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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

Legacy of Howard Hughes - A long-term holding

Fund manager James McDonald at the Pengana High Conviction Equities Fund provides insight into some of the current opportunities arising for the fund. In particular,...
James McDonald
James McDonald
Pengana Capital Group
Equities

A stock for all terrains

ARB manufactures and sells a wide range of four-wheel-drive accessories, with a dominant footprint in the Australian market and a growing presence offshore. After a...
James Ferrier
Wilsons Advisory
Equities

Emerging automotive: The shovels of the modern gold rush

Australia is known for its high-quality manufacturing, with homegrown emerging automotive companies driving innovative solutions to a market undergoing significant...
PWH
Jason Pohl
ECP Asset Management
Equities

Little S2 scoops big Kirkland on red-hot Victorian gold tenement

It was kind of neat that the Victorian government finally got around to announcing the winning tenders for exploration blocks around the Fosterville gold mine near...
CHN
IGO
Barry FitzGerald
Independent Journalist
Equities

How Flutter is replicating Sportsbet’s Australian success with FanDuel in the US

Many investors know the unprecedented opportunity that has emerged in US online sports betting. The sector is expected to grow from US$1 billion in 2019 to US$30-50...
Chris Demasi
Montaka Global Investments
Buy Hold Sell

Buy Hold Sell: 5 stocks for the energy transition

Like the rest of the world, today in Buy Hold Sell, we're talking energy - particularly, the charged kind. As the world's leaders, including Prime Minister Scott...
29M
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Buy Hold Sell
Livewire Markets
Equities

IPL’s over, but now its IPO season in India

IPO's have been all the rage in 2021 across the US, Australia, China, Taiwan etc. Global IPO volumes have risen by 87% so far in 2021 according to EY. 72 of 1635 firms...
Mugunthan Siva
India Avenue
Equities

The next leg of Lazard's energy play

This time last year, Dr Philipp Hofflin, portfolio manager and analyst at Lazard Asset Management, argued that “if you aren’t long energy now, you probably never will...
BHP
James Marlay
Livewire Markets
Equities

Materials, energy and bank giants lead a global dividend surge

The recent good news for income investors in Australia has extended beyond our shores as global equities too begin splashing cash in a post-COVID resurgence. Plato’s...
Dan Pennell
Plato Investment Management
Equities

Finding the sweet spot in Australia's share market

The problem with an international best-seller such as James O'Shaughnessy's What Works On Wall Street is that a reader in Australia can wrestle their way through...
ANN
CAR
IEL
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Rudi Filapek-Vandyck
FNArena
Equities

What the Australian share market has in common with two-minute noodles

The Australian stock market has developed a hunger for any next thing — it doesn’t even need to be a ‘next big thing’, just any next thing to fulfil a short-term...
IEL
REA
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ST Wong
ST Wong
Prime Value
Equities

Key take-outs from Coles’ and Woolworths’ Q1 sales

Australia’s two supermarket giants, Coles and Woolworths, have just reported their September quarter sales figures. While it’s hard to make comparisons with the same...
COL
Stuart Jackson
Equities

Two listed ag stocks that promise a bounteous harvest for investors

As with the miners, agricultural enterprises are largely cyclical. While steady earnings can never be guaranteed, performance is more assured if the producer can rise...
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

The Match Out: ASX falls, RBA steps away from yield targets, Commodities in the crosshairs today

While the short odds favourite failed to get up in the cup today, the decision by the RBA at 2.30 pm this afternoon to scrap yield targets and remove guidance for 2024...
GMG
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James Gerrish
Market Partners
Equities

Putting a price on the Westpac buyback

Off-market buybacks are a tax-effective mechanism for returning franking credits to shareholders who most value them. Yesterday, Westpac's delivered one the size of...
Peter Gardner
Plato Investment Management
Equities

What to do when there's a takeover offer for one of your stocks

We’ve seen numerous takeover offers for ASX-listed companies recently,  but inevitably they leave investors unsure whether to buy more, to hold or even sell. In this...
IRE
Joseph Kim
Equities

8 intriguing charts in the markets today

It's a challenging time for growth investors. Plenty of fund managers have posted negative returns, but Michael Frazis remains optimistic. In this wire he, spells out...
EBR
Michael Frazis
Frazis Capital
Equities

The Melbourne Cup of LICs — which would be our favourites?

Daryl Wilson returns with the ever-popular Melbourne Cup of LICs. "To win the real Melbourne Cup requires a horse that is well-trained, has a great jockey, and...
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Daryl Wilson
Affluence Funds Management
Equities

Tesla: A leader in Extravagant Valuations (EVs)

Last week was exciting for Tesla — $200 billion in additional value was created from $4 billion of incremental revenue in only five trading days.In summary, here's...
Joy Yacoub
Joy Yacoub
Pella Funds Management
Equities

Market's high multiples leave no margin for error

Despite September’s mild pull-back, the MSCI World Index is still trading on 18.7 times the next 12 months’ earnings — a 26% premium to the average multiple of the...
Bruno Paulson
Morgan Stanley IM
Equities

Ardent is a great story of swings and roundabouts

Reopening play Ardent Leisure Group has been a stellar performer over the last quarter and remains an exciting opportunity today. In fact, its share price has risen...
Matthew Fist
Firetrail Investments
Expert Insights

Lazard's Warryn Robertson shares his checklist for uncovering true value

It doesn't take a genius to see that a market darling's valuations are stretching to the skies; resisting FOMO is another matter. In this wire we find  out the six...
Mia Kwok
Mia Kwok
Livewire Markets
Buy Hold Sell

4 winning resources small caps (and what it takes to make them)

Resources have been on a tear this year, with some stocks 5-bagging or more in 12 months. In this thematic episode of Buy Hold Sell, Tim Serjeant and David...
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Buy Hold Sell
Livewire Markets
Equities

Weekly S&P500 ChartStorm - 31 October 2021

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

Revolution in art

While some argue cryptocurrencies to be a Ponzi scheme, others are going all-in on Web 3.0. In this wire, Frazis Capital's Michael Frazis outlines what the NFT...
Michael Frazis
Frazis Capital
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