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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

Appen: falling knife or window of opportunity?

Since hitting its all-time high of $43 in August, data giant Appen has run into difficulty after difficulty. After a slump in Q4 2020 earnings and a rising Aussie...
APX
Nicholas Plessas
Nicholas Plessas
Livewire
Equities

When the tide goes out, you find out who is swimming naked

The local market was hit from the start and gave up all the bounce from yesterday and some more. The main bashing was again led by the technology sector, with miners...
Mathan Somasundaram
Deep Data Analytics
Equities

Did Facebook and Google steal advertising dollars from news media?

The diagram below, showing the traditional newspaper value chain, is from the ACCC’s Digital Platforms Inquiry Report. It illustrates the control traditional print...
CAR
NWS
+1
Lachlan Hughes
Swell Asset Management
Equities

Bought for a dollar - How ICE became a $65 billion exchange business

The Intercontinental Exchange (or ICE) is one of the world’s largest exchange businesses – it owns the NYSE and dominates global energy exchanges. ICE operates in...
Hamish Douglass
Hamish Douglass
Magellan Investment Partners
Equities

Why now is a good time to consider investing in infrastructure

Global equities are setting new record highs while the world economy is on its knees. This divergence has many investors concerned about market valuations and taking...
Ursula Tonkin
PATRIZIA
Equities

Will Reliance Worldwide benefit from the US freeze?

Reliance Worldwide (ASX: RWC), is a global provider of water control systems and plumbing solutions. The company sells innovative plumbing fixtures to enhance...
Roger Montgomery
Montgomery Investment Management
Equities

How to play the ASX-listed Bitcoin game

The dominant ‘crypto’, Bitcoin, now has an issued value of close to US$1 trillion, with massive punts being made by the likes of BlackRock, the world’s biggest funds...
DCC
+1
Tim Boreham
Tim Boreham
Independent Investment Research
Rapid Fire

Dundas: An unusually simple - and successful - strategy

If you had to focus on just one metric to succeed in investing, what would it be? It's a hypothetical question, of course. However, in a world filled with shiny new...
CSL
+3
James Marlay
Livewire Markets
Equities

Meet the US retailer beating Amazon at its own game

2020 was a record year for retail bankruptcies. It's a brutal industry – burdened by high fixed costs, at the mercy of changing consumer preferences, and facing...
Delian Entchev
Aoris Investment Management
Equities

Surprise Seek split looks to win over investors

Seek surprised the market in more ways than one in its half-yearly report today. There was positive guidance on full-year revenue to $1.7 billion from $1.6 billion and...
SEK
Mia Kwok
Mia Kwok
Livewire Markets
Equities

Even a broken clock is right twice a day

The local market started choppy with no real sentiment before global investors boosted the market for the currency/reflation trade by buying into resources and...
Mathan Somasundaram
Deep Data Analytics
Equities

Cashrewards – the next category killer

In this second interview, Gary Rollo and Bernard Wilson Chief Executive Officer of Cashrewards discuss the unit economics and the growth strategy post the company’s...
Gary Rollo
Montgomery
Equities

Why the best is yet to come for semiconductor stocks

Bon Jovi’s 1986 rock anthem 'Livin’ on a Prayer' sees the eponymous lead vocalist roar out that “We’re halfway there”, telling the story of two battlers who are “down...
Douglas Isles
Platinum Asset Management
Expert Insights

The one stock to watch this reporting season

February is one of the most anticipated months of the year. Not because of Valentines Day, Chinese New Year or even the hot weather. No, February is the month to watch...
BHP
JBH
+2
Livewire Exclusive
Livewire Markets
Equities

Resting easy with ResMed

ResMed is a US$30 billion healthcare company that is working towards helping the roughly 1.5 billion people around the globe who suffer from respiratory medical...
RMD
Scott Olsson
Firetrail Investments
Equities

Tyro: Not terminal

It was meant to be a shocking result for Tyro. The payments company was in the doghouse with investors and customers after an embarrassing outage in mid-January that...
TYR
James Marlay
Livewire Markets
Equities

Reflation could be the great bubble buster that cures the world of asset bubble addiction

Local market flip-flopped all day before finishing slightly in the red. It would have been worse if the miners weren’t bucking the trend of rising commodity prices. It...
Mathan Somasundaram
Deep Data Analytics
Equities

Major miners outperform

The lift in iron ore prices to lofty new levels has seen the three major iron ore producers deliver some cracking results. Not far behind were the banks, which...
BHP
+10
BRAD POTTER
BRAD POTTER
Tyndall AM
Equities

Reporting season dividend diary

With one week remaining, this February reporting season has brought about a sigh of relief for many income investors. In fact, the phrase 'dividend bonanza' has been...
BHP
+9
Peter Gardner
Plato Investment Management
Equities

4 key recovery themes to act on now

Recovery. Recovery. Recovery. It's what we have all been praying for and it seems to be finally seeping through, at least from an economic perspective. Proactive...
Angus Kennedy
Livewire Markets
Equities

Is Australia a lead indicator for a global recovery?

Australia has had remarkable success in controlling the impact of COVID-19. New cases peaked in August 2020, leading to most major lockdown restrictions being lifted...
Tim Carleton
Auscap Asset Management
Equities

A Goldilocks year for agriculture

2021 is fast becoming a Goldilocks year for soft commodities, and there are two companies in particular that are set to benefit from the imminent boom. The first is...
IPL
NUF
Ramoun Lazar
Firetrail Investments
Equities

Own the bank not a bank deposit

After 37 years of declining interest rates that have fuelled asset price increases but laid waste to lower-risk income streams, it is perhaps surprising that now...
Roger Montgomery
Montgomery Investment Management
Equities

3 reasons why Asia can no longer be ignored

The term "Asian Century" entered common usage in the 1980s, as a way of describing the region's anticipated economic dominance in the 21st century. But with the Asian...
Sunny Bangia
Sunny Bangia
Antipodes
Equities

Time to bet against the herd when they are pricing in an uncertain result as certainty

Local market started negative and remained negative despite a mini bounce into the close. All the recent value trade sectors were the worst hit: energy, miners and...
Mathan Somasundaram
Deep Data Analytics
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