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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

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
Rapid Fire

Where will all the stimulus go?

Tailwinds for investors can take many forms, and they are worth seeking out. For example, falling bond yields have been an enduring tailwind for long-duration assets,...
James Marlay
Livewire Markets
Expert Insights

An emerging healthcare company with fantastic potential

Volatility is a given in equity markets, it is the price we pay to achieve higher returns over the long term. Finding ‘all-weather’ industries that survive the...
Livewire Exclusive
Livewire Markets
Equities

The duration of value and growth

It is commonly assumed that growth stocks are bigger beneficiaries of falling interest rates than value stocks, an assumption driven by a belief that growth stocks are...
GMO Investment and Asset Management
GMO
Equities

Impact of pig iron on nickel outlook a bit of a porky

Centaurus Metals sell-off on so-called nickel breakthrough highlights renewed value in a sector set to clean up on green energy. Plus, DFS on FYI’s HPA points to...
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 5 stocks with cyclical tailwinds

Value investors are hailing the beginning of a new era, with many throwing their hard-earned cash at cyclical stocks, such as industrials and retailers, as pandemic...
IPL
JBH
+3
Buy Hold Sell
Livewire Markets
Equities

Where Platinum sees value as speculator smackdown looms

Semiconductors, materials and travel are key areas of focus for global fund manager Platinum over the next two to three years, while the hotter plays in e-commerce,...
CSL
Glenn Freeman
Livewire Markets
Equities

'Tax and spend' plan ahead, but don’t talk about inflation

The local market started positive and ran up on the end of quarter pump in the local market, but late profit-taking cycle reduced the performance by half. It was...
Mathan Somasundaram
Deep Data Analytics
Rapid Fire

It's time to wake up and face the music

Low interest rates, excessive amounts of stimulus and multiple COVID-19 vaccines... is this what paradise looks like? It probably should be, but when you combine these...
CSR
DTL
+7
Bella Kidman
Bella Kidman
Livewire Markets
Equities

Mind-blowing medical potential: Are hallucinogens the next ASX "pot stocks"?

The mere mention of magic mushrooms, ecstasy or ketamine is enough to send parents of teenagers into conniptions. But are these so-called party drugs poised to follow...
Tim Boreham
Tim Boreham
Independent Investment Research
Expert Insights

2 key factors to consider before you buy

Investing in a good quality company that owns their niche globally makes investors want to punch the skies and scream their successes from the rooftop. But for every...
Patrick Poke
Livewire Markets
Equities

Leveraged hedge funds are the new cannon fodder for reflation cycle

The local market started positive then fell for the rest of the day to deliver another negative day. Markets started to show risk-off trade, building momentum on a...
Mathan Somasundaram
Deep Data Analytics
Expert Insights

Is this the Alibaba of Japan?

We’ve all heard of Alibaba and Tencent and we’ve also all heard that we should reconsider investing in China due to regulation fears. So what if we told you that...
Livewire Exclusive
Livewire Markets
Equities

Crispin Murray: Underlying growth will support equity markets

There are just too many cooks in the kitchen. The market has welcomed new entrants at various experience levels throughout the pandemic and we've found ourselves in an...
Bella Kidman
Bella Kidman
Livewire Markets
Equities

On the hunt for super-compounding stocks

Since inception in 2006 to a now A$100 Billion asset management firm, Magellan Asset Management is recognised as a star performer in global investment markets. In...
Magellan Investment Partners
Magellan Investment Partners
Rapid Fire

Global small caps key to riding the recovery

Global small caps have had a bonza 12 months, having well and truly recovered from their COVID-lows. And while big tech and speculative investment vehicles like SPACs...
Livewire Exclusive
Livewire Markets
Equities

The biggest risk to dividends right now

If, in the first three months of the year, financial markets were digesting the enormous liquidity poured into the system, at another level they were also wrestling...
Chad Padowitz
Talaria Asset Management
Equities

Short week to raise volatility with month/quarter end adjustments

Local market started positive before fading through the day to finish down on another weak turnover day. Even the late recovery was lost at the close. Miners and...
Mathan Somasundaram
Deep Data Analytics
Equities

The global megatrend investors can’t ignore

Climate change is considered one of the most critical global issues of our time. It has been an accelerant for mass environmental and ecological awareness and...
Arian Neiron
VanEck
Equities

ThinkSmart torpedoes efficient markets

Efficient Market Theory is the idea that asset prices accurately reflect all available information and thus it’s impossible to beat the market on a risk-adjusted basis...
APT
Gareth Brown
Forager
Equities

A growing, profitable and undervalued tech stock

WebCentral (ASX:WCG) is one of the leading providers of domain names and hosting services in the Australian and New Zealand market, with 330k SMB customers across four...
5GN
WCG
Harley Grosser
HD Capital Partners
Equities

What Telstra’s proposed restructure means for shareholders

If you’re a shareholder in Telstra (ASX:TLS), some good news could be on the horizon courtesy of the company’s proposal to restructure its business. The restructure...
TLS
Roger Montgomery
Montgomery Investment Management
Equities

Coppleson: Tech, growth stocks must “tread water” a bit longer

Retail investors thought they’d found a one-way ticket to the moon. But then reality hit. Those who thought the market could only go up – which it has for many of...
APT
Z1P
Richard Coppleson
Bell Potter
Equities

Are the building stocks poised to rally?

The rally by building stocks caught my attention yesterday in what was another fairly lacklustre session. The 4 local building stocks we are looking at today reside...
ABC
BHP
BKW
+2
James Gerrish
Market Partners
Equities

Why IMDEX has a strong core business in all market conditions

Against a challenging backdrop mining technology business IMDEX (ASX:IMD) delivered a strong 1H21 result. IMDEX materially beat market expectations with stronger...
IMD
Dominic Rose
Montgomery Lucent Investment Management
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