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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

Rampant M&A is classic late cycle behaviour

The local market had a strong positive day on takeover optimism, despite weak US market lead and weak China data. Relatively low turnover continues into the eighth...
Mathan Somasundaram
Deep Data Analytics
Equities

Why Square's $39bn bid is only the beginning for Afterpay

Buy Now Pay Later darling Afterpay (ASX:APT) has seen its share price soar today on news of an international takeover by US payments giant Square (NYSE:SQ), with the...
APT
SZL
ZIP
Ally Selby
Livewire Markets
Equities

A rare buying opportunity

For those unaware there was a market storm in China over the last week or so which brought the usual mix of challenges and opportunities in what was the steepest...
Michael Frazis
Frazis Capital
Reporting Season

Reporting season preview: Looking forward by looking back

As investors, we’re bombarded with the importance of fundamentals and warned constantly about the dangers of obsessing over the rear-view mirror. “Past performance is...
Richard Coppleson
Bell Potter
Equities

Gold shines in stagflation risk

Local market had a choppy negative day that slide further negative as regulatory moves in China started to hit commodity markets. Relatively low turnover continues for...
Mathan Somasundaram
Deep Data Analytics
Equities

Get ready for the main course! RIO’s cash splash was just a taster

Credit Suisse is bullish on equities over the medium term, despite the "froth" that is clearly disseminating across the market and investor's all-enveloping fear of...
BHP
+5
Ally Selby
Livewire Markets
Equities

Have the Praemium Board hung up the ‘For Sale’ sign?

When the Board of Directors suddenly sacks the CEO of a company ‘effective immediately’ the share price typically tanks as investors stampede for the exit, shooting...
AMP
HUB
+2
Dominic Rose
Montgomery Lucent Investment Management
Equities

FNArena reporting season monitor: March - July 2021 (49 stocks covered)

Welcome to the 2021 results season! The FNArena Reporting Season Monitor reports ratings, consensus price target changes, and brief summaries of the collective...
ALQ
AMC
+46
Rudi Filapek-Vandyck
FNArena
Equities

Jadar just the start for Rio as it plays lithium catch-up

The mining giant says lithium demand will grow 25-35% a year for next 10 years. Meanwhile, Pilbara Minerals is cleaning up in the here-and-now as spodumene shortage...
CHN
DEG
IGO
+4
Barry FitzGerald
Independent Journalist
Equities

Megaport's Virtual Edge is a game changer

Network as a Service (NaaS) provider Megaport has been a core strategy holding for several years and performed strongly during the June quarter. Despite Australia’s...
MP1
Matthew Fist
Firetrail Investments
Equities

Central Banks are going through SEA (Stimulus Ever After) change

Local market had a choppy positive day on the back of positive quarterly updates and weak bond yields. Relatively low turnover continues for the seventh week without a...
Mathan Somasundaram
Deep Data Analytics
Equities

Zillow - could it be a 10 bagger?

Valued at US$36.2 trillion, the US housing market is nearly five times larger than the Australian market. Yet despite its size, the industry in the US remains plagued...
REA
Lachlan Hughes
Swell Asset Management
Buy Hold Sell

Two takes on the growing list of exchange-traded products

The proliferation of exchange-traded products presents investors with an ever-growing suite of tools for portfolio construction. As of June 2021, 620 different passive...
Buy Hold Sell
Livewire Markets
Equities

Banking on overlooked and undervalued stocks

A family friend recently told me that they invested in Commonwealth Bank of Australia shares because it seemed popular and was the market leader among Australian...
CYB
+3
Yi-Chan Lee
Allan Gray
Equities

China turmoil creates opportunity

While the Nasdaq continues to climb to record highs, it could not be more different for the Chinese equivalent, with the China internet index halving from its peak in...
Scott Williams
Fiftyone Capital
Equities

The Olympic medalist running one of Australia’s largest companies

We all know Aussie companies love to jump on the Olympics bandwagon, but here’s one with true credentials! In June, I sat down with Rob Scott, CEO of Wesfarmers and...
COL
WES
Emma Fisher
Airlie Funds Management
Equities

What should we expect from reporting season 2021?

Profit season unofficially kicked off this week with half-year results from diversified resources behemoth Rio Tinto yesterday. Perhaps the most insightful observation...
BHP
FMG
RIO
Roger Montgomery
Montgomery Investment Management
Equities

The A-Z of why Alphabet is a long term win

While Alphabet is primarily known for the Google search box that allows us to find any information on the internet quickly and simply, it is the immense data...
Trent Masters
Alphinity Investment Management
Equities

Pricing power key to thriving in an inflationary world

The last quarter-century has proved fertile ground for high-quality compounders. Their combination of pricing power and recurring revenues has allowed them to...
Bruno Paulson
Morgan Stanley IM
Equities

Meet one of Australia’s best performing small caps

The last year has seen many companies post massive new records – both on the upside and the downside. In fact, more than one in 10 companies in the S&P/ASX 200 has...
Patrick Poke
Livewire Markets
Equities

Fortescue Metals – evolving into a resources and renewable energy company

Fortescue Metals Group Ltd (ASX:FMG) was an IPO while I was working at Patersons (now Canaccord) in Perth during 2003 and it became a significant holding of the UCITS...
FMG
Nicholas Boyd-Mathews
ICM Global Markets - Janah Capital
Equities

Everything is transient except debt, stimulus and asset bubbles

Local market started negative on US lead and kept sliding on lockdown extension and inflation data. Relatively low turnover continues with seventh week without a...
Mathan Somasundaram
Deep Data Analytics
Equities

Delta pushes growth of video gaming

With the coronavirus ripping through Australia, millions of Australians find themselves once again in lockdown and our lack of mobility is leading to increased video...
Arian Neiron
VanEck
Equities

Remaining rational in a tide of geo-political risk

In the latest episode of our 'In the Know' podcast, Hamish Douglass is joined by Michael Morrell, former Deputy Director of the CIA, and Ticky Fullerton, the...
Magellan Investment Partners
Magellan Investment Partners
Equities

The value rally has further to go

The rally in value stocks has faltered after hawkish comments from the Federal Reserve (Fed) about the pace of interest rate hikes. But prospects for US economic...
Anthony Doyle
Anthony Doyle
Firetrail Investments
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