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

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Pockets of value in an unloved sector

If you asked which sector has had the most difficult time over the last decade, it would be hard to look past the energy sector. Every month it seems a new...
Nicholas Plessas
Nicholas Plessas
Livewire
Collections

Where the experts see the best opportunity in biotech

The healthcare space stands out given it serves a noble cause: firms are looking to increase standards of living for people everywhere. Australia is fortunate to have...
AVH
CSL
+2
Angus Kennedy
Livewire Markets
Equities

Art vs Science, and a 50-year trend to fuel markets: the investment philosophy of Dawn Kanelleas

I recently sat down with Dawn Kanelleas, First Sentier Investors’ head of small and mid caps and chatted about everything from how to make a good cup of coffee in...
BRG
Mia Kwok
Mia Kwok
Livewire Markets
Equities

Low volatility amid reflation gives a false sense of security

The local market had a volatile day that finished slightly positive. We have finished the ninth consecutive week without a single day’s turnover above $9 billion....
Mathan Somasundaram
Deep Data Analytics
Equities

Gloom and Doom….NOT

There's been a rash of IPOs in 2021 so far. Some of the largest are those of Latitude Group Holdings Limited (ASX:LFS); last week’s Australian Clinical Labs Limited...
88E
+12
Greg Lowe
Greg Lowe
180 Markets
Equities

Are the changes in the tech sector structural or temporary?

An onslaught of panic-selling has been brought on by the COVID-19 pandemic, followed by an aggressive recovery that was predominantly led by technology-focused...
ADH
Hue Frame
Frame Funds Management
Equities

Inflation is the 2021 'Grand Debate'

Financial markets have proven too much of an enigma for many an investor and share market commentator in 2021. Is it all about elevated valuations, an abundance in...
BAP
CAR
+2
Rudi Filapek-Vandyck
FNArena
Equities

Perceived structural changes present buying opportunity

In this wire, I explore the numerous opportunities we continue to see in the Australian and global market to generate income and capital growth, identify three stocks...
BLD
DXS
+2
Vince Pezzullo
Perpetual Asset Management (Australia)
Buy Hold Sell

Buy Hold Sell: 5 stocks in a hot sector

After underperforming the benchmark for more than a decade, Financials are back - buoyed by a sudden switch to cyclical and economically sensitive stocks and an...
MQG
+2
Buy Hold Sell
Livewire Markets
Equities

Election spin hides economic reality post stimulus binge

Local market was running up all day as option expiry day trades boosted the market to recover part of the bashing from yesterday. We are going through the 9th...
Mathan Somasundaram
Deep Data Analytics
Equities

‘Til debt do us part

Through bull times and bear times, those investors who stay true to their ‘quality’ principles have reaped the rewards of accumulating wealth and preserving capital. ...
Russel Chesler
VanEck
Collections

A systematic approach to screening Biotechs

Little is more exciting than a speccy healthcare stock (The possibility of rapid price appreciation is probably only rivalled only by a good mining micro-cap). As it...
Angus Kennedy
Livewire Markets
Equities

Less risk more gold

The big drop in our market on Wednesday (19/5/2021), down -1.9% taking the ASX 200 below 7000 again, is being blamed on “inflation” yet again, in which case there is...
APT
Marcus Padley
Marcus Today
Equities

A tool to avoid market minefields

Recently, investors have asked why we are not investing in certain sectors that are getting a lot of media attention, and seem to have very exciting growth prospects...
Charlie Aitken
Charlie Aitken
Aitken Investment Management
Equities

In a bus crash, everyone gets hurt…are we there yet?

The local market was bashed by global investor selling from the start before fading through the rest of the day to an even lower close. We are in the 9th consecutive...
Mathan Somasundaram
Deep Data Analytics
Equities

Stocks that target the world’s biggest market

The world is changing. The largest market of consumers for the last 30 years is being replaced. Unfortunately, many portfolios do not reflect this change. By 2024,...
Russel Chesler
VanEck
Equities

How long will the value rotation last?

So far in 2021, the “growth at any price, high-multiple” stocks have been underperforming. Despite widely beating analyst consensus estimates, global and ASX listed...
Sebastian Correia
Monash Investors
Equities

Oneview Healthcare’s world first cloud-based care experience

ASX-listed global healthcare technology company Oneview Healthcare PLC (ASX:ONE) recently launched the world’s first and only cloud-based care experience platform....
Stuart Jackson
Equities

Running against the herd: Tips from Allan Gray's contrarian playbook

A sharp intellect and unflappable demeanour - that's my overwhelming reaction to Allan Gray Australia's Simon Mawhinney, the subject of Livewire’s latest Rules of...
CGF
Glenn Freeman
Livewire Markets
Equities

What is Livewire readers’ ‘Secret Weapon’?

Most investors have a "secret weapon." That one pet stock that’s helped take their portfolio returns from average to great. Warren Buffett has his famous investment in...
APT
+18
Patrick Poke
Livewire Markets
Equities

Manganese: how to gain exposure to the next hot battery metal

Move over lithium, graphite, cobalt and copper: manganese is fast emerging as the next "battery metal" story to titillate investors.The back story is similar: with...
E25
+3
Tim Boreham
Tim Boreham
Independent Investment Research
Expert Insights

A window of opportunity in growth stocks

We're living the charmed life in markets and we don't even know it. COVID-19 has accelerated the growth and uptake of technology, and companies are reporting record...
Livewire Exclusive
Livewire Markets
Equities

Markets taking the optimistic view on everything from the Budget to Japan

The local market delivered a positive day on the back of reflation trade in resource sectors. This saw global buying at the open and then had a "choppy" trade sideways...
Mathan Somasundaram
Deep Data Analytics
Equities

Direct from the Desk: A deep dive into Wisr

In the first instalment of the new Market Matters podcast Direct from the Desk, I speak with Danny Younis, Senior Analyst at Shaw and Partners to take a deep dive into...
WZR
James Gerrish
Market Partners
Equities

A veteran PM’s view on the pandemic’s long term impact

One of the questions that we at Capital Group are frequently asked is how we think the Covid-19 pandemic might reshape industries around the world and consequently,...
Matt Reynolds
Matt Reynolds
Capital Group
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