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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

Reheating the energy sector

Returns for the Australian energy sector since 2020 had reflecting weakness in the oil price, driven by a material drop in global demand as economic growth slowed...
WOR
Reece Birtles
ClearBridge Investments
Equities

The hits and misses from each ASX sector

While EPS beats were slightly ahead of misses this reporting season, abrdn's Michelle Lopez is increasingly more cautious on the outlook. In this wire, she outlines...
+37
Michelle Lopez
Michelle Lopez
abrdn
Collections

4 quality Aussie tech firms, including one the market hates

Beaten up technology firms might seem a dime-a-dozen right now but there are some gems. In this wire, portfolio managers James Delaney and Chris Prunty of Sage Capital...
APT
+5
Glenn Freeman
Livewire Markets
Equities

The future of flight: Recovery, growth and decarbonisation

As we return to the skies for that first face-to-face meeting, reuniting with family or taking that well-deserved holiday, the airports we pass through will be...
Peter Meany
First Sentier Investors
Equities

How Alphabet is using AI to stay ahead far into the future

Most investors suspect that AI sits at the core of Alphabet’s key businesses (Search, YouTube, Cloud, etc). But many are still underestimating how AI is creating...
Chris Demasi
Montaka Global Investments
Equities

Supply chains, logistics and inflation: who will be the winners?

Inflation has received a lot of attention in 2022 and the impacts have been pretty widespread so far. For example, supply shortages have resulted in product mark-ups...
RBL
Steve Johnson
Forager
Equities

14 new stocks added to the ASX 300 - only 4 make a profit

In September last year, QVG Capital presented a webinar on the proportion of unprofitable companies entering the S&P/ASX 300. At the time, we noted that just three of...
Chris Prunty
QVG Capital
Collections

The tech selloff has been brutal – but it's not yet time to buy

Technology stocks have been crushed. In the US, the Nasdaq 100 is off around 16% since 1 January. And it’s worse in Australia, where the ASX All Tech index is down 24%...
NEA
SDR
+2
Glenn Freeman
Livewire Markets
Equities

Ready to capitalise on the world's second-largest economy?

China is undergoing a fundamental structural shift. It is moving away from an economy reliant upon low value manufacturing-based exports towards high value...
Christopher Ching
MA Financial Group
Equities

Weekly S&P500 ChartStorm - 6 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

An overlooked region that is set to explode

ASEAN (the Association of Southeast Asian Nations) is an attractive opportunity that is largely overlooked by global investors at the moment. In the second part of a...
Dr Joseph Lai
Ox Capital
Buy Hold Sell

The best of reporting season (and some absolute shockers)

Over the past few months, the ASX has sailed through turbulent seas, with headwinds such as rising rates, a Russian war, and now a rain bomb over the east coast of the...
AGL
+8
Buy Hold Sell
Livewire Markets
Expert Insights

How to use the 5-10-15 rule to successfully filter companies

Using a consistent structure in your investment process can help take emotion out of the equation. For Intermede Investment Partners' Barry Dargan, a "5-10-15" rule is...
Livewire Exclusive
Livewire Markets
Equities

2 stellar performers and 1 negative stat in a results season full of distractions

Retailers have been at the centre of February reporting season; mostly not in a favourable manner. This turned out the ideal background for Lovisa Holdings to show not...
HUB
Rudi Filapek-Vandyck
FNArena
Reporting Season

FNArena reporting season monitor: February 2022 – Final update (348 stocks covered)

Welcome back to the report for the February 2022 results season! The FNArena Reporting Season Monitor reports ratings, consensus price target changes, and brief...
29M
+42
Rudi Filapek-Vandyck
FNArena
Equities

Where the best future returns will be found (and where they won’t)

Forecasting is a tough business. With Russian aggression in Ukraine coming hot on the heels of a one in a hundred-year pandemic, followed by the fourth or fifth one in...
Martin Conlon
Schroders
Equities

Leveraged juniors tapping into metals mayhem

The copper price was doing nicely long before Russia invaded Ukraine, having risen 51% from its 2020 average to a 2021 average of $US4.22/lb. The price has been swept...
+4
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 3 quality results and 2 that disappointed

In case you missed it, Michelle Lopez from abrdn and Blake Henricks from Firetrail provide their assessments of three high-flying stocks post reporting season. Our...
APX
HUB
+2
Buy Hold Sell
Livewire Markets
Equities

Why Wesfarmers should lift its offer for API

A long-awaited development in the battle for control of Australian Pharmaceutical Industries Limited (ASX: API) occurred recently; the release of the scheme booklet....
BWX
+1
Ben Bailey
Harvest Lane Asset Management
Equities

The Match Out: ASX higher for 3rd straight session, Tech leads, is PointsBet (PBH) a takeover target?

A solid morning session for the ASX with the market peaking +110points higher at midday before the afternoon was filled with sell orders, a +47pt gain a disappointment...
EML
+5
James Gerrish
Market Partners
Reporting Season

The AI tech that's "truly revolutionary"

Every once in a while, a stock comes along that truly captures the attention of investors. These stocks tend to have a few things in common. A huge addressable market,...
APT
SQ2
+1
Patrick Poke
Livewire Markets
Equities

The Great Unwind

Our summer holiday unwind is now well and truly behind us with our local reporting season in full swing. However, the other great unwinds that have captured investors’...
Randal Jenneke
T. Rowe Price
Equities

Reporting season; all that matters is expectations

Stockmarkets are pretty efficient. That means everything you care to think, or think about thinking, has likely already been thought, and is in the price already. As...
ABC
AMC
AWC
+11
David Berthon-Jones
Aequitas Investment Partners
Equities

Why you shouldn't be scared of investing in China

We believe the fundamentals are in place for emerging markets to outperform developed markets, writes Dr Joseph Lai of Ox Capital. In this wire, he discusses his...
Dr Joseph Lai
Ox Capital
Equities

High valuations and rising interest rates = Volatility

This year has started with quite the kick to investors’ solar plexus. Bond yields have jumped, and equity markets have dropped. Not a good beginning to 2022 for either...
Stephen Bennie
Castle Point Funds
4851-4875 of 8791
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