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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

Boss Energy or Paladin Energy? ASX uranium sector expert views

A major broker initiates coverage on ASX uranium – cautious on near-term prospects but sees longer-term potential – favouring BOE over PDN.
BOE
PDN
Carl Capolingua
Livewire Markets
Equities

Claremont's playbook for buying quality stocks without the crazy price tags

If you could only own 15 stocks, which would you choose? Bob Desmond shares the new additions to Claremont Global's concentrated portfolio.
+5
James Marlay
Livewire Markets
Reporting Season

19 ASX stocks that should be on your radar

The Yarra Capital Management equities team take a deep dive into big themes, key sectors, and compelling stock opportunities.
Chris Conway
Livewire Markets
Equities

9 surging European defence stocks as transatlantic tensions intensify

There is still significant opportunity in defence stocks, despite the stellar run investors have witnessed in the last few weeks.
Thomas Rice
Minotaur Capital
Equities

Chris Stott: Three proven small caps and one poised for a rebound

Small caps in focus: Chris Stott's strategy amid market volatility
TUA
James Marlay
Livewire Markets
Equities

Options traders bet on stock market crash, spooked by tariffs, US recession risk

Cboe's head of market intelligence said it's seeing near record bets on the VIX fear gauge spiking as traders seek crash protection.
Tom Richardson
Livewire Markets
Equities

National Australia Bank's chief executive just sold 31,000 shares on-market

Andrew Irvine sold the shares for tax reasons according to a spokesperson.
Tom Richardson
Livewire Markets
Equities

Munro shifts stock bets from semiconductor winners to energy suppliers and AI application providers

The market-thumping fund manager is looking to tomorrow's winners after producing big capital gains from owning the likes of Nvidia.
+5
Tom Richardson
Livewire Markets
Equities

Tesla stock: a slow-motion car crash?

Tesla is down 40% from its December peak, bringing its valuation below $1 trillion and raising serious questions about its future.
Dr David Allen
Plato Investment Management
Equities

How the experts use AI to maximise returns – and what steps you can take

Minotaur Capital’s Thomas Rice and Macquarie’s Benjamin Leung share their insights.
Sara Allen
Livewire Markets
Buy Hold Sell

Buy Hold Sell: The investing megatrends you can’t ignore (and some you should rethink)

Vihari Ross from Antipodes and James Tsinidis from Munro Partners unpack the key market themes you simply can't ignore.
Buy Hold Sell
Livewire Markets
Reporting Season

FNArena reporting season monitor: February 2025 - Week 4 (324 stocks covered)

Read on to find the ratings, consensus price targets, and FNArena insights on each stock covered.
Rudi Filapek-Vandyck
FNArena
Equities

2 ideas in 200 words #3

2 stocks Katana has been adding to this week
DDR
PPS
Romano Sala Tenna
Katana Asset Management
Equities

Small companies, big swings and four future leaders that stand out

+2
Marc Whittaker
IML
Equities

A metronome of dividend consistency, SGH shares plans for future growth

SGH Ltd (SGH) CEO, Ryan Stokes speaks with Tom Piotrowski about the company’s dividend policy and its half year results.
SGH
CommSec
Equities

Coles shares a buy on great management, Woolworths disappoints again

Tyndall senior analyst Craig Young says Coles' superior management team is leaving Woolworths in the dust.
COL
WES
Tom Richardson
Livewire Markets
Equities

NVIDIA still more boom than bust

Portfolio Manager Richard Clode highlights the main considerations for investors on the company, as well as the generative AI tech wave.
Janus Henderson
Janus Henderson
Equities

Qantas reports surge in half-year profits and resumes dividends

Qantas (ASX: QAN) has posted a significant rise in half-year profits, demonstrating continued momentum in the airline’s post-pandemic recovery. The company reported an...
QAN
Roger Montgomery
Montgomery Investment Management
Equities

US critical minerals grab emerging as a tailwind for resource juniors

Plus, Ioneer’s lithium baby could go to Rio and recent copper deals suggest red metal juniors such as KGL and Havilah are going cheap.
BHP
INR
+2
Barry FitzGerald
Independent Journalist
Equities

Once maligned, QBE is now firing on all cyclinders

Record investment returns, 9% growth, healthy and stable margins - QBE is ticking all the boxes. Find out more from CFO, Inder Singh.
Sara Allen
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 12 key ASX stocks and the important themes from reporting season

With the ink from CEO signatures still drying on earnings reports, James Gerrish & Jun Bei Liu give their hot take on key themes and stocks
APA
+9
Buy Hold Sell
Livewire Markets
Reporting Season

Woodside boss flags Sangomar, Scarborough to boost growth, cash flow outlook

Meg O'Neill speaks to Livewire on Woodside's 2024 results and the major projects it has coming online to deliver value accretive growth.
Tom Richardson
Livewire Markets
Equities

The under-the-radar healthcare stock leading the world in cataract treatment

Antipodes Healthcare Portfolio Manager, Nick Cameron, outlines the investment case for pharmaceutical and medical device company, Alcon AG.
Antipodes Partners
Antipodes
Equities

Nvidia's reckoning? AI bellwether faces moment of truth amid tech correction

As the AI landscape shifts beneath our feet, Nvidias earnings reveal whether the semiconductor giant can maintain its throne amid challenges
Charles Ormond
Fat Tail Investment Research
Equities

Why the 'forgotten large caps' are back in favour

Investors are turning their attention away from the high-flyers back to some of the overlooked defensive companies on the ASX.
AMC
BHP
BXB
+6
Michael O'Neill
IML
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