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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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7 ASX stocks the market may be undervaluing

Earnings are rising but prices are not. These companies sit where the market’s disconnect may be most visible.
AUB
CDA
+5
Stephanie Gardner
Livewire Markets
Equities

Hits, misses and the opportunities ahead for Aussie equities

​​​​The FY2026 interim reporting season saw a large divergence in results between sectors, with companies experiencing significant market dislocations as investors...
ALD
+3
Wilson Asset Management
Wilson Asset Management
The Rules of Investing

The ‘unloved’ stocks fuelling a 30% year in L1 Capital's Catalyst Fund

James Hawkins explains how L1 Capital's Catalyst Fund hunts for value in unloved stocks and the catalysts that unlock it.
The Rules of Investing
Livewire Markets
Equities

Rates, AI and Oil – there’s plenty to worry about

The bearish narratives always sound more intelligent than the bullish ones.
Chris Prunty
QVG Capital
Equities

AI fears are hitting insurance stocks IAG, SUN and QBE — but is the market overreacting?

AI disruption fears have already hammered SaaS stocks. Now the insurance sector is under pressure — but the reality may be more complicated.
AUB
+2
Carl Capolingua
Livewire Markets
Equities

Australian Small Caps - three leading views

Our anticipated annual Institutional Investor Conference is next week. In lead up we chat to Andrew Mitchell, Liam Donohue and Matt Griffin.
Euroz Hartleys Ltd
Euroz Hartleys Ltd
Equities

The distortion in Australian equities

A regulatory safeguard designed to protect superannuation members may now be distorting Australia’s equity market.
BHP
+10
Cameron McCormack
VanEck
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3 knockout growth stocks from Munro's Qiao Ma

From live sports to aerospace and AI optics, Qiao Ma shares three stocks she believes can thrive in the next growth cycle.
Chris Conway
Livewire Markets
Equities

Indonesian supply cuts blowing strong wind in nickel’s back

Centaurus has the spinnaker out; Sunstone to unveil production numbers on its 3.6Moz project; Pioneer Minerals looks to join tungsten boom.
BHP
+1
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 5 mega-caps on a tear (plus 2 fundie favourites)

Move over Mag 7. Vihari Ross from Antipodes and Casey McLean from Magellan are running the ruler over the world's other biggest stocks.
+4
Buy Hold Sell
Livewire Markets
Equities

Insurance brokers: not as easy to displace as the AI headlines suggest

If 2025 was the year of the AI leaders, then 2026 has started off as the year of the AI scare story.
Steven Glass
Pella Funds Management
Shares

12 ASX stocks Seneca’s Ben Richards believes the market is mispricing

Investing feels harder than it used to. Here, Richards explains how the rules are changing and names some of the stocks he likes.
KAR
+9
Chris Conway
Livewire Markets
Equities

The new blue chips: 3 global players for your portfolio

Between tech giants and coal companies, the new rules of blue-chip investing might look different to the past.
Sara Allen
Livewire Markets
Equities

How does the ASX 200 perform after an oil price shock?

Oil just posted its second-largest weekly gain in 40 years. History says investors shouldn't panic but the next few months won't be smooth.
Kerry Sun
Livewire Markets
Equities

Revenge of the nerds

Investors have disregarded one of the most important components of business value; durability. The asset heavy ‘nerds’ have made a comeback.
BHP
COL
+12
Martin Conlon
Schroders
Equities

The next 4DX? More like Shockwave Medical

In an era where software moats erode overnight, we are drawn to businesses fortified by hardware, patents, approvals and 20 yrs of research
4DX
Harry Dudley
Hamma Capital
Shares

BHP is riding high, but will Broken Hill become a broken promise?

Strong results and copper momentum have driven BHP higher. Here's what investors should watch next.
BHP
Stephanie Gardner
Livewire Markets
Equities

Oil price calamity! ASX 200 plunges, but amidst the carnage, Woodside, Santos and other energy stocks are rising

Oil has surged above US$100, slamming the ASX. But energy stocks are rising. Here are the key ASX oil, LNG, and fuel names to watch.
ALD
BPT
+5
Carl Capolingua
Livewire Markets
Equities

The coming (market) regime change

This war will likely be the catalyst for a ‘regime change’ in investor sentiment.
Greg Canavan
Fat Tail Investment Research
Shares

7 ASX blue chips vs their global twins: Are we backing the wrong companies?

Is there a better version of your favourite ASX stock overseas? We compare Australian stalwarts with global peers on P/E, ROE and dividends.
COL
CSL
+8
Vishal Teckchandani
Livewire Markets
Equities

How this software stock defied the saaspocalypse

+3
Lucas Goode
IML
Shares

Blood in the streets? 2 ASX growth stocks Jun Bei Liu is loading up on (and one she’d avoid)

With investors fearing a “SaaSpocalypse”, Liu explains why she’s backing two businesses with structural demand and durable moats.
COH
PME
SDR
Vishal Teckchandani
Livewire Markets
Reporting Season

FNArena reporting season monitor: Feb 2026 - Week 5 (380 stocks covered)

Read on to find the ratings, consensus price targets, and FNArena insights on each stock covered.
Rudi Filapek-Vandyck
FNArena
Equities

Hype vs. High Conviction

A quality approach to investing in AI
+5
Tom Hancock
GMO
Equities

Copper price caught in a tug of Iran war

While the outlook is murky, the prospect of strong gains post the hostilities could drive up juniors such as AusQuest, Coda and Caravel.
AQDN
Barry FitzGerald
Independent Journalist
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