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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

Why listed online retailers are not all equal

The ongoing pandemic lockdowns may have been a boon to online commerce, but don’t presume the unprecedented tide of spending on the part of captive shoppers has lifted...
KGN
+2
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

Backing COVID winners AND losers

The financial year to June 2021 was a bumper year for the Australian share market. The ASX300 Accumulation Index return of +28.5% was the strongest financial year...
NHF
Richard Ivers
Prime Value
Equities

A (mostly) good news story

It is an unfortunate, yet widely accepted maxim that good news doesn’t sell newspapers. If true, papers must be selling like hotcakes at the moment, as it seems the...
BHP
Emma Fisher
Airlie Funds Management
Equities

China regulatory moves are bursting bubbles

Local market had another choppy positive day on the back of the miners updates. We are on the seventh week without a double-digit turnover day. Markets are on holding...
Mathan Somasundaram
Deep Data Analytics
Equities

Loyalty is a sticky business. Here are 3 companies mastering it

Livewire readers may be familiar with our 'fascinations'-driven approach to investing. Rather than ease into traditional investing frameworks, such as sector or...
Joe Magyer
Joe Magyer
Lakehouse Capital
Rapid Fire

The Buffett-y approach to value

A degree in aeronautical engineering is surely the most unconventional route for a career in funds management but it's a route that has greatly assisted Nick Kirrage,...
Angus Kennedy
Livewire Markets
Equities

Hype abated, but the cycle is yet to run its course

When it comes to market sentiment, a quarter can make a world of difference. Much hype surrounded value during the first quarter of 2021. Now, throughout the second...
Jacob Mitchell
Antipodes
Equities

5 investment lessons from the pandemic era

For global investors, the past 16 months stand out for me as a period that is both intensely painful and incredibly instructive. On or about March 23, 2020, the...
Matt Reynolds
Matt Reynolds
Capital Group
Equities

Inflation is transient and asset prices are normal in wonderland

Local market started positive on a choppy low turnover day before sliding back to flat at the close. We have started seventh week without a double-digit turnover day....
Mathan Somasundaram
Deep Data Analytics
Equities

NIKE – The Greek goddess of victory (and innovation!)

Nike (NYSE: NKE) is the global athletic market leader selling footwear (~60% of sales), apparel and equipment across all regions of the globe (~40% North America, ~25%...
Nikki Thomas
Nikki Thomas
Alphinity Investment Management
Equities

Sell your winners slowly

A few weeks back at a presentation I was asked whether I thought Mainfreight was expensive. With the stock up over 200% since the lows of March 2020 and a forward...
Nick Guidera
Nick Guidera
Eley Griffiths Group
Equities

How to position your portfolio for the delta variant

Since late 2020, we’ve pivoted our portfolios to businesses likely to benefit from the economy’s reopening – and generated excellent returns. But the emergence of the...
ABC
ADH
BLD
+3
Roger Montgomery
Montgomery Investment Management
Equities

Red hot IPO market

It’s been a red hot market for initial public offerings (IPOs) during the first half of 2021, with IPO activity being at its highest in the last 10 years. While a lot...
JBH
+2
Alex Shevelev
Forager
The Rules of Investing

Morgan: Investing is a sport, new opportunities to score will always resurface

Peter Morgan has one of the most intriguing stories in Australian funds management. Helping to grow FUM at Perpetual from $70 million to $12 billion, he is also one...
AWC
PPT
Angus Kennedy
Livewire Markets
Equities

Central Banks are repeating the same mistakes and expecting a different outcome

Local market was choppy all day and finished a slight positive day like US market. We have gone through a whole month without a double-digit turnover day and today was...
Mathan Somasundaram
Deep Data Analytics
The Rules of Investing

Peter Morgan: The best asset I've ever bought

Peter Morgan is one of the most accomplished investors in Australia. While he might not be a 'household name' these days, ask anyone who's been around the industry...
AWC
The Rules of Investing
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 3 LICs at a premium and 2 at a discount

While the listed investment company (LIC) sector has grown 32% during the past financial year, underperforming LICs - particularly those that persistently trade at a...
+2
Buy Hold Sell
Livewire Markets
Equities

The Age of the Central Banks

The local market started positive on global buying and then faded before another global buying pump finished a positive day. We have gone through a whole month without...
Mathan Somasundaram
Deep Data Analytics
Equities

Our 6 best ideas in a sector yielding opportunities

Rent – it’s an essential cost for most businesses and a highly recurring, low risk revenue stream. This is the key revenue stream for real estate investment trusts...
AVN
+3
Tim Carleton
Auscap Asset Management
Equities

Feeling Faint?

And the Bull Market is back on. After the wobble on Monday the Dow Jones has jumped over 1000 points in three days. Why did we ever question it? Maybe because the S&P...
Marcus Padley
Marcus Today
Equities

Why do most acquisitions fail?

Mergers and acquisitions (M&A) are often pitched with flashy PowerPoints and lofty promises, but a lot can go wrong. In this piece, we put M&A to the test. We find out...
RIO
WES
Delian Entchev
Aoris Investment Management
Equities

Central Banks to prioritize asset bubbles over the economy

Local market started strong positive on global buying before fading through the day to finish positive. Asian markets were choppy after US markets bounced back to...
Mathan Somasundaram
Deep Data Analytics
Equities

Inflation – What it really means for equities

Inflation has been an especially hot topic in recent quarters. A range of factors have come together to see inflationary expectations increase and the core Consumer...
Bruce Apted
State Street Investment Management
Rapid Fire

Good news: Signs of stronger dividend payouts on the horizon

Livewire recently spoke with Michael Maughan from Tyndall AM, who co-manages the Nikko AM Australian Share Income Fund* to see what the upcoming reporting season is...
Livewire Exclusive
Livewire Markets
Equities

As commissions plunge, young traders are going for broker

Australia might not yet have the zero-cost broking model for local shares popularised by the US platform Robinhood – or not yet anyway - but that hasn’t stopped...
+1
Tim Boreham
Tim Boreham
Independent Investment Research
5501-5525 of 8791
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