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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

Can these fallen soufflés rise twice?

The ASX is replete with hugely successful companies that not long ago were small caps, such as Afterpay and Fortescue Metals. Sadly, there’s also the reverse: ‘famous...
Tim Boreham
Tim Boreham
Independent Investment Research
Equities
Sponsored

How to identify high quality businesses

Australia is home to high-quality companies with strong growth potential. The global Covid-19 pandemic has divided our stock market into three categories: companies...
Michelle Lopez
Michelle Lopez
abrdn
Equities

Market optimism ignoring economic reality

Local market had another positive day with global macro currency trade driving all sectors green. Global investors were chasing the rising AUDUSD with Energy and Banks...
Mathan Somasundaram
Deep Data Analytics
Equities

Votes, vaccines and a re-emerging world for investors

In this episode of Magellan - In the Know, as a new and very different president-elect prepares to enter the White House, and as vaccine hopefuls emerge to suppress...
Hamish Douglass
Hamish Douglass
Magellan Investment Partners
Equities

Ampol buy-back a fill-up for retirees

On Monday 23rd November, Ampol (formally known as Caltex) announced a $300m off-market buy-back after finalising its property transaction where it raised $635m after...
ALD
Peter Gardner
Plato Investment Management
Equities

Two global data titans right under your nose

It would be difficult to read the business news or spend five minutes in front of your Bloomberg terminal without seeing their names. Both companies have been in...
Stephen Arnold
Aoris Investment Management
Equities

Earnings rebound driving recovery in this unloved sector

Earlier in the year we wrote about our attraction to the mining services industry given a favourable macro backdrop, earnings growth and cheap valuations. While the...
IMD
+5
Matt Griffin
Maple-Brown Abbott
Expert Insights

GM is about to surprise everyone

GM entered bankruptcy in 2009, suffering from decades of misguided management attempts to remain one of the largest auto companies in the world. This goal led to...
Livewire Exclusive
Livewire Markets
Equities

The end of an Era and the start of the Next

NextEra Energy, the world’s largest generator of wind and solar energy, has overtaken Exxon to become the most valuable energy company in America. In just 7 years,...
Lachlan MacGregor
Alphinity Investment Management
Equities

GMG: the future of warehousing

Warehouses have come a long way from being dirty sheds in the middle of nowhere. Today, highly automated warehouses are occupying populous urban locations and powering...
GMG
Julia Weng
Julia Weng
Paradice Investment Management
Equities

Beaten down large caps to lead the recovery

As borders reopen and Australians return to a new-normal, our economy moves from a pandemic to a recovery stage. Matthew Haupt and John Ayoub, large cap specialists at...
BHP
DOW
FMG
+9
Livewire Exclusive
Livewire Markets
Expert Insights

6 stocks to hold for the long-term

The temptation to buy and sell stocks can be overwhelming during periods of market turmoil, as we’ve seen since COVID hit Australia’s shores in February. But Prime...
BAP
+2
Livewire Exclusive
Livewire Markets
Equities

Handouts are temporary, Economic cycles are permanent

Local market started positive on global macro currency trade and faded through the day as expected. Once again the local market was a captive of the global investors...
Mathan Somasundaram
Deep Data Analytics
Equities

4 reasons we’re increasing our exposure to banks

Optimism in the macro outlook grew steadily throughout October, starting with an indication of further monetary easing from the RBA, followed by a Federal Budget which...
AMP
+12
Rhett Kessler
Pengana Capital Group
Equities

The strategic value of amaysim

Amaysim Australia Limited (“amaysim”) is the largest mobile virtual network operator (“MVNO”) in Australia and the fourth-largest mobile service provider overall with...
TPG
Hamish Carlisle
Merlon Capital
Equities

AMP's move to passive creates opportunities for active managers

Not as shocking as a global pandemic, in this year of shocks, was the decision by the AMP to become a passive investor. To the investment community in New Zealand...
Stephen Bennie
Castle Point Funds
Equities

Value ready for catch-up

Nothing lasts forever, in particular not in financial markets, or as I like to put it: this too shall pass, eventually. With “this” I am referring to the relentless,...
AMC
GNC
+2
Rudi Filapek-Vandyck
FNArena
Equities

US politics delivers MAWA (Make America Weak Again)

Local market started positive on better stimulus hope and improving AUDUSD before White House moves on handouts and healthcare pulled it back to flat. US market...
Mathan Somasundaram
Deep Data Analytics
Equities

A payments company for value investors

Euronet Worldwide Inc (NASDAQ: EEFT) was recently added to our portfolio. EEFT is a global electronic processing company based in the US and listed on NASDAQ. The...
Vince Pezzullo
Perpetual Asset Management (Australia)
The Rules of Investing

Buy Australian for the next recovery phase

After a tumultuous 2020, the world is (slowly) beginning to recover. With two successful vaccines announced, and the virus largely quashed in Asia and the Pacific, the...
COH
COL
+2
The Rules of Investing
Livewire Markets
Equities

Why going small will win big in 2021

With the US election settled, vaccines on the way and a reopening of the country mounting, the worst is seemingly behind us. Oscar Oberg and Tobias Yao, two small-cap...
WAM
WMI
Livewire Exclusive
Livewire Markets
Equities

An underappreciated company thinking 'inside the box'

The 2020 SOHN Hearts and Minds Investment Leaders Conference was a little different to previous years. Hosted via Zoom, rather than taking place at the Sydney Opera...
Nick Griffin
Munro Partners
Equities

Healthcare stocks: stay local or go global?

Listed healthcare companies, including those in medical technology, biotechnology and pharmaceuticals are among some of the most defensive assets, so are particularly...
CSL
Glenn Freeman
Livewire Markets
Equities

Is value investing really dead?

There is strong support from many decades of data that investing in value stocks - lowly-rated companies that are deemed undervalued compared to their future worth -...
Nick Kirrage
Schroders
Equities

Lithium pioneer Biddle pitches his next cutting-edge mineral to investors

Plus, imminent PFS could spark re-rating for Kingston and sold-down Rumble offers punters several leveraged exploration plays. It hasn’t taken long for Neil Biddle to...
DCN
IGO
+4
Barry FitzGerald
Independent Journalist
6401-6425 of 8793
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