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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

Resetting the cycle: The old normal

For mostly obvious reasons, 2020 was the wildest year in recent memory for the global economy and markets across all asset classes. We saw markets fall and economic...
Andrew Zenonos
Russell Investments
Equities

Global small-caps as an inflation hedge

While the Fairlight investment process is predicated on bottom-up fundamental stock research and is not reliant on macroeconomic forecasting, one factor carefully...
Will Dowd, CFA
Fairlight Asset Management
Buy Hold Sell

Buy Hold Sell: 3 ETFs for bulls, 3 for bears

The VIX is uncharacteristically calm at the moment. Since rocketing to an all-time high of 82.69 in mid-March - which was its highest level since its inception in...
+2
Buy Hold Sell
Livewire Markets
Equities

Vaccine wars: Reality is scarier than fantasy

The local market had a choppy flat day on low turnover. We have now finished three weeks of low turnover as holiday season takes effect. Tech and telecom were the best...
Mathan Somasundaram
Deep Data Analytics
Equities

7 lessons that will serve long-term investors well

The last month marked the anniversary of the rapid global spread of COVID-19. It was a time of massive panic, underscored by unknown health risks, school and office...
Joe Magyer
Joe Magyer
Lakehouse Capital
Equities

New World Resources running on bumper copper hits

This also means the Australian miner's initial focus on cobalt is delivering shareholders a "free kick." And additionally, Firefly’s move to set manganese Firebird...
E25
+2
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 3 underperforming blue chips and 2 winners

They're big, they're bold, but they've been bleeding red through investors' portfolios. Over the past 12 months, ASX darlings CSL (ASX:CSL), Brambles (ASX:BXB) and...
BXB
COL
+2
Buy Hold Sell
Livewire Markets
Equities

The fine line between expectations, economic reality

The local market had another positive day on low turnover. The big turnover was at the open when the global investors pushed the market into solid positive territory...
Mathan Somasundaram
Deep Data Analytics
Equities

Property prices surge to near 40-year highs - should we be long?

Data this week showed that national house prices boomed in March up 2.8% taking the rise since September to 8% and these sort official numbers often...
DXS
GMG
+1
James Gerrish
Market Partners
Equities

The power of positive thinking

In the story Jack and the Beanstalk, Jack trades a cow for some magic beans. He has faith that the beans will deliver his fortune, and he is willing to give up the...
Sinclair Currie
NovaPort Capital
Expert Insights

An emerging powerhouse in the healthcare sector

Over the past decade, healthcare has been a strong performer in markets. Stocks like Livewire readers' nominated favourite, CSL, have outperformed expectations. But...
RMD
Livewire Exclusive
Livewire Markets
Outlook Series

Most-tipped large-caps: How did they fare in Q1?

It’s safe to say that after racking up two consecutive years of 50%+ returns, expectations were high for this year’s most-tipped large caps, which looked strikingly...
APT
APX
+8
Patrick Poke
Livewire Markets
Equities

Solving debt problem with more debt has never worked

Local market had a positive choppy below par turnover day. The main players were global investors. Market popped on the open and then faded to flat before the lunch...
Mathan Somasundaram
Deep Data Analytics
Equities

Choose your own valuation metric

As a child, I enjoyed reading "Choose Your Own Adventure" books where the reader assumed the role of the lead character and made decisions that determined what...
APT
ART
FLN
+4
Martin Pretty
Equitable Investors
Equities

Owning tomorrow’s production assets as a new resources boom unfolds

Some commentators suggest the world is on the cusp of another resources super-cycle, given the endless billions being thrown at decarbonisation efforts in the West and...
Joshua Baker
Equities

The accelerating pace of change – investment implications and opportunities

The pace of change continues to increase across a range of industries, presenting both opportunities and risks for investors. I recently discussed the implications of...
Loomis Sayles
Loomis Sayles
Equities

Here’s cheers: the craft beer market offers plenty of upside to the discerning operators

Investors thirsting for an ASX beer exposure have been left largely unsated since Fosters/Carlton United Breweries and Lion Nathan were subsumed by foreign buyers a...
BEE
CCL
+1
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

Can the Aussie bank bounce last?

It would appear the death of banks as an investment has been greatly exaggerated. Australian banks have had a very strong period of recent outperformance since the...
MQG
+2
Andrew Martin
Alphinity Investment Management
Outlook Series

Most-tipped small caps take off in Q1

Dear readers: When the Livewire overlords first told me of your investment prowess and foresight I have to admit I took it with a grain of salt. This is after all a...
AVH
EML
+7
Ally Selby
Livewire Markets
Collections

The key commodity plays for a decarbonised world

Decarbonisation has quickly become one of the most important topics for governments around the world. After dealing with one global crisis, leaders across the globe...
Patrick Poke
Livewire Markets
Equities

Assessing the merits of an acquisition

The recent news that Scales Corporation has emerged as a front runner to acquire Villa Maria Estates brought to mind a checklist that investors would be advised to run...
Stephen Bennie
Castle Point Funds
Equities

Stimulus may be the recession vaccine but don’t ignore the side effects

Local market started positive and stayed there with another below par turnover day. After two weeks of below par turnover, we started another holiday week the same...
Mathan Somasundaram
Deep Data Analytics
Equities

CSL: The answers

Since listing in June 1994, the performance of CSL (ASX: CSL) has been nothing but spectacular, with the stock ultimately growing into the ASX200's largest...
CSL
Rudi Filapek-Vandyck
FNArena
Equities

Don't give up on mega caps just yet

As we reflect on the first quarter of 2021, we believe we find ourselves in a rather heterogeneous market. In some pockets, we are seeing hot speculation in SPACs,...
Andrew Macken
Montaka Global Investments
Equities

Reflation has the central banks in a yield trap

The local market started positive on miners and tech, then faded back to mostly flat before a late pump in banks pushed the market to finish positive. It was another...
Mathan Somasundaram
Deep Data Analytics
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