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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 best-performing sector of the decade

Here at Livewire, we love charts. Nothing excites us more than when an interesting dataset crosses our channels, and we have recently been blessed with a high-quality...
APT
APX
+9
Angus Kennedy
Livewire Markets
Equities

Good reasons for Tabcorp to sell its Wagering & Media division

Australian gaming giant, Tabcorp Holdings (ASX:TAH) has received unsolicited, confidential, non-binding and highly conditional proposals to buy its Wagering & Media...
Stuart Jackson
Equities

5 key themes, bellwether stocks for February

When the French rugby team took on the All Blacks in the 1999 world cup semi-final at Twickenham, all eyes were already on a trans-Tasman clash the following Sunday....
APT
+18
Nick Morton
Nick Morton
Resonant Asset Management
Equities

Cash rates locked, but dividends unshackled

We didn’t get another “historic” rate cut from the RBA on February 2, but we did get some absolute confirmation of what we’ve been saying for quite some time - rates...
BHP
COL
+5
Dr Don Hamson
Plato Investment Management
Equities

How to assess micro-cap volatility

Nick Maggiulli, from personal wealth blog Of Dollars & Data, recently conducted some excellent analysis from on how crazy March 2020 was for the Dow Jones Industrial...
Mark Tobin
Coffee Microcaps
Equities

Manage risk like Tom Brady and be prepared to look silly at times

Local market has another low turnover positive day with global passive money doing the heavy lifting as most fund managers were watching another one sided competition...
Mathan Somasundaram
Deep Data Analytics
Equities

What to expect from dividends this reporting season

Welcome to the first 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...
AGL
ORG
BRAD POTTER
BRAD POTTER
Tyndall AM
Equities

FNArena reporting season monitor: February 2021 - Week 1

Welcome to another instalment of the FNArena reporting season monitor. The Monitor reports ratings, consensus price target changes, and brief summaries of the...
AMC
BWP
+10
Rudi Filapek-Vandyck
FNArena
Equities

Cashrewards’ three way win model

Cashrewards (ASX:CRW) is an Australian-owned and operated cashback loyalty platform connecting brands with consumers and differentiates itself by providing real cash...
Gary Rollo
Montgomery
Expert Insights

2 undervalued opportunities amid the market mania

The atmosphere in the investment world of late has been nothing short of electric. In the space of a mere few days the VIX has spiked and fallen, GameStop - and now...
Livewire Exclusive
Livewire Markets
Expert Insights

How to play the rush to supercomputing

It’s said that it was more profitable to be a pick and shovel salesman during the California Gold Rush than it was to be a gold digger. In the war of attrition for...
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Where to find sustainable income and 2 traps to avoid

Throw your double-shot coffee in the trash and turn those eyes to some news sure to jolt you awake on your Monday morning. Dividend payments are back, baby, or...
Buy Hold Sell
Livewire Markets
Equities

Time to take on the crowded trades…the great squeeze is coming!

Local market was pushed into positive territory by predominantly global passive money on a low turnover day. Local fund managers were nowhere to be seen and the...
Mathan Somasundaram
Deep Data Analytics
Equities

Bingo catches a bid. Who could be next?

Bingo Industries (ASX:BIN) confirmed in late January that it has received an unsolicited, indicative takeover proposal from a consortium led by private equity firm,...
IFT
+1
Dominic Rose
Montgomery Lucent Investment Management
Equities

PayPal closing in on Afterpay

One of my first jobs at university was in retail, working at Surf Dive ‘n’ Ski. In 1995 I was amazed by the number of people who used ‘lay-by’ to purchase goods, one...
APT
+4
Lachlan Hughes
Swell Asset Management
Equities

Historic deal positions Orion for copper scale

As the uranium sector begins to glow amid bullish price forecasts, Boss moves to finance production restart at South Australian project. Copper has been a star...
BHP
BOE
DYL
+3
Barry FitzGerald
Independent Journalist
Equities

Where Paradice is investing ahead of an inflationary pulse

With all eyes on the upcoming reporting season, the Aussie equities market will need some seriously good earnings results to meet rising ASX valuations. At Paradice...
BHP
IPL
+2
Mia Kwok
Mia Kwok
Livewire Markets
Equities

What’s next for Australia’s retailers?

It’s been a bumper start to the year for Australian retailers with lots of company results out early in 2021 talking about some very buoyant Christmas trading. We've...
JBH
+2
Alex Shevelev
Forager
Equities

The bear case on ecommerce stocks

2020 was a once-in-a-generation opportunity for pure-play ecommerce businesses, and there was a lot of money to be made by investors. However, as we move into 2021, is...
KGN
+1
Daniel Broeren
Blackwattle Partners
Buy Hold Sell

Buy Hold Sell: 5 high-yield small caps

Few things get investors' blood pumping like the promise of yield, especially in our low-interest rate world. And while dividend payouts suffered a bashing in early...
GEM
+2
Buy Hold Sell
Livewire Markets
Equities

“Socialise the pain, capitalise the gain" – A lazy option that no longer works

The local market sprinted into the profit-taking cycle globally, as reflation starts to take off. The month-end adjustments in asset allocation seem to have finished...
Mathan Somasundaram
Deep Data Analytics
Equities

6 stock picks for the reset

I wrote recently that for all the terrible consequences of the COVID-19 pandemic, it had a major positive effect in ending a long-running economic cycle while kicking...
Chad Padowitz
Talaria Asset Management
Equities

Beating them at their own GameStop

The family WhatsApp was on fire - my two-thumb typing tested almost to destruction by the to and fro on hedge funds, short-covering and clearing house deposits. It was...
Tom Stevenson
Fidelity International
Equities

Best tactical calls around February results

Happy surprises should outnumber unpleasant surprises for Australian equity investors this earnings season as cyclical tailwinds blow stronger, dividends make a...
Andrew Tang
Morgans Financial
Equities

FOGO is the new FOMO

Local market was once again boosted by global investor buying on asset allocation trade in relatively weaker volume. The month end adjustments in asset allocation is...
Mathan Somasundaram
Deep Data Analytics
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