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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

Is it all over for the WAAAX stocks (or is this just a dip to grip)?

Once the darlings of the ASX, the WAAAX stocks have recently tumbled from their throne. It would appear the hullabaloo around inflation (utter kryptonite for stocks...
APT
APX
+7
Ally Selby
Livewire Markets
Equities

Strike while the Iron Ore is even hotter

The iron ore market has continued to boom since my note in late August last year with the benchmark 62% price hitting USD220/tonne, a far cry from the ~USD120/tonne...
Joshua Baker
Equities

Diagnostic imaging: what stock will become the next Pro Medicus?

For all the leaps and bounds in medical science, the know-how behind detecting diseases hasn’t changed much in decades – or even centuries. Take X-rays, which are...
4DX
CYC
+9
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

The best defense is a good offense

The local market fell from the open and then mainly traded aimlessly near the lows of the day. Investors are worried about inflation in the US - and the latest China...
Mathan Somasundaram
Deep Data Analytics
Equities

There are only 4 copper producers left on the ASX: Only one is below intrinsic value

Right here, right now - the biggest themes driving markets are electrification and decarbonisation – which are really two sides of the same coin. And with the global...
Romano Sala Tenna
Katana Asset Management
Equities

Stimulus supercycle has a date with transient inflation soon

The local market followed the US-market lead into a stronger than expected positive day with global investors dominating the trade. We are now into the eighth...
Mathan Somasundaram
Deep Data Analytics
Equities

Investing in companies ‘doing good’ and ‘doing it well’

Responsible Investing has been around for a long time, but the COVID pandemic seems to have transformed it into a secular trend that could become the dominant strategy...
FMG
Bruce Smith
Alphinity Investment Management
Equities

The energy revolution is happening whether we want it or not

It’s become impossible to ignore extreme weather phenomena. In Australia, uncontrollable bushfires, storms and floods destroy people’s homes and possessions far too...
MCY
Michelle Lopez
Michelle Lopez
abrdn
Equities

The all-terrain equities portfolio for today

This article was first published in Money Management magazine 6 May 2021 issue. Epicormic buds lie dormant, hiding underneath tree bark waiting for the right...
Lawrence Lam
Lumenary Investment Management
Equities

Not even COVID could crush this 70-year-old winner

When thinking about COVID winners, a 70-year-old US-centric payroll solutions company is unlikely to be top of mind. However, complex requirements for stimulus...
Chris Hernandez
Claremont Global
Expert Insights

The 9-point checklist for finding winning stocks

In a market where an increasing proportion of the winnings are going to a decreasing proportion of companies, it can be difficult to consistently find quality stocks...
AD8
SYD
+1
Ally Selby
Livewire Markets
Equities

Investing in hypergrowth stocks

The internet, along with other technological advances, are resulting in disruptive innovation leading to a plethora of new products and services as well as more...
APT
MP1
Alipasha Razzaghipour
Alipasha Razzaghipour
Kasa Investment Partners
Equities

180 Markets Weekly Capital Raising Wrap

Is Environmental, Social and Corporate Governance (ESG) investments the newest hot trend? One of the biggest market thematics we are seeing is the strong emergence of...
AGL
+23
Greg Lowe
Greg Lowe
180 Markets
Equities

Market pricing in V shape recovery but US economy is moving to W shape recovery as inflation bites

Local market started positive on US lead before fading on profit taking to finish a slightly positive day. We have officially finished seven weeks of trading without a...
Mathan Somasundaram
Deep Data Analytics
Equities

IPO Watch: can this cheap tech name get the job done?

'Jobs and growth' was the (in)famous mantra penned by the Turnbull government and it is a fitting way to describe today's IPO Watch target. In the third instalment of...
HMI
LVH
+2
Angus Kennedy
Livewire Markets
Equities

How to access greater income in a low-rate world

Volatility and low yields are likely to persist over the next few years as the global economy recovers from the shock of the coronavirus. Navigating this environment...
Mike Della Vedova
T. Rowe Price
Equities

Veris Limited: Restructure delivering to the bottom line

Veris Limited (ASX:VRS) yesterday delivered a great quarterly, that builds our confidence this is a hidden gem in the small caps we follow. Since the last desk note...
VRS
Thomas Schoenmaker
Alpine Capital
Equities

Uranium stocks getting a glow as Sprott flags big physical purchase

Sprott’s spot plan a strong tailwind for Boss. Plus, copper stocks show uranium peers what boom times are like as investors throw cash at them. It’s game on in the...
BHP
BOE
+7
Barry FitzGerald
Independent Journalist
Fresh Fundies

An agnostic's approach to generating alpha

Emanuel Datt has followed what some may argue is an unconventional path to investment management. Prior to launching his fund in August 2019, Datt managed a Family...
Ally Selby
Livewire Markets
Equities

Bumper dividends ahead for LIC investors

Many listed investment companies are flush with cash at the moment, especially equity-based vehicles that aggressively dialled back their dividends in the first half...
+19
Glenn Freeman
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 6 global leaders to replace the FAANG stocks

Inflation fears have taken the lofty tech giants for a wild ride over the past few months, after what was nothing short of a spectacular 2020. The NYSE FANG+ Index,...
Buy Hold Sell
Livewire Markets
Equities

Casualties of reflation wars are asset bubbles

The local market started negative on weak US lead before China geopolitics took it another layer lower. Janet Yellen has let the cat out of the bag. More to the point,...
Mathan Somasundaram
Deep Data Analytics
Equities

A practical approach to corporate culture

In a world where intangible assets such as research and development, employee training and branding increasingly form the backbone of companies’ competitive...
Alvise Peggion, CFA
Fairlight Asset Management
Equities

Inflation is the new economic pandemic and ignoring it won’t make it go away

The local market started aimless with confusing US lead before global investors buying helped the market to finish positive despite some late selling from local...
Mathan Somasundaram
Deep Data Analytics
Equities

Universal Store continues to grow sales

Universal Store (ASX: UNI) is a youth-focused retailer of trend-led and casual fashion, shoes, accessories, lifestyle and ‘gifting’. It only listed last November, but...
Stuart Jackson
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