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Equities

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

Equities

Four semiconductor stocks enabling the AI era

Compelling companies helping to power the next phase of artificial intelligence.
+2
Billy Leung
Global X ETFs
Equities

8 ASX large-caps vs their global twins: Which is the better buy?

Some international companies are offering far superior growth prospects than their ASX equivalents, and often at lower valuations.
BHP
CSL
MQG
+11
Vishal Teckchandani
Livewire Markets
Equities

Forget the Mag 7: How you can find quality stocks elsewhere

What you need to find the best global equity opportunities outside the mega-stocks, according to JPMorgan, Aikya and American Century.
Tom Stelzer
Livewire Markets
Equities

Is the ASX 200 better or worse under Labor or the Coalition? The answer will surprise you!

This may be the most challenging Australian economy in a generation. So, what can investors expect from a Labor or Coalition government?
Carl Capolingua
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 7 ASX names set to thrive amid lower rates

Matthew Haupt from Wilson Asset Management and Tim Johnston from Tyndall Asset Management analyse stocks set to benefit from rate cuts.
APA
GMG
+4
Buy Hold Sell
Livewire Markets
Equities

I sold my CBA to buy these two financials

At 26x PE, ~3% div yield, and 2.5% profit growth, CBA outperformance is mainly reliant on a 'greater fool' being willing to pay more.
AUB
+4
Luke Laretive
Seneca Financial Solutions
Equities

The red hot method professionals are using to thump the ASX and ETF investors

Australia's top stock pickers are honing in on one strategy to reach the top of the performance tables. Here we unpack it.
AD8
CXO
+6
Tom Richardson
Livewire Markets
Equities

When the US sneezes, the UK catches a break?

Why a struggling America might be good news for forgotten UK stocks.
Gareth Brown
Forager
Equities

Four companies driving the next wave of AI

Each one is carving out a niche that is both commercially relevant and well-aligned to the broader investment case for AI.
Billy Leung
Global X ETFs
Equities

Andrew Mitchell unpacks Ophir's huge returns, says market can rebound from tariff war

The self-confessed market maniac sat down with Livewire to explain its stock picking philosophy and explain Ophir's success.
360
Tom Richardson
Livewire Markets
Equities

Coming up: the real world ramifications

Price action globally seems to suggest Trump Tariffs anxiety was just that, a silly, bad dream. But are markets too sanguine?
CSL
GMG
NXT
+2
Rudi Filapek-Vandyck
FNArena
Equities

Tariffs, Trump, and turbulence: T. Rowe Price’s playbook for volatile markets

All the insights from T.Rowe Price's recent webinar, featuring Scott Berg and Sam Ruiz.
Chris Conway
Livewire Markets
Equities

UBS: Has "Aussie exceptionalism" seen the ASX 200 run too far?

After an impressive recovery, is the future really that rosy for the ASX 200? Plus three stocks UBS is adding to its most-preferred list.
SGH
TNE
Tom Stelzer
Livewire Markets
Equities

The case for holding resources in an Australian small caps fund

Investors shouldn't shy away from the volatility of Australian small resources but rather embrace the alpha generating potential.
Phillip Hudak
Maple-Brown Abbott
Equities

Rate cuts to boost equity market returns

Volatility is all part of investing in the equity market and now is a good time to allocate
Anthony Doyle
Pinnacle Investment Management
Equities

How you can use AI to know when to sell

It's generally easy for fund managers to tell you about all the stocks they love, but the art of selling is a far more difficult discipline.
+3
Arms Rosenberg
Minotaur Capital
Equities

2 ASX mining stocks that could double (or more) in a year

The Australian mining sector is a veritable gold mine of growth opportunities. Shaw and Partners have shared its top speculative picks.
MMI
Tom Stelzer
Livewire Markets
Equities

Apollo Global's six charts that point to share market falls, US recession

You might want a lie down after reading this investment giant's views about the state of the US and hits from an ongoing trade war.
BUB
BXB
+3
Tom Richardson
Livewire Markets
Equities

Sell CBA, buy JPMorgan? The trade Australian investors need to consider

CBA’s valuation defies logic. JPMorgan’s fundamentals are stronger, yet it’s cheaper. It might be time to rethink what you own.
+1
Dr David Allen
Plato Investment Management
Equities

What the bookies are telling us about the election and the key risk it poses for your portfolio

An odds-on minority government could mean growth risks but opportunities still abound.
PPC
Tom Stelzer
Livewire Markets
Equities

ASX banks ANZ, CBA, NAB, WBC still uninvestible say major brokers, but value is improving

A catch up on the latest upgrades, downgrades, and price target changes for ANZ, CBA, NAB, WBC & Co. The big brokers have been very busy!
+3
Carl Capolingua
Livewire Markets
Equities

Three investment sectors offering growth, innovation and opportunity

In this episode of In The Know, Magellan’s investment team looks at three interconnected investment sectors that continue to offer growth opportunities and...
Magellan Investment Partners
Magellan
Equities

'Excessive imbalances': Why Ray Dalio just turned crazy bearish on markets

Economists argue trade imbalances have forced real interest rates too low and explain today's economic problems and asset price movements.
Tom Richardson
Livewire Markets
Equities

Navigating global equity markets amid the tariff wars

A discussion on the Antipodes Partners podcast about the investment implications of the tariff wars.
Alison Savas
Antipodes
Equities

Flight Centre, Brambles send tariff warning to stock market bulls

Flight Centre, Brambles, Yowie, Bubs, and Reliance Worldwide warn tariffs may hurt their profits as share buyers shrug off the risk.
BXB
+1
Tom Richardson
Livewire Markets
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