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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

Is Qantas returning to normal, or something better?

Back in May, we wrote about potential investment merit in Qantas, noting that, while airlines do not readily fit into the “exceptional business” category, we could see...
QAN
Tim Kelley
Montgomery Investment Management
Equities

Battery metals poised for another big year in 2021

At the beginning of the year, we identified rare earth elements and battery metals as a key theme in our article “2020 Investment Themes & Opportunities”. The...
PLS
+1
Hue Frame
Frame Funds Management
Equities

Geopolitics + Pandemic + Asset Bubbles = Weak Economy + Money Printing

Local market was negative for the third consecutive day despite positive US lead and positive China data. It was all about geopolitics and pandemic mess in the US. US...
Mathan Somasundaram
Deep Data Analytics
Equities

Winners and losers from the rapid rotation

In recent months, we have been discussing the vulnerability of expensive and high-sentiment stocks as they have become a more and more concentrated part of the listed...
Olivia Engel
State Street Investment Management
Equities

Fundies’ top 5: medtech, payments and aeronautical

From a creator of medical products at the forefront of infection control, to a caravan-maker reborn as a modular building specialist – a handful of niche companies...
FWD
NAN
+1
Livewire Exclusive
Livewire Markets
Equities

More turkeys to get pardoned but market needs stimulus now

Local market delivered another negative day on pandemic damage to the economy while US market was shut for Thanksgiving holiday. Global investors turned negative on...
Mathan Somasundaram
Deep Data Analytics
Equities

5G and India, Apple's latest play

The release of Apple’s new iPhone 12 and a recent change in the laws in India have combined to result in a potentially rewarding opportunity for the tech giant. Apple...
Alistair Mills
Alistair Mills
Betashares
Equities

Same but different, different but the same

Earlier this year I wrote a story titled "The Bear Market That Changes The World". In it, I predicted further unprecedented central bank market support measures and...
APT
Rudi Filapek-Vandyck
FNArena
Equities

Rare earths emerging as pick of the proxies for EV exposure

Surging demand for EVs is expected to see rare earths live up to their name, with prices reflecting the forecast supply-demand imbalance. This bullish outlook is...
BHP
+3
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 5 all weather stocks

The past year has shown volatility like no other. After hitting rock bottom in March, the market has shot up over 50%, in just nine months. Nail biting investors...
BXB
CSL
+2
Buy Hold Sell
Livewire Markets
Equities

US economy cracking under pandemic pressure

Local market rolled over into negative territory as long term vaccine and election optimism can’t fix the short term pandemic damage to the economy. Global investors...
Mathan Somasundaram
Deep Data Analytics
Equities

Chris Stott: what's hot, what's not

The pace of the pandemic recovery has caught many investors off-guard, including 1851 Capital's Chris Stott, but the manager’s rapid bear-to-bull transformation has...
+13
Glenn Freeman
Livewire Markets
Equities

Far fetched reasons for holding your growth stocks

A key question in every investors’ minds is when to sell. You might own a few stocks in your portfolio that are going very well, perhaps some new-age businesses that...
Chloe Stokes
Forager
Equities

Investing in a vaccinated world

The endless vaccine speculation of 2020 has crystallized into a single reality: coronavirus vaccines will be rolled out around the world over the coming 3-6 months....
APT
Michael Frazis
Frazis Capital
Equities

Stocks with further to go

I had an email from a Marcus Today Member this week saying “I know you have said many times that the market is sentiment-driven, but at the moment the US market has...
ALX
+6
Marcus Padley
Marcus Today
Expert Insights

Investing in quality companies of the future

Investing in the future has become a priority for many investors. Slowly but surely, investors have become more conscious of environmental, social and governance...
Livewire Exclusive
Livewire Markets
Equities

The re-emergence of financials, retail and travel

In recent weeks the wheels have been turning on a market rotation following positive news on COVID-19 vaccine developments. We now enter 2021 with confidence that it...
Alison Savas
Alison Savas
Antipodes
Equities

Aside from Tesla, who wins?

In the next decade it will be illegal to purchase a car with a petrol or diesel engine in many countries. Policy like this was unthinkable until recently, but now...
Lachlan MacGregor
Alphinity Investment Management
Equities

Sifting through the rubble

It should come as no surprise that 2020’s word of the year is “lockdown”1 according to Collins Dictionary. As COVID-19 swept the world, cities locked their doors to...
ALX
LLC
SYD
+1
Dion Hershan
Yarra Capital Management
Equities

Fast and the Furious: Momo traders are back

Local market had another positive day with global macro currency trade driving value sectors such as Energy, Banks and Miners. As recent trend suggests, global...
Mathan Somasundaram
Deep Data Analytics
Equities

6 mega-caps positioned to profit

It’s no secret that a handful of large-cap tech stocks now dominates many indices and has driven a significant portion of recent stock market gains. Tech giants...
Doug Rao
Doug Rao
Janus Henderson
Equities

Bigger is better? A simple investment tool for a simple message

It can be very easy to ‘fall in love’ with particular stocks. Investors do it all the time, ignoring individual stock valuations and following the herd into the most...
Paul Moore
PM Capital
Equities

10 stocks riding the rotation

The positive news regarding the effectiveness of both Pfizer and Moderna’s vaccines against Covid-19 are exceptionally good news for the world. With many more...
IEL
MGR
OSH
+7
Bruce Apted
State Street Investment Management
Equities

Uncovering big opportunities in small stocks

The doom and gloom associated with 2020 has grabbed a lot of attention but investors are missing the case for optimism, argue Catriona Burns and Nick Healy from Wilson...
WGB
Livewire Exclusive
Livewire Markets
Equities

The challenges and attractions of Private Equity investing

With Private Equity investing becoming democratised via novel structures like Listed Investment Trusts. It is important that investors are able to educate themselves...
Pengana Capital Group
Pengana Capital Group
6376-6400 of 8793
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