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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.

Equities

Judo Capital – ready to put the majors on the mat

Small and medium-sized enterprises (SMEs) are an integral part of the Australian economy, responsible for 40% of private sector employment, and 35% of sales and...
Cameron Jackson
Cameron Jackson
Celeste Funds Management
Equities

Dirty little thing called growth and why I think this small cap is good value

Like in most market downturns, small cap growth stocks are being punished hardest by a market that now views growth as a dirty word. This is great news for investors,...
Gary Rollo
Montgomery
Outlook Series

How Livewire readers' most-tipped ASX shares are tracking in 2022

Back in April, we provided an update on our readers' Aussie stock picks - 10 large and 10 smalls. It opened with "Global markets have had a rough time of it in the...
360
AD8
+17
Ye-Qun Feng
Livewire Markets
Equities

Talk to me Goose

When Maverick clutches the dog tags and whispers the words “Talk to me Goose” in the original Top Gun film, he’s attempting to block out the noise. Clear thought and...
XRO
Martin Conlon
Schroders
Equities

Decarbonisation will see copper demand double in 13 years, warns S&P

The unprecedented outlook for the red metal is big news for the juniors, such as Sunstone, which analysts have just suggested could have up to 15Moz of gold equivalent...
BHP
+4
Barry FitzGerald
Independent Journalist
Equities

The "Magnificent Seven" of EV metals

The current market correction has presented investors with an opportunity to establish core positions in profitable mining companies that have quality exposure to...
AKE
IGO
+3
Kingsley Jones
Jevons Global
Equities

"The journey to Chair of the biggest companies" - Michael Chaney AO, Chair of WES and NST Podcast

'Finding the Front' is presented to you by Euroz Hartleys, a long established, proudly Western Australian diversified financial services company that has a deep...
BHP
+2
Euroz Hartleys Ltd
Euroz Hartleys Ltd
Equities

The top fund manager dividend stock picks for FY23

It’s dividend season and investors might be happily patting themselves on the back for their past decisions – or considering where to put their money so next year’s...
AMC
BHP
+19
Sara Allen
Livewire Markets
Equities

Trending globally: Lower profits, economic recessions

Reading equity markets research and strategy reports from around the world, two trends have clearly emerged in recent weeks: a growing acceptance/belief the US...
Rudi Filapek-Vandyck
FNArena
Outlook Series

How the #1 picks went from hero to zero in just 6 months

Well, folks, we've made it - to the end of the first half that is. Last time I wrote that the first quarter had been "tough, tiresome and damn it, sometimes...
EML
EQT
EVS
+12
Ally Selby
Livewire Markets
Equities

Chart of the Week - Technical patience in emerging market equities

Emerging Market Equity Technicals: Today we’re focusing on the local currency version of the MSCI EM index. This is so we can see what is going on in the underlying...
Callum Thomas
Topdown Charts
Equities

Don’t look for catalysts, look for value

This year has seen a recovery in the performance of Value managers with the narrative now moving from “Is Value investing dead?” to “Is it time to buy Growth...
IPL
SGM
+1
Simon Mawhinney
Allan Gray
Equities

Goldman Sachs puts a US recession at 30%. Here's why that will turbocharge stocks

Famed Canadian-American economist John Kenneth Galbraith once said that the only function of economic forecasting is to make astrology look respectable. Not the most...
David Thornton
Livewire Markets
Expert Insights

What Lazard's Landy learned during the longest bull market in history

When it comes to viewing one's own work with a dispassionate eye, Lazard Asset Management portfolio manager Matthew Landy gets straight to the point.The global...
Hans Lee
Livewire Markets
Equities

Two European tech stocks that can weather a global downturn

The ongoing sustainability of businesses is a key concern for investors, especially within the current environment and for companies in the technology sector. A...
Alvise Peggion, CFA
Fairlight Asset Management
Equities

3 things to consider as equities keep falling (and 2 signs of the bottom)

Shares have had an awful start to the year. Portfolios are bleeding and savers are scared. Forget about making money, the problem is holding on to it. For years US...
Chad Padowitz
Talaria Asset Management
Equities

Is it time to hit the ‘buy’ button?

If there’s one investing axiom to hang your hat on, it’s this: the lower the price you pay, the better your returns over the longer term. With the price-to-earnings...
Roger Montgomery
Montgomery Investment Management
Equities

Morgan Stanley's top stocks for earnings certainty

We are three weeks away from the all-important August earnings season, when Australia's listed companies will reveal the good, bad and ugly of their full-year...
ANN
+30
Ally Selby
Livewire Markets
Equities

An Aussie microcap that's a “smart” way to play the UK re-opening

In a world of earnings uncertainty, particularly for businesses who benefited from a pull forward of demand during Covid, investors are pivoting to “recovery” stocks...
Luke Winchester
Merewether Capital
Equities

Here's why we think small cap margin expectations are too high for FY23

Many Australian small cap companies have fared well since the initial COVID shock of 2020, with stimulus-driven demand and a benign cost environment leading to a...
Matt Griffin
Maple-Brown Abbott
Equities

The growth stocks leading the S&P 500's losses

With the 20.6% decline in the US S&P 500 over the six months to June 2022, the largest June half-year decline since 1970, it is interesting to note this was a period...
David Buckland
Montgomery Investment Management
Equities

Weekly S&P500 ChartStorm - 10 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
The Rules of Investing

How Perpetual's Vince Pezzullo invests when multiples retreat

Markets are a right mess today, thanks to surging inflation and the fear of what that will do to earnings.   In this environment, you want companies that have the...
STO
The Rules of Investing
Livewire Markets
Equities

Banks losing interest

Australian banks will continue to be tested in the new financial year. With the rising rate environment setting in and a subdued economic outlook, the big four...
Russel Chesler
VanEck
Equities

Forget economic recession, it's the 20-40% collapse in earnings investors should be worried about

Ok, I get it. That is not the most positive headline. And although I am a glass-half-full gal, Chad Padowitz, the co-chief investment officer at Talaria Asset...
+3
Ally Selby
Livewire Markets
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