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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

Will the cost-of-living inflation crash the asset price party?

Markets have bounced back strongly from COVID-induced lows which, combined with the significant deployment of cash into attractively priced shares, have produced...
Rhett Kessler
Pengana Capital Group
Equities

Goldman turns raging copper bull, names Sandfire as the way in

Plus, there is a buzz around Rumble’s impending zinc-lead assays and IGO prepares to start drilling at Boadicea’s Fraser Range plot. The copper stocks weren’t in...
IGO
+4
Barry FitzGerald
Independent Journalist
Rapid Fire

Joe Magyer: How a 'Fascination' for investing was born

Lakehouse Capital chief investment officer Joe Magyer has harboured a curiosity for investing from an early age - his earliest memories filled with nostalgic...
Ally Selby
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 2 core ETFs and 4 satellites for some sizzle

Here's a little sizzling fun fact for your Friday after-work drinks. There is now more than $102 billion invested in exchange-traded funds (ETFs) in Australia, with...
+3
Buy Hold Sell
Livewire Markets
Equities

Volatility will return like a 90s fashion trend

Local market delivered second consecutive positive day on decent turnover after three weeks of low holiday volumes. The main player was still the global investors...
Mathan Somasundaram
Deep Data Analytics
Equities

Two new exposures to the value rotation

Twelve months on from the COVID-19 led market correction, the rotation to value stocks has continued as further economic re opening beckons. Locally, Consumer...
Vince Pezzullo
Perpetual Asset Management (Australia)
Equities

It’s time to invest in the most tech-obsessed country in the world

The global leader with more start–ups and R&D than anywhere else. We are well and truly progressed in the momentum of a prolonged technological revolution.Investing...
Gabi Dishi
Gabi Dishi
Pengana Capital Group
Rapid Fire

Why should investors consider emerging markets?

In a recent interview, Matt Reynolds, investment director at Capital Group said: “Revenue contributions from emerging markets have been growing for some companies,...
Glenn Freeman
Livewire Markets
Equities

The junk rally

One year after the COVID crash, stock markets have moved from extreme fear to euphoria. In the March quarter, excitement reached new heights as defensive assets such...
APT
Jason Teh
Vertium Asset Management
Equities

Value investing an "egg in the face" for true believers

Value investing, which preaches that cheap and highly profitable companies are what investors should buy, has underperformed in a massive way for 10 years. According...
kanish chugh
kanish chugh
Global X ETFs
Outlook Series

Which fundies are leading the pack for the top stock-picker prize?

Here we are at the Q1 checkpoint to see how our peloton of fundies has performed so far. Who is leading the pack and who will be left in the dust this year? But first,...
DOW
+5
Mia Kwok
Mia Kwok
Livewire Markets
Equities

US reporting season can’t hide from margin pressures and currency debasement

The local market climbed on two separate global investor buying pumps on a decent turnover day. We had one at the open and one when Asian markets opened at lunch. Tech...
Mathan Somasundaram
Deep Data Analytics
Equities

A beaten-up cyclical due for a rebound

Despite its strong run, the Allan Gray Australia Equity portfolio remains heavily tilted towards beaten-up cyclical companies, as their decade-long underperformance...
Simon Mawhinney
Allan Gray
Equities

EML strategically enters another growth vertical via the SG acquisition

EML Payments (ASX:EML) continues to diversify and grow. No longer just a gift-card company, it is evolving into a leading global FinTech enabler, providing end-to-end...
EML
Dominic Rose
Montgomery Lucent Investment Management
Collections

Banks, biotechs and BNPL - the fundamentals of the ASX-20

Twenty-one years ago, at the beginning of the millennium, the ASX-20's top stocks were primarily financials and telcos. In the 21 years since, we've seen the top 20...
APT
+17
Bella Kidman
Bella Kidman
Livewire Markets
Equities

Time for a reality check?

Over five years, all ASX sectors are up with the exception of Telcos, where Telstra has been the perennial laggard. Over the past Covid year, however, more balance has...
AWC
BHP
+11
Schroders Australia
Schroders
Equities

Who’s top of the post-pandemic class in the listed education sector?

With our international borders still resolutely padlocked, the absence of foreign students poses an ongoing existential threat to our universities and other parties...
IEL
+3
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

Top telehealth stock plays for a post-COVID world

The IIR Pharma & Biotech Index increased slightly in March, up 1.3%. The index has performed strongly since the lows resulting from the pandemic, up 67.4% over the...
1ST
ADR
ALC
+9
Claire Aitchison
Independent Investment Research
Equities

Top pick for a growth economy

The monetary and fiscal stimulus poured into the global economy, in particular the US, over the last 12 months has seen our team find new opportunities for growth and...
Chad Padowitz
Talaria Asset Management
Equities

US on the path to “Making Inflation Great Again”

Local market was aimless and finished mainly flat on another low turnover day. The trend suggests that we are heading to four weeks of low turnover holiday season....
Mathan Somasundaram
Deep Data Analytics
Equities

Dividend aristocrats: What they are and where to find them

What’s an aristocrat? For me, the term conjures stereotypes of high-born wealth. And, curiously, a line from the famous Johnny Cash song Folsom Prison springs to mind:...
APA
+15
Glenn Freeman
Livewire Markets
Equities

Why rates are generating more investor interest

At the recent Heathcote Meet the Managers roadshow, 13 investment managers presented, and it was surprising that almost every single presentation in one way or another...
Stephen Bennie
Castle Point Funds
Equities

The US is sliding into a Chinese inflation trap

The local market had a choppy negative day on low turnover. We just started a new week on low turnover, like the last three weeks in the holiday season. Healthcare and...
+3
Mathan Somasundaram
Deep Data Analytics
Outlook Series

Most-tipped global stocks: Gainers vs losers, 5 up and 5 down

International and ACCC controversies be damned! Google still led Livewire’s reader global picks by a large margin in the first quarter of 2021. What am I talking...
BHP
Glenn Freeman
Livewire Markets
The Rules of Investing

An inflection point for Aussie shares

In recent months, much has been said on growth versus value, and tech stocks versus cyclical stocks. But focusing on these labels misses the true underlying driver of...
CSL
IEL
+2
The Rules of Investing
Livewire Markets
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