Home Wires

Equities

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

Equities

How to benefit from market short-termism

Who doesn't want to earn a quick buck? We would certainly like to. It is just not that easy in equity markets. But this seems to be the approach taken by many...
RBL
Stephen Bennie
Castle Point Funds
Expert Insights

Breaking ground: Joseph Lai's first portfolio additions

Setting up a new fund is a time of joy and nervous anticipation. There's deciding on a new name, hiring talented investors and putting your own capital into the fund,...
Livewire Exclusive
Livewire Markets
Equities

3 reasons for stocking up on QBE

QBE is currently trading at a 27% discount to the ASX200 on a 12-month forward basis, 16% below its 10-year average. Blake Hendricks from Firetrail outlines three...
Scott Olsson
Firetrail Investments
Equities

Silver lining in a volatile period for the Asia ex-Japan region

The September 2021 quarter will go down as a difficult one for Asian equities. Dropping 9.3% in US dollar terms, the MSCI AC Asia ex-Japan Net Index USD experienced...
Geoffrey Bazzan
Geoffrey Bazzan
Maple-Brown Abbott
Equities

Fundies' top picks: The stocks that surprised us and the outlook for the final quarter

With less than a quarter to go until the finish line, we've got one last update for you on the Fundies' top picks from our annual Outlook Series. Mia Kwok...
DOW
+4
Mia Kwok
Mia Kwok
Livewire Markets
Equities

Weekly S&P500 ChartStorm - 24 October 2021

The Weekly S&P500 ChartStorm is a selection of 10 charts which I hand pick from around the web (+some of my own charts), and then post on Twitter.The charts focus on...
Callum Thomas
Topdown Charts
Equities

Opportunities in clean energy and nuclear submarines

Over the past few months, the newspapers have been filled with articles about the Prime Minister’s shifting stance towards zero carbon emissions. The Glasgow climate...
ASB
Garry Laurence
Profeta Investments
Equities

Does reporting season really matter?

Last month was one of the year’s two big reporting seasons. The majority of listed companies have either a December or June year end, which means that in February and...
Stephen Bennie
Castle Point Funds
Equities

Nation's biggest car dealer drives earnings higher

Eagers Automotive is Australia’s largest automotive dealership group. Listed in 1957, it has grown to more than $9bn of annual revenue, 7,300 employees and 11% of the...
Will Mumford
Auscap Asset Management
Equities

Specialist platform flows surprising to the upside

The ASX-listed specialist wealth management platforms are showing no signs of slowing momentum, with all three players delivering record net inflows over the September...
HUB
PPS
Dominic Rose
Montgomery Lucent Investment Management
Expert Insights

Investors are missing a trick in equity markets

Global equities are being tested on both sides of the equation. On one side, you have low-interest rates while on the other side, you have the risk of inflation. But...
Mia Kwok
Mia Kwok
Livewire Markets
Equities

October has come with a multi-billion dollar windfall for retirees

The Commonwealth Bank (ASX: CBA) and Woolworths (ASX: WOW) have now completed their off-market buybacks. CBA’s $6 billion transaction, completed October 4, enabled it...
Peter Gardner
Plato Investment Management
Equities

Two trends with lasting implications

Two interesting trends have emerged from the pandemic. Australians are having more babies and they are swapping out their city lifestyle for the beach and bush. In...
Matthew Fist
Firetrail Investments
Buy Hold Sell

Buy Hold Sell: 5 small caps with big dividends

In case you missed it, Investors Mutual's Simon Conn and Montgomery Investment Management's Roger Montgomery shared their thoughts on five small-cap stocks with...
AMC
+4
Buy Hold Sell
Livewire Markets
Equities

The semiconductor shortage: It's not just tech investors who should worry

The COVID-19 pandemic has brought about many economic dislocations. One that has received considerable attention is the global shortage of semiconductor chips. This...
Denny Fish
Janus Henderson
Equities

News Corp… Sufficiently Digital? Sufficiently Sustainable?

In an investment era that feels likely to be defined by the rise and rise of cloud software platforms and iterations of the ‘as-a-service’ recurring revenue model,...
HT1
NWS
+2
Luke Howard
Chester Asset Management
Equities

How this Aussie gaming stock measures up

You might assume a company whose business model revolves entirely around gambling would automatically be disqualified from any ESG ranking system. But as the following...
Ben Griffiths
Eley Griffiths Group
Equities

The quality hiding in plain sight at Seven Group

We look to invest in quality companies that we believe are undervalued by the market. Often these opportunities emerge when a great business sits within an otherwise...
Matt Williams
Airlie Funds Management
Equities

How your top-tipped stocks are faring so far

Every year, we ask our readers which stocks you are backing for the year ahead. In this wire, we'll take a look at the best and worst of the bunch you selected. Tip:...
APT
APX
+17
Ally Selby
Livewire Markets
Equities

Banxa: growth, value or both?

Overview Banxa Holdings Inc. ("Banxa") is a publicly listed company that facilitates the conversion of traditional currency to cryptocurrency. It enables investors to...
Thomas Lambeth
VP Capital
Equities

Finding opportunity in the noise

At any point in time there exists a handful of dominant market narratives. Predicting the outcome of these focal points is near impossible but, as Emma Fisher...
HLS
JBH
+5
Emma Fisher
Airlie Funds Management
Equities

The reopening: Mach 2

There are tailwinds supporting equal weight investing as we sail into 2022, including the reopening of the economy. As the Australian economy emerges from the 2021...
Arian Neiron
VanEck
Equities

Travel and tourism shares to buy ahead of The Great Reopening

Ahead of The Great Reopening – terms and conditions apply - investors pre-emptively have been piling into the travel and tourism faves such as Flight Centre, Webjet...
+1
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

Is the best behind us?

Groucho Marx, as always, nailed it: “Those are my principles, and if you don’t like them…well, I have others.” Central banks, politicians, and investors are all...
BXB
+2
Schroders Australia
Schroders
Collections

Two Chinese stocks to ride the tech recovery wave

We have so far looked into the reasons driving a recent sell-off in Chinese tech, as well as what the future holds for the sector. Many stocks remain at heavy...
Angus Kennedy
Livewire Markets
5176-5200 of 8791
The 10th annual Livewire Live 2026

One room. One day. The minds that move markets.

22 September 2026 Art Gallery of NSW, Sydney

Register Now