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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

The investment landscape just got more complex

PM Capital Market Update 2025
Paul Moore
PM Capital
Equities

Telstra still offers ASX income investors a reliable dividend yield says veteran fund manager

Telstra has long been a stalwart of income investors’ portfolios, but in a modern and everchanging world - is a reliable dividend enough?
TLS
Carl Capolingua
Livewire Markets
Equities

Cost discipline and new opportunities the highlights from Transurban's results

Look past the headline loss and focus on the underlying improvements, and there's plenty to like about TCL's results, says Ofer Karliner.
Chris Conway
Livewire Markets
Reporting Season

Wesfarmers: "great company and great management, but very overvalued"

Wesfarmers shares eyed a record high on Thursday, but it needs a big acquisition to justify its valuation, said Martin Currie's Jim Power.
WES
Tom Richardson
Livewire Markets
Equities

9 growth and defensive stock picks from 3 market-beating fundies

Plato, Hyperion and Resolution Capital share their top stock ideas to play some of the market's hottest themes.
+7
Vishal Teckchandani
Livewire Markets
Equities

Warning: Short sellers are actively lifting their bets against these 10 stocks

Data shows professional investors aggressively lifted bets on these 10 S&P/ASX 200 stocks falling in the short term.
AD8
APA
BOE
+7
Tom Richardson
Livewire Markets
Equities

HUB24's phenomenal growth showing no signs of slowing down

We sat down with HUB24 CEO, Andrew Alcock on results day to discuss the past six months and the all-important outlook.
Chris Conway
Livewire Markets
Equities

Mineral Resources still a sell on debt burden, iron ore and lithium prices - Datt Capital

The Mineral Resources dream of iron ore, lithium, and mining services is quickly turning into a nightmare. It’s not over, says this expert.
GMG
PME
Carl Capolingua
Livewire Markets
Equities

All ears on Deere: the investment case for John Deere

Why we're invested in this high quality cyclical stock
Firetrail Investments
Firetrail Investments
Equities

Goodman’s AI ambitions: Can it deliver long-term returns? Michael Wayne weighs in

Goodman doubles down on data centres with a $4B equity raise. Michael Wayne unpacks the risks, rewards, and what it means for investors.
GMG
Vishal Teckchandani
Livewire Markets
Equities

BHP’s profit slumps to six-year low with dividend cut to lowest since 2017

The world’s largest listed miner, BHP Group, has just announced its half year ended 31 December 2024 earnings results.
BHP
CommSec
Reporting Season

Operational excellence the key for BHP: now and into the future

Profits and dividends were down but the Big Australian executed well, according to Martin Currie's Michael Slack.
Chris Conway
Livewire Markets
Equities

CSL’s mixed half-year: plasma strength offsets vaccine weakness, bright outlook maintained

CSL (ASX:CSL) has posted its half-year results, delivering results that are best described as mixed. At the headline level, revenue climbed around five per cent, while...
CSL
Roger Montgomery
Montgomery Investment Management
Equities

Should you buy the dip on ASX healthcare stocks CSL, Cochlear and Pro Medicus?

These three premier ASX healthcare stocks just reported half-yearly earnings – and each saw its share price dip…So, is now the time to buy?
COH
CSL
PME
Carl Capolingua
Livewire Markets
Views from the Top

One of the best times to buy infrastructure stocks in the last 30 years is happening right now

Warryn Robertson of Lazard Asset Management also tells us which infrastructure stock is the highest quality pick in the world.
ALX
TCL
+1
Livewire Exclusive
Livewire Markets
Equities

Bravura’s turnaround gains more traction

Bravura is starting to make this turnaround look easy.
Alex Shevelev
Forager
Equities

Citi says buy Temple & Webster, retailer flags overseas expansion ambitions

Citi said buy Temple & Webster as it can grow margins and sales, with $139 million in balance sheet cash making an acquisition possible.
Tom Richardson
Livewire Markets
Buy Hold Sell

Where to find above-market income on the ASX – plus two standout picks

Michael O'Neill from IML and Ben Clark from TMS Private Wealth share how they are hunting for income in today's market environment.
Buy Hold Sell
Livewire Markets
Reporting Season

After a 200% rise in a year, does Pro Medicus have another gear?

We sat down with Pro Medicus CEO, Dr Sam Hupert on results day to discuss the past six months and the all-important outlook.
Chris Conway
Livewire Markets
Reporting Season

FNArena reporting season monitor: February 2025 - Week 2 (47 stocks covered)

Read on to find the ratings, consensus price targets, and FNArena insights on each stock covered.
Rudi Filapek-Vandyck
FNArena
Equities

The Commonwealth Bank of Australia’s stellar result

The largest position in The Montgomery Fund portfolio, at almost eight per cent of the portfolio, is the Commonwealth Bank of Australia (ASX:CBA), purchased back when...
Roger Montgomery
Montgomery Investment Management
Equities

Make income great again

A new year with old themes. Strong absolute returns and the stocks which have benefited most from multiple divergence in 2024, won again.
BLD
+9
Schroders Australia
Schroders
Buy Hold Sell

Buy Hold Sell: 7 stocks for market-beating dividends

Michael O'Neill from IML and Ben Clark from TMS Private Wealth run the ruler over your most-tipped income stocks for 2025
APA
BHP
TCL
+4
Buy Hold Sell
Livewire Markets
Equities

Breville Group’s half-year results

Breville Group (ASX:BRG) is a high-quality company, profitably held in the Montgomery Small Companies Fund. Breville released its half-year earnings this week – and...
BRG
Roger Montgomery
Montgomery Investment Management
Equities

"I’ll be buying" – Why Jun Bei Liu sees more upside in Pro Medicus

Despite sky-high valuations, Jun Bei Liu is bullish on Pro Medicus. She first bought at $25 - now it’s 10x’d. How much higher can it climb?
PME
Vishal Teckchandani
Livewire Markets
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