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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

How to tame a Grizzly (FANG'ed) Bear

Bear markets can be pretty frightening, no matter how seasoned the investor. However, there are a couple of useful tools and principles that can help us navigate them....
+4
Kingsley Jones
Jevons Global
Equities

Quality growth is on sale now

Growth and long-duration stocks have been sold off savagely during the first half of 2022. While Nick Cregan of Fairlight Asset Management doesn't disagree with the...
Nicholas Cregan
Fairlight Asset Management
Equities

The outlook for equities

Note: This article was written on May 6.  Across many asset classes—global equities, fixed income and cash—real returns have been deeply negative over 2022, as...
Todd Hoare
Todd Hoare
LGT Crestone
Equities

Galileo’s soaring share price shows exploration success outweighs broader market woes every day

As Barry Fitzgerald explains in this wire, explorers can be relied on to serve up a reminder every now and then that impressive exploration results will win out over...
CHN
LTR
+1
Barry FitzGerald
Independent Journalist
Equities

Why peak inflation is bullish for stock markets

A few weeks ago, I wrote about ‘peak inflation’ and why bonds are the ‘most contrarian bet to make right now’. In this wire, I want to explain why that’s...
Greg Canavan
Fat Tail Investment Research
Buy Hold Sell

Buy Hold Sell: 6 bullish calls to beat the portfolio blues

In case you missed it, in this episode of Buy Hold Sell, Livewire's Ally Selby is joined by TMS Capital's Ben Clark and Tribeca Investment Partners' Jun Bei Liu for a...
CSL
+3
Buy Hold Sell
Livewire Markets
Equities

How small-cap fundie Chris Stott is positioned as volatility returns

Chris Stott, the head of Australian small-cap fund manager 1851 Capital, has shifted the fund to its most defensive positioning since COVID struck in March 2020 but...
NCK
+5
Glenn Freeman
Livewire Markets
Expert Insights

How to separate a good quality stock from a good quality company

Investing is the antithesis of easy - picking up companies with strong balance sheets or attractively priced stocks is only one-half of the job. The combination of...
David Thornton
Livewire Markets
Equities

Block - Part 1: Square's Lifecycle of Sustainable Competitive Advantage

At ECP, we spend a lot of time researching exceptional businesses, looking for rare combinations of competitive advantages that create conditions where strong...
SQ2
XRO
Damon Callaghan
ECP Asset Management
Equities

4 messages cryptos are sending to equities

As bond yields have surged in 2022, “risk-off” has been one of the clearest trends over recent months. But it turns out that the collapse in sentiment for one...
James Gerrish
Market Partners
Equities

A house of cards?

For Australia’s foreseeable economic future and the stock market, two things would seem to be key: House prices and commodities. In this wire, Hugh Giddy of Investors...
MTS
Hugh Giddy
IML
Equities

What America's Cup has to do with quality investing

Written by Stephen's colleague Richard Stubbs:- Team New Zealand's decision to defend the Americas Cup outside of New Zealand will be an interesting exercise on the...
Stephen Bennie
Castle Point Funds
Equities

The Fed's biggest rate hike in 22 Years

As expected, the US Federal Reserve hiked interest rates by 50 basis points (bps) last week, lifting the target federal funds rate to a range of 0.75% to 1%. This is...
Ted Richards
Wilsons Advisory
Equities

The tide continues to turn for value-growth dynamic

The value investment style has faced material performance headwinds for a prolonged period, as evidenced in the long run of relative underperformance of Value-style...
AWC
+7
Reece Birtles
ClearBridge Investments
Equities

To reap big rewards in stocks, history shows you must accept the drawdowns

Investors have been promised an elixir of big returns and low volatility. But the truth is, to achieve outstanding long-term returns, you must be prepared to endure...
Chris Demasi
Montaka Global Investments
Equities

Time for the crazy ones

The unavoidable levels of volatility that accompany valuations propelled to unsustainable levels by ill-considered policies may test the resolve of investors, when...
Martin Conlon
Schroders
Equities
Sponsored

Ready to eat dividends?

Australian equities are likely to underperform the world market over the next five years, according to the Blackrock Investment Institute. Local market returns are...
Alastair MacLeod
Elston Asset Management
Equities

Between Munger and Lynch: Why 15-20 holdings is the magic number

It has long been a topic of discussion by investors, what is the minimum number of holdings required for acceptable diversification in an equity portfolio or an...
Stephen Bennie
Castle Point Funds
Decarbonisation

The 3 key characteristics we look at when investing in energy

When it comes to sustainable investing there are many shades of green. In this wire, Firetrail's Anthony Doyle shares that the best sustainable investment...
Anthony Doyle
Anthony Doyle
Firetrail Investments
Equities

Opportunities among higher dividend yielding companies

Michael Maughan of Tyndall Asset Management identifies companies that can benefit from decarbonisation and pay out a higher yield.
Michael Maughan
Michael Maughan
Tyndall AM
Equities

How Nike is crushing digital to take control of its own destiny

Many would be familiar with Nike’s direct-to-consumer (DTC) strategy, their ambition to generate the majority of sales through their own physical stores and online...
Chris Hernandez
Claremont Global
Equities

How to measure the "social" side of a company

Social considerations — the "S" in ESG — seem to be garnering more attention lately but also appear harder to measure than...
John Tobin
John Tobin
Epoch Investment Partners (GSFM)
Equities

What to own as inflation escalates

The prospect of a resolution on the inflation debate is likely to be pushed out beyond 2022. Prasad Patkar of Platypus Asset Management argues investors will be...
Prasad Patkar
Platypus Asset Management
Equities

Where to for Australian healthcare stocks as inflation bites

The Platypus team has always liked the health sector because it provides earnings certainty and offers defensive and quality characteristics that appeal to investors...
COH
CSL
RMD
Jelena Stevanovic
Platypus Asset Management
Equities

Why Coles should benefit as food inflation starts to bite

Suddenly we’re all talking about inflation – particularly food inflation, which has been spurred on by the recent floods. This ‘new normal’ should play well for the...
COL
Stuart Jackson
4676-4700 of 8791
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