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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.

Equities

The investment attracting 84% of all flows

It may surprise some to learn that one theme, and one theme alone, has attracted the lion's share of global flows over the past two years. In fact, according to...
AGL
+3
Ally Selby
Livewire Markets
Equities

Even China can’t beat the reflation cycle

Local market had a slight positive day on weak turnover to reverse the slight loss yesterday. We are in the 12th consecutive week with aggregate weekly turnover below...
Mathan Somasundaram
Deep Data Analytics
Equities

Five risks to China shares and how to play them

In the first part of this series, we heard from Mary Manning, portfolio manager, Ellerston Capital, Stephen Kam, Investment Director, Asia ex-Japan equities,...
Mia Kwok
Mia Kwok
Livewire Markets
Equities

The recovery is underway

We have been in the global coronavirus pandemic for around a year and a half, and now equity markets have mostly regained all their losses and triumphantly charged...
BHP
GMG
+4
Paul Taylor
Fidelity International
Equities

Zozo to the Moon

Zozo is a Japanese online apparel marketplace, catering to fashion-conscious consumers under 40 years of age. The company was founded in 1998 by punk rock drummer...
Ian Carmichael
Ian Carmichael
Fairlight Asset Management
Equities

Low volatility may be transitory

The local market had a negative day on weak turnover. We have started the 12th consecutive week with aggregate weekly turnover below $40 billion. The market was trying...
Mathan Somasundaram
Deep Data Analytics
Equities

ASML - At the cutting edge of the cutting edge

Our world is becoming more convenient. From heaters you can turn on from your phone, to fridges that can tell you when they need refilling and cars that help you...
Trent Masters
Alphinity Investment Management
Equities

180 Markets: Movers and Shakers

TODAY'S TRADING HALTS Bluglass Limited (ASX: BLG) has halted this morning after providing an update on one of its products, announcing executive changes and a...
BLG
+16
Greg Lowe
Greg Lowe
180 Markets
Top Rated Funds

Any company can be a good (or bad) investment

It all depends on the price you pay. That’s the philosophy of Patrick Hodgens and the team from Firetrail Investments. It’s easy to get sucked in by high revenue...
AGL
LLC
SEK
Patrick Poke
Livewire Markets
Equities

Is Capricorn Metals due a re-rate?

Capricorn Metals is a junior gold company that is entering an exciting time in its development phase. With the company very close to its first gold pour and...
Joseph Kim
Expert Insights

How Marcus Padley analyses stocks

PE ratios, return on equity, net debt-to-equity. All these ratios and metrics are popular among investors, many have a favourite. But how much use are they really? Not...
APT
+1
Livewire Exclusive
Livewire Markets
Rapid Fire

Explosive growth ideas and how to find them

It's an investor's sweetest dream. To have tapped into Netflix ten years ago when it was only US$20 per share and is now at circa US$500. Or Amazon, even at the peak...
Mia Kwok
Mia Kwok
Livewire Markets
Equities

What happens in US, won’t stay in US

The local market had another positive day with global investors buying our big cap market on relatively low turnover. Crowded trades in the micro-cap space continues...
Mathan Somasundaram
Deep Data Analytics
Equities

Inflation, inflation: What’s your direction - 180 Markets Weekly Wrap

Certainly, one of the biggest market thematic is a return of inflation. We are seeing the spike in housing prices, wage growth, and commodity prices - not to mention...
+7
Greg Lowe
Greg Lowe
180 Markets
Top Rated Funds

Getting long term value from small-cap stocks: Eiger Capital

The Eiger is a 4,000-metre high mountain in the Swiss Alps, with a sheer cliff face that sits above the picturesque town of Interlaken, Switzerland. When I asked two...
ADH
MMM
+2
Mia Kwok
Mia Kwok
Livewire Markets
Equities

An Australian first in mining: Chalice’s Julimar Palladium discovery now ‘world-class’

We previously wrote about Chalice in October 2020. Chalice has been an outstanding performer for the Paragon Fund, buying in at $0.55/sh in early April 2020 ($145...
CHN
John Deniz
Paragon Funds Management
Equities

Bringing merger arbitrage into the mainstream

We recently discussed a takeover transaction in Vitalharvest Freehold Trust (ASX: VTH) that offered a favourable risk/reward scenario that has since gone on to deliver...
Ben Bailey
Harvest Lane Asset Management
Equities

How to protect against inflation

It is a question that has regularly landed in my inbox this year: I am worried about inflation. How do I protect my investment portfolio? Let me start with the...
CGF
STO
+2
Rudi Filapek-Vandyck
FNArena
Equities

Black Rock opts for simple path to riches in complex battery graphite game

Plus, strong copper price boosting Stavely’s story and it’s game-on at Colosseum for Dateline. There are half a dozen or so good sized graphite stocks on the ASX with...
+1
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 3 fan favourites and 2 stocks on the rise

"Triple-0, what's your emergency? Your small and large-cap picks for 2021 have taken a dive off a cliff? And returns barely have a pulse?" Oh dear. Well, it can feel...
EML
+2
Buy Hold Sell
Livewire Markets
Equities

Where there is smoke, there is tapering

The local market had another choppy positive day on the back of global investors buying our market on relatively low turnover. It is a clear signal that global flows...
Mathan Somasundaram
Deep Data Analytics
Equities

VW vs Tesla: who will win the EV thematic?

We all love to hear a bull and a bear debate a stock, but no stock seems to get the blood boiling as much as Tesla. It was supposed to be a benign conversation about...
Mia Kwok
Mia Kwok
Livewire Markets
Equities

Virtual Gaming Worlds - Australia's online game-changer

Back in June of 2019, we wrote a Livewire article called Private Punting that talked about several online sports betting businesses. One of the companies we held and...
Scott Williams
Fiftyone Capital
Equities

180 Markets: Movers and Shakers

TODAYS' TRADING HALTS Bryah Resources Limited (ASX: BYH) is seeking to raise $2.95 million at an issue price of $0.075 per new share. For every new share...
14D
ALC
+23
Greg Lowe
Greg Lowe
180 Markets
Equities

Coppelson: My rebuttal to Jeremy Grantham’s bubble thesis

Some persist with their claims the market is about to collapse, or at the very least, that technology stocks are a bubble. But they’ve been saying that for the last...
Richard Coppleson
Bell Potter
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