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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

Earnings previews for BHP, Rio Tinto, Fortescue, Mineral Resources, and other ASX resources stocks

This earnings season could be make-or-break for ASX resources stocks as lower commodity prices and the looming trade war come into focus.
29M
BHP
+10
Carl Capolingua
Livewire Markets
Reporting Season

3 ASX growth stocks to watch as earnings hit a turning point

Earnings may have bottomed out and there's hope in the air this reporting season, according to FNArena's Rudi Filapek-Vandyck
COH
+8
Sara Allen
Livewire Markets
Equities

Is this ASX healthcare stock ready to rocket post-merger?

Integral Diagnostics (ASX: IDX) had a great year in 2024; its share price was up around 50% as its business recovered from the post-Covid doldrums. It has just...
Marc Whittaker
IML
Reporting Season

CBA is expensive. But it continues to deliver on earnings and dividends

CBA's first-half result continues to showcase the same narrative – consistent earnings and dividends at a very, very expensive price tag.
Kerry Sun
Livewire Markets
Equities

'Drives me mad': fundies slam CBA's ballooning valuation

David Berthon-Jones and Garry Laurence said to look for dividends or growth elsewhere as CBA is the world's most expensive bank stock.
+1
Tom Richardson
Livewire Markets
Equities

Blackwattle’s Lessons Learned Series: Mistakes make better investors & the importance of risk management

At Blackwattle, we embrace our mistakes as learning opportunities and believe they drive both personal and professional growth.
Daniel Broeren
Blackwattle Partners
Equities

Deep value stocks are a double-digit return generator (and 6 stocks to prove it)

In this wire, Pzena Investment Management share where they find value-oriented opportunities in a mega cap-driven market.
Hans Lee
Livewire Markets
Equities

CSL falls short, despite $8.48 billion revenue

Plasma is still a winner for the healthcare giant, but vaccinations face hurdles.
CSL
Sara Allen
Livewire Markets
Equities

Short squeeze alert: these 10 ASX stocks could bring the pain

These 10 stocks will take short sellers the most days to cover positions and are most likely to sink or surge on earnings this month.
BAP
BRG
+7
Tom Richardson
Livewire Markets
Equities

Earnings previews for Woodside, Santos, Karoon, Ampol, Viva, Whitehaven and other ASX energy stocks

February earnings season is here, and it could be make or break for beaten down stocks in the ASX Energy sector like Woodside and Santos.
ALD
BOE
+6
Carl Capolingua
Livewire Markets
Equities

Wilson AM's Tobias Yao crushed AI backing founder-led businesses (74% to 39%)

A year ago, we asked whether AI will ever be able to pick stocks like a human. As the headline suggests, the current answer is 'not yet'.
Chris Conway
Livewire Markets
Equities

AI-fuelled growth: Amazon, Google, and Microsoft earnings compared

Amazon, Google, and Microsoft’s latest earnings reveal AI’s growing impact on cloud, ads, and software, as Big Tech races for AI dominance.
+1
Sally Fang
Swell Asset Management
Reporting Season

Why are investors buying Nick Scali?

Despite the fact it overshot its own guidance, Nick Scali's result may be the clearest sign of a consumer slowdown yet.
NCK
Hans Lee
Livewire Markets
Equities

Growth at reasonable yield (GARY) shows defense is the best form of offense

Bears can beat the bulls with growth and yield
ASB
+1
Mathan Somasundaram
Deep Data Analytics
Reporting Season

FNArena reporting season monitor: February 2025 - Week 1 (10 stocks covered)

Read on to find the ratings, consensus price targets, and FNArena insights on each stock covered.
AMC
BPT
BWP
+7
Rudi Filapek-Vandyck
FNArena
Reporting Season

Download Livewire's February Reporting Season Guide, with analysis of 10 ASX companies

We've put together the quintessential reporting season guide as we head into Feburary reporting season.
Chris Conway
Livewire Markets
Equities

The ultimate contrarian play? Why this fund manager is betting on airlines and banks, not AI

We spoke with Brandywine Global to find out where they're seeing value around the world and why they own global airlines.
QAN
+5
Chris Conway
Livewire Markets
Equities

The implications of extreme concentration

Concentration in equity markets has reached unprecedented levels, particularly in the United States.(1) A select few mega-cap stocks, colloquially referred to as the...
Dr David Walsh
RQI Investors
Equities

Beament eyes Develop re-rate and sale on back of imminent cashflow ramp-up

Copper’s strong run in face of trade wars piques investor interest in stocks such as Develop, discovery runaway AusQuest, Coda and Noronex.
AQDN
+5
Barry FitzGerald
Independent Journalist
Equities

Fundie vs AI: One year on, who is the winner?

A year ago, we asked whether AI will ever be able to pick stocks like a human? Here, we get some answers.
Chris Conway
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 3 stocks with strong sales growth (and 2 from the managers)

First Sentier's David Wilson and Elston's Joe McCarthy pick apart companies with strong sales growth - is it all it's cracked up to be?
S32
SEK
+2
Buy Hold Sell
Livewire Markets
Equities

What’s going on with the uranium market?

The fundamentals for uranium appear strong, growing demand from nuclear power and AI versus limited scope for production increases.
AEE
+17
Carl Capolingua
Livewire Markets
Equities

Trump's tariffs: ASX & global stocks that could tumble amid the uncertainty

How should investors interpret Trump’s tariff threats—literally, seriously, neither, or both?
BHP
BOE
+10
Dr David Allen
Plato Investment Management
Equities

Earnings optimism is back!

Corporate Australia has battled (too) many headwinds over the past three years, but investor optimism is on the rise for better times ahead.
MDR
+2
Rudi Filapek-Vandyck
FNArena
Equities

Why Warren Buffett loves ETFs

With a net worth exceeding US$140 billion(1) and a famously successful investing track record, we listen when the Oracle of Omaha speaks. Despite being a uniquely...
Betashares .
Betashares
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