Home Wires

Equities

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

Buy Hold Sell

Buy Hold Sell: 5 durable growth stocks for your back pocket

There are a few things in life we all love with reckless abandon. That first sip of a cold drink on a warm summer's day, puppies, travel (minus the flights and/or...
PME
PWH
+2
Buy Hold Sell
Livewire Markets
Equities

Inflation; transitory traveller or a more permanent fixture

There is little doubt that Elvis is in the building, in this case Elvis being elevated data points of price inflation. Central banks are adamant that these data points...
Stephen Bennie
Castle Point Funds
Equities

Race to the bottom in real growth is driven by excessive stimulus

Local market started substantially negative and then recovered some losses to finish negative. Relatively low turnover continued into the nineth week in a row without...
Mathan Somasundaram
Deep Data Analytics
Reporting Season

Treasury Wine has got its Mojo back, I’ll drink to that

We are all familiar with Treasury Wine products. Maybe some more than others in this locked-down world. I know my own alcohol consumption went into overdrive during...
Henry Jennings
Marcus Today
Equities

Is BHP still the “go-to” in Australian Resources?

BHP has endured a tough time after reporting both earnings and a company restructure this week, firstly let’s look at a quick summary of the news, there was plenty of...
BHP
FMG
+3
James Gerrish
Market Partners
Reporting Season

Woodside returns to profit

All but drowned out by the mammoth merger news with BHP, Woodside Energy (WPL) announced a solid return to profit for the 1H21. Revenue was in-line with consensus at...
Hendrik Bothma
Katana Asset Management
Reporting Season

Record dividend for CSL, but subdued growth on the horizon

Australia's favourite long-term growth story and biotech darling CSL (ASX:CSL) has reported its full-year results, with net profit after tax up 10% to approximately...
CSL
Ally Selby
Livewire Markets
Equities

AUDUSD may be the canary in the Equity bubble

Local market started positive and faded into a slight negative close with BHP pulling the index lower. Global growth worries and local recession worries continue to...
Mathan Somasundaram
Deep Data Analytics
Equities

Two stocks to watch in the decarbonisation space

In this interview with Gary Rollo, Portfolio Manager of the Montgomery Small Companies Fund we focus on the bull market associated with the decarbonisation thematic,...
PLS
David Buckland
Montgomery Investment Management
Equities

Why we see further upside for ResMed

In June this year, Philips was forced to recall 14 sleep and respiratory care devices due to safety concerns. While this has been a setback for the Dutch company, it’s...
RMD
Roger Montgomery
Montgomery Investment Management
Equities

How to find the winners in the mining services sector

At a time of bumper dividend payouts from the likes of Rio Tinto (ASX: RIO) and BHP (ASX: BHP), most investors seeking a resources exposure would be happy to invest...
AQN
+13
Tim Boreham
Tim Boreham
Independent Investment Research
Reporting Season

The duopoly player in Australia's most attractive domain

Understanding a company's economic moat is a core part of investing. While pure monopolies are hard to come by, there is a compelling duopoly in one of Australia's...
REA
Jun Bei Liu
Ten Cap
Equities

Tapering growth to raise stagflation risk

The local market started negative and kept on sliding into the close for the second day in a row. Global growth worries and local recession worries continue to rise on...
Mathan Somasundaram
Deep Data Analytics
Equities

How to do sustainable investing right

The Alphinity Sustainable Share Fund and Global Sustainable Equity Fund both invest in companies we have found to be doing good for society and the environment (by...
CSL
+1
Elfreda Jonker
Alphinity Investment Management
Equities

Management teams that passed the COVID test

One of Perpetual’s key filters when assessing businesses to invest in is the quality of our management teams. However, the importance of sound management was even...
BLD
+1
Anthony Aboud
Perpetual Asset Management (Australia)
Equities

How the S-curve explains why mega-techs still have enormous upside

Investors are eyeing the stratospheric valuations of mega-tech companies like Amazon (US$1.8 trillion), Alphabet/Google (US$1.7 trillion) and Facebook (US$980 billion)...
Chris Demasi
Montaka Global Investments
Equities

Woodside or Blindside: Is a potential merger good for shareholders?

This morning’s confirmation that Woodside is exploring a merger with BHP’s Petroleum assets is an extraordinary development. A development that even 12 months ago...
BHP
Romano Sala Tenna
Katana Asset Management
Equities

The only thing we'll be tapering in 2021 is the takeaway food bill in lockdown

The local market started negative and continued to slide into the close, as global growth worries and local recession concerns started to bite. Relatively low turnover...
Mathan Somasundaram
Deep Data Analytics
Equities

Why REA could be a better way to invest in property

According to a recent rent report by Domain, gross rental yields have dived to around 4 per cent on the back of soaring property prices. This makes direct investment...
REA
Roger Montgomery
Montgomery Investment Management
Reporting Season

Bell Potter reporting season calendar August 2021

As the August 2021 reporting season gets into full swing, we've compiled a calendar featuring ~200 ASX-listed companies, highlighting reporting dates, NPAT (consensus...
AMC
+15
Bell Potter
Stockbroker
Equities

Cheap stocks with rich potential

With Growth stocks and momentum largely driving markets over the past decade, it's easy to be swept up with the crowd and invest in the "next big thing". However, it...
GEM
Bella Kidman
Bella Kidman
Livewire Markets
Equities

Capital wars are starting to hit the weakest developed markets

The local market started positive on global buying and mainly stayed flat from there to end a positive week, having moved around 1.7% in eight consecutive positive...
Mathan Somasundaram
Deep Data Analytics
Reporting Season

FNArena reporting season monitor: August 2021 - Week 2 (44 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...
AGL
AMP
+41
Rudi Filapek-Vandyck
FNArena
Equities

Guidance is this reporting season's big surprise

It's been a stellar start to reporting season, with several companies reporting strong profit numbers. Suncorp announced a $250 million share buyback after increasing...
+2
BRAD POTTER
BRAD POTTER
Tyndall AM
Equities

Lithium trickle-down turns into a flood, but there’s still a few forgotten juniors

Gold juniors Breaker and Caeneus are among those with overlooked lithium assets in their back pockets. Plus, copper spotlight turns on $26 million Anax and Sunstone...
ANX
+7
Barry FitzGerald
Independent Journalist
5401-5425 of 8791
The 10th annual Livewire Live 2026

One room. One day. The minds that move markets.

22 September 2026 Art Gallery of NSW, Sydney

Register Now