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Listed stock commentary covering small-caps to big-caps, growth to income, domestic to global, and momentum to deep value.

Outlook Series

Ouch! 10 awful calls from 2020

There are some trades that so fill us with joy we become like a proud parent championing their children's sporting achievements, talking the ear off family and...
ELD
+5
Buy Hold Sell
Livewire Markets
Equities

Central bank fairy tales are unwinding into "Happily N'Ever After"

Local market had another low turnover positive day in holiday period while quarter/year end window dressing has already started with a few days to go. It’s a short...
Mathan Somasundaram
Deep Data Analytics
Equities

The 21st Century started this year

This is attributed to Peter Thiel and we couldn't agree more. For all the trials and tragedies of 2020, this was a year when all kinds of technology accelerated. In...
APT
Michael Frazis
Frazis Capital
Equities

Value or Growth - why not have both?

The small-cap index returned 10.2% in November, spurred on by three separate positive vaccine announcements and the US election outcome. Whilst this performance was...
Matthew Fist
Firetrail Investments
Equities

Inflated central bank hopium starting to lose traction

First let us wish you a safe and merry Christmas. It's certainly been an interesting and unique year to launch Deep Data Analytics. We like to thank our clients for...
Mathan Somasundaram
Deep Data Analytics
Equities

Fading US economic recovery is running into reflation with weak stimulus

Local market had a volatile positive day on very low turnover due to global investors chasing the currency all day. Local investors have been a declining force in the...
Mathan Somasundaram
Deep Data Analytics
Equities

Bega's can be choosers

What a month! The Australian equity market was up sharply through November with the S&P/ASX 200 surging 10% over the month, its best in 32 years, following multiple...
BGA
Ramoun Lazar
Firetrail Investments
Equities

Weak global economy is sailing into another virus minefield as leadership mistakes pile up

Local market started negative and kept sliding to close near the low of the day despite Iron Ore popping hard on Brazil issues. US market was weak but made late...
Mathan Somasundaram
Deep Data Analytics
Equities

8 companies set to outperform

The last two reporting seasons have clearly been highly unusual, and the way we’ve thought about earnings estimates for our companies is to worry a little bit less...
APT
BHP
EML
+5
Dushko Bajic
First Sentier Investors
Equities

Ingenia’s holiday park market is booming!

Formed in 2012 Ingenia Communities Group (ASX:INA) is a diversified real estate investment trust (REIT) with a portfolio of assets covering lifestyle, tourism and...
Gary Rollo
Montgomery
Equities

The year ahead: The roaring 20s or the scary 20s?

November was a spectacular month for markets. The 13% rise in the MSCI World Index was the best monthly result since January 1975. There was some fantastic news...
Bruno Paulson
Morgan Stanley IM
Equities

Not all markets are equal

Looking ahead, there are many reasons to remain optimistic towards emerging market equities, which we expect to benefit from a combination of long-term structural...
Alex Duffy
Alex Duffy
Fidelity International
Equities

Top-tipped stocks of 2020: small-caps that lead the pack

Each December Livewire asks you to nominate your #1 stock tip for the following year. Once the results are in, we track the stocks' performance using the Sharesight...
APX
EML
+2
Glenn Freeman
Livewire Markets
Equities

United Socialism of America has started the next stage of currency debasement

Local market started negative and then recovered to finish mainly flat on the back of Iron Ore miners. The big three miners added about 20 points to the market when...
Mathan Somasundaram
Deep Data Analytics
Equities

Low-momentum, high-risk stocks suddenly in favour

Market sentiment dramatically shifted in November with the sudden announcement of promising COVID-19 vaccine results and the outcome of US elections. In an effort to...
Olivia Engel
State Street Investment Management
Equities

Top-tipped of 2020: Big-caps up 50% YTD

This time last year, we asked Livewire readers to submit their #1 stock pick for 2020. Once the results were in, we tallied up the votes and using the Sharesight...
APT
BHP
+7
Bella Kidman
Bella Kidman
Livewire Markets
Equities

Investment themes worth backing in 2021

Theme 1 Reflate the economy As share markets crashed across the globe in March and April, central bankers reduced interest rates and Governments expanded their balance...
Hue Frame
Frame Funds Management
Equities

Best undeveloped projects list: history suggests investors stand to do very nicely

Argonaut’s latest annual compilation features diverse mix of commodities and locations. In the mix is Bardoc Gold, which a fellow broker says is yet to get the love it...
ATU
+7
Barry FitzGerald
Independent Journalist
Equities

US Fed is making Bitcoin great again

Local market was boosted by monthly market level index option expiry turnover and AUDUSD getting jammed up by collapsing USD. US Fed update follows the weak clueless...
Mathan Somasundaram
Deep Data Analytics
Equities

The lesson investors should heed from 2020

It is something we’ve all been told before. Successful long-term investors survive short-term volatility by sticking to investment principles that have withstood the...
Arian Neiron
VanEck
Collections

Four small-caps offering value and growth

We’ve put small-cap stocks under the microscope in recent days, after asking a handful of Australian fund managers how they find the best-performing, most resilient...
BRG
+1
Glenn Freeman
Livewire Markets
Equities

Expect US Fed to repeat the same failed policies and expect a different outcome

Local market started positive on global investor buying on currency trade and held up most of the day in low turnover before late selling pulled back the...
Mathan Somasundaram
Deep Data Analytics
Equities

Banks are putting the squeeze on fossil fuels

With mounting pressure on banks to reduce their exposure to funding fossil fuel companies, the four majors have introduced a number of ambitious measures to meet their...
+6
BRAD POTTER
BRAD POTTER
Tyndall AM
Equities

Competition is for losers – except at extremes like now

In 2014, Peter Thiel, the founder of PayPal and Palantir, gave a lecture at Stanford University called “Competition is for Losers”. Thiel argued there was only two...
PM Capital
PM Capital
Equities

Covid-19 Vaccines Receive Emergency Authorisation & Vaccinations Commence

A look at the performance of the pharmaceutical and biotech sector over the month of November as well as an update on the Covid-19 vaccine front runners. Sector...
IMU
IPD
+2
Claire Aitchison
Independent Investment Research
6301-6325 of 8793
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