience: The missing piece in ESG analysis

The pandemic, devastating weather events, and the invasion of Ukraine are examples of macro-environmental shocks impacting companies worldwide. In a connected world,...
Jason Pohl
ECP Asset Management
Reporting Season

The local tech darling growing faster than Amazon, Microsoft, and Google

Given the pressure many high P/E names have faced of late, it may surprise you to learn that a small-cap growth darling stunned the market today with its 29th...
MP1
WAM
Ally Selby
Livewire Markets
Reporting Season

This ASX stalwart outstripped earnings estimates by 400%

In a world where costs are rising and margins are tightening, at least one ASX company's thriving. And while markets and companies may go through fashions, the...
NWS
REA
Hans Lee
Livewire Markets
Reporting Season

Has the opportunity passed in this quality compounder?

At the start of each year, we ask some of the country’s best fundies to nominate a stock they would love to buy in a market sell-off. It is an interesting exercise...
REA
James Marlay
Livewire Markets
Equities

Calling all dividend investors: This one's for you

The telecommunications sector was one of the early COVID “winners”, with lockdowns accelerating the uptake of digital media and associated technologies.  However,...
TLS
Ye-Qun Feng
Livewire Markets
Equities

Shaping up for Reporting Season

Blow-out inflation readings, central bank rate rises, a new Australian government, and a market correction in June… We have looked at the key market developments...
AMC
BXB
+3
Reece Birtles
ClearBridge Investments
Equities

Fundamentals have gone missing in 2022

In this article, we have a look at a way of assessing the valuation fundamentals of a fund. We thought it might be useful to share some analysis we did last month....
Stephen Bennie
Castle Point Funds
Equities

Three good companies in one good stock

Seven Group (ASX: SVW) is a diversified operating and investment group with holdings that sit across the mining, industrial, energy and media sectors. Some of Seven...
BLD
Joe Wright
Airlie Funds Management
Expert Insights

How to identify dividend traps (and a compelling company that is actually growing its yield)

Ah, dividend traps. The Achilles' heel of any income investor's portfolio. These too-good-to-be-true dividend yields are often that, enticing - sure, but...
FMG
+1
Ally Selby
Livewire Markets
Equities

Weekly S&P500 ChartStorm - 7 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

Investors should expect a mixed reporting season

This coming reporting period follows an extraordinary period of monetary tightening across the globe, with many corporates continuing to grapple with huge spikes in...
ORI
+2
BRAD POTTER
BRAD POTTER
Tyndall AM
Reporting Season

FNArena reporting season monitor: August 2022 – Week 1 (11 stocks covered)

Welcome to the first weekly report for the August 2022 results season. The FNArena Reporting Season Monitor reports ratings, consensus price target changes, and...
BWP
+8
Rudi Filapek-Vandyck
FNArena
Equities

The worst is behind us: Yarra’s 9 stocks with plenty of upside ahead

The worst is already over for large parts of the equity market, despite many investors remaining paralysed by recessionary fears, says Yarra Capital’s Dion Hershan....
CAR
+6
Glenn Freeman
Livewire Markets
Reporting Season

Rudi: The ASX ‘looks’ like a bargain hunter’s paradise

In what is becoming a bit of a tradition, I fired up the Zoom account to have a chat with Rudi Filapek-Vandyck, Editor of FN Arena, ahead of the August 2022 Reporting...
APX
BGA
BHP
+8
James Marlay
Livewire Markets
Equities

Telix Pharma – Lighting up cancer care

Telix Pharmaceuticals Limited (ASX:TLX) leapt onto the ASX in 2017 determined to become an industry leader in radiopharmaceuticals. Their pipeline of products is based...
Dr Shane Storey
Wilsons Advisory
Equities

Global tech navigates a year of transition

Global technology stocks enjoyed a notable rebound in July, but the sector’s underwhelming year-to-date performance may leave some investors mystified about how...
Denny Fish
Janus Henderson
Equities

Talk of gold price recovery puts developers in takeover crosshairs

Emerging producers like Bellevue could be on the menu for the big producers, ditto for Peel in the copper space. Stavely shareholders soak up SPP and Creasy punts on...
BGL
BOE
+7
Barry FitzGerald
Independent Journalist
Reporting Season

Bell Potter reporting season calendar August 2022

As the August 2022 reporting season gets into full swing, we've compiled a calendar featuring ~200 ASX-listed companies, highlighting reporting dates, NPAT (consensus...
29M
360
4DX
+210
Bell Potter
Stockbroker
Equities

Why the RBA will keep raising rates

In this wire, I’m going to explain why this rally is on borrowed time. Rising stock prices can be very alluring. As the market moves higher you naturally think the...
Greg Canavan
Fat Tail Investment Research
Equities

Why bear markets do not always lead to recessions

After a savage sell off, the S&P 500, along with some other major indices, officially entered bear territory recently in June – or a fall of 20% or more from recent...
Andrew Mitchell
Ophir Asset Management
Equities

What the heck is Terbium?

If you had 4,000 square kilometers of tenement package that is prospective for a metal that trades for around $2M per tonne, you might expect to have the phone run...
+2
Kingsley Jones
Jevons Global
Equities

August Preview: Curve balls, profits and forecasts

 If I were to make a good-humoured attempt at an old fashioned Dad-joke, I'd start off with: I am old enough to remember when corporate reporting season in...
AD8
AX1
+16
Rudi Filapek-Vandyck
FNArena
Equities

It's raining Dividends - bring a bucket

While it might not feel like it this year, the big wet is usually a seasonal occurrence. Dividends too are seasonal, with the traditional dividend ‘wet season’...
BHP
+5
Alastair MacLeod
Elston Asset Management
Equities

It’s ugly when the Fed doesn’t care about a bear market

This past week has seen Wall Street flooded with earnings releases as the July reporting season hits full flow. A good earnings season with plenty of positive...
Stephen Bennie
Castle Point Funds
4426-4450 of 8791
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