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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

Building wealth with REITs

In the heart of London, SW1 the Zig Zag building seems to have been carved from the surrounding towers like a scene from Christopher Nolan’s Inception. The building,...
Chad Padowitz
Talaria Asset Management
Buy Hold Sell

Two standout stocks and why the ASX will push higher

Interest rates aren't going anywhere anytime soon, and Australia is still awash with accommodative fiscal and monetary policy. And while the S&P/ASX All Ordinaries is...
OML
Buy Hold Sell
Livewire Markets
Equities

4 investing lessons from a fund that scans 16,000 securities in real-time

Quant investing is all a bit mysterious. It's a black box of algorithms and complicated mathematical modelling to produce supernatural outcomes. But for Bruce Apted,...
Mia Kwok
Mia Kwok
Livewire Markets
Reporting Season

FNArena reporting season monitor: August 2021 – Week 5 (345 stocks covered)

Welcome to the final report for the August 2021 results season! The FNArena Reporting Season Monitor reports ratings, consensus price target changes, and brief...
Rudi Filapek-Vandyck
FNArena
Equities

David Wilson's watchlist: 4 winning companies set for growth

Having soundly beaten his benchmark – the ASX300 – over most timeframes, First Sentier Investors' deputy head of Australian equities, David Wilson,  is well-placed...
ALQ
APT
BHP
+16
Glenn Freeman
Livewire Markets
Equities

Science that benefits people

Strong investor sentiment and positive macroeconomic conditions saw the volume of initial public offerings (IPOs) rise to 61 in the first half of 2021. One of those...
David Buckland
Montgomery Investment Management
Reporting Season

It's the end of the trend

Investing revolves around numbers. Investors like to focus on numbers, though sometimes, dare I say it, with too much emphasis. Successful investing goes beyond the...
Rudi Filapek-Vandyck
FNArena
Equities

Rising concentration risk in passive investing

Passive investing has become extremely popular in recent years, evidenced by significant industry flows and an ongoing proliferation of new instruments on the market....
Anthony Doyle
Anthony Doyle
Firetrail Investments
Equities

COVID winners doubling up and changing the rules of the game

Eighteen months ago, the world was first introduced to COVID-19. A type of Coronavirus that caused a global pandemic, it led to lockdowns that crushed the world...
Elfreda Jonker
Alphinity Investment Management
Equities

Don't give up on China: Montaka's 5 steps to profiting in China

Many foreign investors were shocked in late July when Chinese policymakers announced a ban on for-profit tutoring of specific school subjects. It followed a regulatory...
Andrew Macken
Montaka Global Investments
Buy Hold Sell

Buy Hold Sell: 5 big movers and 2 under-the-radar results

When it comes to movers and shakers, the Aussie reporting season has delivered on all fronts. A surprise 141% dividend increase and an impressive jump in earnings...
KGN
NAN
+4
Buy Hold Sell
Livewire Markets
Equities

China is turning the cycle

The local market started with a drop and then spent the whole day recovering, ending the session in negative figures. Unlike yesterday, the initial fall was further...
Mathan Somasundaram
Deep Data Analytics
Reporting Season

EML or Tyro: Who's the better payments player?

Not all payments companies are created equal. And there are perhaps few better illustrations of this than the contrasting fortunes of EML Payments and Tyro Payments....
EML
TYR
Patrick Poke
Livewire Markets
Equities

The Big Australian is about to get bigger!

It’s certainly been an eventful couple of weeks for the Big Australian. On-top of releasing the strongest results for some time and confirming the go-ahead for its...
BHP
Duncan Simmonds
WaveStone Capital
Equities

Transformation to focus on critical clean energy metals with an embedded ESG culture

Eden Partners caught up with IGO Limited’s (IGO) Managing Director and Chief Executive Officer Peter Bradford last week to hear an update of operations, strategy and...
IGO
Nicholas Boyd-Mathews
ICM Global Markets - Janah Capital
Equities

Markets trust Central Banks as much as they trust OPEC

Local market started with a drop and then spent the whole day recovering back to finish a slightly negative to start the new month. The initial selling was at large...
Mathan Somasundaram
Deep Data Analytics
Equities

Oils ain’t oils and hydrogen ain’t hydrogen

You may be aware that one of the so-called clean energy supplies of the future is hydrogen. It is being touted as a clean energy solution. However, it’s worth...
Arian Neiron
VanEck
Equities

Four interesting global growth stocks

After the storm in Chinese equities last month many global growth portfolios took an uncharacteristic decline, including ours. However, we believe, as outlined in my...
Michael Frazis
Frazis Capital
Equities

The heroes of the reporting season

For a profit reporting season that promised the first bloom of earnings recovery, August’s slew of disclosures lacked a bit of froth and bubble. The numbers themselves...
+3
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

One stock well-placed to help solve a global food puzzle

Today the world faces a pressing global food crisis in which malnutrition, food insecurity and food waste are becoming increasingly pertinent issues in the face of...
Iain Fulton
Yarra Capital Management
Equities

A window of opportunity to catch China’s third consumption wave

For the majority of 2021, Chinese equities have underperformed the US and Europe as economic and regulatory fears cast a shadow over companies operating in the world’s...
Sunny Bangia
Sunny Bangia
Antipodes
Reporting Season

The most valuable strategic asset in Australia

Lithium and rare earth miners have had nothing short of an electric run over the past 12 months, with the appetite for battery material producers switching into gear...
BHP
+5
Ally Selby
Livewire Markets
Equities

China making waves in a world with no reform

Local market had the usual month end pump to get profit taking into the close to deliver a positive day. Resources were negative after weaker than expected China data...
Mathan Somasundaram
Deep Data Analytics
Equities

Riding America’s connectivity wave

“We don't go online anymore. We exist there”. This is a phrase used by Jay Brown, CEO of Crown Castle America’s largest provider of communications infrastructure. With...
Hamish Douglass
Hamish Douglass
Magellan Investment Partners
Reporting Season

An electric lithium opportunity set to light up the Pilbara

Pilbara Minerals is a hard rock lithium miner operating in the Pilbara region of Western Australia that we believe is undervalued and, despite weaker results than...
PLS
Kristiaan Rehder
Kardinia Capital
5326-5350 of 8791
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