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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

Uniti Group goes from hunter to hunted

Over the years, the team at Uniti Wireless (ASX:UWL) has proven incredibly adept at growing through acquisition – before becoming a take-over target – and handsomely...
David Buckland
Montgomery Investment Management
Equities

How fundie favourite Fairlight finds quality stocks

Since the beginning of the pandemic, the rat race between Growth and Value has heated up, with both of these factors, at various points, winning over the market. But...
Ally Selby
Livewire Markets
Equities

3 stocks to watch as energy, rare earths and wheat prices rip

As recent weeks have emphasised, volatility is back. And it’s highlighted the speculative nature of commodities, as whipsawing sentiment surrounding the war in Ukraine...
BHP
ORG
+2
Glenn Freeman
Livewire Markets
Equities

The anniversary of US stimulus

US consumer companies have entered a nervous sales period as their customers are anniversarying last year’s large stimulus payments. Investor trepidation is warranted...
James O'Brien
Great Ocean Road Advisors
Equities

Has the best of the resources rally already run?

Red flags. By their very nature, they’re harbingers of bad news. But for investors, they’re often a sign that might read “opportunities this way.” Our most recent...
RIO
Glenn Freeman
Livewire Markets
Equities

Chart of the Week - Equity Valuation… reset?

Global Equity PE10 Valuations: So there’s a few things that stand out on this chart of PE10 valuations. Perhaps the most obvious is the USA line, which sees US...
Callum Thomas
Topdown Charts
Equities

Quality, growth, and value: The keys to buying the world's best (mispriced) businesses

Bob Desmond and the team at Claremont Global don’t own banks or resources stocks. In fact, he never has. In this article, he explains why he avoids them, and the type...
Bob Desmond
Claremont Global
Equities

2 stocks underpinned by soaring fuel prices, global defence spending

Australian petrol prices have spiked 11% in a single month and more than 30% over the last year, highlighting two themes and stocks Yarra Capital Management is backing...
Joel Fleming
Yarra Capital Management
Equities

Have you got enough food in your bunker?

It is one thing to run out of cars and have to wait a few extra months for your new Volvo, but what happens if we run out of food? A recurring theme since the onset of...
ELD
+9
Anthony Kavanagh
Chester Asset Management
Equities

Despite global concerns, we still like Aristocrat Leisure

Global leader in gaming content and technology Aristocrat Leisure (ASX: ALL) has suffered a savage sell-off since November. The share price has dropped around 25% as...
Stuart Jackson
Rapid Fire

The Fund that other fundies are backing (and their favourite stocks)

We recently pressed some of the country's finest fund managers to name one peer (or competitor) that they would be happy to invest their own savings with, if not their...
Ally Selby
Livewire Markets
Equities

Weekly S&P500 ChartStorm - 13 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

One thing investors should covet above all others, and a few sectors that have it

Insurance is certainly on the minds of many in Australia’s East right now, with much of the nation still underwater. And while there will be clear winners and losers...
Dion Hershan
Yarra Capital Management
The Rules of Investing

3 Aussie stocks for today's market

Rising rates, rising volatility, and rising geopolitical tensions. It's tough being an equity investor in today's market. But Australian investors have generally fared...
MQG
The Rules of Investing
Livewire Markets
Equities

A vogue approach: Beauty in the business model

Lovisa is an attractive growth story with a global store rollout opportunity. Lovisa’s vertically integrated business model underpins their high gross margins,...
Jason Pohl
ECP Asset Management
Equities

5 EM stocks trading at big discounts to their developed market counterparts

Emerging markets are cheap from a comparable valuation perspective. It cannot be disputed that equity valuation in developed markets is high relative to its own...
Dr Joseph Lai
Ox Capital
Equities

Small caps are cheap – The companies Oscar Oberg is watching (hint: one is a pre-IPO)

When you strip out the technology sector, Australian small-cap valuations are at decade lows. In fact, Wilson Asset Management lead portfolio manager Oscar Oberg...
AX1
GNC
+5
Glenn Freeman
Livewire Markets
Equities

Why tight monetary policy will not persist

In ‘Why elevated inflation will persist’ Pella posited that US inflation is likely to remain elevated through 2023 leading to monetary tightening during that period....
Steven Glass
Pella Funds Management
Equities

A bullion trickle-down is underway, as emerging producers and explorers grab the spotlight

Gold’s retreat from near-record levels has put a stop to the re-rating of the leading gold stocks, for the time being at least. The re-rating got going at least 10...
+4
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 6 stocks supercharging their dividends in 2022

In case you missed it, the latest episode of Buy Hold Sell is all about bumper dividends and the stocks that are paying them. There’s also a cool chart showing the 10...
BHP
COH
+4
Buy Hold Sell
Livewire Markets
Rapid Fire

The stocks to own as inflation rises

The ‘Value versus Growth’ argument is often presented as a dichotomy. Either you buy “bombed out cyclicals” or low multiples, or you buy high-growth, often...
Patrick Poke
Livewire Markets
Equities

Themes from Reporting Season 2022

The February 2022 company reporting period, that concluded this week was more muted than previous periods, coming after the doom and gloom of 2020 and then the...
AMC
+3
Hugh Dive
Atlas Funds Management
Equities

A US$50tn opportunity: Why today's woes drive tomorrow's winners

Without stating the obvious, 2022 has gotten off to a rough start. Many were infected with the Omicron variant while markets stopped climbing their wall of worry. If...
Ally Selby
Livewire Markets
Rapid Fire

Three microcaps to beat the macro blues

In this wire, Spheria’s Marcus Burns explores how microcaps are weathering 2022's early headwinds, and how they performed during reporting season. He also offers three...
MAD
NZM
+4
Matt Buchanan
Matt Buchanan
Equities

An introduction to stop losses

Stop losses automatically close your trade at a predetermined price, thus limiting your loss and providing certainty. In this wire, Marcus Today's Marcus Padley...
Marcus Padley
Marcus Today
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