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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

An ignored travel stock set to grow in 2021

Amadeus IT Group S.A (MCE:AMS) provides the leading Global Distribution System responsible for processing airline bookings. It is one of three providers in the world...
Vince Pezzullo
Perpetual Asset Management (Australia)
Equities

US pandemic mess to weigh on vaccine hope in the short term

Local market started negative and stayed there after weak lead from US and China coal problems. US pandemic miss management has daily death rate expected to be above...
Mathan Somasundaram
Deep Data Analytics
Equities

Desknote: Veris Limited rebuild is gathering pace

Following recent management meetings, we think Veris could be a standout microcap (VRS.ASX $0.075 Mkt Cap $30.4m). Looking forward, VRS could be approaching turnover...
VRS
Thomas Schoenmaker
Alpine Capital
Equities

Money printing fairy tales are not delivering jobs but expect more to come

Local market delivered a slightly positive day on low turnover volatile day. The market started positive on global investor buying on positive consumer sentiment data...
Mathan Somasundaram
Deep Data Analytics
Equities

Searching for blind spots

As an active equity investor we believe that the market is not completely efficient at accurately gauging the share price of every company, all of the time. An...
Stephen Bennie
Castle Point Funds
Equities

Where we see opportunities in 2021

A furniture retailer, mining services company, listed property trust and health insurer are among companies that have either rallied, lagged or presented enticing...
Tim Carleton
Auscap Asset Management
Equities

Reflation is back like a drunk relative you can't ignore

Local market had another negative day as global sentiment on growth and stimulus fades with US uncertainties. ECB rammed up their QE as expected due to the second...
Mathan Somasundaram
Deep Data Analytics
Equities

3 'speccy' uranium plays

The US Senate Committee on Environment and Public Works (EPW) has approved a bipartisan bill that advances the initiative to establish a US strategic uranium reserve....
BOE
PDN
James Gerrish
Market Partners
Equities

2 Aussie companies running their own race

If COVID-19 has demonstrated anything, it’s the importance of owning high-quality companies that can run their own race. These are companies that are able to perform,...
MP1
XRO
Dushko Bajic
First Sentier Investors
Equities

Gold stocks which missed 2020 party may be next year’s winners

Gold Road and Breaker among those seen as having potential to play catch-up. And TNG is also chasing a re-rating as its FID looms. The gold stocks aren’t exactly...
+3
Barry FitzGerald
Independent Journalist
Equities

A global marketplace leader you've never heard about

November was a wild month in global markets between the conclusion of the US election and multiple rounds of good news regarding vaccines for Covid. We welcome the end...
Joe Magyer
Joe Magyer
Lakehouse Capital
Equities

Emerging market equities find support

Confidence is growing in the outlook for emerging markets. Over the last month of bumper returns for most risky asset classes, emerging markets excluding China have...
Anthony Doyle
Anthony Doyle
Firetrail Investments
Expert Insights

Investing in the big picture

Clean energy and avoidance of fossil fuels are perhaps the first things that spring to mind when thinking about environmental, social and governance investing. And...
MQG
Livewire Exclusive
Livewire Markets
Equities

The Path to Whiskey Riches

Lark Distilling Co. (LRK), founded in 1992 and formerly known as Australian Whiskey Holdings (AWY), is the owner of the Lark Distillery in Tasmania. Lark was the first...
Joshua Baker
Equities

Known unknowns add to the uncertainty

We believe that there are a number of unknowns impacting market sentiment today, and finding those investments that balance returns with doing the right thing is not...
Amit Lodha
Amit Lodha
Fidelity International
Equities

The outlook for Australian Equities in 2021

We firmly believe that when we look back to this period in five years’ time, we will view it as an excellent time to have invested in the market, while significant...
Paul Taylor
Fidelity International
Equities

3 ETF ideas for 2021

As an unusual and challenging year draws to a close, many investors may wonder what’s in store for 2021. The prospect of vaccines, a return to travel and more ‘normal’...
kanish chugh
kanish chugh
Global X ETFs
Equities

3 Aussie sectors set for an outstanding year

To earn an income of $100,000 per annum before tax in 2012, a conservative investor needed $2 million in a 12-month term deposit. Today that number sits at an...
BHP
BPT
+13
James Gerrish
Market Partners
Equities

Paid to Slack off!

Within a month of Salesforce taking a position in Slack Technologies, it acquired it last week for $27bn. To put into context, this is bigger than many household name...
Scott Williams
Fiftyone Capital
Equities

November surge

Extreme financial market behaviour repeats itself only when everyone who remembers the last time has hung up their boots. We are still a few years away from the...
Tom Stevenson
Fidelity International
Equities

Our top picks in the mining services space

Surging commodity prices and a deep infrastructure pipeline support a positive medium-term outlook for contractors, a sector which has broadly lagged the market...
IMD
NWH
+1
Dominic Rose
Montgomery Lucent Investment Management
Equities

The next generation of Aussie tech titans

The next generation of Australia’s technology unicorns are galloping into sight, says Regal Funds Management CIO Philip King, and he’s betting at least a few of them...
360
APT
+13
Glenn Freeman
Livewire Markets
Equities

United Socialism of America needs more stimulus...a lot more!

Local market had another positive day on global traders chasing the currency/value trade in another low turnover day. Local fundies look to be already on holiday mode...
Mathan Somasundaram
Deep Data Analytics
Equities

Move over growth, value is making a comeback

The year 2020 presented a range of firsts for many, including a global pandemic resulting in a very short-lived but deep COVID-19 recession, exacerbated by government...
CCL
TCL
BRAD POTTER
BRAD POTTER
Tyndall AM
Equities

Factor Investing: Rising to the challenges of today’s problems

Recent months have shown the devastating effects the coronavirus outbreak has had on the world. Yet, despite the huge toll on individuals, society and the wider...
Gideon Smith
Gideon Smith
Rosenberg Equities, AXA Investment Managers
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