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Equities

Weekly S&P500 ChartStorm - 20 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

Strong energy results, but who’s suffering inflation & labour pains?

Woodside outperformed the market last week, with standout cashflows, and earnings and the dividend ahead of expectations. For other companies, however, inflationary...
BHP
COL
+10
BRAD POTTER
BRAD POTTER
Tyndall AM
Reporting Season

FNArena reporting season monitor: February 2022 – Week 3 (120 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

The Match Out: ASX down ahead of a long weekend in the US

A weaker session today for the ASX with much of the weakness coming late (as the intra-day chart below shows) however given the uncertainty on the geopolitical front,...
ORG
+3
James Gerrish
Market Partners
Reporting Season

Is this undervalued stock primed for a rebound?

Payment solutions company EML Payments saw its share price slide 8.7% on the back of a 4% drop in earnings in the first half of FY22. But there's still plenty of room...
EML
Meg Kerr
Meg Kerr
Livewire Markets
Equities

Carsales continues to profit from a booming car market

If you’ve been shopping for a new or used car over the last two years, you would have noticed that prices have rocketed. That’s been a major benefit to car retailers,...
CAR
Roger Montgomery
Montgomery Investment Management
Equities

2022 - The big adjustment

Twenty-seven years ago the US Federal Reserve started lifting interest rates and instantly changed market sentiment and the direction of equity indices. The shift was...
Rudi Filapek-Vandyck
FNArena
Equities

Should BHP pay big dividends, or buy back its shares?

After a bumper six months, BHP (ASX:BHP) is awash with cash. And it will soon be rewarding its shareholders. In its recent results announcement, the big Australian...
BHP
Joseph Kim
Equities

Beament’s ‘cracking’ base metals deal has strong whiff of history repeating

Barry Fitzgerald is back, and this time covering a "cracking" deal made by former Northern Star Resources boss Billy Beament to acquire Woodlawn, a zinc-copper mine...
+1
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 3 stocks that smashed expectations (and 2 the market missed)

In case you missed it, our latest episode of Buy Hold Sell saw Shane Fitzgerald from Monash Investors and John Lockton from WILSONS analyse three stocks that crushed...
CPU
EML
NCK
+2
Buy Hold Sell
Livewire Markets
Reporting Season

"We're surprised": Telstra slides after reporting underlying growth, mobile success

What happens when a telco behemoth delivers 5.1% underlying EBITDA, grows its mobile business considerably, reduces costs by 6.7%, maintains its interim 8 cents per...
TLS
Matt Buchanan
Matt Buchanan
Reporting Season

1 meet, 1 beat but 2 wildly different futures for these miners

As iron ore prices remain at historic highs as economies around the world spin back up to full power, such stocks are spearheading the resurgence of Value over Growth....
BHP
FMG
RIO
+1
Glenn Freeman
Livewire Markets
Equities

Why we are market weight the banks

We outline our case for why investors should be market weight the major banks. This month, the mini bank reporting season is now complete, following updates from all...
+2
John Lockton
John Lockton
Wilsons Advisory
Reporting Season

Is it time for CSL to get back on top?

In the time before COVID, CSL was one of the great market darlings. Between January 2012 and January 2020, the stock was a 10-bagger – and that’s before accounting for...
CSL
Patrick Poke
Livewire Markets
Equities

Cash flow is king (and the other factors driving returns over the next decade)

The PE expansion surge that has been driving equities is over, says Epoch's John Tobin. In this wire, Livewire's Ally Selby outlines some of the key points from...
Ally Selby
Livewire Markets
Expert Insights

A multi-trillion-dollar opportunity: 1 theme and 2 stocks on 4D's radar

Australia alone is set to pour more than $15 billion into roads and railways, power grids, waterworks and communications infrastructure over the next decade. But this...
Livewire Exclusive
Livewire Markets
Equities

“Buy the dip” may have had its day

In a bull market investors are well rewarded for “buying the dip”. As a share market sets new all-time highs, as most global share markets did through 2021, the bulk...
Stephen Bennie
Castle Point Funds
Equities

Circular economy stock comes full circle

The circular economy refers to a shift away from the typical linear model of production - > consumption -> discard, to an economy where the end-of-life use can be...
Ming Su
Ming Su
Fiftyone Capital
Equities

Mining is a long game, especially when rehabilitation is considered

Energy Resources of Australia (ASX:ERA) floated on the ASX in mid-1980 in what was at the time the largest ever public float in Australian history. A year later the...
RIO
David Buckland
Montgomery Investment Management
Equities

Why it’s time to capitalise on the carnage in tech stocks

The current equity correction has taken a lot of the froth out of the market. But caught up in the carnage have been a number of high-quality companies with years of...
BRG
CAR
+15
Roger Montgomery
Montgomery Investment Management
Equities

How much is the JB HiFi buyback really worth?

JB Hi-Fi has on Monday announced a $250 million off-market buyback along with some strong results with sales maintaining the high levels achieved last year. Off-market...
JBH
Peter Gardner
Plato Investment Management
Reporting Season

A beaten-down stock with 60% upside

Having been caught up in the recent tech sell-off, a global market leader is now looking alluringly cheap. That's according to Market Matters' James Gerrish, who on...
AD8
Ally Selby
Livewire Markets
Equities

IDP Education’s future looks bright, despite the share price fall

IDP Education's (ASX: IEL) half-year results came in below market expectations. However, the company has a solid pipeline of leads and, with borders reopening, the...
IEL
Roger Montgomery
Montgomery Investment Management
Equities

Inflation, decarbonisation and positive change: This time is (sort of) different

Livewire's Meg Kerr recently covered Pinnacle Investment Management's Global Equities Forum. In this wire, you'll find out why Antipodes and Spheria believe now is the...
Meg Kerr
Meg Kerr
Livewire Markets
Equities

Top LIC picks and unlocking value through options/convertible securities

Bell Potter analyst Hayden Nicholson provides helpful insight on how investors can best unlock value in options/convertible securities in the listed investment company...
Hayden Nicholson
Hayden Nicholson
Bell Potter Securities
4901-4925 of 8791
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