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Equities

Weekly S&P500 ChartStorm - 13 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

The importance of proxy advisers

Followers of Surrey Asset Management would understand that Environmental, Social and Governance (ESG) is an essential part of our investment process. We don’t just...
Nick Maclean
Surrey Asset Management
Equities

The companies to power through 2022’s headwinds

The best businesses didn’t navigate through one challenge over 2020 and 2021 only to get floored by the next. They powered through all of them. This tells us that...
Stephen Arnold
Aoris Investment Management
Equities

Insurers deliver, but Australia’s banks remain split in two

Suncorp and IAG delivered results last week that were ahead of market expectations, underpinned by strong written premium and volume growth despite La Nina and...
DOW
+8
BRAD POTTER
BRAD POTTER
Tyndall AM
Equities

Ditching New Year’s resolutions in the dust bin

How many New Year’s resolutions have you already consigned to the dust bin? If the answer is none, I’m guessing that’s probably because you learned long ago that it’s...
Steve Johnson
Forager
Expert Insights

How the right kind of healthcare stock can boost your portfolio

The healthcare sector has dominated the news cycle thanks to the COVID-19 pandemic. But while almost everyone has the big drug conglomerates such as Pfizer etched in...
Livewire Exclusive
Livewire Markets
Reporting Season

FNArena reporting season monitor: February 2022 – Week 2 (42 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...
ACF
AGL
AMP
+6
Rudi Filapek-Vandyck
FNArena
Equities

‘What do we have to believe from here?’ Our follow up memo, 12 months on …

Almost 12 months ago to the day, we published a memo on how we are thinking about market valuations. We would much prefer to not have to write a follow-up, but recent...
Tom Cowan
TDM Growth Partners
Equities

First Quantum to hunt for copper and gold at Boss’ Honeymoon uranium project

Deal with global giant comes as Cameco fuels uranium bulls with decision to restart two mines. Plus, Coda’s corporate action puts spotlight on its upside and Caspin...
BHP
BOE
CHN
+4
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 6 beaten-down stocks ready for a rebound

It was 18th-century British banker and politician Baron Rothschild who famously said investors should "buy when there’s blood in the streets, even if the blood is your...
CDA
CHC
REA
+3
Buy Hold Sell
Livewire Markets
Equities
Sponsored

Your opportunity to buy the world’s best companies at a cheaper price

Over the past three months, the world’s technology leaders have seen their share prices fall as investors ready for the US Federal Reserve to raise rates. However,...
Livewire Exclusive
Livewire Markets
Equities

Early stage investing: 4 companies primed for growth

Choosing a company to invest in goes beyond a purely quantitative approach and major considerations include liquidity, maturity of the business and its appropriate...
BOE
CHN
CXL
+3
Stephen Wood
Eiger Capital
Equities

Eley Griffiths: 10 Aussie small-caps to ride the rally once "hysteria" passes

Waving the latest edition of a well-known business magazine as proof, small caps fundie Ben Griffiths suggests large parts of the equities market have already hit rock...
BRG
+7
Glenn Freeman
Livewire Markets
Reporting Season

Why this fundie isn't topping up on CBA off the back of its result

The Commonwealth Bank's share price is storming higher today after it reported its cash profits lifted by nearly a quarter in the first half to $4.7 billion....
MQG
Ally Selby
Livewire Markets
Equities

Commonwealth Bank is 6.8x bigger than you think, Afterpay 2x, Z1P 4x, Webjet 60x...and other gems

Stock price charts can tell us a lot, but they can just as easily mislead. Marcus Padley from Marcus Today does a deep dive on five travel stocks whose share prices...
+4
Marcus Padley
Marcus Today
Reporting Season

Why Rudi cashed up and seven shares on his watchlist

Slowing growth, withdrawal of liquidity and the prospect of war. These three reasons forced Rudi Filapek-Vandyck, Editor of FNArena, to reverse his bullish view on the...
James Marlay
Livewire Markets
Equities

Weekly S&P500 ChartStorm - 6 February 2022

The Weekly S&P500 ChartStorm is a selection of 10 charts that I hand-picked from around the web and post on Twitter. The purpose of this blog post is to add some extra...
Callum Thomas
Topdown Charts
Buy Hold Sell

How to rotate your portfolio like a pro in 2022

Are sector rotation opportunities still alive in 2022? Bruce Williams from Elston and Simon Conn from IML seem to think so. In this Thematic discussion, they share a...
BGA
BST
+4
Buy Hold Sell
Livewire Markets
Reporting Season

Is this the best ‘buy’ on the ASX?

This far into a market cycle, it’s hard to speak to investors without hearing complaints about the lack of cheap, high-quality stocks available. But what if I told...
NCK
Patrick Poke
Livewire Markets
Reporting Season

IMDEX share price falls despite record results

Mining-tech small-cap IMDEX (ASX: IMD) released strong results on Monday, reporting record half-year revenue up 34.9%, record EBITDA up 55.1%, record NPAT up 80.8% and...
ALQ
DDH
IMD
+3
Ally Selby
Livewire Markets
Equities

Culture Guardians: Culture is central to long-term performance

The recent dismissal of James Hardie CEO Jack Truong highlights the importance of organisational culture and the responsibility of company directors. While an...
Jason Pohl
ECP Asset Management
Equities

2 stocks, 3 ETFs and 3 funds to weather higher rates and inflation

With financial conditions poised to tighten from current levels, investors can expect poor risk-adjusted returns from equities and volatility in capital markets. So,...
Alexandre Ventelon
Morgan Stanley Wealth Management
Reporting Season

REA is well set for a strong quarter: Montgomery

If you’ve ever bought or leased a house – or merely browsed properties online – you’re probably familiar with realestate.com.au. The flagship website of REA Group...
COH
CSL
+4
Glenn Freeman
Livewire Markets
Equities

COVID losers to power ahead this reporting season

Will cyclical stocks beat tech stocks? What can we expect as reporting season enters its second week? Tyndall’s Brad Potter doesn’t see many champagne corks ahead, but...
+3
BRAD POTTER
BRAD POTTER
Tyndall AM
Equities

Where T. Rowe Price sees value as “the biggest global fiscal fade” approaches

Companies in the healthcare, consumer staples and utility sectors hold the strongest appeal for calendar 2022, while Aussie banks are on the nose, according to the T....
BHP
CPU
+2
Glenn Freeman
Livewire Markets
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