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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

From goldilocks to green shoots, a positive outlook for dividends

Earnings expectations have fully recovered the COVID-19 decline while dividend expectations have recovered only two thirds due to current conservative dividend payout...
Mal Whitten
Mal Whitten
Tyndall AM
Equities

Who’s who in the burgeoning listed non-bank sector

More non-bank lenders are clamouring to list on the ASX, but is it a harbinger of a permanent new banking paradigm or a sign the bull market is nearing a peak? We’re...
+5
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

Dump the short-term churn for better long-term performance

The goal of equity fund investors should be to identify and stay with top-performing managers over the long term (at least five to 10 years). Data shows that virtually...
Andrew Mitchell
Ophir Asset Management
Equities

No Europe trip, but investors can still get their Euro fix

Australian income investors have experienced a remarkable turn-round in recent months when it comes to dividends. After a weak 2020, the first three months of 2021...
Dan Pennell
Plato Investment Management
Equities

Markets betting on Central Bank fairy tales... May the 4th be with you!

The local market started positive and faded to flat, before global buying after lunch in the large caps drove the market into a positive low turnover day. We continue...
Mathan Somasundaram
Deep Data Analytics
Fresh Fundies

People over PE: Strategies of Australia's up-and-coming managers

A new league of portfolio managers have stepped onto the playing field, ready to take on incumbents with new strategies, refreshed focuses and an insatiable hunger for...
Ally Selby
Livewire Markets
Equities

Is Megaport at an inflection point?

Network as a Service provider (NaaS), Megaport (ASX:MP1) is a company we follow with interest, and one that we have commented on in several previous articles. In late...
MP1
Tim Kelley
Montgomery Investment Management
Equities

US dividends may get a boost from Biden tax plan

US shares have rarely been high on an income investor's wishlist, with average dividend yields for the S&P 500 Index meaningfully trailing the ASX 200 Index and other...
Alastair MacLeod
Elston Asset Management
Equities

How to estimate intrinsic value

Back in February 2011 my estimation Woolworths' intrinsic value put it at $23.36. At the time the company traded for $26.42, a 13% premium. Six months later, the...
Roger Montgomery
Montgomery Investment Management
Equities

EU is the new Japan

The local market started positive before profit-taking delivered a flat low turnover day. We have started the seventh week in a row without a double-digit turnover...
Mathan Somasundaram
Deep Data Analytics
Equities

Where L1 sees opportunities ahead, after clawing its way back

L1 Capital is perhaps best-known for its listed investment company, which made headlines for all the wrong reasons when it launched almost exactly three years ago. ...
Glenn Freeman
Livewire Markets
Equities

Key takeaways from the Berkshire Hathaway AGM

This time last year, the Berkshire AGM transfixed investors even more than previous years, with markets in the grip of a major sell-down as the world realised the true...
Patrick Poke
Livewire Markets
Equities

Westpac profits a signifier of strong performance ahead

The outlook for income investors looks remarkably bright, especially when you consider how things were looking just six months ago. Today, Westpac outperformed...
FMG
+3
Peter Gardner
Plato Investment Management
Equities

Westpac comes full circle - what now?

I covered Westpac (WBC) a year ago almost to the day on this forum (click here to view) with the conclusion being: The case to buy banks into current weakness with a...
James Gerrish
Market Partners
Equities

7 unexpected outcomes from COVID-19

Twelve months ago, COVID-19 was wreaking havoc on people’s lives, financial markets and the economy. Significant uncertainty weighed on markets, with key questions...
Tim Carleton
Auscap Asset Management
Expert Insights

Investing in household names … without the price tag

We’ve all heard of companies like Expedia, TripAdvisor, Live Nation (the owners of TicketMaster) and the Match Group (the parent company of dating apps including...
Livewire Exclusive
Livewire Markets
Equities

Global growth has 99 problems but China ain't Yuan

The local market ran into profit-taking on big caps from global investors and small/micro caps from retail investors as the last day of the month rolled in. We had...
Mathan Somasundaram
Deep Data Analytics
Equities

Off the Charts! Big Bitcoin profits, meme sells for 500k, and a $10 billion tax bill

Welcome to Off the Charts! where we bring you the biggest headlines of the week on all things investing, and the odd item we just had to share. The stories from...
Livewire Exclusive
Livewire Markets
The Rules of Investing

Where to next for L1 Capital after a winning vaccine trade?

Getting the "vaccine trade" right was perhaps the single biggest factor for investors' performance in the second half of 2020. Equity markets jumped 10% in November on...
IMD
+1
The Rules of Investing
Livewire Markets
Equities

Risk fades, value and quality outperform

Something interesting happened in March this year – the dominant theme that has been driving relative stock performance has reversed. In the previous 12 months, the...
Bruce Apted
State Street Investment Management
Equities

How to play the shakeup in property, consumer habits

Clear trends and themes have emerged in investment markets as a result of the pandemic and its effect on discretionary and non-discretionary spending and where we...
ABC
+5
Sean Fenton
Sage Capital
Equities

High hopes for Inca's NT empire, as boffins buzz over government-funded hole

Plus, Legend and Breaker show why patience can be a key ingredient in exploration and impending float of Black Canyon to give manganese-hungry investors another...
CHN
DEG
+7
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 4 disruptive winners and 2 overhyped darlings

Which were the winning listed companies of the last decade? Just take a look at the pointy end of the global rich list: Amazon's Jeff Bezos, Tesla's Elon Musk,...
Buy Hold Sell
Livewire Markets
Equities

There is no such thing as a free lunch

The local market delivered another volatile positive day on low turnover with global macro trades remaining the main driver. The macro trade was all about currency. US...
Mathan Somasundaram
Deep Data Analytics
Collections

Six value stocks with impressive potential

Unless you’ve been living under a rock, you’re probably aware the performance of value stocks outstripped growth at the end of last year, for the first time since...
JBH
KMD
+3
Glenn Freeman
Livewire Markets
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