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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.

The Rules of Investing

The unloved stocks Oscar Oberg is backing to beat small cap uncertainty

One of the most striking responses during Oberg’s latest interview related to investor sentiment: “I’ve never seen the market more one-sided in that any company with...
ALQ
AMP
+14
Glenn Freeman
Livewire Markets
The Rules of Investing

Oscar Oberg’s bear market guide to oversold small caps

Let's face it, it has been hard going in the small caps space - which is down almost 18% this calendar year. As soon as you get headwinds such as inflation and rate...
AMP
+16
The Rules of Investing
Livewire Markets
Equities

Brilliant resilience: Why you should forget macro, and just choose quality

Uncertainty. Headwinds. Volatility. Every minute of 'now' seems to chafe for investors, or burn outright. With inflation on the rise, the Russia-Ukraine war...
Matt Buchanan
Matt Buchanan
Equities

The global stocks presenting a once in a generation buying opportunity

Markets have been rough so far this year. The Dow Jones is on its worst losing streak since the Great Depression. Brent crude oil has been swimming above US$100/barrel...
+1
Hans Lee
Livewire Markets
Equities

Strandline poised for re-rate on bumper mineral sands prices and countdown to production

Plus, Bellevue Gold set for juicy cashflow on low costs and 200,000oz a year, Inca gets pulses racing with some good-looking core from the NT and Josh Pitt’s $6m Traka...
BGL
+5
Barry FitzGerald
Independent Journalist
Equities

Signs to look for before buying the retailers

Well-run retailers are generally excellent businesses to invest in. They generate high returns on equity with minimal debt requirements. They also generate strong...
BRG
+4
Greg Canavan
Fat Tail Investment Research
Buy Hold Sell

Buy Hold Sell: The 3 best and 2 worst performing ASX100 stocks in FY22

When threats are lurking, with size comes safety. Just look at birds: the larger the flock, the less prone they are to predators. The same applies to investing - when...
IPL
+2
Buy Hold Sell
Livewire Markets
Equities

Why are insurance stocks undervalued?

There are several unique characteristics that make the insurance sector attractive in the current environment, including some company-specific factors which have...
SUN
Mal Whitten
Mal Whitten
Tyndall AM
Equities

Don’t forget the keys to unlocking big wealth are compounding and time

Morgan Housel, in his book ‘The Psychology of Money’, used a nice thought experiment on Warren Buffett to demonstrate the tremendous impact time has on creating...
+2
Chris Demasi
Montaka Global Investments
Equities

9 stocks to hold for the next five years

Since launching around five years ago, the Rules of Investing podcast has gone to air over 100 times. It has featured investing insights, career highlights (and...
BPT
REA
+6
Glenn Freeman
Livewire Markets
Equities

The Coppo Report guide to tax loss selling and 13 ASX large cap stocks to watch in June

With investors making big (in some cases, massive) profits this year in certain stocks, there will be many investors who will want to offset these profits via...
360
ADH
+21
Richard Coppleson
Bell Potter
Equities

One step forward, two steps back for healthcare

Guest authored by Helena Miles, Senior Associate, International Equity Team In our view, healthcare is a natural place to look for high quality, defensive companies....
Bruno Paulson
Morgan Stanley IM
Equities

Why is Fletcher Building trading on a single digit PE?

It’s no secret that 2022 is proving a challenging year for investors. And not just for equities. Deutsche Bank analysis shows that US 10-year Treasuries have just...
Stephen Bennie
Castle Point Funds
Equities

‘Multidiscipline’: The secret of Bezos and Buffett’s wild success

In his excellent book, ‘Range. Why Generalists Triumph in a Generalist World’, David Epstein tells the story of the figlie del coro, literally, ‘daughters of the...
+1
Andrew Macken
Montaka Global Investments
Equities

Why it pays to read the Account Notes

“As the man once said the harder you work, the luckier you get” Ted Lasso Warren Buffet was once asked how he became so successful in investing and his response was...
DOW
HLS
+1
Anthony Kavanagh
Chester Asset Management
Equities

Which stocks are most at risk of tax-loss selling?

Tax-loss selling happens when investors take advantage of the looming tax year-end on the 30th of June to sell some of their losing stocks to offset any realized...
360
+10
Kingsley Jones
Jevons Global
Equities

Weekly S&P500 ChartStorm - 5 June 2022

The Weekly S&P500 ChartStorm is a selection of 10 charts that I handpicked from around the web and post on Twitter. The purpose of this post is to add extra colour...
Callum Thomas
Topdown Charts
The Rules of Investing

Simon Shields: The stocks turning market headwinds into competitive advantage

We're all well aware of the headwinds battering markets today - inflation, supply-chain pressures, and rate hikes. Yet it's easy, and misguided, to broad-brush the...
The Rules of Investing
Livewire Markets
Equities

Time for Recaps

If investors haven't entirely turned off the tap, it has certainly been turned down to a trickle. The $US146 billion of equity capital raised globally in the March...
Martin Pretty
Equitable Investors
Rapid Fire

Why Allan Gray is still bullish energy and cautious on darlings like CSL

Imagine for a moment that you had a clean sheet of paper from which to build your investment portfolio from the ground up. Would that rebuilt portfolio look the same...
ANN
James Marlay
Livewire Markets
Equities

Price and Value are two different things – just ask Canva investors

With the share prices of tech stocks having cratered in recent months, there are perhaps few more opportune times than now to revisit the important difference between...
Roger Montgomery
Montgomery Investment Management
Equities

Lithium stocks are already based on much lower spodumene prices than spot, so sell-off is silly

Before this week’s plunge, equities reflected long-term lithium price forecasts, which are far below spot prices, making predictions of crash in short-term prices...
AKE
+2
Barry FitzGerald
Independent Journalist
Equities

China: Is its equity market oversold, or an opportunity to invest?

With concerns around global economic health resulting from rising inflation and interest rates, continuing economic disruption from COVID-19, and Russia’s military...
Christopher Ching
MA Financial Group
Equities

How would God's portfolio perform?

Investors may be worrying about their current returns, but even if you had the best possible portfolio it is impossible to avoid drawdowns. Speaking recently to Good...
Stephen Bennie
Castle Point Funds
Buy Hold Sell

Buy Hold Sell: 5 Aussie small caps to weather the storm

Bittersweet. Civil war. Virtual reality. And the famous Mark Twain quote “It usually takes more than three weeks to prepare a good impromptu speech.” What do all these...
+2
Buy Hold Sell
Livewire Markets
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