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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

Socialism is the inconvenient truth while Capitalism is the reassuring lie

Local market had another positive day on a low turnover with global investors pushing the market higher chasing rising AUDUSD. Local fund managers are still missing in...
Mathan Somasundaram
Deep Data Analytics
Equities

India takes leadership, both on and off the field

Yesterday we saw India’s cricket team defeat Australia at the Gabba despite all odds. Most so-called experts called for a 4-0 drubbing, especially after the first test...
Mugunthan Siva
India Avenue
Equities

Why 2021 will be better, and which quality stocks we prefer

In terms of the global backdrop, the election victory of Joe Biden in the US and news of several potentially highly effective vaccines against COVID‑19 (the disease...
RMD
+1
Randal Jenneke
T. Rowe Price
Equities

Socialism is the new Capitalism but don’t tell anyone

Local market popped hard at the open on a low turnover day and remained there as global investors boosted sentiment chasing the rising AUDUSD. Local fund managers are...
Mathan Somasundaram
Deep Data Analytics
Equities

Thinner, stronger, greener: the "Fibre" you need to know about.

Nanollose Limited (NC6.ASX $NC6) has risen 280% (5c to 19c) since the announcement of their joint patent with Grasim Industries. We shared our thoughts with clients...
NC6
Thomas Schoenmaker
Alpine Capital
Equities

Regulation, rates and inflation: risks to watch in 2021

While stock markets continued their strong run over the last quarter, from early November it was notable that many companies with economically sensitive (cyclical)...
Andrew Clifford
Andrew Clifford
Platinum Asset Management
Equities

Hamish Douglass: Alibaba is fundamentally undervalued

Just over a year ago, Magellan’s Vihari Ross tipped Chinese tech giant Alibaba as her stock pick for 2020 in Livewire’s annual outlook series. This year, she labelled...
Bella Kidman
Bella Kidman
Livewire Markets
Collections

How to avoid pre-IPO traps

Investors love to talk about their winners. The stock they invested in when almost nobody had heard the name and became a ten-bagger overnight. A great Australian...
Bella Kidman
Bella Kidman
Livewire Markets
Equities

Investing in market momentum

“History is merely a list of surprises. It can only prepare us to be surprised yet again”. It’s hard to disagree with Kurt Vonnegut having lived through 2020. A global...
BHP
FMG
RIO
Martin Conlon
Schroders
Equities
Sponsored

The benefits of conviction, experience and curiosity

As we look back on the year that was, we believe one thing is clear: it’s critical that an investment philosophy performs in both up and down markets. 2020 showed...
APT
FMG
+1
Dushko Bajic
First Sentier Investors
Equities

We had the good news about the stimulus, and now we are going to pay for it!

The local market delivered a negative day on the back of the weak US lead and solid China data. US markets were hit on weak retail data and early reporting season...
Mathan Somasundaram
Deep Data Analytics
Equities

Game over for US tech giants?

With the outcry over unfair competition and unethical behaviour growing louder, how much longer can the big US technology companies escape regulation? 2020 was another...
abrdn .
abrdn
Equities

Three reasons new car sales are set to take off

We spend a great deal of time analysing data and few charts have created more debate in the Firetrail office over the past several years than that of new car sales. On...
Matthew Fist
Firetrail Investments
Collections

From little things, big things grow

In 2016, Afterpay was introduced to the ASX with an IPO price of $1.00. The share price has since risen over 11,000%. If you invested in Afterpay during its IPO and...
Bella Kidman
Bella Kidman
Livewire Markets
Equities

Dodging the darlings and loving the lonely

Our lack of exposure to the high-growth technology sector and the stable earnings streams from the healthcare and consumer staples sectors may seem extreme. But so are...
APT
S32
Simon Mawhinney
Allan Gray
Equities

A greater opportunity in a greater fool world

Many would argue that today’s market bears little resemblance to the Dotcom bubble. Yes, the by-products of increased risk-taking are different. However, the mindset...
Gino Rossi
Gino Rossi
Spheria Asset Management
Equities

US Fed and new stimulus plans make inflation great again

Local market was flat as a pancake after damning weak job data driven stimulus hope in the US was waved away by US Fed flagging inflation is back baby!!! Job data was...
Mathan Somasundaram
Deep Data Analytics
Equities

The blue wave will rock your world

The local market delivered a positive day on bond yields coming back and the short squeeze in the Tech sector. Turnover remains weak and global investors remain key to...
Mathan Somasundaram
Deep Data Analytics
Equities

Has gold euphoria gone too far?

Gold was threatening to recover over recent weeks only to plunge over $US60 an ounce on Friday. When I reviewed the market on Saturday morning, I could almost hear a...
James Gerrish
Market Partners
Equities

Here. We. Go

A healthy process to undertake as you get back to the market from holiday (if you managed one) is to do some attribution on what you’ve missed and what you hold. Half...
Marcus Padley
Marcus Today
Collections

Why pre-IPO investing is back in vogue

If you don't think public equities are getting a bit crowded, consider this. The past year saw a whopping nine million Australian adults invest outside their home and...
360
4DX
+6
Bella Kidman
Bella Kidman
Livewire Markets
Outlook Series

Your top-tipped global stocks of 2021

2020 was a year of shocking, frustrating, and sometimes thrilling firsts. The first global pandemic in a lifetime. The first time a company hit $2 trillion. The first...
Glenn Freeman
Livewire Markets
Equities

Return of the king

Local markets squeezed out a slight positive day on low turnover with bond yields pulling back from the overnight peaks. US 10 year bond yield ran above 1.18% and then...
Mathan Somasundaram
Deep Data Analytics
Equities

Why your head should be in the Cloud

Just a year ago, when reports first emerged of a novel coronavirus outbreak in Asia, few could have predicted the duration and level of economic and societal...
Denny Fish
Janus Henderson
Equities

Is NIO the next Competitor to Tesla?

With an increase of more than 1,500% over the last year, shares in automotive company NIO (NYSE: NIO) have been attracting widespread attention as competition...
Michael Smith
Michael Smith
Kauri Asset Management
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