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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

What we learnt from 60 US management teams

If you’ve listened to the latest episode of Stocks Neat, you’ll know that Steve, Harvey and I were in the States recently on our first business trip in more than two...
Gareth Brown
Forager
Equities

“Diversification is the only free lunch”

Last time I wrote about the current challenge for investors in the face of the potential combination of rising interest rates and falling growth, especially as so...
Chad Padowitz
Talaria Asset Management
Equities

An unloved company that's caught our attention

Life is often more unpredictable than we expect. Fires, pandemics, wars, and floods haven’t been ‘base-case’ scenarios for any supposedly ‘successful’ macro...
ANN
Sudhir Kissun
Allan Gray
Equities

Here's how the #1 stock picks for 2022 are tracking

Well, folks, we've made it - and by that, I mean through the first quarter of 2022. It's been tough, tiresome, and damn it, sometimes terrifying, but at least the...
EML
EQT
EVS
+8
Ally Selby
Livewire Markets
Equities

Fast-growing BROS

BROS is one of the fastest-growing brands in the foodservice and restaurant industry in the United States by location count. Its unique and efficient drive-through...
Nick Dekker
Nick Dekker
Fiftyone Capital
Equities

Great long-term opportunities come in times of uncertainty

Portfolio Manager, Adam Chandler, from Claremont Global, one of Australia’s best performing international funds(1) , discusses opportunities in the current market,...
Adam Chandler
Claremont Global
Equities

How BHP’s retiree shareholders will benefit from the Woodside spin off

BHP is a long-time favourite among SMSF investors and it's easy to see why. The mining giant delivered a strong and growing dividend and distributes a valuable amount...
BHP
Peter Gardner
Plato Investment Management
Equities

Rummaging in the ruins: How your top-tipped global stocks fared in Q1

The start of 2022 has seen the most unexpected black swan of all emerge – a war in eastern Europe. The Russian invasion singlehandedly pushed crude oil prices to...
BHP
SQ2
Hans Lee
Livewire Markets
Equities

The importance of Twitter and Elon Musk’s partnership

A hot topic of debate over the past few years has been the outsized controls that social media networks have on the dissemination of information, where the concept...
Mike Young
Mike Young
Equities

Are Alibaba shares oversold?

Investors have seen damaging headline after headline of COVID-related, regulatory or supply chain-related issues coming from China. It seems like every day or week...
Chris Demasi
Montaka Global Investments
Equities

Advantages of decentralisation

In recent decades, a well-trodden and widely accepted path to success for corporates has been growth via centralisation. Industrial empires have been built upon layers...
Will Dowd, CFA
Fairlight Asset Management
Equities

Is it time for an overweight allocation to Australian shares?

The Australian market is dominated by the financials and mining sectors. Diversification needs therefore dictate that investors should be looking offshore. But is this...
Sinéad Rafferty
Fidante
Expert Insights

Is this the start of another commodities supercycle?

Another day, another skyrocketing commodity. In recent months, various commodity-related stocks have taken off, while the S&P GSCI - the index which tracks the global...
IGO
STO
Ally Selby
Livewire Markets
Equities

Weekly S&P500 ChartStorm - 10 April 2022

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

The Rules of Investing - The Greatest Hits (Vol 1)

And that's a wrap! After nearly seven years with Livewire, and five years running The Rules of Investing podcast, I'll be finishing up today. Please throw your support...
The Rules of Investing
Livewire Markets
Equities

Why are investors still buying the dip?

Sometimes it's what we cannot see that is most important. Now that global equity indices have staged a strong comeback rally throughout March, a lot of head scratching...
ADH
NCK
+2
Rudi Filapek-Vandyck
FNArena
Buy Hold Sell

Buy Hold Sell: 4 top stocks (and 2 that have lost their shine)

In case you missed it, Livewire's Ally Selby was joined by WaveStone Capital's Raaz Bhuyan and Perpetual's James Rutledge for a jam-packed episode of Buy Hold Sell....
RMD
+3
Buy Hold Sell
Livewire Markets
Equities

Six ways to drive income in uncertain markets

It's not the easiest time to be an investor, let alone one nearing retirement. After all, investors have to generate income growth to offset the impact of inflation,...
BHP
+5
Reece Birtles
ClearBridge Investments
Equities

Resources - Set up to top out

We are set up for the top of the commodity price cycle. As you know we have enjoyed a fabulous run in the resources sector on the back of rising commodity prices...
Marcus Padley
Marcus Today
Equities

Even in the toughest of markets earnings growth is rewarded

2022 has continued to be challenging for global share markets with the MSCI World index set to post its weakest March quarter in over a decade. The drivers of this...
Stephen Bennie
Castle Point Funds
Rapid Fire

What you can expect from dividends, tech and Taiwan in 2022

Epoch Investment Partners' John Tobin is adamant he's not a stock-picker, but he's certainly backed a couple of winning global businesses over the last few years. ...
Livewire Exclusive
Livewire Markets
Equities

Two companies with robust growth prospects

As we review the daily headlines chronicling the tug-of-war between inflation and interest rates, we are reminded what a difficult job macroeconomic investors have...
Francyne Mu
Franklin Templeton
Equities

The top performing sectors this year are the most carbon intense

After March 2020, it isn’t too difficult to think of an investing environment that would give global equity investors sleepless nights. Outside of a global pandemic,...
Anthony Doyle
Anthony Doyle
Firetrail Investments
Equities

The stock planning to quadruple US lithium production

In recent years, major car manufacturers worldwide set aggressive goals for electric vehicle production, underwriting a chasm-like deficit in the lithium market. As...
CXO
INR
+1
Henry Jennings
Marcus Today
Expert Insights

The growth stocks Jun Bei Liu is buying

It's fair to say growth investors have not had a great 2022. But for contrarian investors, those who purposefully go against the market to buy what others are selling...
COH
CSL
SEK
+1
Ally Selby
Livewire Markets
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