Home Wires

Equities

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

Expert Insights

A reliable small cap that remains overlooked

Richard Ivers, portfolio manager at Prime Value Asset Management, says that investors get lured towards ‘new and shiny’ opportunities when looking at small caps. This...
Livewire Exclusive
Livewire Markets
Equities

FAANGM-mania, or are there good reasons for these high prices?

Beatle-mania? Maybe, but it turned that John, Paul, George and Ringo sold a lot of records Even after the recent pullback as a result of news of a likely COVID...
Alex Pollak
Loftus Peak
Equities

Why Hempton likes big tobacco and value stocks

John Hempton, the eccentric hedge fund manager who retired at 39, then founded Bronte Capital after receiving threats of divorce from his wife, has revealed some of...
Patrick Poke
Livewire Markets
Equities

How Pfizer’s vaccine will affect stocks in your portfolio

Wow, what a week! Pfizer announces it has a vaccine almost set to go, and hasn’t the market reacted! Happily for our investors, The Montgomery Fund has already pivoted...
ADH
IEL
RBL
+3
Roger Montgomery
Montgomery Investment Management
Equities

Chalice chief says Perth palladium find ‘truly globally significant’

Plus, Northern Star’s Bill Beament says his stock is a ‘screaming buy in the $14s’ and Kairos steps up the hunt for a Hemi of its own The market cap of Chalice Gold...
CHN
DEG
IGO
+2
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 5 bulletproof growth stocks

After a tumultuous year in which growth stocks dominated, the announcement of a successful vaccine has investors questioning whether these trends will continue. With...
Buy Hold Sell
Livewire Markets
Equities

For your eyes only....Bond, Long Bonds!!!

Local market started positive and then faded into negative territory with AUDUSD as global investors traded the currency exposure. We had another strong turnover day...
Mathan Somasundaram
Deep Data Analytics
Equities

Strong demand for IMDEX’s drilling services

IMDEX Limited (ASX:IMD) recently delivered a solid first quarter update to the market after delivering a record revenue in the period to March 2020. In the latest...
IMD
Dominic Rose
Montgomery Lucent Investment Management
Equities

Your (un)Official Guide to Hearts & Minds 2020

Each year, the leading investment minds from overseas and locally gather for the Sohn Hearts & Minds Conference. In past years the conference has featured Howard...
+1
Patrick Poke
Livewire Markets
Equities

Is the sharemarket correctly pricing-in fundamentals?

When Afterpay's share price recently rose above A$100, its market-cap surpassed some of Australia’s most successful global companies, such as Amcor, Brambles and...
AMC
APT
BXB
+1
Anton Tagliaferro
Fundamental Investment Management
Equities

A look at the Medicinal Cannabis Market

A look at the performance of the pharmaceutical and biotech sector over the month of October as well as a look at the medicinal cannabis market. Sector Overview The...
CAN
+2
Claire Aitchison
Independent Investment Research
Equities

Afterpay – buy now, pain later?

Afterpay has been a sharemarket darling, with its share price rising almost tenfold over the past two years alone. The price has fallen a little since starting this...
APT
Simon Mawhinney
Allan Gray
Equities

It's the economy, stupid!!!

Local market had a strong day despite patchy US lead with DOW up 0.9% and NASDAQ down 1.4%. The local market was jammed up by global investors chasing the currency all...
Mathan Somasundaram
Deep Data Analytics
Equities

A potential turning point in the battle against COVID-19

This week – less than a year after the COVID-19 coronavirus first emerged – biopharma companies Pfizer and BioNTech announced that their novel vaccine candidate for...
Matt Peron
Matt Peron
Equities

The dragon is rising

China A-shares have done well this year, rising by double-digit percentage points, and outperforming Asian and developed counterparts. Additionally, the wealth...
Russel Chesler
VanEck
Equities

The New Criterion: how to invest in mining royalties

There’s a ‘something for nothing’ element with mining royalties: the holder takes none or little of the risk in extracting the commodity while enjoying a virtually...
GUL
+2
Tim Boreham
Tim Boreham
Independent Investment Research
Buy Hold Sell

Two standout stocks and a sector to avoid post US election

The anticipated blue wave carrying Joe Biden to the US presidency may have been overstated but history suggests a divided government is no bad thing for markets. And...
Buy Hold Sell
Livewire Markets
Rapid Fire

Markets are at an inflexion point

If you’d never heard of Dean Fergie or Cyan Investment Management before, you’d be forgiven for thinking he was a dyed-in-the-wool value investor after reading this...
APT
KGN
+1
Patrick Poke
Livewire Markets
Equities

Markets are a hostage to Vaccine stories and Election tweets!!!

Local market had a strong lead from the US but the momentum only delivered a solid positive start that faded through the day as the election uncertainties and vaccine...
Mathan Somasundaram
Deep Data Analytics
Expert Insights

How to spot value in small caps

Limit your forecast period to between three and five years and don’t obsess about buying the highest returning stock, says Richard Ivers, portfolio manager of the...
Livewire Exclusive
Livewire Markets
Equities

Australian healthcare: 10 years in 10 charts

With Alphinity celebrating its 10th anniversary we have explored what has happened in the healthcare sector in the decade since Alphinity was first established. Over...
COH
CSL
+3
Stuart Welch
Alphinity Investment Management
Equities

What we are buying and selling on the vaccine news

This is yesterday's Strategy podcast from Marcus at Marcus Today - this was our initial reaction to the Vaccine news - the podcast, which we do daily for Members,...
ALX
+22
Marcus Padley
Marcus Today
Equities

Christmas lights beckoning advertisers back into the market

Australia’s media sector was smashed during COVID as consumers’ focus was diverted from roadside billboards and radio ads – but some segments are bouncing back...
OML
Firetrail Investments
Firetrail Investments
Expert Insights

2 stocks to balance your barbell

2020 has seen volatile markets globally. However as we head in to 2021, investors are beginning to think of how to position their portfolios for the post-COVID...
Livewire Exclusive
Livewire Markets
Equities

Central Banks are losing control of the cycle

Local market had a strong positive day on the back of US presidential election being called to Democrats. The markets are pricing in all the positives and ignoring all...
Mathan Somasundaram
Deep Data Analytics
6451-6475 of 8793
The 10th annual Livewire Live 2026

One room. One day. The minds that move markets.

22 September 2026 Art Gallery of NSW, Sydney

Register Now