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Equities

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

Rapid Fire

The concentrated portfolio that's crushing the benchmark

When Sam Granger, a 29-year-old from Sydney's Northern Beaches, jumped on a Zoom call with me last week to talk about his newly established fund Equanimity Partners (I...
Bella Kidman
Bella Kidman
Livewire Markets
Equities

Why this bull market has further to run

The June Quarter of 2021 has been positive for equities as the prospect of recovery continues to wash over markets. M&A remains hot as do public listings, despite some...
+14
Ben Griffiths
Eley Griffiths Group
Equities

Beyond the jab

While the COVID-19 vaccines have spurred a wave of market exuberance, pushing up share prices of some healthcare companies that were at the forefront of the vaccine...
Arian Neiron
VanEck
Equities

When tax should be a boon, not a burden

As many Australians spend hours in the coming weeks and months preparing tax returns, for retirees it may be a good time to reassess the tax effectiveness of share...
FMG
JBH
+1
Peter Gardner
Plato Investment Management
Equities

3 reasons why mega-tech ‘growth’ stocks are the best ‘value’ stocks today

There is no doubt that the world’s annual $120 trillion economy increasingly depends on just six mega-tech businesses – Facebook, Alphabet (Google), Microsoft, Amazon,...
Andrew Macken
Montaka Global Investments
Equities

Fading growth recovery and US reporting season

Local market started negative before Banks recovered and reduced overall market underperformance. Markets continue to struggle for sentiment in the recent week. Size...
Mathan Somasundaram
Deep Data Analytics
Equities

The opportunities in global markets for highly selective investors

The reopening trade in the short-term and accelerated structural trends in the long-term are presenting compelling opportunities in global markets. However, we believe...
WGB
Catriona Burns
Wilson Asset Management
Equities

The investments that helped return +93% in FY21

There were three key moments of FY21. The first was right at the beginning, on 1 July. The market had rallied hard off the March 2020 coronavirus lows which to many...
APT
CTT
Michael Frazis
Frazis Capital
Equities

A great business in an average sector

Airlie seeks to invest in high-quality businesses that are undervalued. One of the common scenarios in which we find ‘undervalued quality’ is when a great business...
CHC
COL
WES
+1
Airlie Funds Management
Airlie Funds Management
Equities

Observations and signals from M&A season

Despite the slow pace of vaccine roll-out in Australia, much of the Western world is beginning to look forward to a ‘post-COVID normal’ with herd immunity appearing...
SYD
TLS
Christopher Dixon
Christopher Dixon
Cooper Investors
Rapid Fire

Platinum’s three predictions for the coming decade

Having landed his very first job in investment at the then Bankers Trust under the wing of legendary investor Kerr Neilson, Andrew Clifford was always destined for a...
Ally Selby
Livewire Markets
Equities

Greed makes the world go round

The local market started negative and ground its way back to flat territory before the pump at the close delivered a slightly positive day. The market has been...
Mathan Somasundaram
Deep Data Analytics
Equities

Opportunities in the great reweighting

Despite a worldwide rotation into value and cyclically-exposed companies, the rotation in Australia has been modest, and weighted to the performance of just seven...
AMP
+2
Simon Mawhinney
Allan Gray
Equities

One of the most compelling opportunities on the ASX today

Lendlease (ASX: LLC) is one of the most compelling opportunities on the ASX today. While all the attention has been on the company's (now sold) engineering business,...
LLC
Blake Henricks
Firetrail Investments
Equities

ARB: A long term growth story

“Finding the really outstanding companies and staying with them through all the fluctuations of a gyrating market proved far more profitable to far more people than...
Eric Nguyen
Celeste Funds Management
Equities

Mincor feeds growing investor hunger for ‘green’ nickel

And speaking of hunger, is St Barbara about to consume Kin and kick-start a regional consolidation? The nickel price has rallied hard since the setback earlier in the...
+3
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 4 winning small caps and the worst of FY21

Where else in the world can you find innovative treatments, lithium, candles and jewellery all in the same category? In the small-cap arena of course! In the final...
DSK
IMU
KGN
+3
Buy Hold Sell
Livewire Markets
Equities

Adopting a private investment mindset to listed markets

Why do we remember some things as clearly as the day they happened decades later, yet in other circumstances cannot remember what we did last Tuesday? The answer is...
Tim Carleton
Auscap Asset Management
Equities

The bond rally drags gold higher as equities drown in stimulus

The local market started positive and then faded through the day, with slowing China data and Melbourne lockdown adding to the negative sentiment. Mid-caps were the...
Mathan Somasundaram
Deep Data Analytics
Equities

Will the BNPL stocks follow the lithium path?

The news out of the US on Tuesday night was pretty much all bad for the domestic and US BNPL space. I refer here to: Speculation rife that tech goliath Apple Inc...
APT
Z1P
James Gerrish
Market Partners
Equities

The trend is still our friend

The ASX200 Accumulation Index, which combines share price appreciation with dividends paid, closed off FY21 with a total return of 27.80%. It wasn't the best...
BHP
FMG
+2
Rudi Filapek-Vandyck
FNArena
Equities

Pharma and biotech - Checking in on IPOs

Sector Overview The IIR Pharma & Biotech Index increased 2.9% in the month of June, in line with the broader market with the ASX All Ordinaries Accumulation Index up...
4DX
+15
Claire Aitchison
Independent Investment Research
Equities

When will the music stop?

“In the short run, the market is a voting machine but in the long run, it is a weighing machine”. The triumph of emotion over fundamentals to which Benjamin Graham’s...
ALQ
BHP
+8
Martin Conlon
Schroders
Equities

Earnings upgrade cycle is in the price while cost inflation cycle is being ignored

Local market started positive and then faded to flat before late buying pushed it back to positive territory. It was a day when size and sector mattered. Mid Caps were...
Mathan Somasundaram
Deep Data Analytics
Equities

Is Tabcorp’s demerger of the Lotteries & Keno division a good idea?

Tabcorp has released the results of its strategic review into the structure of the company the board announced three months ago. The decision has been made to pursue a...
Stuart Jackson
5526-5550 of 8791
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