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Listed stock commentary covering small-caps to big-caps, growth to income, domestic to global, and momentum to deep value.

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Insights from the Investment Committee - Future Generation Global (ASX: FGG)

We are pleased to share the next instalment of Insights from the Investment Committee with Future Generation Global (ASX: FGG) Director and Investment Committee Chair,...
Future Generation
Future Generation
Equities

Wilsons top six healthcare picks for 2022

As a holiday send-off, here is a list of the top six stocks in Wilsons’ healthcare coverage that excite us about coming back from the break. In every case, we see 2022...
CSL
IMM
+3
Dr Shane Storey
Wilsons Advisory
Equities

The big four's renewable energy plans set to drive growth

The path to achieving Australia’s net-zero targets will take time and require substantial market support. The opportunity for Australian banks to fund renewable...
AGL
+10
BRAD POTTER
BRAD POTTER
Tyndall AM
Equities

EGL’s PFAS-tastic Results

Keeping to the theme of our original note, EGL has unlocked a major achievement this month, announcing highly positive results from its commercial trials for...
Joshua Baker
Outlook Series

How to get first access to the #1 stock picks for 2022

Livewire’s annual Outlook Series is back, and it’s bigger and better than ever. For this series, now in its sixth year, we’ve marshalled 18 of the best fundies to...
APT
AQG
IMD
+3
David Thornton
Livewire Markets
Rapid Fire

Padley: “The big one is coming”

In case you missed it... Livewire's Patrick Poke recently spoke with Marcus Padley from Marcus Today. Marcus explains how he avoids the big drawdowns while still...
BHP
CAR
+9
Patrick Poke
Livewire Markets
Expert Insights

Overlooked micro caps offer fertile hunting grounds

Microcaps are a big universe and screening tools help you sort through it, but they're blunt tools on their own. Luke Winchester from Merewether Capital believes that...
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 stocks with sparkling New Year's resolutions

There are exactly two weeks until 2021 is behind us. And with it, comes the tradition of crafting New Year's resolutions. Just like us, some of our local listed stocks...
360
+2
Buy Hold Sell
Livewire Markets
Equities

Like buying uranium stocks in 2020

We are always on the hunt for ‘hidden-gems’ and we believe we’ve found a particularly compelling one. While potash prices have almost tripled so far this year,...
AMN
APC
BCI
+5
Benjamin Haan
Tectonic Investment Management
Equities
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Invest at the beginning of the journey

Microcaps sometimes get a bad rap for being higher risk, usually because they’re often at the beginning of their journey and have unproven products. But herein lies...
Livewire Exclusive
Livewire Markets
Expert Insights

How quality leads to growth when you find the right niche

One of the pillars of Elston Asset Management’s Emerging Leaders Fund is “above-average quality leads to above-average growth”, which for portfolio manager Justin...
BRG
Livewire Exclusive
Livewire Markets
Equities

Omicron: The facts that matter for global investors

It’s still unclear what impact Omicron could have on an economy just starting to normalise, says Antipodes’ Alison Savas. In her latest podcast, she explains that...
Alison Savas
Alison Savas
Antipodes
Expert Insights

Two microcaps that could double (at least) from here

Making profits is better than bleeding cash, obviously. But as a microcap investor, Merewether Capital founder Luke Winchester takes a more nuanced view. For young...
8CO
XF1
Livewire Exclusive
Livewire Markets
Equities

A company entering 2022 in high spirits

As the pandemic kept people at home, we saw a dramatic rise in at-home consumption of spirits and a shift in preferences towards more premium products. We believe...
Chris Hernandez
Claremont Global
Equities

Not a sequel but an Origin story

Anthony Kavanagh from Chester Asset Management reckons he’s found a company trading at a discount to book value, with tailwinds in key end markets. If that sounds like...
AGL
BPT
KAR
+4
Anthony Kavanagh
Chester Asset Management
Equities

2022 looks familiar, though not quite the same

This might come as a surprise, but reading through investment strategy reports for 2022 and listening to fund managers, there is far more agreement than disagreement...
APX
NUF
+2
Rudi Filapek-Vandyck
FNArena
Equities

Three small cap themes, and how to play them

Compelling opportunities remain ever-present in the small caps market, with many earlier stage companies offering compelling growth opportunities that are less...
29M
MP1
OML
+1
Michael Steele
Yarra Capital Management
Equities

The Central Bank Cartel has made microcaps more attractive than ever

Since its inception in 1792, the New York Stock Exchange has been a witness and barometer of human history. Humanity has had to endure its fair share of setbacks...
RMD
Gino Rossi
Gino Rossi
Spheria Asset Management
Buy Hold Sell

The dogs and darlings of 2021 (and the stocks to watch in 2022)

In this end of year special, James Marlay spoke to Jun Bei Liu from Tribeca Investment Partners and James Gerrish from Market Matters. They discuss the highs and lows...
BHP
PLS
+9
Buy Hold Sell
Livewire Markets
Equities

Market Matters’ 8 stock picks for 2022

Investors love hearing what professional stock “frothers” think about the market at any given time. They especially enjoy learning what stocks are on their Buy lists –...
AD8
+6
Glenn Freeman
Livewire Markets
Equities

Pacific Smiles Dental: Building a powerful network

When we assess returns and industry structure, we try to determine how we think a company can grow and why it will be able to effectively compete with other players...
Paul Biddle
Celeste Funds Management
Equities

Why Zillow's move out of iBuying is cause for celebration

In July this year I wrote “Zillow — could it be a 10-bagger?”. I presented an in-depth look at the US real estate market and the opportunity Zillow had to digitise...
Lachlan Hughes
Swell Asset Management
Equities

Regulator's concerns about EML Payments appear to be easing

Regulatory uncertainty has been a material overhang for EML Payments’ (ASX:EML) share price since mid-May 2021, when the fintech first informed the market that the...
EML
Dominic Rose
Montgomery Lucent Investment Management
Buy Hold Sell

Buy Hold Sell: 3 Christmas specials and 2 for a turnaround

In case you missed it, Livewire's James Marlay was joined by Tribeca's Jun Bei Liu and Market Matters' James Gerrish for their analysis of three beaten-down stocks to...
AGL
+2
Buy Hold Sell
Livewire Markets
Equities

One stock to watch in 2022

As we enter 2022 one business that we think is well-positioned to prosper even in the event of an inflationary environment is a company called Raiz. Raiz is a...
RZI
Michael Wayne
Medallion Financial Group
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