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

Buy Hold Sell

Buy Hold Sell: 12 key ASX stocks and the important themes from reporting season

With the ink from CEO signatures still drying on earnings reports, James Gerrish & Jun Bei Liu give their hot take on key themes and stocks
APA
+9
Buy Hold Sell
Livewire Markets
Reporting Season

Woodside boss flags Sangomar, Scarborough to boost growth, cash flow outlook

Meg O'Neill speaks to Livewire on Woodside's 2024 results and the major projects it has coming online to deliver value accretive growth.
Tom Richardson
Livewire Markets
Equities

The under-the-radar healthcare stock leading the world in cataract treatment

Antipodes Healthcare Portfolio Manager, Nick Cameron, outlines the investment case for pharmaceutical and medical device company, Alcon AG.
Antipodes Partners
Antipodes
Equities

Nvidia's reckoning? AI bellwether faces moment of truth amid tech correction

As the AI landscape shifts beneath our feet, Nvidias earnings reveal whether the semiconductor giant can maintain its throne amid challenges
Charles Ormond
Fat Tail Investment Research
Equities

Why the 'forgotten large caps' are back in favour

Investors are turning their attention away from the high-flyers back to some of the overlooked defensive companies on the ASX.
AMC
BHP
BXB
+6
Michael O'Neill
IML
Equities

Australian Vintage Group's chairman just bought $1.4 million in shares and calls it a 'screaming buy'

Insiders sell for many reasons, but generally buy for just one. So a huge on-market buy from AVG's chairman caught the market's attention.
Tom Richardson
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 global tech leaders (and 2 more you simply can't ignore)

Vihari Ross from Antipodes and James Tsinidis from Munro Partners run the ruler over five tech monoliths - do they still stack up?
+5
Buy Hold Sell
Livewire Markets
Reporting Season

WiseTech’s bumper 34% profit growth amid board chaos

Between the personal life of its founder and board resignations, WiseTech has hit the headlines. Despite this, its fundamentals are strong.
Sara Allen
Livewire Markets
Equities

Investment platforms showdown: independent players vs. big banks

Independent investment platforms like Netwealth & HUB24 are dominating wealth management. Here’s how they overtook the big banks.
AMP
HUB
+2
Patrick Poke
A Rich Life
Equities

Massive brokers vs ASX mining earnings review: BHP, RIO, FMG, MIN, PLS and more

As February earnings season enters its final weeks, we have the latest broker responses to results from the major ASX mining companies.
BHP
FMG
+8
Carl Capolingua
Livewire Markets
Equities

Where to find market opportunities

There are opportunities abound for investors with an active management mindset in 2025. In this discussion on the outlook for markets and the key themes for this year,...
Magellan Investment Partners
Magellan
Reporting Season

Woodside's "operational excellence" delivers a dividend beat

Despite trading at three-year lows, Woodside delivered a strong 2024 earnings beat and capped off the year with a solid final dividend.
Kerry Sun
Livewire Markets
Equities

Unity Software: finally, the long-awaited turnaround?

Unity has been an unmitigated disaster for shareholders the past three years, but is it finally setting the stage for a dramatic turnaround?
Daniel Wu
Bristlemoon Capital
Equities

Amid a tornado of headlines, where does opportunity lie for global investors in 2025?

With all the noise in equity markets, global investors might be reviewing their strategies and wondering, what’s next?
Maroun Younes
Fidelity International
Equities

Four risks that investors should watch in 2025

Global equities have just delivered a second year of stellar gains, but a range of investment risks may bring more volatile share markets in 2025. However, there are...
Tim Richardson
Tim Richardson
Pengana Capital Group.
Equities

Gold deal of the decade

Why we are invested in Greatland Gold
Matthew Fist
Firetrail Investments
Equities

Warren Buffett is dumping shares and his favourite valuation metric is flashing sell

Warren Buffett has raised record amounts of cash, but the equities apostle insists great businesses are still the best way to create wealth.
+2
Tom Richardson
Livewire Markets
Equities

Telstra’s half year results – modest gains driven by cost control not expansion

Telstra’s (ASX:TLS) latest half-year financial results, released yesterday, tell a story of modest gains, underpinned by cost control rather than broad-based...
TLS
Roger Montgomery
Montgomery Investment Management
Equities

Which ASX shares to buy in a high gold price environment

How we think Howard Marks would play the gold price spike, plus 6 high-conviction shares Seneca holds in our top-performing funds.
DEG
+12
Ben Richards
Seneca Financial Solutions
Reporting Season

FNArena reporting season monitor: February 2025 - Week 3 (155 stocks covered)

Read on to find the ratings, consensus price targets, and FNArena insights on each stock covered.
Rudi Filapek-Vandyck
FNArena
Equities

The AI hype trap: Why Antipodes’ Jacob Mitchell warns investors to stay grounded

The boutique fundie is hunting for stocks that benefit from AI - without the insane valuations - using a "pragmatic value" approach.
+1
Vishal Teckchandani
Livewire Markets
Equities

Software juggernaut Palantir just fell to earth: Is it a buy?

Shares have tumbled over two whipsaw trading sessions to mean this could be an opportunity to get on the planet's hottest software stock.
RIO
Tom Richardson
Livewire Markets
Equities

Telix eyes strong growth in 2025, but RFK Jr. poses a wildcard: Shane Fitzgerald

Telix smashes revenue forecasts with $1.2B+ guidance, but RFK Jr. & U.S. regulatory chaos pose risks. Shane Fitzgerald remains bullish.
Vishal Teckchandani
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 3 underrated dividend stocks for steady income (and two to skip)

Michael O'Neill from IML and Ben Clark from TMS Private Wealth analyse three overlooked dividend stocks, and each share a name to avoid.
BXB
COL
+2
Buy Hold Sell
Livewire Markets
Equities

Kmart and chemicals (not Bunnings) powers Wesfarmers result

Wesfarmers (ASX:WES) delivered a solid set of half-year results for financial year 2025, exceeding market estimates at the earnings-before-tax (EBT) level and...
WES
Roger Montgomery
Montgomery Investment Management
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