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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

Software ate the world

In 2011, Silicon Valley entrepreneur Marc Andreessen declared software is eating the world. He made the claim at a time that technology stocks were relatively unloved...
Gareth Brown
Forager
Buy Hold Sell

Buy Hold Sell: 5 stocks ready to take flight

This week, the world received the news that not only one, but two potential COVID-19 vaccines had been produced. Does this mean that 2021 goes back to normal and the...
ALQ
QAN
+2
Buy Hold Sell
Livewire Markets
Equities

USD debasement and vaccine ends the yield pandemic

Local market started negative on US lead before global investors pushed it into positive territory on macro trade. Global investors continue to buy our banks for the...
Mathan Somasundaram
Deep Data Analytics
Equities

Are the major banks immune to COVID?

In the period since the Global Financial Crisis (GFC), the global banking sector has significantly de-risked. This is clearly evidenced by the structural increase in...
+1
Dinesh Kuhadas
Janus Henderson
Equities

Investing in the holy grail of tech

Israel today represents arguably the greatest concentration of innovation and entrepreneurship in the world. Israel and Israel-based companies are regularly cited as...
Gabi Dishi
Gabi Dishi
Pengana Capital Group
Equities

US election results boost US healthcare stocks

While the outcome of the US election remains uncertain, the Democratic sweep didn’t eventuate. Specifically, a Democratic majority in the Senate looks less...
Russel Chesler
VanEck
Equities

Can confidence create the conditions for growth?

Australia’s improving domestic management of the COVID-19 pandemic, an end to the lockdowns in Victoria and Melbourne in particular, vaccine progress, fiscal stimulus...
Tim Carleton
Auscap Asset Management
Equities
Sponsored

The secret of thriving while markets are diving

The Prime Value Emerging Opportunities Fund has continued to thrive despite the uncertainty and volatility that has dominated markets this year. Marking its...
Livewire Exclusive
Livewire Markets
Equities

Are disruptors the next generation of defensive stocks?

2020 has seen significant headwinds. Sectors that have traditionally been viewed as defensive are no longer considered safe-havens.Energy is one example. This high...
Matt Reynolds
Matt Reynolds
Capital Group
Equities

Pandemic Wave + Election Uncertainties + Growth/Value Rotation = Volatility

Local market was positive on global currency trade despite negative lead from the US. Weak USD kept AUDUSD rising through the day and the global investors were buying...
Mathan Somasundaram
Deep Data Analytics
Equities

Not all banks are haunted by the ghosts of crises past

Amongst many investors right now, ‘financials’ is a dirty word. Concerns around net interest margins and profitability arising from ‘lower for longer’ interest rates...
Vinayak Muralidharan
Antipodes
Equities

Recovery sectors made obvious

For a bit of insight into the recovery potential of certain sectors here are some charts showing what I have called “Recovery triangles” which show how far a sector...
Marcus Padley
Marcus Today
Equities

The rhyme of history

The quote “History doesn’t repeat itself but it does rhyme” has been attributed to Mark Twain.The rhymes between today’s equity markets and the markets back in 1999...
Arian Neiron
VanEck
Equities

The pandemic boom sectors that slipped under the radar

Think of a coronavirus boom industry and ecommerce or takeaway food delivery come to mind. Few would nominate the noble accounting profession, which is busy and only...
AUB
CUP
+2
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

Two public stocks with private equity pedigree

Do we just give up on traditional value investing processes, like looking at comparable financial multiples (e.g. EV/EBITDA, Price/Sales, Price/Earnings, Price/Book),...
Adrian Warner
Adrian Warner
Avenir Capital
Equities

How much income are you missing out on?

Self-funded retirees and many other income investors continue to be stung by monetary policy decisions. However, taxation benefits in the form of franking credits...
BHP
FMG
JBH
+2
Peter Gardner
Plato Investment Management
Equities

Vaccine brings FOMO (fear of multiples overstretched)

Local market was aimless and volatile all day before ending slightly positive. We were catching up from yesterday’s ASX shutdown after the first 30 minutes. US market...
Mathan Somasundaram
Deep Data Analytics
Equities

Flood of liquidity or water torture?

Water torture always seemed to me a fanciful way of inducing insanity. Constant dripping might be annoying; however, inducing insanity is another matter altogether....
AGL
AMP
HUB
+4
Martin Conlon
Schroders
Equities

A transformational deal that's not priced in

Macquarie Telecom (ASX:MAQ) is a leading Australian telecom and datacentre provider. Its datacentre business is booming as more and more organisations shift their...
Gary Rollo
Montgomery
Equities

A vaccine for COVID derangement syndrome

COVID Derangement Syndrome (CDS) is a nasty affliction that causes investors to misprice stocks. Some sufferers have it so bad they will buy or sell without regard to...
APT
+18
Simon Shields
Monash Investors
Equities

Ignoring risk has never been a good strategy!

Local market started positive on the US lead before ASX crapped itself and trading was put on halt. We saw some slight trading through Chi X but nothing much today....
Mathan Somasundaram
Deep Data Analytics
Equities

Consequences of the vaccine

Pfizer and BioNTech just announced that their vaccine was over 90% effective in a trial of 43,000 people, with no major adverse safety effects. These trials work by...
Michael Frazis
Frazis Capital
Equities

The next 10 bagger won't be cheap

In 2020, the long debate of growth versus value still rages. Detractors of the style will argue that with interest rates so low, these companies are mere...
Nick Griffin
Munro Partners
Equities

Change creates opportunity

The trends which have been driving markets have remained the same for a long time. Cheap money and scarce growth. Anyone who has taken an interest in stock markets...
Sinclair Currie
NovaPort Capital
Equities

A globally significant financial asset trading at a local valuation

The ownership of a mineral royalty (a contractually established financial asset) over a producing or near-production mining asset has been the basis of many Australian...
BHP
+1
Emanuel Datt
Datt Capital
6426-6450 of 8793
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