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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

The importance of dividends (and where to find them)

When you think of the ASX, dividends, miners and banks are likely some of the first words that come to mind. Dividends are a key driver for Australia's position as the...
MQG
Angus Kennedy
Livewire Markets
Equities

Hey, Big Super – will there be more offers for Uniti Wireless?

There is an auction process (of sorts) happening for Uniti Wireless (ASX: UWL), and it appears contested with two interested parties emerging to date. Should there be...
Gary Rollo
Montgomery
Equities

Global stocks provide clues to accelerating inflation

Accelerating inflation has rightly caught the attention of policy makers and investors alike. Expectations that rising prices would cool during the latter half of 2021...
Matt Peron
Matt Peron
Equities

“Be as overweight Australia as possible” – Auscap's mid-caps set to outperform

Tim Carleton of Value-focused fund manager Auscap Asset Management believes now is the time to buy Aussie stocks. “I think you want to be as overweight Australia as...
MQG
+1
Glenn Freeman
Livewire Markets
Equities

What to avoid in a market bubble

Have you ever stopped to imagine what would happen if the world’s central banks spent just over a decade pouring US$25 trillion of liquidity into the economy, with...
Iain Fulton
Yarra Capital Management
Buy Hold Sell

The best management teams outside of the ASX 20

Not too long ago, we asked two fund managers to name the best management teams in the business. This was in October last year, which now, at least to us, feels like a...
CAR
JBH
+6
Buy Hold Sell
Livewire Markets
Collections

3 of the world's top 10 dividend payers are Australian. Can you name them?

In a recent Livewire podcast, Yarra Capital Management's Tim Toohey said if he had to own an asset for the next five years, it would be a basket of 10 quality...
BHP
FMG
RIO
Angus Kennedy
Livewire Markets
Equities

Weekly S&P500 ChartStorm - 3 April 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

CSL M&A: History repeating

CSL has form in creating a sustainable competitive advantage by combining product portfolios, manufacturing and distribution to drive significant shareholder value....
CSL
Sam Byrnes
ECP Asset Management
Equities

Earnings growth is becoming a priority

As we shift towards a new market regime, Roger Montgomery, of Montgomery Investment Management, believes investors should seek out high-quality growth stocks. In this...
Roger Montgomery
Montgomery Investment Management
Equities

Copper’s strength despite lack of major supply disruption speaks volumes

Copper has not experienced the wild upswing in price that a range of other mineral commodities have in response Russia’s invasion of Ukraine. But the red metal has...
BHP
DCN
+6
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 3 stocks for offence (and 2 for defence)

In case you missed it, Perpetual's James Rutledge and WaveStone Capital's Raaz Bhuyan made their Buy Hold Sell debuts on Friday. They discuss three long-term growth...
MQG
+2
Buy Hold Sell
Livewire Markets
Equities

PayPal, Accepted Here….(at a big discount)

It's not often that you see a US$400 billion company lose two-thirds of its value in less than six months. But that’s what happened to the digital payments juggernaut,...
Ming Su
Ming Su
Fiftyone Capital
Collections

2021 delivered record dividend growth. Now for 2022

Headline dividends lifted 16.8% last year, reaching US$1.47 trillion (1.9% higher than the pre-pandemic high), finds Janus Henderson's latest Global Dividend Index...
BHP
+4
Angus Kennedy
Livewire Markets
Equities

Russia tanks its own share market

Investors have sharply turned from inflation concerns to worrying about the impact of Russian tanks rolling into the Ukraine, and the possibility of wider conflict in...
Stephen Bennie
Castle Point Funds
Equities

Energy & commodities: strengthening portfolios now, but what about the future?

The conflict in Ukraine has added fuel to commodities' fire. In this podcast, Antipodes' Alison Savas and Graham Hay discuss the outlook for the energy and commodities...
Alison Savas
Alison Savas
Antipodes
Equities

Finding value: Better reception at TPG

TPG Telecom has had a challenging couple of years, but the issues are well understood by investors, explains Lucas Goode from IML. He believes the pieces are now in...
TLS
TPG
Lucas Goode
IML
Rapid Fire

Storm clouds are gathering over equity markets

Earlier this year, David Moberley from Paradice Investment Management said he was keen to put the macro aside and get back into stock picking. But sometimes markets...
ANN
BHP
+5
Patrick Poke
Livewire Markets
Equities

Unpacking sustainable business

Over the last three decades plastic consumption has quadrupled with 353 million tonnes of plastic waste generated in 2019. While many use cases contribute to these...
Bill Pridham
Ellerston Capital
Equities

Chart of the Week - Vertiginous Valuations

Valuation Cohorts — The Upper Reaches of Expensiveness: This chart presents the price to book ratio picture across the industries/sub-industries that comprise the...
Callum Thomas
Topdown Charts
Equities

The unloved business that Tribeca believes has 250% upside

In a recent report from the Tribeca Global Natural Resources team, they shared their view on Santos, which currently represents the largest position in their...
STO
Angus Kennedy
Livewire Markets
Equities

The healthcare revolution is happening now

The silicon chip revolutionised the computing world, bringing personal computers, the iPhone, and wearable technology. Ryan Hutchinson from Lazard Asset Management...
Ryan Hutchinson
Lazard Asset Management
Equities

What does the future hold for the Buy Now, Pay Later sector?

Investors in the Buy Now, Pay Later (BNPL) sector have continued to be pummelled since the announcement of the Afterpay-Square merger with share prices across the...
APT
HUM
+3
Tom Ng
MA Financial Group
Equities

Central banks are right to be worried about inflation - there's more coming

Central banks have begun the task of normalising interest rates from historically low levels. The reason? Inflation. After backing away from describing inflation as...
Anthony Doyle
Anthony Doyle
Firetrail Investments
Equities

The central bank dilemma

Jerome Powell's re-election as Federal Reserve chair late last year was a relief to investors, but a few short months later his credibility is now on the line. As...
Kristiaan Rehder
Kardinia Capital
4776-4800 of 8791
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