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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

Investing is not a game

About a month ago my colleague Nick said in his Livewire article: "Investing generally should be a boring, time-consuming, and not an exciting endeavour, which...
Jesse Moors
Jesse Moors
Spatium Capital
Equities

Why are we so afraid of normal?

There has been an extreme bout of panic this year (ASX -11%, S&P 500 -19%) regarding the return of what appears to be a traditional business cycle (yes it still...
CAR
+1
Dion Hershan
Yarra Capital Management
Equities

2 quality stocks for when the tide goes out

Warren Buffett famously said that only when the tide goes out do you discover who has been swimming naked. We have been hitting lower tides in recent months as the...
ORA
Elfreda Jonker
Alphinity Investment Management
Buy Hold Sell

Two stocks making their way into the ASX 20 (and one on its way out)

We investors are constantly searching for the next CSL. After all, if you invested in this growth darling a decade ago, your cash would have increased by almost 616%....
AMP
BXB
CSL
+9
Buy Hold Sell
Livewire Markets
Equities

Weekly S&P500 ChartStorm - 24 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
Equities

Phase One: The Quality recovery

To borrow a famous quote from Winston Churchill and make it my own: "You can depend upon the share market to do the right thing. But only after it has exhausted every...
BHP
CSL
GPT
+4
Rudi Filapek-Vandyck
FNArena
Equities

The ASX200 is yielding 5%, is the market a buy?

With a roller-coaster start to the year (okay we’ve just seen the down bit), investors may well see an opportunity in local, home grown, Australian dividends. The...
BHP
RIO
Alastair MacLeod
Elston Asset Management
Equities

The best (and worst) placed stocks that topped the leaderboard in FY22

If past performance was a guarantee of future performance, the top stocks from the ASX200 in FY22 would all be BUYS.  Unfortunately for them, and us, it's not that...
CXO
PLS
David Thornton
Livewire Markets
Rapid Fire

5 years from today, which stocks will have the highest returns on capital?

It isn't every day you meet an investor with an Honours Degree in Scottish History. However, I recently spoke with Iain Fulton, the Edinburgh, Scotland-based...
James Marlay
Livewire Markets
Equities

Running down a coal mine could beat selling it

BHP Group’s decision to wind down its Mount Arthur coal mine rather than sell to a private buyer will shorten the mine’s operating lifespan and reduce overall expected...
BHP
Fidelity International
Fidelity International
Equities

Why this rally marks halftime in the bear market

Since bottoming on 20 June, the ASX200 has rallied around 6%. The S&P500 is up around 10% and the NASDAQ100 is more than 12.5% above its lows. With US reporting...
CSL
JBH
+3
Greg Canavan
Fat Tail Investment Research
Equities

Spring could bring green shoots for gold stocks

Beaten-up gold juniors are offering lip-licking leverage. The turn-around underway at Gascoyne illustrates this upside while Ivory Coast gold mine developer Tietto is...
BGL
+3
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 3 dogs of the ASX 100 (and 2 in for a rebound)

In 1991, Florida-based portfolio manager Michael B. O'Higgins released his book "Beating the Dow". In it, he proposed a strategy whereby with as little as $5000,...
MGR
+3
Buy Hold Sell
Livewire Markets
Equities

UBS: These 11 resource stocks are BUYS

Australian resource stocks saw some of the biggest gains in FY22. They were truly in a league of their own compared to other sectors.  Between its low on November 2,...
AKE
DEG
+8
David Thornton
Livewire Markets
Equities

Signs of the bottom

Nearly a year ago now, Marcus Padley penned a piece outlining some of the signs of the top. That was nearing the end of August - which should have sounded the death...
BLD
CDA
+4
Ally Selby
Livewire Markets
Equities

Flight check: Finding protection from a ‘hard landing’

Global markets have capitulated since the NASDAQ 100, proxy for US growth and tech stock performance, reached an all-time high in November 2021. The falls are the...
Arian Neiron
VanEck
Equities

"Station life to building a gold mine to buying half of the Super Pit in Kalgoorlie" - Raleigh Finlayson, MD of Genesis Minerals Podcast

In this episode we have the enormous opportunity to take some time out to get to know highly regarded gold miner Raleigh Finlayson. For those listeners who aren’t...
Euroz Hartleys Ltd
Euroz Hartleys Ltd
Equities

Invest in what won't change: Lazard on why it avoids thematic opportunities

Lazard Asset Management's Matthew Landy has seen many a speculative growth bubble like this before. And he says it's helped him to inform his view about why the team...
Hans Lee
Livewire Markets
Equities

Valuations rebased across most asset classes – opportunities starting to present with quality expected to shine going forward

We have discussed for some time now the 40-year deflationary rate cycle that began in 1981 after the US 10yr bond yield peaked at almost 16% and troughed in the depths...
Rhett Kessler
Pengana Capital Group
Equities

2 billion reasons AMP still holds investor appeal

The latest set of figures from AMP will be “messy,” group CEO Alexis George conceded in an interview this week with Allan Gray Australia's Simon Mawhinney. “There’s...
AMP
ANN
Glenn Freeman
Livewire Markets
Equities
Sponsored

Quality is the key to resilient portfolios in market turbulence

Buy the dip may have become a new catch-cry for many investors but for global equity manager Walter Scott, brought to you by Macquarie Professional Series, enthusiasm...
Livewire Exclusive
Livewire Markets
Equities

Meet the investor shorting Cathie Wood's ARKK ETF

Disruptive innovation was a recipe for meteoric growth in the last market cycle, with rockstar investor Cathie Wood synonymous with this form of investing. But all...
+8
Sara Allen
Livewire Markets
Reporting Season

3 sectors (and 6 stocks) to watch out for this August reporting season

August is just a few weeks away and that means it's time for another round of full-year earnings reports from most of the 2,000+ ASX constituents. Six months ago, the...
DXS
MTS
SGP
+3
Hans Lee
Livewire Markets
Equities

Finding solace in the short

As stocks have wobbled, investors have bemoaned having no place to hide – not even in gold. June alone saw the market fall a whopping 8.97%. However, short positions...
Kristiaan Rehder
Kardinia Capital
Equities

Weekly S&P500 ChartStorm - 17 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
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