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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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Founder-led companies and where to find them

When it comes to founders, it is often the most eccentric that find themselves in the headlines.  By consequence, many of us would be familiar with Elon Musk, Jeff...
FMG
GMG
+8
Angus Kennedy
Livewire Markets
Equities

Why we’re very optimistic on the outlook for the Australian economy

As Australia's two largest cities endure through lockdown, talks of a reopening trade are beginning to circulate again. It can all seem a bit familiar to investors as...
Kristiaan Rehder
Kardinia Capital
Equities

Have the iron ore miners been oversold or should investors steel for more ferrous pain?

The pundits were right, for once: the laws of market gravity were always going to catch up with the price of iron ore, which in a matter of weeks has tumbled more than...
BHP
+5
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

The compelling ideas QVG is finding in 'crazy expensive' markets

The QVG team has punched well above the index by sticking to its knitting of identifying quality small caps and shorting companies facing sustained earnings downgrades...
AGL
+17
Livewire Exclusive
Livewire Markets
Income

The enduring allure and sustainability of dividends

Where will income come from? Today's investors need to know, particularly if they have an eye on retirement and aim to grow their assets while funding anticipated...
John Tobin
John Tobin
Epoch Investment Partners (GSFM)
Equities

Why it pays to follow the insiders - Part 2

"In the race of life, always back self-interest - at least you know it’s trying" Jack Lang Anyone who has listened to my colleague Rob Tucker in the past 12 months...
3DP
+26
Anthony Kavanagh
Chester Asset Management
Income

What does a "good" dividend stock look like?

Epoch has the whole world of dividends at its feet. It is currently invested in the likes of Microsoft and Samsung, as well as US pharmaceutical company AbbVie and...
Mia Kwok
Mia Kwok
Livewire Markets
Equities

Building a world with a little more Yum!

In early 2020, David Gibbs took the helm of Yum! Brands, the American fast-food giant that operates well-known brands including KFC, Pizza Hut and Taco Bell, to name a...
Magellan Investment Partners
Magellan Investment Partners
Collections

It's not how much you own. It's how you use it

With a fierce commitment to legacy comes a natural resistance to giving up control. A big positive of founder-led companies we previously discussed was their tendency...
NWS
Angus Kennedy
Livewire Markets
Equities

After the dust settles

Just like our business attire resting in the back of the closet, the dust is now well and truly settled on another reporting season. Unsurprisingly, another victim of...
Randal Jenneke
T. Rowe Price
Equities

WebCentral - simplified and on the growth path

Back in March, I wrote about WebCentral (ASX:WCG), the third-largest domain and hosting business in Australia. WCG had just been the subject of a complex bidding war,...
5GN
+1
Harley Grosser
HD Capital Partners
Equities

Weekly S&P500 ChartStorm - 26 September 2021

The Weekly S&P500 Chart Storm 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
The Rules of Investing

A hated sector that Ben Graham would love

Michael Goldberg and the team at Collins St Value Fund know a thing or two about making money off unloved and out of favour stocks and sectors. Their investments in...
BOE
PDN
+2
The Rules of Investing
Livewire Markets
Income

Australian shares have advantages other countries must envy

Many Australian companies offer the allure of healthy dividend payments, ie, income, plus potential share-price growth. But that's not all. Australia's franking...
MTS
+1
Dr Don Hamson
Plato Investment Management
Equities

Picking stocks past the peak

Over the last 12 months the Australian equity market has been supported by a strong cyclical earnings recovery, unprecedented fiscal support and an extraordinarily...
Elfreda Jonker
Alphinity Investment Management
Equities

Why there’s a positive outlook ahead for IMDEX

IMDEX (ASX:IMD) delivered an impressive set of results for the financial year to 30 June 2021, which materially beat expectations and led to broker forecast upgrades....
IMD
Dominic Rose
Montgomery Lucent Investment Management
Buy Hold Sell

Buy Hold Sell: 6 small caps on the rise

The wild world of small caps has enamoured investors and punters alike since the dawn of time. Case in point, if a friend asked you to name your best stock pick, I'm...
BKL
CGS
+3
Buy Hold Sell
Livewire Markets
Equities

Forget iron ore - Met coal is up 208% in 5 months, and this is the stock we're buying

At the beginning of May this year, coking coal was trading below US$120/tonne. As at COB 21/9, contracts were exchanging hands at US$390 per tonne. When we throw...
Romano Sala Tenna
Katana Asset Management
Equities

We all need to eat: 3 ETFs to play this indispensable theme

We are now in Spring – and appropriately enough for a traditional time of growth and harvest, let’s discuss food. Throughout history, the development of our society...
Max Pacella
Rest Super
Equities

The 2 big risks of income strategies, and how to fix them

As part of the Livewire income series, we’ve decided to put together our own three-part focus on income, its value right now, the challenges and trade-offs when...
Chad Padowitz
Talaria Asset Management
Equities

The role of sentiment in iron-ore stocks

In a previous wire, we asked the question: "Where is iron-ore headed from here?". We suggested a clearing price around $100 USD/ton. The futures price hit that level...
BHP
FMG
+1
Kingsley Jones
Jevons Global
Equities

A US electricity and gas leader pushing the drive against climate change

The headquarters of Xcel Energy (NASDAQ: XEL), an electricity and natural gas company that operates across eight mid-western US states, lies just a few kilometres away...
Gerald Stack
Gerald Stack
Magellan Investment Partners
Equities

What investors can learn from 2021’s most popular trades

One of the questions investors ask us most often is “When does a crowded trade become too risky?” Biologists will tell us that the movement pattern of herds is...
Olivia Engel
State Street Investment Management
Rapid Fire

Perfection doesn’t always make for good investments

Tech stocks, consumer ‘platforms’, and healthcare (among others) have all seen outstanding returns in recent years, with many of them now ‘priced to perfection’. That...
BHP
+2
Patrick Poke
Livewire Markets
Equities

That’s the ticket: how investors can snare a prime parking space ahead of the post-pandemic motoring revival

As the pandemic lockdowns grind on, investing in the car parking sector looks a decidedly dead-end option given the expanses of vacant lots across the affected...
AXI
PKD
+1
Tim Boreham
Tim Boreham
Independent Investment Research
5251-5275 of 8791
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