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Listed stock commentary covering small-caps to big-caps, growth to income, domestic to global, and momentum to deep value.

Reporting Season

"Clear runway for solid earnings growth over the coming years" for APA Group

ClearBridge's Andrew Chambers says the energy infrastructure company is well-positioned to keep providing steady defensive growth.
APA
Tom Stelzer
Livewire Markets
Equities

Reporting season dividend diary: BHP delivers again for income investors

Plato's analysis on recent results from BHP, JBH, TLS & VNT
BHP
JBH
+2
Peter Gardner
Plato Investment Management
Reporting Season

Wesfarmers: old dependable delivers again, just don't expect any fireworks

Bunnings steady, Kmart manageable, lithium volatile. Wesfarmers remains dependable, but the multiple is demanding says Jim Power.
WES
Chris Conway
Livewire Markets
Equities

Our 3 top value, growth, and quality stocks to watch in the year ahead

Why picking a style lane is a losing game & the global stocks we’re backing across all three in 2026
+2
Dr David Allen
Plato Investment Management
Reporting Season

Netwealth beats expectations but super shift could be the future growth driver

Earnings topped forecasts, but the deeper story lies in how the platform is making its money.
Stephanie Gardner
Livewire Markets
Reporting Season

Telstra is expensive. But you can't argue against its solid earnings, dividend and buyback

Telstra is trading sharply higher after beating interim dividend expectations. But is the valuation getting ahead of itself?
TLS
Kerry Sun
Livewire Markets
Equities

Still early: why the market broadening has years left to run

The next chapter of market returns looks very different, investors should be positioned to capture it.
+4
Jacob Mitchell
Antipodes
Equities

The 10 most-shorted ASX stocks right now (and those attracting more short sellers)

A miner takes back the top spot, while Aussie tech has so far avoided big short interest despite huge selloff. Will it last?
AMP
BOE
+5
Tom Stelzer
Livewire Markets
Equities

3 legends. 1 stock. The rare moment Klarman, Dalio and Soros all agreed

The Q4 13F filings are out. Here is what five of the world's biggest funds were actually doing.
+25
Stephanie Gardner
Livewire Markets
Reporting Season

$8 billion in new FUM, 20K new accounts and a massive runway ahead, says Netwealth CEO

Matt Heine says growth is shifting from platform wins to adviser productivity, technology gains and deeper client engagement.
Anna Dadic
Livewire Markets
Reporting Season

BHP just hit an all-time high, but copper could take it higher

An 18% dividend beat and expanding copper ambitions point to stronger cash flow and a higher-multiple future for BHP.
BHP
Chris Conway
Livewire Markets
Equities

The "SaaS-pocalypse" is good clickbait, but it's lazy analysis

The sell-off is real. But for SaaS companies with genuine moats, this is exactly the kind of entry point you've been waiting for
TNE
+6
Mark Gardner
MPC Markets
Equities

Investing in the AI mega-theme: Key risks and opportunities for investors

Valuations, finding the next wave of winners, and the impact on markets as companies aggressively raise capital to finance the AI boom.
+2
Denny Fish
Janus Henderson
Reporting Season

Copper dethrones iron ore as crown jewel, as BHP goes big on dividends and revenue

BHP CFO Vandita Pant says the world's largest miner is gunning for more growth after impressive H1 result.
BHP
Tom Stelzer
Livewire Markets
Equities

Is CSL giving you a headache? Here are 6 ASX biotech firms for the watchlist

Two experts share the Aussie names with big catalysts on the horizon.
CSL
+8
Sara Allen
Livewire Markets
Equities

Healthcare’s next chapter: Opportunities in an era of transformation

The outlook for healthcare is improving, fuelled by innovation across several key subsectors.
T. Rowe Price
T. Rowe Price
Equities

SaaS in the age of AI: The threats

It's the end of coding (as we knew it).
XRO
Matt Joass
Maven Funds Management
Reporting Season

Coal producer New Hope Group has “A very strong fundamental base”

ESG concerns? Perhaps. Fundamentally sound and worth buying today? Yes, says this veteran fund manager.
Carl Capolingua
Livewire Markets
Equities

Long live software: Part I

Why Infinite Code Doesn't Build Infinite Moats
Damon Callaghan
ECP Asset Management
Equities

Is there opportunity in the software shakeout?

Why we won’t be relying on a recovery in software or a continuation of semi strength to drive future performance
Andrew Mitchell
Ophir Asset Management
Equities

Is defensive the new offensive?

Durable growth and a coiled spring of potential returns
+9
GQG Partners
GQG Partners
Shares

10 ASX stocks loved by top-performing managers

Small caps are driving recent fund outperformance and multiple managers are converging on the same names.
BGL
CDA
+7
Chris Conway
Livewire Markets
Reporting Season

JB Hi-Fi dips and rips: Earnings beat and dividend hike ease valuation fears

Atlas' Hugh Dive on why he's backing JB Hi-Fi despite valuation concerns and what sets it apart from struggling rivals.
JBH
Kerry Sun
Livewire Markets
Equities

Much ado about everything

With a new Fed chair, policy is looking to reverse much of the course of the past decade.
BHP
RIO
Schroders Australia
Schroders
Fund in Focus

"Something really exciting": Why microcaps should be on your radar

The smallest part of the market offers a huge investible universe and the opportunity for genuinely impressive long-term growth.
Tom Stelzer
Livewire Markets
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