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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

Why “making dirty cleaner” is key to 2030

As Australia resets to a more ambitious 2030 emissions target under a new Labor government, it’s time we address the largest opportunity on our pathway to net zero...
AWC
David Gilmour
David Gilmour
Yarra Capital Management
Equities

The case for breaking up: 3 ASX demergers that went well, and 1 that should

When asking a parent of multiple children if they have a favourite child, they will typically say that they are all equal and they have no favourite. For me this is...
GNC
+7
Anthony Aboud
Perpetual Asset Management (Australia)
Equities

Chart of the Week - Over/Under (reaction)

European Equities — Sentiment vs Stocks: After a very promising looking - almost textbook breakout last year, European equities have come all the way back down to...
Callum Thomas
Topdown Charts
Equities

Twitter bids, social media monetisation and control in volatile markets

In this episode of the Stocks Neat podcast, I am joined by whisky-naysayer (and Senior Analyst at Forager Funds) Chloe Stokes to discuss the bid for Twitter, social...
Steve Johnson
Forager
Equities

Downside risks to US earnings could force equities much lower...

We've forecast a 30-60% correction in US equities since late 2021. Most of the price adjustment to date (~20-30%) looks to have been triggered by higher interest...
Kieran Davies
Coolabah Capital
Equities

A high-quality compounder with a 63 year track record

In times of extreme market volatility, it can be useful to refer back to the prominent former mutual fund manager Peter Lynch, who observed that the secret to making...
Nick Thomson
Lakehouse Capital
Equities

Beware the big bad bear

Stocks go up, stocks go down. And whoever observes share markets on a daily basis fully well knows there are all kinds of variations in between. One thing remains,...
COL
CSL
MTS
+2
Rudi Filapek-Vandyck
FNArena
Expert Insights

The market has overlooked the hidden value in these well-known stocks

Markets price stocks based on the amount buyers are willing to offer and sellers are willing to accept. But market pricing isn't always fair pricing, and it's here...
CSL
MQG
+5
David Thornton
Livewire Markets
Equities

Weekly S&P500 ChartStorm - 22 May 2022

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

6 stocks Ben Griffiths is buying (and 6 he's sold out of)

Ben Griffiths, of Eley Griffiths Group, is seriously bullish on resources and commodities. And while miners, developers, energy companies and related services stocks...
360
+9
Ally Selby
Livewire Markets
The Rules of Investing

Ben Griffiths: A bull waiting for these three signs before charging at small caps

Global markets are in a world of hurt. This week the Dow Jones Industrial Average nose-dived 1,100 points - its biggest loss since 2020. For all but those with the...
The Rules of Investing
Livewire Markets
Equities

Is China uninvestable?

A lot of people are currently debating whether China is indeed uninvestable. At Fidelity, we continue to believe that as an asset class, Chinese equities remains very,...
Catherine Yeung
Catherine Yeung
Equities

Highly leveraged battery metals IPO wins backing of big-name mining identities

Bellavista to hit the boards on Wednesday. Plus, PVW ready to put its strong bank balance to work in rare earths hunt and Battery Minerals sees plenty of smoke at gold...
BGL
+5
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 5 stocks that surprisingly benefit from rising rates

It's clear that rising rates haven't been great for local and global share markets. High P/E names, those that have led the world's major bourses over the past few...
ALX
CGF
COL
+3
Buy Hold Sell
Livewire Markets
Equities

Small Ords Index hits new 17-month low: So which managers are making it out alive

The Small Ordinaries Index - the gauge of small-cap stock performance, has plunged around 14.6% from its highs. It hasn't been this far in the red for at least 17...
AD8
CXO
DGL
+3
Ally Selby
Livewire Markets
Equities

Chart of the Week - Global Equity Market Regime Change

Bubble-Bursting Bear-Market: The major drivers of strength in global equities since the market bottom in 2009 (and ensuing decade-long bull market) namely:...
Callum Thomas
Topdown Charts
Equities

What Costco has that Peloton does not

Earnings come in cycles but rarely do those numbers come into the post-maturity stage of a business cycle like the one we are witnessing right now. As 2021 turned to...
David Thornton
Livewire Markets
Decarbonisation

Readers' most-tipped stocks, ETFs and funds for the charge to net-zero

Well, well, well. We have seen an absolute bloodbath to start 2022 - and it doesn't look to be stopping anytime soon. The S&P 500 has fallen nearly 16% year to date,...
BHP
CXL
+13
Angus Kennedy
Livewire Markets
Equities

Suddenly, the market cares if a company makes money (again)

It’s amazing to think investors would ever stop caring whether a company was profitable or not, but it seems to happen every cycle, usually towards the latter stages...
AMC
Daniel Moore
IML
Equities

An undiscovered ASX gem

From time to time equity markets are enveloped by short-term irrationality and aspirational future cash flows. There are some investors embracing this fantasy world,...
Marcus Burns
Spheria Asset Management
Equities

Don't predict, prepare

NOAA, The US National Oceanic and Atmospheric Administration forecasts weather, and as such it has spent many years trying to help communities prepare for storms –...
Chad Padowitz
Talaria Asset Management
Equities

Buckle up: This market is throwing up amazing companies at amazing prices

Investors are well aware that equity markets have commenced 2022 with severe volatility and big price declines. Russia’s brutal invasion of Ukraine and economic...
Andrew Macken
Montaka Global Investments
Equities

How to compound at 18% per annum for 16.5 years

For many years, the ticker for dental group 1300 Smiles appeared in one of my ‘highly profitable’ stock watchlists. Checking this watchlist is no longer the same, as...
+1
Adrian Ezquerro
Elvest Co
Buy Hold Sell

2 contrarian predictions (and the stocks to play them)

The first half of 2022 has been marked by a surge in safe-haven buying (namely, bonds and the US Dollar) at the expense of growth stocks. If you need any proof of how...
CSL
EML
SEK
+2
Buy Hold Sell
Livewire Markets
Equities

Weekly S&P500 ChartStorm - 15 May 2022

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