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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

5 tech-savvy companies in non-tech sectors

Since long before COVID, leading tech companies have been the primary focus of market attention — for good reason. Market-leading tech giants are transforming the way...
Matt Reynolds
Matt Reynolds
Capital Group
Equities

3 common features of inflation-proof businesses

Central banks remain steadfast in their message that the current bump in inflation will prove short-lived. Companies are less sure. A frequent message we have heard...
Stephen Arnold
Aoris Investment Management
Equities

What reporting season can tell us about life in Australia

Just as the Australian Census promises to provide a comprehensive snapshot of the country and how we are changing, so too the recently completed Australian profit...
+9
Kristiaan Rehder
Kardinia Capital
The Rules of Investing

John Sevior’s simple principles for investment success

The early 90s was an interesting time. The internet was taking off, Australia was having the ‘recession it had to have’, and Perpetual was a hotbed of Australian...
BAP
COL
+5
The Rules of Investing
Livewire Markets
Equities

One stock to rally hard, and another to watch

Three months ago Monash Investors’ principals Simon Shields and Shane Fitzgerald converted the fund's Listed Investment Company (LIC) structure into an...
AGL
EML
+2
Matt Buchanan
Matt Buchanan
Equities

The themes that excite Geoff Wilson, and how WAM is playing them

Love or loathe them, listed investment companies remain an important part of the Australian retail market mix despite the flak they’ve (in some cases, deservedly)...
+14
Glenn Freeman
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 of your most searched stocks

The stocks you actually care about on Buy Hold Sell? Who said you can't have your cake and eat it too... In this episode, we crunched the numbers on your most searched...
APT
APX
+2
Buy Hold Sell
Livewire Markets
Equities

A premium brand in a fast-growing market

Cobram Estate Olives (Cobram) is a vertically integrated producer and marketer of olive oil products with operations in Australia and USA and export customers in ~17...
Bell Potter
Stockbroker
Equities

Send your portfolio to the Moon

I had a fascinating space investment conversation (podcast) today with Dr Andrew Barton, an engineer specialising in space technologies with a long career in both...
Damien Klassen
Nucleus Wealth
Equities

Morgans' best ideas for September 2021 (and why we still favour cyclicals)

Uncertainty surrounding the timing of reopening has resulted in analysts taking the conservative approach to medium-term earnings estimates (FY23 and...
+17
Andrew Tang
Morgans Financial
Equities
Sponsored

Sustainable earnings in high growth markets

Across the Asia-Pacific, FSSA Investment Managers has found growth potential in dominant consumer franchises, high quality financials and companies positioned to...
First Sentier Investors
First Sentier Investors
Equities

The Match Out: ASX pulls back, Macquarie rallies, Weekly Video Update

The market opened on the backfoot again this morning with Futures down around 60 points early before rallying from the lows – it’s been the playbook for the last week,...
FMG
+3
James Gerrish
Market Partners
Equities

Drawdowns and small stocks for God-like performance

“If God is omnipotent, could he create a long-term active investment strategy fund that was so good that he could never get fired?,” US-based quantitative investor and...
HUB
+1
Martin Pretty
Equitable Investors
Equities

5 big investment ideas from the recent reporting season

We have just been through reporting season where investors try to digest a torrent of information that could impact share prices in the short term. But in today’s age...
REA
Chris Demasi
Montaka Global Investments
Equities

Can these fallen small-cap angels regain their wings?

One of the trickiest aspects of investing is deciding whether a fallen angel will ever fly again. If they do regain their wings, the rewards of buying in at distressed...
+3
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

Does CBA deserve its premium?

Why, particularly since the GFC, have Commonwealth Bank of Australia’s returns outpaced ANZ’s, NAB’s and Westpac’s? For decades, macro-economic conditions have...
+1
Chris Leithner
Leithner & Company Ltd
Equities

Two high growth retailers with global expansion strategies

In this video insight I interview portfolio manager of the Montgomery Small Companies Fund Dominic Rose to discuss two high growth Australian retailers with...
David Buckland
Montgomery Investment Management
Equities

A global "DIY" company beating even the most optimistic forecasts

A consistent theme emerging from the Fairlight portfolio over the past few quarters has been the outperformance of companies that seized the opportunity to invest...
Alvise Peggion, CFA
Fairlight Asset Management
Expert Insights

Can dividends be sustained under Delta?

They are officially back. The August reporting season re-opened the treasure chest of dividends, but are they destined to stay? Banks have announced record buybacks,...
+3
Livewire Exclusive
Livewire Markets
Equities

The Match Out: ‘Buy the dip’ alive and well, IT leads the way, Uranium remains hot

While a 5 point gain at the index level implies a lacklustre session, there was a lot happening under the hood. It was a major turnaround from early weakness which had...
+2
James Gerrish
Market Partners
Equities

The small-cap that aims to outgrow its big brother

Customer-centricity is a lost art. In the realms of tech (fintech, social tech and tech startups), putting the customer at the centre of the business model is really...
RZI
Mia Kwok
Mia Kwok
Livewire Markets
Equities

The momentum in earnings growth has peaked. Here are the companies we’re watching

This reporting season we saw a more balanced outcome of results, with those surprising to the upside; in-line; and missing expectations, broadly evenly split. So while...
AD8
+39
Michelle Lopez
Michelle Lopez
abrdn
Equities

Themes from reporting season

The highly anticipated August 2021 company reporting season for Australian listed companies concluded earlier this week. While certain companies in the travel...
BHP
CSL
+4
Hugh Dive
Atlas Funds Management
Equities

"A very good business"

Testifying before the US Congress in 2010, Warren Buffett made the following comment: “Basically, the single most important decision in evaluating a business is...
Charlie Aitken
Charlie Aitken
Aitken Investment Management
Equities

Australian reporting season: Surviving delta force

The Australian market rallied through August, keeping pace with global equities. Our local earnings season gave a series of mixed messages and displayed a significant...
APA
APT
+28
John Lockton
John Lockton
Wilsons Advisory
5301-5325 of 8791
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