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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

Why you can be cautious on markets and 100% invested

2022 began with global stock markets around record levels, leaving many investors primed to sell equities. However, timing the market is more likely to reduce your...
Stephen Arnold
Aoris Investment Management
Equities

2021: A year so tough even the New Zealand share market fell

In this article we have a look back at 2021 and consider what 2022 might bring. This time last year it felt like we had been through a year for the ages and that some...
Stephen Bennie
Castle Point Funds
Equities

Why I think 2022 will be a very good year for investors

A year ago, I wrote an article in The Australian that set out the factors I thought would make it a very good year for equities. So far, the local market has behaved...
Roger Montgomery
Montgomery Investment Management
Outlook Series

The 10 most-tipped large caps for 2022

In case you missed it... Now entering its seventh year, Livewire’s most-tipped stocks kicked off again this week. Livewire’s Patrick Poke reveals which large-caps...
APT
BHP
+9
Patrick Poke
Livewire Markets
Outlook Series

8 of the best stocks to buy in a sell-off

With markets selling off around the world, many investors are dusting off their watchlists. We recently asked nine fundies what stock they’d buy if markets sold off,...
EVT
+5
Buy Hold Sell
Livewire Markets
Equities

The one critical ingredient for markets in 2022

Astrology followers would know that January is the time for horoscopes, and for market experts to give their view on sharemarket returns for the next 12 months. The...
Alastair MacLeod
Elston Asset Management
Equities

What you need to know before investing in tech stocks

After enduring a string of extraordinary developments over the past few years, 2022 may be a year of normalisation as economic growth broadens and powerful secular...
Denny Fish
Janus Henderson
Success and More Interesting Stuff

An overnight success (38 years in the making)

In this episode of Success and More Interesting Stuff, we introduce Sam Hupert, founder of Pro Medicus. When computers began to take off, Sam saw the possibilities for...
PME
Matthew Kidman
Centennial Asset Management
Outlook Series

4 crowded trades to avoid in 2022

In behavioural finance, herd mentality refers to investors' tendency to follow the decisions of "the crowd". Throwing their own independent analysis to the wind, these...
Buy Hold Sell
Livewire Markets
Equities

Rolling bubbles (and anti-bubbles)

Fear, panic, despair, relief, hope, and euphoria. These are some of the emotions driving investor sentiment. Love it or hate it, investor sentiment plays a large role...
BHP
RIO
STO
+1
Jason Teh
Vertium Asset Management
Outlook Series

The #1 stock picks for 2022

If you missed it, we recently released the fundies’ #1 stock picks for 2022, and it’s the biggest and best one yet. This year we have 18 stock picks from a massive...
EML
EQT
EVS
+7
Buy Hold Sell
Livewire Markets
Equities

Dogs of the ASX in 2021

The last 12 months have been very kind to equity investors, with the ASX trending upwards throughout the year. The ASX finished +17% ahead of where it ended 2020 and...
LLC
ORI
+2
Hugh Dive
Atlas Funds Management
Outlook Series

The 5 bulls (and 3 bears) you'll meet in 2022

In case you missed it... It was a great year for bulls in 2021, but can the momentum be sustained in 2022? Eight fundies shared their view on the prospects for the...
Buy Hold Sell
Livewire Markets
Outlook Series

Ouch! 9 painful calls from 2021

With the S&P 500 and the S&P/ASX 200 racing ahead approximately 27% and 10% in 2021, it's fair to say investors have had a surprisingly good year. Despite the ups and...
NXL
+3
Buy Hold Sell
Livewire Markets
Equities

An update from Hamish Douglass

Hamish Douglass, Magellan's Chairman and CIO, addresses the challenges the business has faced in recent weeks, as well as providing his insights on current global...
Magellan Investment Partners
Magellan Investment Partners
Equities

Top Stock Picks: Review of 2021 and 2022 Candidate

For those not inclined towards macro outlooks, top picks for the year ahead are the flavour of the month. Microcap guru, Harley Grosser from Capital H Management,...
ARC
+4
Harley Grosser
HD Capital Partners
Equities

Under (pricing) pressure

Rising prices, largely driven by the increasingly inflationary environment, are creating challenges for a range of Australian companies. Combined with the transition...
BAP
BXB
+11
Schroders Australia
Schroders
Success and More Interesting Stuff

Geoff Wilson: Smoking out the doubters

This episode of Success and More Interesting Stuff features high-profile fund manager Geoff Wilson, my former boss and colleague. I went to work for him in the...
WAM
+3
Matthew Kidman
Centennial Asset Management
Equities

A profitable growth company is hard to find

Johns Lyng Group (ASX: JLG) recently announced the acquisition of US insurance repair company, Reconstruction Experts. An acquisition by JLG was widely expected, but...
Sebastian Correia
Monash Investors
Equities

The small-cap battery bubble and how to play it

Firetrail we have long been bulls on electric vehicles, and not only because of their environmental credentials. In this wire, Firetrail’s Matthew Fist will explain...
EVR
NVX
Matthew Fist
Firetrail Investments
Equities

A stock for the future: Electronics, Appliances and Automation

Mitsubishi Electric (ME) is one of Japan’s largest industrial conglomerates with a hugely diversified product range including air conditioners, refrigerators, car...
Chad Padowitz
Talaria Asset Management
Equities

An unusual recession for the Aussie consumer

There are two types of consumer companies: staples and discretionary. Staples deal in goods that we need every day, generally companies like supermarkets or food and...
Bruce Smith
Alphinity Investment Management
Equities

If equity markets won’t recognise value, others will

As we approach year-end, we’re revisiting the impact of corporate activity on our holdings and seeing vindication for our value investing stance. Value investing has...
EVT
+10
Timothy Wood
Timothy Wood
IML
Equities

Bell Potter’s top stock picks for 2022

It’s something of a magic number, three. Regarded by various cultures as mystical, three is thought to symbolise harmony, wisdom and understanding. And in ancient Rome...
Bell Potter
Stockbroker
Equities

7 things we learned this November

The Annual General Meeting (AGM) season in Australia is no longer just for procedural matters. It can really be considered a quasi 'third earnings reporting period'...
ANN
BHP
+23
Reece Birtles
ClearBridge Investments
5001-5025 of 8791
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