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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

Secular tech themes still intact

Despite the recent rotation toward cyclical stocks, secular-growth companies should remain the main driver of tech earnings over the next several years.With...
Denny Fish
Janus Henderson
Equities

Lefroy’s "unique" gold-copper find opens door to lucrative new world of exploration in WA

Little-known $10 million Traka is out to repeat Lefroy’s porphyry success and Kin wins support with 22m at 9gpt in first-up drilling. A mix of copper and gold in an...
CHN
DEG
+4
Barry FitzGerald
Independent Journalist
Equities

A stock with a contrarian approach to the downside

With the rise of speculative asset classes, risk-taking retail investors and the threat of inflation looming over markets, the last place I expected to find a safe...
Mia Kwok
Mia Kwok
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 6 high-conviction small caps

They say that it is an investor's best ideas that produce the best returns. It sounds simple, right? (Right?) And yet, investors and fund managers' portfolios...
CL1
NZM
+3
Buy Hold Sell
Livewire Markets
Equities

There is more than one way to skin a cat

The local market followed the US market again with a positive start that faded to a mainly flat close. After more than nine weeks without a turnover above $9 billion,...
Mathan Somasundaram
Deep Data Analytics
Equities

Reflation, renewables and the road ahead: 5 infrastructure predictions

As we approach the midpoint of 2021, infrastructure is at an inflection point. Different markets are emerging from COVID-19 at their own pace, while long-term...
Peter Meany
First Sentier Investors
Equities

Accenture: the twenty-year illustration of patient investing

The Polen Capital Global Growth Fund attempts to own 25-35 of the highest quality businesses which meet all of the manager’s five guardrails – a sustainable return on...
David Buckland
Montgomery Investment Management
Rapid Fire

The men who ditched the LICs and built a two-strike sell test

Monash Investors hit headlines recently when it dropped the fund's Listed Investment Company (LIC) structure for a more favourable Exchange-Traded Managed Fund (ETMF)...
Mia Kwok
Mia Kwok
Livewire Markets
Equities

Why going carbon zero is a huge investment opportunity

Globally, governments are setting emission targets, some even with a 2050 deadline. This presents a colossal challenge for companies, particularly considering that the...
BHP
QAN
Firetrail Investments
Firetrail Investments
Equities

Fear of missing out (FOMO) may be coming to gold

The local market followed the US market with a positive start that faded to a negative close. We are still stuck on the 10th consecutive week without a single day’s...
Mathan Somasundaram
Deep Data Analytics
Equities

Why Webjet could be set to soar again

Travel businesses have really suffered due to the COVID-19 travel restrictions and border closures, but with many economies re-opening, unleashing a likely tsunami of...
Stuart Jackson
Equities

Now is the time to allocate to growth

There has been a sharp rotation out of growth and steep sell-off in technology since the speculative highs of February. Of course, moments like this offer rare...
Michael Frazis
Frazis Capital
Equities

One of Australia’s oldest listed companies follows a super new path

The walls of the Melbourne headquarters of Equity Trustees (ASX: EQT) are adorned with the portraits of former prime ministers, premiers and governors-general who have...
CL1
EQT
+5
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

Direct From The Desk: A deep dive into Altium

In the second episode of 'Direct from the Desk', I'm joined by senior analyst Jules Cooper as we do a deep dive into the software business Altium (ASX: ALU). The stock...
James Gerrish
Market Partners
Equities

Steering financial markets through a crisis – a first-hand account

In 2006, at just 35 years of age, following a stellar career as a financier and economist in the US, Kevin Warsh was appointed to the US Federal Reserve Board,...
Hamish Douglass
Hamish Douglass
Magellan Investment Partners
Equities

One of the great opportunities in recent times

Volatility is part and parcel of investing in markets. Why then do investors absolutely panic when volatility hits their winning play? In this video, Nick Griffin,...
Livewire Exclusive
Livewire Markets
Equities

QE tapering is the ignored drunk relative in the US Fed media spin

Local market followed US market higher on another low turnover day. We are on the 10th consecutive week without a single day’s turnover above $9b. It was another day...
Mathan Somasundaram
Deep Data Analytics
Equities

How to think about impact investing

WHEB is a specialist fund manager with a core mission of advancing sustainability and creating prosperity through positive impact investments. Unlike the traditional...
Ted Franks
Pengana Capital Group
Equities

Raiz pioneers micro investing for new class of investors

Founded by our good friend George Lucas in 2016, and listed on the ASX in June 2018, Raiz Invest Limited (ASX: RZI) has a market capitalisation of around $140 million...
RZI
David Buckland
Montgomery Investment Management
Equities

How merger arbitrage drove returns north of 50%

Australia has proven a fertile environment for merger and acquisition activity in recent months. As other nations continue to grapple with the pandemic fallout,...
Ben Bailey
Harvest Lane Asset Management
Equities

Aussie gold miners hitting the macro sweet spot

The local market had another low turnover volatile day that finished slightly positive. We have started 10th consecutive week without a single day’s turnover above $9...
Mathan Somasundaram
Deep Data Analytics
Equities

A high quality opportunity off its highs

With speculative asset classes falling off a cliff, loss-making US tech darlings copping a beating and COVID-19 beneficiaries struggling to comp the comp – pockets of...
DDR
Tim Warner
Totus Capital
Equities

Why we sold out of Redbubble

Most articles we read are about hot stock tips to buy. Occasionally there are articles about “shorting” opportunities, albeit most are directed to sophisticated...
RBL
Joseph Kim
Equities

Six sectors we favour most as market sentiment shifts

In recent weeks, market sentiment has undeniably shifted away from relatively expensive, high-risk, low-quality stocks. To illustrate the magnitude of this aggregate...
Olivia Engel
State Street Investment Management
Equities

What return can you expect from Australian equities?

Equities, while volatile, have historically provided attractive returns to long-term investors. The ASX All Ordinaries Index, for example, has delivered a compound...
CSL
GMG
+3
Tim Kelley
Montgomery Investment Management
5726-5750 of 8791
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