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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

Play on

Growth in the video gaming and esports industry is going from strength to strength, with video game engagement breaking records across a variety of metrics. ...
Arian Neiron
VanEck
Equities

The playing field is finally tilting in favour of small companies

Over the past decade, Australian smaller capitalised companies have had to contend with a few unfavourable head winds. Obviously, the COVID pandemic has caused great...
David Poppenbeek
K2 Asset Management
Equities

Five key stocks in our Small Companies Fund

The Montgomery Small Companies Fund is diversified across the spectrum of growth. It includes stable compounders, tactical opportunities and structural winners. In the...
+1
Roger Montgomery
Montgomery Investment Management
Equities

The key to finding small-cap winners amid a king tide

If a rising tide lifts all boats, then the Australian small and micro-cap market is experiencing what can only be described as the mother of all king tides. There are...
Marcus Burns
Spheria Asset Management
Equities

A liquidity-fueled rally with classic late-cycle markers

The continuing rally in equities of all stripes is increasingly being greeted with catcalls and market dissidents declaring the advance outsized and illogical. Media...
5GG
NWS
+1
Ben Griffiths
Eley Griffiths Group
Equities

Central banks can ignore inflation but corporates can’t ignore rising costs

The local market delivered a negative day on decent turnover. It’s the fifth consecutive week without a double-digit billion-dollar turnover day, but today was a day...
Mathan Somasundaram
Deep Data Analytics
Equities

Forager's five ways to catch the best fish

"You're not going to catch any fish with your hook in the bottom of the boat," said Steve Johnson CEO of Forager Funds. For Johnson, the investing world of...
Mia Kwok
Mia Kwok
Livewire Markets
Equities

Where are markets heading in the recovery?

One year on from the sharpest drop felt on the ASX and a bottom reached 5 times faster than the GFC, the road to recovery is well and truly on. Economic conditions...
Joey Mui
Merlon Capital
Equities

US IPO Market: Clear Signs of Excess

The pace of US IPO activity has shattered previous records.It is a clear sign of excess and market froth.The stampede into IPOs reflects (past) performance.Increasing...
Callum Thomas
Topdown Charts
Equities

Alternative listed waste management options that are not rubbish

Not for the first time, the listed waste management sector is in the throes of ownership upheaval as investors await the fallout from this month’s proposed $20 billion...
+5
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

Economic reality is scarier than RBA fantasy

The local market delivered a negative day on low turnover and hopes for pickup were dashed again. We are now on the fifth consecutive week without a double digit...
Mathan Somasundaram
Deep Data Analytics
Equities

Where to next for electric vehicles?

One of the themes we have been covering extensively for the last 18 months is electric vehicle/renewable energy mass adoption, and its impact on the battery metal...
LTR
PLS
+1
Hue Frame
Frame Funds Management
Equities

IPO Watch: Third-time plucky for Latitude

Alec Baldwin and his army of ‘better-ers’ were once plastered all over our screens. But while Latitude Financial Group may (and I mean may) have been...
APT
HUM
+1
Angus Kennedy
Livewire Markets
Equities

Beware the beauty contest

When reflecting on the past year, one notable takeaway for the AIM investment team is to be mindful of keeping our focus on business fundamentals rather than...
Charlie Aitken
Charlie Aitken
Aitken Investment Management
Equities

Where next for Telstra?

In June 2018, Telstra (ASX:TLS) announced its Telstra2022 strategy, aimed at simplifying its operations and product set and reducing its cost base. At the time, we...
TLS
Tim Kelley
Montgomery Investment Management
Equities

A prized asset at distressed prices

The Australian gambling industry is mature, with deep penetration among the population across slots and gaming tables. Growth rates are therefore similar to GDP and...
Ramoun Lazar
Firetrail Investments
Rapid Fire

Winner takes all: Harnessing the network effect

A tech start-up may not be the most conventional place to begin a career in investing but it has certainly suited David Moberley of Paradice Investment Management. He...
CSL
IEL
+3
Bella Kidman
Bella Kidman
Livewire Markets
Equities

Gold shining through macro madness

Local market delivered another volatile flat day on low turnover. Most expected a pickup in turnover to match the crowds returning to work but we were all...
Mathan Somasundaram
Deep Data Analytics
Equities

Is Teck Resources copper pivot a gamechanger?

This predominantly met coal company has been diversifying into copper and is approaching an impactful inflection point where Copper will take over coal EBITDA Teck...
Scott Williams
Fiftyone Capital
Equities

5 lessons from a decade of growth stock performance

I wrote last month that Forager has been selling some wonderful business over the past few months. That has been controversial for some of our clients. Never sell a...
COH
RMD
Steve Johnson
Forager
Collections

What will the ASX 20 look like in 10 years?

If you invested $1000 in CSL on this day 20 years ago, it would now be worth $21,560. In 2001, CSL was a relatively small company and has grown over the last two...
APT
COH
COL
+1
Bella Kidman
Bella Kidman
Livewire Markets
Equities

How to nurture your portfolio with 2 long-term thematics

A strong rebound in cyclical earnings, a steepening yield curve, optimism around the reopening of economies and expansionary fiscal policy have supported cyclicals...
Richard Ivers
Prime Value
Equities

One Aussie company that's just doubled its appeal

Low interest rates, record-breaking consumer savings and a seemingly never-ending stimulus package have blended together to create the perfect conditions for a global...
Firetrail Investments
Firetrail Investments
Buy Hold Sell

Buy Hold Sell: 6 quality compounders for your back pocket

It was Albert Einstein who reportedly described compound interest as "the eighth wonder of the world", dubbing the process the universe's most powerful force. Whether...
COH
+2
Buy Hold Sell
Livewire Markets
Equities

Bond market called the Central Bank bluff and forced US Fed into yield control

Local market delivered a flat day despite the strong numbers out of US and China on decent turnover. It is the week of the option expiry moves. Aussie market had its...
Mathan Somasundaram
Deep Data Analytics
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