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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

Some great opportunities on the long and the short sides

Rising interest rates and market volatility have created plenty of opportunities for short sellers, says Anthony Aboud from Perpetual. While high-quality but expensive...
APT
BHP
HMC
+2
Anthony Aboud
Perpetual Asset Management (Australia)
Equities

Why the market is failing to appreciate ServiceNow's potential

It is rare to see a side-hustle turn into a $US100bn enterprise software giant, but this incredible feat is exactly what ServiceNow has achieved. Perhaps even more...
Chris Demasi
Montaka Global Investments
Equities

Why Platinum is short US tech stocks and long China

According to Andrew Clifford, CEO and Co-Chief Investment Officer of Platinum Asset Management, there's one variable that matters more than any other in stock markets....
PTM
James Marlay
Livewire Markets
Equities

A marriage of convenience or a marriage of necessity?

The tough conditions gripping the Buy Now, Pay Later sector has seen Zip Co Limited (ASX: Z1P) make an agreed takeover scrip bid for Sezzle Inc (ASX: SZL) using 0.98...
SZL
Z1P
David Buckland
Montgomery Investment Management
Equities

The impact of inflation and interest rates on companies’ price to earnings ratios

Whenever inflation or interest rates have risen over the last four decades, the multiple of earnings investors have been willing to pay for shares has declined. In...
Roger Montgomery
Montgomery Investment Management
Equities

Global tech taking volatility in its stride

We're six weeks in and, so far, 2022 has been a rough ride for stock investors. Given the outsized sway the technology sector holds over global equity markets, it’s...
Denny Fish
Janus Henderson
Equities

Weekly S&P500 ChartStorm - 27 February 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

A de-risked biotech with 4x upside

Rett syndrome is a rare genetic neurological disorder that affects the way the brain develops, causing the progressive loss of motor skills and speech. In March 2020,...
Hashan De Silva
KP Rx
Equities

Rio Tinto makes history, but Ukrainian tragedy looms

Who were the winners of the February 2022 Reporting Season? Last week saw Rio Tinto announce a record result, confirming the second biggest profit in Australian...
COL
RIO
+2
BRAD POTTER
BRAD POTTER
Tyndall AM
Reporting Season

FNArena reporting season monitor: February 2022 – Week 4 (280 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...
Rudi Filapek-Vandyck
FNArena
Equities

Goodman Group’s profit doubles

Goodman Group is arguably one of the highest quality property managers in the world, says Roger Montgomery. In their recent result, which he describes as “very...
DXS
GMG
VCX
Roger Montgomery
Montgomery Investment Management
Equities

Why R&D masks earnings & value in today's mega-techs

In the eyes of many investors, today’s mega-techs – Amazon, Microsoft and Alphabet, for example – are way overvalued. A cursory glance at the valuations of the North...
Andrew Macken
Montaka Global Investments
Reporting Season

Crunch! ASX tech darling Life360 meets perfect storm (storm wins)

Shares in Life360 have been drifting lower since peaking at around $13.64 in late November 2021 as investors have been rotating out of technology stocks and into more...
360
James Marlay
Livewire Markets
Equities
Sponsored

Three decades of award-winning ethical investing experience is now available in an ETF

At Australian Ethical, we want ethical investing to be accessible to as many people as possible. That’s why we’ve created a new ETF, ticker AEAE, to make it easier for...
Livewire Exclusive
Livewire Markets
Equities

Emerging producers next cabs off booming gold rank

There was nowhere to hide in equity markets when the tanks rolled into Ukraine under the orders of Russian President Vladimir Putin. There was an exception: gold....
BHP
+6
Barry FitzGerald
Independent Journalist
Reporting Season

A stock generating $8 million in cash flow. Every. Single. Day.

With the metallurgical coal spot price currently trading at more than US$400 a tonne, Australia's second-largest producer will generate around AU$240 million in...
Ally Selby
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 long-term compounders

In case you missed it, James Marlay is joined by Shane Fitzgerald and John Lockton for their analysis on three beaten down growth stocks. Our guests also share two...
CSL
+2
Buy Hold Sell
Livewire Markets
Reporting Season

Is this still the cheapest lithium stock in the market?

When Mineral Resources was dubbed the "cheapest lithium stock in the market" in November 2021, it seemed investors agreed. In just over two months, its share price...
CXO
LTR
+2
Ally Selby
Livewire Markets
Expert Insights

Finding good value in prized sectors

It will come as no surprise that sectors like healthcare, utilities and information technology screen well for investors looking for sustainable investments. But for...
NHF
+1
Livewire Exclusive
Livewire Markets
Equities

Chart of the Week - IPO Boom & Bust

US IPO Activity — From Boom to Bust: This chart gives a sense for the magnitude and scale of the US IPO boom (and bust). Notably, IPO filings increased exponentially...
Callum Thomas
Topdown Charts
Expert Insights

Finding inflation-beating companies is about more than just pricing power

The world is getting a lot more expensive. In the US, prices rose 7% in the year to December - the largest 12-month gain since June 1982. Here in Australia, that...
Livewire Exclusive
Livewire Markets
Expert Insights

3 undervalued micro caps and the secret to finding them

Smaller companies and micro caps can continue to perform well in a challenging environment, including one as fraught with risk as we face now, says Karen Towle, the...
PPL
Ally Selby
Livewire Markets
Equities

Chris Stott - Finding the inefficiencies within Australian small caps

The small cap sector is the most inefficient part of the market, says Chris Stott from 1851 Capital. He recently spoke with David Clark of Koda Capital to share some...
David Clark
Koda Capital
Reporting Season

Is this result a sign of a brighter future?

Even with a reported 21% jump to underlying net profit for the first half of the year, Challenger's share price still slid slightly following its results announcement....
CGF
Meg Kerr
Meg Kerr
Livewire Markets
Equities

What the market is missing on this “pioneering” global pharma company

Impressive cash flow underpinned by diversified in-market assets and an underappreciated mid-stage pipeline is just part of the appeal of the global healthcare company...
Magellan Investment Partners
Magellan Investment Partners
4876-4900 of 8791
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