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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

Investors and traders both want good returns but are polar opposites

The grainy photo below shows a young Paul Tudor Jones from the mid-1980s in the Stamford, Connecticut, office of his hedge fund, Tudor Investment Corporation. This...
Stephen Bennie
Castle Point Funds
Equities

The infrastructure holdings of Buffett and Gates

Billionaire buddies Warren Buffett and Bill Gates both have large portfolios of infrastructure assets. Infrastructure investments provide these billionaires with...
Andrew Greenup
First Sentier Investors
Equities

Is quality now (relatively) on sale?

It has been a tough 12 months for investing in quality, particularly for those who pay close attention to valuations. There has been a double-whammy from the...
Bruno Paulson
Morgan Stanley IM
Equities

Inflationary symptoms suggest market may have caught the Gold bug

The local market started very positive before pulling back to a slight positive day. Global buying in the open popped the market while local selling dragged it back....
Mathan Somasundaram
Deep Data Analytics
Equities

Pharma and biotech stocks with positive momentum

A look at the performance of the pharmaceutical and biotech sector over the month of April, along with companies in the IIR Pharma & Biotech Index that are trading at...
ADO
ALC
+12
Claire Aitchison
Independent Investment Research
Equities

A short thesis on Intel

Intel Corp (XNAS: INTC) has experienced several setbacks in recent years due to technological delays and increased competition. Competitor AMD (XNAS: AMD) has taken...
Scott Williams
Fiftyone Capital
Equities

'Direct from the Desk': A brand new podcast series to bring alpha to your returns

Finding an edge in markets is important, but translating that edge into bankable profits is the real key. Over the next six weeks, Market Matters will help to find you...
WZR
James Gerrish
Market Partners
Equities

Global micro-caps, Napoleon and common misconceptions

Global micro-caps is a relatively unfamiliar asset class for most investors and one which is dogged by misconceptions. We want to challenge these myths and help...
Gino Rossi
Gino Rossi
Spheria Asset Management
Equities

Retirees join the beekeepers as the dividend honeypot swells

From morning to night, a procession of politicians lining up to front the media has ensured none of us could miss the fact a federal budget was delivered last week....
AMC
+4
Dr Don Hamson
Plato Investment Management
Equities

2 quality companies we're adding to our Asia portfolio

The lingering impact of COVID-19 varies by different regions in Asia. In China, domestic life has largely returned to normal. Restaurants, malls and even movie...
Qiao Ma
Qiao Ma
Cooper Investors
Equities

Iron Ore running into China flu

Local market had the bounce back day after bashing like the US market. Local market keeps moving on weak to low turnover as sentiment remains weak on up and down days....
Mathan Somasundaram
Deep Data Analytics
Equities

The market has changed (at least for now)

Whatever happened to the good old days of early 2021 or the entire second half of 2020? Investors, more likely traders, became accustomed to capital-raise share prices...
APT
+7
Greg Lowe
Greg Lowe
180 Markets
The Rules of Investing

Making money from unloved and out-of-favour stocks

It takes a special type of person to be a contrarian investor. Few people are willing to buy companies while others predict doom. It requires accepting that you won’t...
AMP
CGF
The Rules of Investing
Livewire Markets
Collections

The lifecycle of a biotech

Earlier in the year, we found that Australia's best performing sectors of the past decade were healthcare and technology. They are both fan favourites given their...
CSL
MSB
Angus Kennedy
Livewire Markets
Equities

Potential US-China conflict over Taiwan: A semiconductor perspective

Any analysis of the potential for conflict in the Taiwan Straits must take into account Taiwan’s critical and dominant position in the global semiconductor supply...
Mary Manning
Alphinity Investment Management
Equities

Biddle hits the road to sell plans for a bitumen behemoth

The Pilbara Minerals founder plans to do it all again. And Liontown’s new MD is embarking on a roadshow of his own to explain the key points of difference around his...
BHP
LTR
+2
Barry FitzGerald
Independent Journalist
Equities

The robot revolution is coming: 5 stocks leading the way

Companies have been adopting robotics and automation into their businesses for many decades now. Robots are essentially programmable machines and can offer businesses...
kanish chugh
kanish chugh
Global X ETFs
Equities

Top-tier brand in the bargain bin

Two months after taking the helm of Treasury Wine Estates (ASX: TWE), CEO Tim Ford found himself in the middle of China-Australia political tension. After months of...
Daniel Broeren
Blackwattle Partners
Buy Hold Sell

Buy Hold Sell: Best of the Big Four and 2 fundie favourites

Love them or hate them, you really have to hate the banks. Right? Well - maybe not so fast. After all Aussie investors love them, and why not? They've been a trusty...
CGF
+3
Buy Hold Sell
Livewire Markets
Equities

Have we reached the end of the “Central Bank Put” cycle?

The local market was hit hard after the US market copped a bashing on reflation worries. Tech led the bleeding by a distance, while miners were targeted selling on...
Mathan Somasundaram
Deep Data Analytics
Collections

The local stocks looming large in a target-rich M&A environment

In the first two instalments of this series, we’ve taken a birds-eye view of local M&A activity and seen why it’s likely to be red-hot for some time. In this third and...
5GN
+9
Glenn Freeman
Livewire Markets
Equities

Place your BETs

Betmakers (ASX: BET) is a provider of data, technology and software tools to wagering operators and racing bodies globally. Amongst other things its products include...
Nick Maclean
Surrey Asset Management
Expert Insights

This is the big one: Nick Griffin

Imagine being able to tap into the tailwinds behind Tesla without paying a premium for it. There's an opportunity "as big as the internet" and people haven't caught on...
Livewire Exclusive
Livewire Markets
Equities

The big show is coming tonight

The local market fell from the start and then spent the rest of the day in relative volatile negative territory. Australian budget was mainly ignored as the main show...
Mathan Somasundaram
Deep Data Analytics
Equities

From Catch 22 to Catch 230: Facebook's free speech loophole

Orr was crazy. That meant he didn’t need to fly any more US combat missions in World War II. The rules said all Orr needed do to be grounded was to ask. But, as Doc...
Michael Collins
Michael Collins
Magellan Investment Partners
5776-5800 of 8791
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