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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

"Can we make money in this environment? Absolutely"

A “U-turn” in the one-way traffic that has driven markets for around 40 years presents one of the most exciting investment environments in decades. The rock-bottom...
EVT
+4
Anthony Aboud
Perpetual Asset Management (Australia)
Equities

The 12 million dollar man

In a previous Livewire video wire we introduced the idea of a "one stock portfolio". This story is about a Marcus Today member who took it literally and turned...
ART
+4
Marcus Padley
Marcus Today
Equities

Nike: Pulling ahead of the pack

About nine months ago, we reviewed our investment case for Nike in ‘A Marathon, Not A Sprint’. With the benefit of time, vaccines, additional data points illuminating...
Charlie Aitken
Charlie Aitken
Aitken Investment Management
Equities

Get rich slow: 3 stocks with ROE, cash flow and profit

Don’t buy Quality stocks if you’re looking to get rich quick. That said - if done right - you might get rich slowly.  That’s one of the overarching messages I’ve...
RMD
Glenn Freeman
Livewire Markets
Equities

Why its time to rotate to emerging markets Value

Equity markets are currently at all-time highs. This has generated returns that, we believe, are unlikely to continue, so we need to think about where returns are...
Joanna Nash
RQI Investors
Equities

Retirees benefit as Metcash buy-back boosts income and total returns

Today (Monday 28 June), Metcash announced an off-market buy-back of up to $175 million. Off-market buy-backs are tax-effective mechanisms for returning franking...
MTS
Peter Gardner
Plato Investment Management
Buy Hold Sell

Fundies warn of imminent market correction

Well, the kryptonite of share markets is well and truly back: Inflation. Yes, the nemesis of both common and superhuman investors alike, has risen from the dead after...
CSL
+1
Buy Hold Sell
Livewire Markets
Equities

3 top small cap ideas

It is always interesting chatting about the big macroeconomic forces impacting and influencing corporate profits, property prices and job prospects. But our main game...
MP1
Roger Montgomery
Montgomery Investment Management
Equities

Why you need an income engine

Savers have long recognised the need to balance income and capital, but recently this has proven difficult as yields of all asset classes have fallen to very low...
Chad Padowitz
Talaria Asset Management
The Rules of Investing

The big picture view on Aussie equities

In the under-researched and often illiquid world of small and mid-caps, stocks are largely driven by individual factors. If a company’s product or service succeeds and...
COL
+10
The Rules of Investing
Livewire Markets
Equities

Don’t count on a consumer crash

Out of countless ‘COVID surprises’, the Australian consumer has been the most astounding. Its strength has dragged our economy out of what could have been a...
JBH
KMD
+1
Dion Hershan
Yarra Capital Management
Equities

2021: The Year of Doubt

Others see a world dominated by central bank interventions, fiscal stimulus, a virus that refuses to surrender, still rising inequality, asset price inflation and a...
ALQ
NWH
+2
Rudi Filapek-Vandyck
FNArena
Equities

Looming copper supply hole set to be filled by low-grade monsters

Sunstone Metals hoping imminent drilling program in Ecuador will reveal such a beast. And Bellevue Gold dangles juicy carrot with bumper drilling results which point...
BGL
RIO
+2
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 5 sturdy stocks for volatile markets

Well, I think we can all agree it's been a strange week. Masks are once again mandatory in New South Wales, borders are shuttered, and travel plans, devastatingly,...
AGL
ALX
+2
Buy Hold Sell
Livewire Markets
Equities

There is no easy fix for bad management

Local market ran into choppy day with profit taking from global investors and buying from the local investors through the day. We continue to see a lot of tax loss...
Mathan Somasundaram
Deep Data Analytics
Equities

The advantage of shopping globally for micro-caps

When British grocery executives were brought to Australia to shake up the local market, some dubbed Australia “Treasure Island”. The far-flung small market lacked...
Gino Rossi
Gino Rossi
Spheria Asset Management
Expert Insights

Sell quickly and buy slowly

Outperforming a rising market is no mean feat. It has no costs, reinvests all dividends the moment they’re paid, and is 100% invested at all times. According to Marcus...
Livewire Exclusive
Livewire Markets
Equities

Central Banks are the stimulus cartel

Local market ran into profit taking from global investors early and then from local investors through the day. We saw a lot of tax loss selling turning into month end...
Mathan Somasundaram
Deep Data Analytics
Equities

Direct From the Desk: A deep dive into Paladin

In the final instalment of 'Direct from the Desk', Analyst Michael Clark and I take a deep dive into Uranium Company Paladin (PDN). We start by looking at Uranium more...
BOE
+3
James Gerrish
Market Partners
Equities

Purging the portfolio: the shares that could make for handy EOFY tax losses

In keeping with the pre June 30 EOFY vibe, this week your columnist opines on a few well known underperformers that arguably are worthy of being sacrificed on the...
AMP
KGN
+6
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

3 stocks for exposure to the rising Chinese consumer

For a while now, investors looking for exposure to the seemingly inexorable rise of China looked to popular western-owned global brands such as Nike or Starbucks. But...
Alison Savas
Alison Savas
Antipodes
Equities

Currency and Bond market volatility flags elevated market risk

Local market followed the US market on short covering pop to reverse the bashing from the day before. It was another lower than usual turnover day as recent volatility...
Mathan Somasundaram
Deep Data Analytics
Equities

Life after 40 - Time to go overseas?

Twelve months ago we wrote our second note on Mineral Resources (ASX: MIN) titled Can Mineral Resources be a $40 stock?. Within seven months our question was answered...
BHP
FFX
+6
Anthony Kavanagh
Chester Asset Management
Equities

With its shares at half price, does a2 Milk offer value?

The a2 Milk Company (a2) has always been an interesting business, especially over the past five years. From 2015 to 2020 the business delivered explosive growth....
Stephen Bennie
Castle Point Funds
Equities

Aeris Resources: Could we see a 10 bagger from last year’s placement price of $0.03 per share? Drilling is the truth!

The Aeris Resources (ASX: AIS) Executive Chairman, Andre Labuschagne, continues to show all the tenacity of his son, Marnus. When the Montgomery Small Companies Fund...
David Buckland
Montgomery Investment Management
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