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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

Sustainable investing gets COVID boost

The story Super’s green push lures MSCI recently ran in The Australian Financial Review. It is evident from the article: ESG is going to be a focus for Australia’s...
Arian Neiron
VanEck
Equities

This is where the most underpriced equities are hiding

Equity markets delivered extraordinary returns in 2020, but, given the return of uneven and contradictory news flow, the first quarter of 2021 will certainly test...
Scott Berg
T. Rowe Price
Equities

Reporting season week 2: a brutal week for some

Welcome to the second episode of '4-minute Monday', a special series from Nikko AM built around ASX reporting season. Each Monday, I sit down with the team and...
AMP
BRAD POTTER
BRAD POTTER
Tyndall AM
Expert Insights

The 5 traits of truly resilient dividend payers

'Unprecedented' was a word thrown around incessantly throughout 2020, and once again it is the perfect word to describe the recession that hit our shores. Alan...
Livewire Exclusive
Livewire Markets
Equities

IIR Pharma & Biotech Index Top Performers of 2020

A look at the performance of the pharmaceutical and biotech sector over the month of January as well a look at the top performers of the IIR Pharma & Biotech Index in...
ADO
CTE
+6
Claire Aitchison
Independent Investment Research
Equities

A global broker at an attractive price

IB’s main value proposition is to execute trades in financial markets such as equities, options and foreign exchange. It needs four basic competencies to do this:...
Alipasha Razzaghipour
Alipasha Razzaghipour
Kasa Investment Partners
Equities

FNArena reporting season monitor: February 2021 - Week 2 (46 stocks covered)

In this wire, we report the ratings, consensus price target changes, and brief summaries of the collective responses from FNArena database brokers for each of the more...
AGL
AMC
AMP
+43
Rudi Filapek-Vandyck
FNArena
Equities

Honey, I broke the economy. It wasn’t me, it was reflation!

Local market delivered a negative day on low turnover on growth worries with most Asian markets closed for the holidays. Asian holidays meant there weren’t enough...
Mathan Somasundaram
Deep Data Analytics
Equities

How to play renewables through commodities

Want 5G? You need silver. Want an electric vehicle? You need lithium, nickel and cobalt. Want a wind farm? You need aluminium and rare earth. Want to recharge...
BHP
Elfreda Jonker
Alphinity Investment Management
The Rules of Investing

Finding value in dark corners of the market

Steve Johnson has built a reputation for himself and the team at Forager Funds for uncovering value in dark corners of the market. But in recent years, he’s learned...
EGG
NZM
+3
The Rules of Investing
Livewire Markets
Equities

Why we see opportunities in consumer-related stocks this year

We believe those who view the exceptional profit upgrades from domestic consumer-related stocks over the last few months as being extremely short-term should consider...
ADH
AX1
BAP
+8
Kent Williams
Kent Williams
AMP Capital
Equities

Red rags to the bull: 3 global opportunities riding the recovery

The atmosphere across global markets is electric, and no this isn't a pun on EV's popularity. Rising exuberance across several sectors has been fuelled, rather than...
Mia Kwok
Mia Kwok
Livewire Markets
Equities

A February full of promise

There are multiple ways in which one can look at progress and events. One angle, popular among economists, is through the following lens: that economies are still so...
AGL
+2
Rudi Filapek-Vandyck
FNArena
Equities

Liontown sets for lithium split as former BHP exec slips into big chair

But it’s the imminent assays from its project next to Chalice that could change the game overnight. Plus, strong iron ore prices mean Fenix EBITDA set to exceed its...
BHP
CHN
+4
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: The 5 highest-yield stocks on the ASX

If there is anything we Australians love more than backing the underdog or a Bunnings banger, it's bang for our buck. Perhaps, this is why we worship the ground upon...
ADH
AGL
+4
Buy Hold Sell
Livewire Markets
Equities

Why "reflation" matters and how you should respond

The local market delivered a slightly negative day on weak turnover, where global passive money moves at the open and close were the only real action, despite...
Mathan Somasundaram
Deep Data Analytics
Equities

Transurban: Empty roads, full of promise

Motorways owner Transurban’s (ASX: TCL) half-year earnings report on Thursday was a slight “miss” for analysts, but there's another reason this company should make you...
TCL
Glenn Freeman
Livewire Markets
Expert Insights

Rudi: It’s a new bull market and Value stocks are back

It has been one way traffic for nearly a decade in the value vs growth debate, and betting against those growth darlings has been a painful, frustrating and costly...
AMC
AMP
+18
James Marlay
Livewire Markets
Rapid Fire

Inside Auscap’s epic turnaround

When two talented investors, Tim Carleton and Matt Parker, broke ranks from Goldman Sachs in 2012 and set up Auscap Asset Management, a company whose goal was to...
NCK
+2
James Marlay
Livewire Markets
Equities

Catalysts for change

How do you spot the coming shift from growth to value? Ride the winners. That’s the obvious investment strategy favoured at the end of a cycle. It’s easy, really. Just...
John Goetz
Pzena Investment Management
Equities

Debt-fuelled socialism is being dressed up as capitalism, but reflation is coming

Local market delivered a positive day on weaker turnover, where global large cap buy portfolio boosted the market around midday before a slight slide into the close....
Mathan Somasundaram
Deep Data Analytics
Equities

Why CBA’s dividend hike means more payouts ahead

A “will they, won’t they” mentality around Commonwealth Bank's result dominated the lead-up. But CEO Matt Comyn’s announcement of a $1.50 a share interim dividend...
Glenn Freeman
Livewire Markets
Equities

The local shares vulnerable to a "short squeeze" – or else sold for good reason

Could the ASX become subject to the same trading shenanigans in the US which put a rocket up the share price of struggling video outlet operator GameStop and then the...
AVH
+11
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

Australia stuck in Bubble Now Pain Later (BNPL)

Local market delivered a negative day on solid turnover with selling into the close despite US market delivering a positive day that ran up into the close. The power...
Mathan Somasundaram
Deep Data Analytics
Equities

3 stocks that could still pop 20% as 7000 rapidly approaches

MM purchased Aristocrat (ALL) less than 10-days ago for under $31, pleasingly we are already showing a ~10% paper profit, while our initial target remains at least 10%...
+2
James Gerrish
Market Partners
6151-6175 of 8792
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