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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

The best ideas coming out of this year's Diggers and Dealers Mining Forum

While Livewire was not able to make it to Kalgoorlie this year to attend the annual Diggers and Dealers Mining Forum, Ben Cleary, the portfolio manager of the listed...
BGL
BOE
+4
Ally Selby
Livewire Markets
Equities

"From underground specialist to building a Lithium Mine" - Ken Brinsden, former leader of Pilbara Minerals Podcast

With Ken formally stepping down at the end of July from his role as MD and CEO of Pilbara Minerals we thought we would re-visit Episode 8 from late February this...
PLS
Euroz Hartleys Ltd
Euroz Hartleys Ltd
Equities

Inside the four 'Super Sectors' of the ASX

Welcome to our series reviewing the "super" sectors of the Australian ASX300 excluding the ASX50 stocks. Over the coming weeks, Monique Rooney and I are going to be...
COH
CSL
+2
James Abela
Fidelity International
Equities

The quirky trend to add to your recession ready portfolio

Have you treated yourself this week? Perhaps a takeaway dinner or a new book or a new lipstick? The type of treat you and millions of others buy in particular...
COL
+2
Sara Allen
Livewire Markets
Equities

This gaming stock is making ground on its competitors

Back in April we wrote up our thoughts on one of Airlie’s core holdings, Tabcorp (ASX:TAH), prior to its demerger of The Lotteries Corporation. As part of the...
Will Granger
Will Granger
Equities

Frank Macindoe - The impact of bond markets on equity valuations

In what has been a challenging quarter for growth companies, fellow Koda Partner Frank Macindoe joins David in another episode of Inside the Rope to provide his...
David Clark
Koda Capital
Equities

3 global stocks that highlight why Quality appeals

The US economy shrank last quarter and many economic indicators range from weak to bleak, but the picture painted by the best businesses is quite different. In this...
Stephen Arnold
Aoris Investment Management
Equities

The miner giving bang for its buck

At Airlie we are looking to invest in high-quality businesses, which we would define as businesses that earn high returns on their invested capital. Airlie...
Vinay Ranjan
Airlie Funds Management
Equities

Comparing a company’s market capitalisation to its revenues can sometimes be telling

A company's size can be measured in different ways. It can be the amount of assets it owns, number of employees, number of factories or amount of income it is...
Stephen Bennie
Castle Point Funds
Expert Insights

Why income investors have a lot to be excited about this reporting season

With inflation and rising rates raining on the equities market's parade, many brokers and fund managers have forewarned investors of an "earnings recession" this...
BHP
BXB
+11
Ally Selby
Livewire Markets
Equities

Weekly S&P500 ChartStorm - 31 July 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
Rapid Fire

1 down, 2 to go: The 3 recovery signs Nick Griffin is waiting for

If you are like me, you're probably sick of reading about rising interest rates, inflation and the dreaded R word - recession. We get it. It's not the easiest time...
+4
Ally Selby
Livewire Markets
Equities

Reporting Season Playbook: Morgans' best stock ideas

An annual corporate earnings growth rate of just under 10% would normally pique investor interest – especially when you also throw in a below-average market...
AMC
ANN
APA
+5
Andrew Tang
Morgans Financial
Equities

A defensive business with an improving outlook

In recent months, we have argued a shift towards quality defensives has merit. As we move into the mid to late stages of the cycle, we prefer companies with...
TLS
David Cassidy
Wilsons Advisory
Equities

There's value in oversold gold developers as bullion gets a wriggle on

With last week’s prediction about an impending gold bounce starting to look well-timed, the likes of Bellevue and De Grey are offering significant upside while Gold...
BGL
DEG
DGO
+5
Barry FitzGerald
Independent Journalist
Equities

Why Amazon should top your 'bear-market bargain' list

What do you call a company that, when it surprises the market with very strong free cash flow, sees its stock crash 30 percent? Amazon! In its first-quarter earnings...
Andrew Macken
Montaka Global Investments
Buy Hold Sell

Buy Hold Sell: 5 stocks battling for blue chip status

The term "blue chip" was first coined in 1923, when an employee at Dow Jones observed several stocks trading at US$200 or more a share. As any good poker player knows,...
BXB
CPU
+2
Buy Hold Sell
Livewire Markets
Equities

Crunching the numbers on owner -managed stocks

My love affair with owner-managed businesses began back in the mid-1990s when I was in my 20s, and naturally as one imagines at that age, an investing genius. Surely...
REH
Matt Williams
Airlie Funds Management
Equities

Two sectors set to light it up in FY23

All sectors have their time in the sun, that glorious moment when it's their turn to outperform the rest of the market.  First it was healthcare, led by market...
NCK
David Thornton
Livewire Markets
Equities

The only part of your equity portfolio that can't go negative

Only six months ago, John Tobin, Managing Director and Portfolio Manager at Epoch Investment Partners, would have suggested the market outlook was fairly...
+1
Sara Allen
Livewire Markets
Equities

"From NZ to building a leading nickel mine" - David Southam, MD of Mincor Resources Podcast

Following the recent announcement that David Southam will transition the leadership of Mincor Resources (ASX listed nickel sulphide development company) to highly...
RIO
+2
Euroz Hartleys Ltd
Euroz Hartleys Ltd
Equities

Macquarie's top stocks from each sector for earnings resilience

We get it. It's been a difficult few months for us investors. The S&P/ASX 300 has fallen nearly 11% year to date, while the S&P 500 has cratered 17.3%, as rising...
ABC
AKE
AMC
+48
Ally Selby
Livewire Markets
Expert Insights

Three global stocks with the competitive advantage to beat their rivals - and one trap card

In this special fourth edition of Expert Insights, we ask Matthew Landy of Lazard Asset Management just one question that required a lot of depth and time to discuss....
Hans Lee
Livewire Markets
Equities

Shrinkflation

Economist Pippa Malmgren has been credited for coining the term “shrinkflation”, meaning, in its most common usage, when a company reduces a product’s size while...
Bruno Paulson
Morgan Stanley IM
Equities

Compelling Commodities

The current outlook for commodities is polarising investors. Commodity prices and resource stocks have declined (see chart) as the market has incorporated the...
Tony Sutton
Sintra Capital
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