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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

Bits, atoms and engines

Perception is Reality You may recall in Amazon, the Organism, I wrote about the three elements needed for motion: Intention, Energy and Autonomy. Here, the motion we...
Alipasha Razzaghipour
Alipasha Razzaghipour
Kasa Investment Partners
Equities

For Meta or worse: Facebook announces rebranding

Whether it's a ploy to shake off the bad publicity (and regulatory scrutiny) that has hounded Facebook over the past few years, or a new desire to be known as more...
Ally Selby
Livewire Markets
Equities

Don’t ask 'Will it rain?' Take an umbrella in case it does

People often leave their house or car, look to the sky and ask themselves: "Is it going to rain?" But for us at Talaria it’s fundamentally the wrong question. The...
Chad Padowitz
Talaria Asset Management
Equities

Two businesses to put in your Christmas stocking

Earlier this year, pundits claimed inflation would emerge to slay the high investment returns recently enjoyed. On cue, volatility rose. But danger’s partner is...
WPR
Roger Montgomery
Montgomery Investment Management
Equities

Aussie small caps in the slipstream, and 4 stocks we’re backing

Australia is moving into an environment where the majority of the economic pistons will be firing in unison, benefiting smaller capitalised companies, says K2 Asset...
PPE
+1
David Poppenbeek
K2 Asset Management
Equities

We are our own worst enemy: 3 behavioural biases and how to combat them

Most of us read about behavioural biases and acknowledge they exist, yet there is no evidence the financial community is any better at dealing with them. Understanding...
Ty Archibald
Ty Archibald
Aoris Investment Management
Buy Hold Sell

Buy Hold Sell: 5 up and coming mining stocks

If Livewire Markets were an exclusive club, its members would be partial to stock picks, fund manager insights, and getting rich(er) without having to die trying....
DEG
LTR
+3
Buy Hold Sell
Livewire Markets
Equities

Equity markets get their groove back as Fab Four step into line

Investors rejoice, equity markets are showing sustained signs of normality after the rollercoaster ride of last year, according to Epoch Investment Partners managing...
Patrick Poke
Livewire Markets
Equities

One leading bank and a major multi-decade opportunity

Some of the most compelling long-term investment opportunities to be found today lie within the dynamic and rapidly evolving global emerging market landscape. One of...
Sunny Bangia
Sunny Bangia
Antipodes
Equities

3 issues that are challenging investors in today’s market

In our recent investor webinar, we discussed three issues that are challenging investors in today’s market and how we are managing these issues in Pengana’s Australian...
Rhett Kessler
Pengana Capital Group
Equities

China's leaders move to protect nation's long-term health

In the spring of 2020 – in the early stages of the global pandemic – we marvelled at the resiliency of the Chinese stock market, which we ascribed to the country’s...
Will Deer
Will Deer
Pengana Capital Group
Equities

Profiting from small brands with big reach

Packed the car and ready to take a re-opening road trip? Enjoyed a responsible G&T during lockdown? If you have, you may be familiar with some of the brands I am...
Roger Montgomery
Montgomery Investment Management
Expert Insights

What is the "special sauce" in a founder-led business?

Founder-led businesses have received a lot of attention lately, with research from Credit Suisse revealing they have generated an alpha of around 3.7% compared to...
Livewire Exclusive
Livewire Markets
Equities

Higher prices drive Incitec to a re-rating

Incitec Pivot was one of the Firetrail Absolute Return Fund’s top performers in the September quarter. We remain confident in the near-term prospects for its...
IPL
Ramoun Lazar
Firetrail Investments
Equities

Clean up your act

Energy, its costs and its production have been in the news a lot recently. Putting the politics aside, two facts remain: there are finite reserves of fossil fuels; and...
Russel Chesler
VanEck
Equities

The success of Netflix’s mission, “to entertain the world”, relies on two critical factors ― content and delivery.

The phenomenal worldwide success of Squid Game on Netflix is unsurprising to those who watch the company closely. Netflix has built its impressive and diverse content...
Lachlan Hughes
Swell Asset Management
Equities

The School of Rock (and 6 micro-caps for your watchlist)

Small-cap resources have been massive outperformers over the last 12 months, almost doubling the performance of the broader market. Livewire's Ally Selby recently sat...
+10
Ally Selby
Livewire Markets
Rapid Fire

4 compelling stocks for a post-pandemic world

Times like these, as tough as they are, create opportunity. In this wire, Loomis Sayles' vice president and global equities portfolio manager, Eileen Riley, reveals...
Patrick Poke
Livewire Markets
Equities

12 stocks and 6 ETFs for the next part of this cycle

We are now in the mid-cycle. Morgan Stanley believes investors should be rotating within their equity allocation to be more aligned to the cyclicality of the current...
29M
APA
+13
Nathan Lim
Lonsec Holdings
Equities

ASX-listed e-gaming stocks show promise but are they in the main event?

Gaming is now worth more than the traditional book or TV industries. Yet, as with sitcoms and potboilers, success is not guaranteed. In this wire, Tim Boreham argues...
+2
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

2 Aussie stocks offering growth at a reasonable price

Higher-growth stocks, sometimes known for burning through cash, seem to be feeling the pressure lately. Here, Forager's Alex Shevelev and Gaston Amoros highlight two...
WSP
Alex Shevelev
Forager
Equities

3 big issues global investors can’t ignore

Three key issues reverberated during the third quarter of 2021 and continue to present a complex backdrop for global equity investors. As we move into 2022, we think...
Alison Savas
Alison Savas
Antipodes
Equities

Commodity Up 266%; Stock Up….24%!

Sometimes we don’t need to write long fancy articles to make a point. Sometimes, a simple graph is all that is required. This has rarely been more true than in the...
Romano Sala Tenna
Katana Asset Management
Equities

A new era of demand: how batteries are creating investment opportunities

The world is on the cusp of a revolution in low-carbon technologies, and they are set to reshape many of our supply chains. The not-so-humble battery sits at the heart...
IGO
+6
Dawn Kanelleas
First Sentier Investors
Equities

More tortoise, less hare...

Charlie Aitken recently found his investments being called "boring" - this is the same person who first recommended Fortescue when it was a penny dreadful. This is...
Charlie Aitken
Charlie Aitken
Aitken Investment Management
5151-5175 of 8791
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