Home Wires

Equities

Listed stock commentary covering small-caps to big-caps, growth to income, domestic to global, and momentum to deep value.

Equities

Aussie consumer confidence crashed but history says it's time to shop for retail stocks

Consumer confidence just posted its worst monthly drop since COVID. History suggests it's a good time to buy retail stocks.
Kerry Sun
Livewire Markets
Shares

Why the Middle East crisis could light a fire under ASX uranium and lithium stocks

A historic oil shock is rewriting the energy security playbook — and ASX investors in lithium and uranium stocks may be the winners.
BOE
DYL
+6
Carl Capolingua
Livewire Markets
Retirement

Fully-franked dividends are a gift, but don't rule out going global for income

Plato's Dr Don Hamson says we may not be in the glory days for dividends but there are still opportunities to generate income from shares.
James Marlay
Livewire Markets
Equities

Seven deadly sins of investing: Confirmation bias & the death of the bear case

The fifth instalment of Plato's Seven Deadly Sins series explores the quiet force that kills the bear case
Marcus Howes
Plato Investment Management
Shares

ASX insiders get back to buying in volatile March quarter - who's been making moves?

Want to know who is buying and selling their own stock? Join Livewire's Chris Conway for the quarterly insider moves update.
PME
REA
SEK
+1
Chris Conway
Livewire Markets
Equities

Finding the bargains on an ASX propped up by houses and holes

Five companies have done the heavy lifting for the S&P/ASX 300 in the first quarter of 2026
BHP
+6
Suhas Nayak
Allan Gray
Equities

Do geopolitical oil shocks cause equity bear markets?

Every geopolitical oil shock spikes the crude price. What it does to equities is far more complicated
BHP
+7
Jason Teh
Vertium Asset Management
Equities

Why Morgan Stanley is slashing price targets on 14 ASX tech stocks

After a trip to the US, Morgan Stanley analysts have downgraded targets on the ASX's popular tech names thanks to a predictable culprit.
CAR
PME
+5
Tom Stelzer
Livewire Markets
Buy Hold Sell

Buy Hold Sell: The commodities that still run the world (and 4 ASX stocks to play them)

Demand for oil and gas remains resilient despite the transition push. These four ASX stocks offer exposure to a market still in demand.
BPT
KAR
+1
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 4 ASX miners to watch as the gold price reboots

A 70% rally. A 20% correction. With macro tailwinds returning, is gold primed for a reboot and which ASX miners stand to benefit?
BGL
PNR
+1
Buy Hold Sell
Livewire Markets
Shares

Low P/E and high conviction: are these 5 ASX stocks bargains?

With volatility comes opportunity. Could these 5 low P/E stocks merit further research for your portfolio?
HUM
+3
Sara Allen
Livewire Markets
Equities

100 years of market data: Why most stocks fail and concentration is accelerating

Bessembinder’s 100 year study reveals a ruthless winner take all market. If most stocks return -7%, is your diversification just a drag?
William Taylor
ETF Shares
Equities

Undervalued global healthcare leader: IQVIA in the spotlight

We believe IQVIA's extensive, proprietary database safeguards them from any AI risk.
Garry Laurence
Profeta Investments
Success and More Interesting Stuff

Dr Don Hamson: The pivot that built a $25bn business

A GFC-era setback forced Dr Don Hamson to rethink his strategy. That decision shaped Plato into a $25bn income-focused investment business.
Matthew Kidman
Centennial Asset Management
Shares

Undervalued ASX stocks from the recent market dislocation

Auscap's Will Mumford says valuation divergence and AI mean there's plenty of mispricings on the ASX right now.
AUB
MQG
+3
Tom Stelzer
Livewire Markets
Shares

Are any ASX 20 stocks a strong Buy right now?

The top end of town is historically expensive but there's still a few companies the brokers are backing.
GMG
Tom Stelzer
Livewire Markets
Shares

The sector where resilience will be rewarded (plus 2 ASX picks for your watchlist)

Beneath solid returns, industrials are a tale of extremes. Selectivity, not exposure, will define outcomes in 2026.
Chris Conway
Livewire Markets
Equities

Strong commodity prices suggest sell-off in mining stocks overdone

Plus, $10m Strategic Energy offers leveraged exploration; Bargain hunters to hit next week’s Resources Rising Stars Gather Round conference.
FMG
Barry FitzGerald
Independent Journalist
Listed Series

"You don’t grow at 1,000% near the end of your life" - Munro's Nick Griffin on a once-in-a-lifetime opportunity

Structural change is accelerating and capital is shifting. Munro explains where investors should look to capture the next decade of growth
Chris Conway
Livewire Markets
Shares

Where Auscap is hunting amid market dislocation (and four stocks they like)

AI fears and macro noise have driven a sharp disconnect. For investors, that’s where the opportunity lies.
CAR
MQG
NCK
+1
Chris Conway
Livewire Markets
Listed Series

The most consistent ASX ETFs for growth and income in 2026

Most ETF investors chase returns. The smart ones manage risk. Here are the most consistent ASX ETFs for growth and income in 2026.
+26
Carl Capolingua
Livewire Markets
Shares

Marcus Padley’s plan for the next big rebound

Some mocked his decision to go 100% cash. Now Marcus Padley wants one irresistible signal before buying - here’s what’s on his watchlist.
Vishal Teckchandani
Livewire Markets
Shares

QVG’s Josh Clark is focused on the numbers, not the fear

This hedge fund manager has developed a 6-step matrix for assessing how vulnerable a company is to AI led earnings disruption.
NXL
TNE
James Marlay
Livewire Markets
Equities

AI disruption, real assets and opportunity in Australian equities

How do you invest when markets feel driven by noise, narratives and sudden shocks?
Airlie Funds Management
Airlie Funds Management
Equities

Is SaaS dead? The structural shift in growth investing - Qiao Ma

For investors trying to make sense of AI, software disruption, and shifting market leadership.
David Clark
Koda Capital
451-475 of 8905