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Equities

The stocks set to fly as travel takes off again

Looks like travel's back on the menu! Local and international borders are open again, and travel stocks are set to take off. In the wire below, Dominic Rose from...
+3
Dominic Rose
Montgomery Lucent Investment Management
Equities

Franchised growth insulated from rates

We share three high-conviction franchised business models to navigate current macro uncertainty amid rising rates: EWCW, FXLV and MCDAbout us: GORA is an...
James O'Brien
Great Ocean Road Advisors
Equities

Weekly S&P500 ChartStorm - 27 March 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

3 ingredients for small cap success

The multi-bagger is the “holy grail” for most small-cap investors. Whether you like tech, resources, industrials, or all of the above, there’s nothing quite like the...
ALC
APT
AX1
+8
The Rules of Investing
Livewire Markets
Equities

Strandline re-rating rapidly as mineral sands prices turn white hot

Things are booming in the mineral sands space. Russia’s invasion of Ukraine has added to long-term supply concerns as, along with a lot of other hard and soft...
+7
Barry FitzGerald
Independent Journalist
Equities

A top-performing stock you’ve never heard of

Only a third of the 2,300 international companies in the MSCI World index have been listed since 1990. Of these, it might surprise you that the top-performing stock...
Delian Entchev
Aoris Investment Management
Buy Hold Sell

Buy Hold Sell: 5 small caps with big dividends

While small caps and dividends don't typically go hand in hand, they are not as rare as some may think. In case you missed it, in this episode of Buy Hold Sell...
BKW
+2
Buy Hold Sell
Livewire Markets
Equities

Pengana Private Equity Trust – “Shut Up and Take My Money”

PE1 has not only done everything right to date, it has also exceeded all expectations. And there is a multiplicity of reasons for this, as detailed in the report. In...
Rodney Lay
Rodney Lay
Risk Return Metrics
Equities

Start prepping your portfolio for August earnings season now

With four months until the next Australian corporate earnings season, having not long ago finished reading half-year reports, it might seem too soon to start...
ANN
CHC
+2
Rudi Filapek-Vandyck
FNArena
Equities

What do Google and LVMH have in common?

There is a special trait that appeals to us as investors – enduring commercial value, writes Pooja Shirangi from Lakehouse Capital. We've found several companies which...
Pooja Shirangi
Pooja Shirangi
Lakehouse Capital
Fund in Focus

3 reasons to own emerging markets

Emerging markets make up over 70% of global growth and around 60% of global GDP. However, they make up less than 13% of the MSCI All Countries World Index. This just...
Dr Joseph Lai
Ox Capital
Rapid Fire

Ben Clark: 7 stocks for when the market comes "roaring back"

Companies with tailwinds to ride the reopening and continued capacity to keep growing earnings are the stocks you should be considering now, says Ben Clark from TMS...
APX
IEL
MQG
+6
James Marlay
Livewire Markets
Equities

2022 investing game plan: The recent sell-off has put mega caps on sale

The recent bout of volatility and market weakness is not a signal to be alarmed and bailout. To find out why Chris Demasi from Montaka Investments thinks it's an...
Chris Demasi
Montaka Global Investments
Equities

Three companies leading the semiconductor charge

I still remember the time I thought I’d hit “peak technology”. I had a new Nokia 3310 in my hand, and after making a call, I found a game called Snake that helped pass...
Trent Masters
Alphinity Investment Management
Equities

How should investors be positioning within equities?

At the latest Crestone Investment Forum, held on 22 February 2022, we asked panelists to share their views on the likely path of markets and the global economy in...
LGT Crestone
LGT Crestone
Buy Hold Sell

Is the worst over for small caps?

In this week's Buy Hold Sell Thematic Discussion, Livewire's Ally Selby sits down with Ben Rundle and Martin Hickson to hear about the small caps they are backing in...
AMA
AUB
IPH
+5
Buy Hold Sell
Livewire Markets
Equities

Is Pepper Money a rare structural growth stock?

Pepper Money is clearly a deep value opportunity. But it may also be an emerging structural growth opportunity. The PPM brand is well known and respected by mortgage...
PPM
Romano Sala Tenna
Katana Asset Management
Equities

A high conviction idea to ride out the storm

Australia’s a more attractive market than many others currently, with a strong housing market, cashed-up consumers, and deep reserves of commodities. In this wire,...
BAP
Vince Pezzullo
Perpetual Asset Management (Australia)
Equities

Two Aussie stocks with diversification potential

While Forager may love an undiscovered winner, it also prizes larger, lower-risk businesses to help balance portfolios with liquidity and diversification. In this...
DOW
Alex Shevelev
Forager
Equities

We have 54 stocks in our portfolio; this one offers the most upside

At Katana, we run highly diverse portfolios. In our main fund - the Katana Australian Equity Fund – we currently hold 54 stocks. We categorise opportunities into 3...
PPM
+1
Romano Sala Tenna
Katana Asset Management
Equities

Weekly S&P500 ChartStorm - 20 March 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
Equities

Where T. Rowe price sees "dislocations and opportunities" amid global turmoil

Click here to watch Sam Ruiz's Global Equity Markets Update For global equities in February, it was really the market focused initially on the continued theme of...
Sam Ruiz
T. Rowe Price
Rapid Fire

The companies that Wall Street legend Jim Chanos is shorting in 2022

In case you missed it… Livewire’s Ally Selby recently spoke with Wall Street legend, Jim Chanos, to get his views on the Ukraine conflict, equity markets, and short...
SQ2
Ally Selby
Livewire Markets
Equities

Minnow AusQuest embarks on multi-pronged campaign as South 32’s exploration eyes and ears

It doesn’t take much for a junior exploration company to have a $50 million market cap nowadays.  All it needs to say is that it is looking for lithium or one of the...
AQD
BHP
CHN
+4
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 4 crowded small caps and 2 that can outperform

In case you missed it, the latest episode of Buy Hold Sell looks at 4 of the most widely held small caps on the ASX. Our guests, Ben Rundle from Hayborough and Martin...
DGL
+3
Buy Hold Sell
Livewire Markets
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