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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

Understanding what you are investing in

With Stephen Bennie, Co-Founder – Castle Point Q1: How would you describe your investment style? And what does this mean in the type of companies you invest in? At...
Stephen Bennie
Castle Point Funds
Equities

The rise and fall of unprofitable tech

Last week saw the S&P 500 and NASDAQ break a streak of seven consecutive weeks of decline. It was the longest stretch since 2001 for the S&P 500 and 2011 for the...
Jacob Mitchell
Antipodes
Expert Insights

Hofflin: An update on the thesis for ASX energy stocks

Back in October 2020, Dr Philipp Hofflin of Lazard Asset Management did what every great Value investor does - He went against the grain of markets. Oil and gas...
James Marlay
Livewire Markets
Equities

Is the cost worth it? The 10 cheapest ETFs v the most expensive

Low cost, passive, diversified exposure. These three things typically come to mind when investors think about exchange-traded funds (ETFs) and once upon a time, this...
+12
Sara Allen
Livewire Markets
Equities

The ASX company defying macro uncertainties

Heightened market volatility either serves to cause pain or opportunity for investors. The opportunity for investors comes from identifying companies that continue...
Donny Buchanan
Lakehouse Capital
Equities

Meta & the battle for digital advertising supremacy

With U.S. tech under mounting pressure in 2022, Meta (NASDAQ: FB) has been one of the highest-profile companies to fall foul of investors. After scaling all-time highs...
Alison Savas
Alison Savas
Antipodes
Equities

The road to a sound investment — Transurban’s strategy for success

Infrastructure investment is a long-term activity, so it pays to identify areas of potential and start talking to governments early. That’s the methodology employed by...
TCL
Magellan Investment Partners
Magellan Investment Partners
Equities

Why we are overweight these miners

I have just returned from a visit to Perth for the first time in two and a half years. There is a clear 2010 style echo: everything you have heard and read about...
BHP
FMG
IGO
+3
Dion Hershan
Yarra Capital Management
Equities

John Hempton - Cutting through the uncertainty

John joins David again to discuss the current market uncertainty and how Bronte Capital is choosing to invest. John touches on several key topics that are...
David Clark
Koda Capital
Equities

The other E word to rattle markets: Earnings

It may have been the federal election that captured the spotlight at home over the past several weeks. For investors, it will be the other E word that will become...
Randal Jenneke
T. Rowe Price
Equities

The EV revolution and the scourge of stock-based compensation

It’s time for a new episode of Stocks Neat, the podcast with nothing watered down. In this episode, Forager Funds' Gareth Brown and I are talking about the electric...
Steve Johnson
Forager
Equities

Money isn't everything

“I have reigned for 50 years in victory and in peace, beloved by my subjects, dreaded by my enemies, and respected by my allies. Riches and honours, power and...
Marcus Padley
Marcus Today
Equities

Opportunities after the market sell-off?

Year to date the MSCI World Index is down -15.7%, the technology sector is down -26.5% and the consumer discretionary sector is down -29%. After such a large...
Bruce Apted
State Street Investment Management
Equities

Allbirds, from darling to disaster

Why the Allbirds listing has been such a wild ride. Back in the 13th century when the enormous flightless moas still roamed across New Zealand, there were virtually...
Stephen Bennie
Castle Point Funds
Equities

The small-cap sectors to avoid (and where to invest)

When volatility is up and risk appetites are down, small caps invariably take a hit. Investors will naturally gravitate towards more liquid areas of the market.  But...
BRG
CSL
+7
Buy Hold Sell
Livewire Markets
Equities

What makes a stock a bargain?

A drop in price doesn’t necessarily make a stock a good bargain. Whether a stock is an attractive buy depends on many aspects of performance. This commentary focuses...
Olivia Engel
State Street Investment Management
Equities

Weekly S&P500 ChartStorm - 29 May 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
Equities

Speculation is no longer a recipe for success

Despite the bubbling uncertainty, 2021 was a wonderful year for markets as the bull market continued its trajectory. Earnings recovered, dividends returned and the...
James Marlay
Livewire Markets
Equities

The hidden monster monopolies of the ASX

While not technically illegal in Australia, monopolies have always been a touchy subject for regulators. The prospect of "anti-competitive" behaviour is constantly...
APA
CAR
+6
Angus Kennedy
Livewire Markets
Equities

3 lithium stocks and 1 uranium play on investor radars as the sell-off creates opportunity

It’s the most enduring thematic of our times, and now investors can get exposure at a significantly lower price thanks to the recent impact of rising rates and global...
AKE
BOE
FMG
+3
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 5 discounted growth stocks

Growth stocks have been punished, especially at the smaller and less liquid end of the market. Think of sectors like healthcare, discretionary retail and tech (Covid...
IEL
+2
Buy Hold Sell
Livewire Markets
Equities
Sponsored

Invest in the leading companies of tomorrow

Founded by Adrian Ezquerro and Jonathan Wilson, Elvest Co is a boutique investment manager specialising in small cap Australian equities.  Independently owned and...
Livewire Exclusive
Livewire Markets
Equities

Why Geoff Wilson is optimistic despite scars of past downturns

Geoff Wilson AO, Founder and Chairman of Wilson Asset Management reflected on his decades of experience in financial markets while addressing an audience of...
BHP
COL
CSL
+9
Glenn Freeman
Livewire Markets
Equities

How to generate equity income in a volatile market

When the market’s going well many people forget about income. If your capital is growing at 10% a year, it’s easy enough to sell stock if you need extra cash. But...
Michael O'Neill
IML
Equities

4 companies with the pricing power to combat inflation

If 'pandemic' and 'vaccine' were Merriam Webster's 2020 and 2021 words of the year respectively, then I'd put good money on 2022's being 'inflation'. It has been a...
BXB
COL
+4
Angus Kennedy
Livewire Markets
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