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

Reporting Season

"Inflation fighters" - What are they and where can you find them?

The local market’s response to the latest wave of lockdowns has been similar to last year, when the worst of the selloff quickly reversed and investors “looked...
AUB
COL
+10
Glenn Freeman
Livewire Markets
Equities

A triple treat in one of the biggest reporting seasons for income

It was expected to be a sound reporting season for dividend investors, but so far it’s one that has exceeded the expectations of many. For those invested in...
BHP
+9
Peter Gardner
Plato Investment Management
Equities
Sponsored

Rethinking dividend investing

With interest rates near zero, investors need to think differently about dividends. Buying overvalued Australian shares for their dividend is dangerous. Investors can...
Paul Moore
PM Capital
Equities

Are we investing at the peak?

Being an astute investor isn't just about finding the next great opportunity. It's also about keeping an eye out for risk and knowing what to do about it. For the...
Mia Kwok
Mia Kwok
Livewire Markets
Equities

OCR on hold but maybe not for long

The Reserve Bank Monetary Policy Committee announcement last week was one of the most highly anticipated for many years. The recent series of readings on the New...
Stephen Bennie
Castle Point Funds
Equities

JPow delivers more delays

Local market had a choppy positive day that started negative and grinded back to the positive territory. The big three miners (BHP, RIO and FMG) held the market from...
Mathan Somasundaram
Deep Data Analytics
Reporting Season

A growth company priced like a value stock

In early February this year, we wrote a piece on Livewire asking why the market was valuing Dusk Group (ASX: DSK) so cheaply? The company had a less than spectacular...
DSK
Emanuel Datt
Datt Capital
Equities

ResMed still offering investors a breath of fresh air

In February of this year, I laid out three reasons why we at Firetrail Investments believe ResMed (ASX: RMD) was set for future growth in Resting easy with ResMed....
RMD
Scott Olsson
Firetrail Investments
Equities

Six companies that have caught my eye in reporting season

The COVID-19 pandemic, and associated lockdowns, have impacted some businesses very positively but been less kind to others. These impacts are coming to light in the...
AX1
BAP
+3
Roger Montgomery
Montgomery Investment Management
Equities

A 112-year-old e-commerce champion

Founded in Paris in 1909, L’Oreal is the world’s largest beauty company. Don’t let its age fool you – L’Oreal is a force to be reckoned with in e-commerce, where it’s...
Stephen Arnold
Aoris Investment Management
Equities

Is this the world's best mineral development project?

Long-term portfolio holding, Adriatic Metals, recently delivered their Definitive Feasibility Study (DFS) over the flagship Vares Project which is the final study...
Emanuel Datt
Datt Capital
Equities

JPow unlikely to rock the boat at JHole

Local market had a choppy flat day as global markets wait for Jackson Hole (aka JHole) symposium update. We are finishing this week with 2 negative days after starting...
Mathan Somasundaram
Deep Data Analytics
Reporting Season

FNArena reporting season monitor: August 2021 - Week 4 (270 stocks covered)

Welcome back to the August 2021 results season! The FNArena Reporting Season Monitor reports ratings, consensus price target changes, and brief summaries of the...
360
+43
Rudi Filapek-Vandyck
FNArena
Equities

The best and worst performers of reporting season

Now we're in the home stretch of reporting season and things are starting to wind down, but that didn't stop the final week from delivering some interesting reports. ...
+3
BRAD POTTER
BRAD POTTER
Tyndall AM
The Rules of Investing

Value, growth... Why not both? An interview with Alex Waislitz

When Alex Waislitz started his private investment company, Thorney Investment Group, back in 1991, he was a dyed-in-the-wool value investor. Having learned the craft...
AMA
CXL
+15
The Rules of Investing
Livewire Markets
Reporting Season

A small cap embedded in a multi-year growth opportunity

Macquarie Telecom (ASX:MAQ) is a data centre owner/operator with facilities in Sydney’s CBD, Macquarie Park in Sydney’s north, and Canberra. MAQ’s cloud services...
Roger Montgomery
Montgomery Investment Management
Equities

A powerful recovery

The recent second-quarter US earnings season highlighted how robust and broad-based its economic recovery has been, with healthy wage growth and ramping industrial...
Charlie Aitken
Charlie Aitken
Aitken Investment Management
Reporting Season

Clear skies ahead for the Flying Kangaroo

Of all the businesses to have been hit hard by the global shutdowns since 2020, none have felt that impact worse than those in travel. Closed international and...
QAN
Blake Henricks
Firetrail Investments
Reporting Season

Stickier subscriptions to see undervalued mining software maker soar

Last year didn’t get off to a good start for mining software company RPMGlobal (RUL). With COVID slowing decision-making for many enterprise software companies and...
Alex Shevelev
Forager
Buy Hold Sell

Buy Hold Sell: 5 stocks the brokers are backing

While people may debate the independence of broker research, one thing they do boast is access. Access to company management, to information and data that you may not...
ANN
BAP
+2
Buy Hold Sell
Livewire Markets
Equities

US Fed to deliver alternative facts at Jackson Hole

Local market was negative and choppy all day before finishing near the lows of the day. We have now into an up and down week after last week delivering the first 5...
Mathan Somasundaram
Deep Data Analytics
Reporting Season

Ramsay set to prosper from pent-up demand

Ramsay (ASX: RHC) is the largest private hospital operator in Australia and a leading provider in France, the UK, and a number of Nordic countries. It has a long...
Jun Bei Liu
Ten Cap
Equities

A “golden child” defensive stock that bucked the pandemic trend

Growthpoint enjoyed record growth in fiscal 2021, booking a whopping $553 million in net profit after tax, more than doubling last year's result and lifting its NTA to...
Pete Morrissey
Pete Morrissey
Dexus
Equities

Is there still value in growth stocks?

The strong relative performance of growth stocks in recent years has heightened concerns about overvaluation and a potential re-run of the dot-com bubble 20 years ago....
David Bassanese
Betashares
Equities

A global micro-cap with vision

The global auto industry is currently evolving at a rapid pace and during such periods of structural change, equity markets present genuine disruptors and genuine...
Aimee Jordan
Spheria Asset Management
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