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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
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An active ETF tapping into the global reopening

With many emerging market economies reopening faster than their developed world peers post COVID-19 shutdown, the case for investing in emerging markets has never been...
Fidelity International
Fidelity International
Equities

Equity valuations are still compelling

The rulebooks traditionally followed by central banks and governments have flown out the window since last March. This was a dominant theme during our Investment Forum...
Scott Haslem
LGT Crestone
Equities

A soft commodity providing cold, hard opportunity

Agricultural assets provide a tangible entry point for investors looking to add further portfolio diversity alongside more traditional sectors such as financials,...
Vincent Li
Tyndall AM
Equities

Equity markets prepare for bond markets to go wild

Local market started negative and finished negative despite the decent global investor buying in the middle of the day. The midday bounce was mainly driven in Banks...
Mathan Somasundaram
Deep Data Analytics
Expert Insights

When will the music stop?

Around the world there is a speculative mania in unprofitable stocks the likes of which has not been seen for decades. Ned Bell from Bell Asset Management was working...
Patrick Poke
Livewire Markets
Equities

CommBank BNPL: Game-changer or late to the party?

I caught up with Jono Higgins late last week (our Analyst at Shaw) who covers BNPL with a specific focus on Zip Co (Z1P). Z1P currently resides in both the Flagship...
Z1P
James Gerrish
Market Partners
Rapid Fire

Stock-picking secrets from the market masters

High stock prices aren’t necessarily expensive, embrace a buy-and-hold mentality, and don’t spread your net too wide: these are core principles for Hyperion’s CIO and...
APT
+2
Livewire Exclusive
Livewire Markets
Equities

Golden hue descends on red Pilbara, fuelled by exploration success and M&A

Calidus poised for re-rating on production growth and there’s takeover talk around De Grey. Plus, analysts see much upside in emerging mineral sands producer...
BGL
+3
Barry FitzGerald
Independent Journalist
Equities

Does CBA's BNPL product spell the end of Afterpay?

On Wednesday Australia's largest bank, Commonwealth Bank (ASX: CBA), announced its entry to the buy now, pay later space with the introduction of a new product,...
APT
Emanuel Datt
Datt Capital
Buy Hold Sell

Buy Hold Sell: 5 undiscovered micro-cap gems

They used to say "Great things come to those who wait." But it took Abraham Lincoln to realise "Great things may come to those who wait, but only the things left...
5GG
+2
Buy Hold Sell
Livewire Markets
Equities

Central Bank with credibility sounds like a fairy-tale

Local market started negative and kept on sliding through the day to deliver another negative day. The main story of the day was the US Fed update overnight while...
Mathan Somasundaram
Deep Data Analytics
Equities

Market indicators flashing warning signals

Pre-extreme market polarisation, I had developed my own share market indicator for the ASX, and for a while it proved rather reliable and effective.Its composition was...
+1
Rudi Filapek-Vandyck
FNArena
Equities

How share splits and consolidation affect the value of a business

Share prices should be a reasonably accurate gauge of the intrinsic value of a company's valuation. It is then safe to assume that news which is fundamentally good for...
Stephen Bennie
Castle Point Funds
Expert Insights

Sorting out the "fakers" from the "makers"

The old metrics are out. If you really want to get in on an opportunity you have to look beyond return on capital and cash flows. NovaPort Capital has found a way to...
ABA
BHP
+1
Livewire Exclusive
Livewire Markets
Equities

Local stock traders topped 1.2m last year, but they may not stick around

The number of retail shareholders in Australia is more than four-times higher now than the same time last year, a survey conducted by market research firm Investment...
Glenn Freeman
Livewire Markets
Equities

CommBank's BNPL move: Should you be worried?

So you think CBA has trumped BNPL darlings Zip, AfterPay and PayPal? Think again. Today, CommBank announced that it will be rolling out a "Buy Now Pay Later" (BNPL)...
APT
Mia Kwok
Mia Kwok
Livewire Markets
Equities

US Fed is going to walk the fine line between pleasure and pain while Australia prepares for federal election

Local market started negative and kept on falling through the day before making a mini recovery late to finish a negative day. It is all about US Fed update tonight....
Mathan Somasundaram
Deep Data Analytics
Expert Insights

The trend that will turbocharge emerging markets

Emerging markets are soaring off the back of the COVID-19 recovery, but there are a few consumer trends that are here to stay. So says Alex Duffy, portfolio manager of...
Mia Kwok
Mia Kwok
Livewire Markets
Equities

Don’t overpay for value

Value investing, like bargain hunting, is about buying companies that appear to be cheaper than they are worth. This often means buying companies that are out of...
Arian Neiron
VanEck
Expert Insights

5 reasons to be bullish on Aussie equities

It's a thought we've all had: Why limit yourself to investing domestically if to do so means missing out on lucrative skyrocketing international stocks (Tesla, say, or...
APT
CSL
+3
Livewire Exclusive
Livewire Markets
Equities

The ASX-listed companies that live or die with the stroke of a regulatory pen

Deep in any corporate vault lies a paper or two that affirms the right of an enterprise to operate, such as articles of incorporation, a banking or broadcasting...
EHE
+6
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

If you're waiting for a dip in tech, here it is

"If you were waiting for a dip in tech, well, this is a dip in tech" is how Michael Frazis signed off his investor letter this week. After a growth-dominated year (and...
Nicholas Plessas
Nicholas Plessas
Livewire
Equities

"Bubble bubble toil and trouble" - the 3 greatest bubblemakers

The local market started slightly positive as expected pre-market, but then kept on climbing as global investors were buying the market exposure. It was a decent "buy...
Mathan Somasundaram
Deep Data Analytics
Equities

12 winners from Wilson Asset Management's Oscar Oberg

Oscar Oberg is voraciously bullish on small caps. And when you consider WAM Microcap Ltd returned 48.1% (before fees) over a 12-month period - an outperformance of...
CCL
+15
Ally Selby
Livewire Markets
Equities

8 cyclical stocks to play the recovery

As the month of reporting season for many Australian listed companies wraps up, the environment of the market has shifted dramatically. With whispers of inflation,...
AUB
+6
Vince Pezzullo
Perpetual Asset Management (Australia)
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