Home Wires

Equities

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

Equities

When did capitalism become endless flexible QE?

The local market started strong positive before fading into a negative day as RBA waffles pitch for endless QE. The move in global markets on the first day of March...
Mathan Somasundaram
Deep Data Analytics
Equities

Stand out performers in a record reporting season

This was a remarkably strong reporting season. Remarkable in that operating conditions for most companies were still very challenging given the stop-start economic...
AD8
+40
Michelle Lopez
Michelle Lopez
abrdn
Equities

Buying businesses, not stocks: The key to an all-star portfolio

Unlike those who champion the merits of a diversified portfolio, Claremont Global's head of international equities, Bob Desmond, has an entirely different philosophy. ...
Ally Selby
Livewire Markets
Equities

Blue chips' bullish earnings outlook

The February 2021 ASX reporting season was the first comprehensive assessment of the health of corporate Australia since the onset of the pandemic. Marcus Bogdan from...
BHP
CSL
+2
Anthony Murphy
Lucerne Funds Pty Ltd
Equities

Moving to their own beat: 2 great businesses at a discount

In his 1841 book, Extraordinary Popular Delusions and the Madness of Crowds, Scottish journalist Charles Mackay observed that “Whole communities suddenly fix their...
Christopher Dixon
Christopher Dixon
Cooper Investors
Equities

Bailout Capitalism - burning the future to bailout today's failures

The local market was jammed up on lower than usual turnover against the tide, as RBA accelerated QE buying to support the bond market bubble. Given every major Central...
Mathan Somasundaram
Deep Data Analytics
Equities

The duds and darlings of reporting season

This time six months ago, when I was sitting at my desk writing a wrap-up of the August 2020 reporting season, I recall using the words "uncertain" and "unprecedented"...
APT
APX
+12
Bella Kidman
Bella Kidman
Livewire Markets
Equities

Welcome to the energy revolution

2020 was unquestionably a defining year in history, characterised by disruption, adaptation (or lack thereof) and acceleration. It will also likely be pinpointed as...
Arian Neiron
VanEck
Equities

The 5 key takeaways from Warren Buffett's annual shareholder letter

Each year, Warren's Buffett's investment company Berkshire Hathaway puts out a letter to shareholders. These letters, which have been published publicly since 1977,...
Mia Kwok
Mia Kwok
Livewire Markets
Equities

Why it might be time to take profits on supermarkets

Keeping one's pantry well-stocked (and getting in enough toilet paper to supply a regiment) was a key focus for most Australians during the height of COVID lockdowns...
COL
MTS
Glenn Freeman
Livewire Markets
Equities

Winners, losers and the year for value

What’s become clear from this global pandemic is that the global economy has been reset. That presents an opportunity for value stocks to rebound, as they typically...
LLC
+3
BRAD POTTER
BRAD POTTER
Tyndall AM
Expert Insights

The 4 sectors best positioned to ride the recovery

At the conclusion of 2020, the market witnessed a rotation from growth stocks into value stocks. The reign of growth investing came to a standstill as value investors...
MQG
SYD
Livewire Exclusive
Livewire Markets
The Rules of Investing

The 15 stock portfolio

Most equity investors would advocate holding a highly diversified portfolio of 20 to 50 stocks, looking to reduce risk and bring returns closer to that of the index....
The Rules of Investing
Livewire Markets
Equities

FNArena reporting season monitor: February 2021 - Week 4 (304 stocks covered)

Welcome to another instalment of the FNArena reporting season monitor. The Monitor reports ratings, consensus price target changes, and brief summaries of the...
3PL
ABC
+142
Rudi Filapek-Vandyck
FNArena
Equities

Everything gets hit in a bus crash but gold is going to outperform in reflation cycle

Local market bashed from the start and finished near the lows of the day despite a mini-recovery that couldn’t be sustained. There weren’t many places to hide as all...
+2
Mathan Somasundaram
Deep Data Analytics
Equities

Buy now, gain later: Afterpay or Zip?

Afterpay’s announcement of a capital raise of up to $1.5 billion may seem huge, but it’s unlikely to be the last big cap raise in the Buy Now Pay Later sector. When...
APT
Z1P
Patrick Poke
Livewire Markets
Equities

Value stocks around the globe for when US markets dive

US markets have had a rocky two days and short-lived rallies at the close were not enough to save investors from significant losses. Yields on US Treasury 10-year...
Mia Kwok
Mia Kwok
Livewire Markets
Equities

A2's remarkable story desperate for a turnaround

A2 Milk's results commentary began with "Fundamentals remain strong despite significant COVID-19 disruption." Having been down 25% on the year and 38% since the start...
Angus Kennedy
Livewire Markets
Equities

Copper stocks play catch-up as market digests valuation impact of soaring metal price

Venturex among big winners as bumper copper price and placement to Bill Beament put strong wind in its sails. Caravel and Orion also pick up speed.The red metal copper...
BHP
+3
Barry FitzGerald
Independent Journalist
Equities

Bond yields a shot across the bow for equities

Global markets have drifted this week, but the action in local markets remains very pronounced thanks to reporting season. This has delivered more hits than misses...
James Gerrish
Market Partners
Buy Hold Sell

Buy Hold Sell: 3 tech titans and 2 long-term winners

When it comes to the crème de la crème of the investment world, very few companies compete with the likes of Tesla, Tencent and Microsoft. Those who invested in these...
Buy Hold Sell
Livewire Markets
Equities

Bonds are warning equities about the “Ides of March”

The local market popped at the open, with global investors buying into the currency trade, but basically went sideways throughout the day. The market was up more than...
Mathan Somasundaram
Deep Data Analytics
Equities

Gaming small-cap a good bet, says Ausbil

Online betting company Pointsbet Holdings (ASX: PBH) shares have risen more than three-fold in 12 months, but profitability remains in the red, almost two years after...
Glenn Freeman
Livewire Markets
Equities

Qantas revenue tumbles - here's when it (and we) will soar again

You only had to step outside and look at the empty skies to have realised Qantas wouldn't be blowing us away with a stellar half-yearly report. Qantas today...
QAN
Mia Kwok
Mia Kwok
Livewire Markets
Equities

Shovels in a gold rush (the 21st century equivalent)

When most investors think about investing in technology leaders, it's the FAANG's, Tesla and other disruptors currently exciting the market. But there's a lesser-known...
Alison Savas
Alison Savas
Antipodes
6076-6100 of 8792
The 10th annual Livewire Live 2026

One room. One day. The minds that move markets.

22 September 2026 Art Gallery of NSW, Sydney

Register Now