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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

Auscap: A savings boom is driving huge post-pandemic potential

Record-level household savings, robust demand for Australian commodities and a rapidly recovering domestic economy add up to a rosy outlook for Australian equities,...
AVN
NCK
+2
Glenn Freeman
Livewire Markets
Equities

Beware economic cycles and asset bubbles

Local market was bashed in line with US market on Friday as reflation bites. More and more central bankers, economists, strategists and fund managers are starting to...
Mathan Somasundaram
Deep Data Analytics
Equities

The cannabis theme, currently up in smoke

Why we investedThe cannabis theme first caught our attention in December, when a United Nations (UN) commission voted to remove cannabis from Schedule IV of the 1961...
Hue Frame
Frame Funds Management
Equities

Australia’s dividend recession

In Five crucial facts the mainstream has ignored (23 April), I demonstrated that “Australian equities have entered an earnings depression – and the market has...
Chris Leithner
Leithner & Company Ltd
Equities
Sponsored

Livewire's EOFY webinar: Getting your portfolio into shape

As we come to the conclusion of what has been a rocky and volatile financial year, investors are wondering how they should be approaching the next one. To help with...
Livewire Exclusive
Livewire Markets
Equities

Winter is coming…Sep/Oct federal election to clear the way for opening the borders and budget austerity

Local market delivered a slight positive day while the size dynamics flipped from recent days. Large Caps were negative while Mid, Small and Micro Caps all had a solid...
Mathan Somasundaram
Deep Data Analytics
Rapid Fire

Setting up your portfolio for market "kryptonite"

Inflation is the big problem on the horizon and central banks' rate hikes are going to be "kryptonite" for markets, said Steve Johnson, founder and CIO of Forager...
Mia Kwok
Mia Kwok
Livewire Markets
Equities

An upcoming nickel sulphide producer to keep an eye on

Poseidon Nickel Limited (ASX:POS) is a Perth based company focusing on nickel sulphide exploration and development, with three projects located within a radius of...
Nicholas Boyd-Mathews
ICM Global Markets - Janah Capital
Equities

How quality stocks perform when inflation takes off

With inflation spiking as the world adjusts to the post-Covid regime, investors are naturally interested in how their portfolios might perform in an inflationary...
Tom Hancock
GMO
Equities

Why Baidu is undervalued and three more stocks ripe for picking

The Hong Kong exchange (Hang Seng) is the third largest in the world by market cap, which stands at a whopping US$6.76 trillion. This is behind only the New York...
Mia Kwok
Mia Kwok
Livewire Markets
Equities

Tin making long-awaited comeback as supplies run thin

Plus, Antipa tantalises investors with a tale of nine rigs and four programs while Talisman counts the cash from a juicy iron ore royalty. Back in the day, state...
ELT
IGO
+6
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 5 stocks battling for blue-chip status

Few stocks have been able to wrangle their way into the S&P/ASX 20 over the past few years, earning themselves a place among the bourse's biggest as their market caps...
BXB
COL
DXS
+2
Buy Hold Sell
Livewire Markets
Equities

Microcap profit-taking points to weak market sentiment

The local market delivered a negative day after the US Fed flagged the peak of monetary stimulus cycle. It was another day where size mattered. Global buying supported...
Mathan Somasundaram
Deep Data Analytics
Equities

A global retail powerhouse that just keeps on growing

Retail is a business where competitive fade is the norm. They get tired, out of touch or lazy. The list of once great but now dead or struggling retailers is long. In...
Stephen Arnold
Aoris Investment Management
Equities

WAM Vault: On waging WAR, winning themes and stunning small caps

Whether mobilising forces in a battle for franking credits or declaring “WAR” on LIC discounts, Geoff Wilson AO is also the mastermind and founder of Wilson Asset...
+6
Glenn Freeman
Livewire Markets
Equities

Our best inflation trade

A good value investor will buy cyclical stocks on high multiples at the bottom of the cycle. This is when earnings have troughed. Computershare (ASX:CPU) will soon...
CPU
Harry Dudley
Hamma Capital
Equities

Short and long-term trades in global markets

As our global equities experts Catriona Burns and Nick Healy assess the state of the world economy, there are plenty of reasons for optimism. At the same time, the...
WGB
Wilson Asset Management
Wilson Asset Management
Equities

Denial is a river filled with failures

The local market squeezed out a flat day where size continues to matter. Large-caps and mid-caps were positive most of the day before fading into the close while...
Mathan Somasundaram
Deep Data Analytics
Equities

Gold heats up on warming inflation

Gold moves on inflation (... finally) There has been ample talk and plenty of anecdotal evidence of inflation this year, none of which has seemed to elicit much of a...
Arian Neiron
VanEck
Equities

Seas the day: how cruise ships are making a comeback

In 2019, which seems like 100 years ago, the cruise industry was booming with bookings and pricing both at record levels. 2020 was set up to be a phenomenal year. What...
Tony Sutton
Sintra Capital
Equities

Going against consensus, time to take profit from Value winners

Strong GDP growth this year is already priced into Australian share prices. For 2022, our expectation is that local and global growth will likely begin to fade as...
APT
MP1
XRO
Randal Jenneke
T. Rowe Price
Equities

Small and mid-caps leveraged to the Australian economic rebound

When considering how well Australia has managed its response to the coronavirus pandemic relative to other countries, Oscar Oberg and Tobias Yao find it difficult to...
ABC
+17
Wilson Asset Management
Wilson Asset Management
Equities

Micro-cap investment quality: Toadfish, seals and anchors

I love fishing in my tinny around Sydney and Melbourne (salt) waters. The key is to find the good spots and fish with the right gear (right time and right tide et al)....
Stephen Scott
Stephen Scott
Annapurna Microcap Fund
Equities

Green shoots for 120 year old US drug retailer?

Walgreens Boots Alliance (WBA) has underperformed the S&P500 for 6-years due to an old business model that failed to transform digitally, threat of new entrants...
Scott Williams
Fiftyone Capital
Equities

Direct From the Desk: A deep dive into Zip Co

In the fifth episode of 'Direct from the Desk', analyst Jono Higgins and I take a deep dive into Buy Now Pay Later juggernaut Zip Co (Z1P). If you had bought Zip, the...
APT
Z1P
James Gerrish
Market Partners
5626-5650 of 8791
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