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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

Are software stocks having a "Kodak" moment?

AI is upending software models, driving a sell-off and exposing which firms have data moats and which rely on seat-based demand.
+5
Damien Klassen
Nucleus Wealth
Equities

Seneca's special situation

This gold royalty is trading at a 40% discount and management has just put up the 'for sale' sign.
DEG
+12
Ben Richards
Seneca Financial Solutions
Reporting Season

FNArena reporting season monitor: Feb 2026 - Week 2 (44 stocks covered)

Read on to find the ratings, consensus price targets, and FNArena insights on each stock covered.
Rudi Filapek-Vandyck
FNArena
Reporting Season

Is last week's reporting season carnage a sign of things to come?

I sat down with my old running mate, Henry Jennings, to unpack a volatile week of reporting season.
AMP
CAR
+7
Chris Conway
Livewire Markets
Equities

Cobar copper play feeds investor appetite for consolidation in red metal sector

Aeris’ takeover of Peel will result in a combined copper player with scale while creating a new zinc outfit with a life of its own.
PEX
Barry FitzGerald
Independent Journalist
Equities

Microcap masterclass: Yarra's Joel Fleming on making the most of the small end of town

A broadening rally in microcaps will bring plenty of opportunities for finding tomorrow's winners. Here's how Yarra is approaching it.
Tom Stelzer
Livewire Markets
Reporting Season

Debt-free and still delivering: Why WAM is backing Pro Medicus despite big sell-off

PME dropped more than 20% on revenue and dividend misses, even as NPAT soars to $171m.
PME
Tom Stelzer
Livewire Markets
Reporting Season

10 consecutive halves of customer growth as the Origin story rolls on

Retail strength, data centre demand and rising power prices could reshape Origin’s earnings trajectory.
ORG
Stephanie Gardner
Livewire Markets
Equities

It's a bear (for some)

Parts of the share market have started a fresh bull market, having experienced a bear market previously. For other parts, it's vice versa.
CAR
GMG
PME
+2
Rudi Filapek-Vandyck
FNArena
Equities

Evolution's dividend bonanza & breaking down the CBA & AGL results

Watch Plato Investment Management's latest February Reporting Season Update
AGL
Peter Gardner
Plato Investment Management
Reporting Season

"No longer a blue-chip" - CSL's fall from grace plunges new depths

Marcus Today’s Henry Jennings is unimpressed by CSL’s results - and even less so by its handling of the CEO change.
CSL
Vishal Teckchandani
Livewire Markets
Shares

In a world gone mad, it’s all about earnings growth for Catriona Burns

Markets may be factor-led for now, but Catriona Burns believes earnings growth will ultimately drive share prices again.
Chris Conway
Livewire Markets
Equities

Rare earths prices just hit three-year highs - why ASX stocks like LYC, ILU and ARU aren’t moving… yet

Rare earths prices have hit 3-year highs amidst a tightening market — but ASX rare earths stocks are lagging. Should investors buy the dip?
+6
Carl Capolingua
Livewire Markets
Equities

Why QBE, TCL and CPU are the top 3 ASX Companies for higher rates in 2026

To win in 2026, investors must pivot toward companies with three specific advantages: the float, pricing power, and the productivity moat.
CPU
+2
William Taylor
ETF Shares
Reporting Season

Rudi: Where can you find shelter as winter arrives for tech stocks?

FNArena's market veteran says investors should brace for volatility and approach the market with caution.
James Marlay
Livewire Markets
Reporting Season

FNArena reporting season monitor: Feb 2026 - Week 1 (11 stocks covered)

Read on to find the ratings, consensus price targets, and FNArena insights on each stock covered.
Rudi Filapek-Vandyck
FNArena
Equities

What drove the value comeback, and will it last?

After a turbulent 2025, value stocks staged a strong rebound in the second half of the year.
CSL
WES
Dougal Maple-Brown
Maple-Brown Abbott
Equities

Inside knowledge: why CEOs selling shares is a potential warning signal

Insider trades hint at confidence or caution. Watch for consistent patterns and separate routine moves from red flags.
Will Hanna
Maple-Brown Abbott
Equities

Big Tech’s AI bill comes due - has the sell-off gone too far?

U.S. tech earnings season has turned ugly. ETF Shares’ David Tuckwell reviews the key results and explains what investors should focus on.
+6
Vishal Teckchandani
Livewire Markets
Reporting Season

18% sell-off hits REA after results amid tech sector fears

REA delivered steady growth, but cautious listings guidance and tech-sector volatility sparked extreme swings in the share price.
REA
Stephanie Gardner
Livewire Markets
Equities

Solstice shares head for the sun as bumper copper-gold hits break discovery drought

Plus, Nimy gets set to cash-in on US gallium demand and Orion fires-up on BHP backing and project funding talk.
BHP
+3
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 4 under-the-radar ASX growth stocks for your portfolio

The fundies give us their under-the-radar growth stock picks and the strategies they use to identify early stage investment opportunities.
+1
Buy Hold Sell
Livewire Markets
Equities

“Killing season” - why reporting season won’t forgive disappointment

Volatility isn’t going away, but opportunity hasn’t either. Henry Jennings explains where selectivity still pays off this reporting season.
4DX
BGL
+4
Stephanie Gardner
Livewire Markets
Equities

2026 will be a year of earnings, expansion and execution for Aussie equities

If 2025 was defined by Resilience, Rates and Resources, we expect 2026 to be shaped by the three E’s: Earnings growth for the first time in 3 years driven by the...
BHP
+7
Alphinity Investment Management
Alphinity Investment Management
Reporting Season

Amcor a BUY for IML's Daniel Moore as he looks to second half improvement

Amcor’s result wasn’t strong, but it didn’t need to be. Why “less bad” was enough to lift the stock, and what matters from here.
AMC
Chris Conway
Livewire Markets
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