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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

Will the global dividend revival continue in 2022?

When it comes to global dividends, 2021 saw an almost a perfect reversal from 2020 when large dividend falls were seen, particularly across European countries during...
Dan Pennell
Plato Investment Management
Buy Hold Sell

Buy Hold Sell: The 10 most-tipped small-cap stocks

In case you missed it, Livewire's Ally Selby spoke to John Deniz from Paragon Funds Management and Josh Clark from QVG Capital for their thoughts on the hottest...
360
AD8
+7
Buy Hold Sell
Livewire Markets
Equities

Why The Carlyle Group may be the next Blackstone

Why this PE high-flyer could be the next Blackstone Alternative asset managers KKR, Blackstone, and Carlyle have been major winners for the Montaka funds over the...
Chris Demasi
Montaka Global Investments
Equities

2022 – Time to take action (an alternative approach)

2022 looks like it could be a challenging year for equity investors. The after-effects of the pandemic driven monetary support which overwhelmed financial markets in...
Chad Padowitz
Talaria Asset Management
Equities

Can Peloton (PTON) get back on track at current levels?

Back in November we posted a wire on our short position in Peloton. The article discussed our valuation concerns and various headwind catalysts that supported our...
Nick Dekker
Nick Dekker
Fiftyone Capital
Equities

European Metals – developing a major ESG-credentialed lithium hydroxide project; NPV increases almost 75% to ~US$1.938 bn

European Metals overview European Metals Holdings (ASX & AIM: EMH, NASDAQ: ERPNF) is a mineral exploration and development company advancing the Cinovec vertically...
Nicholas Boyd-Mathews
ICM Global Markets - Janah Capital
Equities

Winning the war on talent

As global fund managers, one of the most important areas of focus for many of the companies we research is around talent acquisition and retention. This issue goes...
Luke Davrain
Claremont Global
Equities

As copper bulls make a stampeding start to 2022, Sandfire positions for a re-rating

Sandfire’s MD Karl Simich is about to head off to sunny Spain to collect the keys to the MATSA copper-zinc operation. MATSA is an established low-cost producer of...
+2
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: Your most-tipped large caps

In case you missed it, our first episode of Buy Hold Sell for 2022 is a special, in-depth look at the stocks that Livewire readers tipped in our annual reader survey....
BHP
CSL
+7
Buy Hold Sell
Livewire Markets
Equities

The Big Australian comes home

BHP recently announced that it would collapse its dual-listed structure and return home to Australia. This has had a noticeable effect on both the share price, and the...
BHP
Raelene de Souza
RQI Investors
Equities

Great rotations: The value factor

In December, the ‘Value trade’ continued to do well as the US Federal Reserve made the environment for the style more conducive by signalling inflation concerns and...
Russel Chesler
VanEck
Equities

These 5 stocks represent more than 50% of the market’s gains

The US stock market is increasingly driven by a handful of stocks, while at the same time, it is "struggle street" for many Nasdaq-listed shares. As concerns...
Michael Smith
Michael Smith
Kauri Asset Management
Equities

Lithium - Where to from here?

The share price movements for ASX-listed lithium producers and developers have been eye-watering over the past year. Airlie Funds Management explains what investors...
CXO
FFX
IGO
+3
Airlie Funds Management
Airlie Funds Management
Equities

Putting inflation in the '22 equation

Expectations for performance in 2022 are difficult to pin down. Market volatility continues due to uncertainty from COVID variants as well as high valuations in...
CSL
Martin Conlon
Schroders
Outlook Series

Livewire readers’ most-tipped global stocks for 2022

For investors, the danger of keeping all your eggs in one basket and the opportunity cost of ignoring offshore stocks are well documented. With that in mind, Livewire...
APT
BHP
S32
+10
Glenn Freeman
Livewire Markets
Equities

Greed and fear

Emerging markets investing has always been risky, yet not investing in them is risky too. The Omicron outbreak, inflation and monetary tightening are shaking emerging...
Arian Neiron
VanEck
Outlook Series

The 10 top-tipped small caps for 2022

We are back (and with a bang, may I add). Lucky for me, my first order of business is celebrating the investment aptitude, skill and flair of you, my dear reader, by...
AD8
+5
Ally Selby
Livewire Markets
Equities

3P Learning: The return of the prodigal founder

When Steve Jobs returned to Apple in 1996, much-needed vision and strategy was injected into the ailing company, setting it on path to become the US$2.83...
3PL
Ray David
Ray David
Equities

Latest developments from Macquarie Telecom

In the following video, I join Macquarie Telecom Group (ASX: MAQ) chief executive, David Tudehope at the company's data centre in Macquarie Park to discuss the site...
Gary Rollo
Montgomery
Rapid Fire

Where to mine for new blue chips

Finding those emerging blue-chip companies that offer the prospect of lower risk, higher growth and a safe haven to escape volatility isn’t easy. But as Elston...
AMC
COH
Meg Kerr
Meg Kerr
Livewire Markets
Equities

An Aussie micro-cap the market has ignored

What is the equivalent of uncovering a buried treasure on the ASX? Finding a software business that is growing sales nearly 100% while trading on a reasonable profit...
XF1
Luke Winchester
Merewether Capital
Equities

Finding opportunities in technology

In the payments sector, there are plenty of growing, attractively priced, high-quality companies - despite the significant falls among profitless technology companies,...
Garry Laurence
Profeta Investments
Success and More Interesting Stuff

Chris Judd’s lonely pursuit of market-beating returns

In this episode of Success and More Interesting Stuff, we speak to AFL legend Chris Judd, one of the best players of the modern era.
Matthew Kidman
Centennial Asset Management
Equities

Why I am voting "Yes" to the BHP Group DLC demerger

For those who had an actual holiday, you may have missed the market chatter about how to vote on next week's shareholder resolution concerning the proposed unwind of...
BHP
XRO
Kingsley Jones
Jevons Global
Equities

Picking winners that the crowd is ignoring

Sharemarkets around the world have been trending very strongly. The winners (best performers) have been high-quality companies, stable earners and ‘sexy’ disruptors....
CPU
CSL
+4
Simon Mawhinney
Allan Gray
4976-5000 of 8791
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