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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

Montgomery: What's next for these Aussie jobs, auto and property plays?

Among these three darlings of the local tech sector - Seek (ASX: SEK), REA Group (ASX: REA) and Carsales.com (ASX: CAR) - only one blotted its copybook this earnings...
CAR
REA
SEK
Glenn Freeman
Livewire Markets
Equities

Zip soars, APT idles, ahead of a 'big growth runway'

Whatever you may think of the buy-now-pay-later (BNPL) space, investors cannot get enough of the growth story behind market favourites Afterpay and Zip.  The two...
APT
Z1P
Mia Kwok
Mia Kwok
Livewire Markets
Equities

China thinks US Fed won’t taper

Local market started positive and then fading to nearly flat before a last hour pump finished it positive. We have now delivered 3 consecutive positive days after a...
Mathan Somasundaram
Deep Data Analytics
Reporting Season

The planes don't fly, so is SYD still a buy?

Sydney Airport and Transurban have been steady long-term performers and present opportunities for investors to add infrastructure exposure to portfolios.  Whilst...
SYD
TCL
James Marlay
Livewire Markets
Equities

ESG investing. Sometimes the journey is more rewarding than the destination.

By 2025, Global ESG assets are on track to exceed $53 trillion, representing more than a third of the $140.5 trillion in projected total assets under management,...
Will Deer
Will Deer
Pengana Capital Group
Equities

There’s action in the family cyber protection space – and is there more to come?

The head of cyber filtering mob Family Zone (ASX: FZO), Tim Levy is bemused about the lack of cyber protection policies covering schools and parents when homeschooling...
360
AR9
+4
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

After a record year, what next for Adairs?

As with many other discretionary retailers, FY21 proved to be a bumper year for homewares and online furniture retailer, Adairs (ASX: ADH). The company enjoyed record...
ADH
Stuart Jackson
Equities

Why online sports betting is worth a Flutter

A crazy FY21 saw the market up almost 30% and many different macro phases for investors to navigate. As we head into the new financial year, we feel really excited by...
Anthony Aboud
Perpetual Asset Management (Australia)
Equities

Truth is the first casualty of war

Local market started the relatively positive on US lead before fading to finish slightly positive. We have now delivered 2 consecutive positive days after last week...
Mathan Somasundaram
Deep Data Analytics
Equities

Signs of the top

Signs of the top are things that, (only) in hindsight, will make it obvious that the market was coming up to a top. Things that in the cold light of a correction will...
Marcus Padley
Marcus Today
Equities

Uncovering value in all corners of the market

A traditional approach to value investing can rely on owning low-multiple stocks expecting mean reversion to generate long-term alpha. In our view, this is a flawed...
Alison Savas
Alison Savas
Antipodes
Buy Hold Sell

Finding the value in growth stocks

Despite rising bond yields through most of 2020, continued low interest rates have underwritten record valuations across markets. Meanwhile, rampant M&A activity is...
FMG
+5
Buy Hold Sell
Livewire Markets
Equities

The COVID opportunists – six global stocks to watch

Last year was a tough year for global earnings. The pandemic shook up global markets, with large earnings drawdowns across the world. In particular, global small and...
Ned Bell
Bell Asset Management
Equities

Tapering worries moving from Rabbit Hole to Jackson Hole

Local market started the new week with a positive day after five consecutive negative days last week. Last week was the first 5 consecutive negative days since Feb...
Mathan Somasundaram
Deep Data Analytics
Equities

Spotting the gaps and value traps

As a fundamental value manager, one way we can add value is avoiding stocks which look cosmetically cheap but are in fact value traps. A few value-style companies...
AGL
AMC
AMP
+7
Anthony Aboud
Perpetual Asset Management (Australia)
Equities

Outlook for market darlings is less than optimistic

It was a record-breaking US reporting season by all accounts. So much so, that when I sat down to chat with Bruce Apted, head of active quantitative equity for State...
Mia Kwok
Mia Kwok
Livewire Markets
Equities

BHP, what's our take now?

BHP had a terrible week falling ~16% after announcing FY21 results, the unification of their structure, the proposed spin-out of their Petroleum division to Woodside...
BHP
James Gerrish
Market Partners
Equities

Stagflation risk rising for stimulus addicted markets

Local market started positive and faded into a mainly flat day. We have just delivered the first week with all 5 days being negative since Feb 2020 (i.e. pandemic...
Mathan Somasundaram
Deep Data Analytics
The Rules of Investing

How Harley Grosser turned $100k into $800k in 4 years

At just 23 years’ old, Harley Grosser did what many of us only ever dream of and founded his company, Capital H Management. At the time, he had $50,000 of his own...
APT
ARC
WCG
+2
The Rules of Investing
Livewire Markets
Reporting Season

FNArena reporting season monitor: August 2021 - Week 3 (128 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...
ART
+22
Rudi Filapek-Vandyck
FNArena
Equities

Earnings beats, Woodside wins and Downer's on the up and up

Welcome to week three of August reporting season. It was a huge week as expected, with some big names, reporting some big numbers. We saw BHP and Woodside's...
BHP
DOW
BRAD POTTER
BRAD POTTER
Tyndall AM
Reporting Season

Two stunning healthcare stocks (hint: it's not CSL)

I recently sat down with Ben Clark from TMS Capital to find out which results have grabbed his attention this reporting season. Clark is well known to many...
RMD
James Marlay
Livewire Markets
Equities

Pfizer’s jab costs $35... versus $3 for AstraZeneca’s. Sound fair?

When receiving my jab last month (thank you nurses at RBWH in Brisbane for your excellent care!) I couldn’t help wondering how much all these vaccines were costing....
Alastair MacLeod
Elston Asset Management
Equities

Building a position in cyclical companies

Shares in Boral Limited (ASX: BLD) recently hit an all-time high and the manufacturing and building supplies company is a good example of how we assess...
BLD
Anthony Aboud
Perpetual Asset Management (Australia)
Equities

Need to feed means need to fertilise, which means opportunity for investors

And again its juniors like Kalium and Trigg which offer the leverage. Plus, African Energy positions for big Queensland copper play and Argonaut sees much upside at WA...
BHP
+5
Barry FitzGerald
Independent Journalist
5376-5400 of 8791
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