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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

9 ASX stock ideas for the next phase of the market - where precision will rule

Ausbil’s David Lloyd outlines why precision in SMIDs beats broad exposure and reveals the themes he believes are turning.
Chris Conway
Livewire Markets
Equities

ASX on the cheap: 6 low P/E companies for your watchlist

Hunting for value in stretched markets? These companies might be worth a closer look.
GQG
+3
Sara Allen
Livewire Markets
Equities

14 ASX stock ideas ahead of the next RBA hike (and the ones most at risk)

With increasing odds that the next move by the RBA is a hike, Macquarie reviews the potential winners and losers across sectors.
Anna Dadic
Livewire Markets
Equities

Chris Stott, 1851 Capital: Keeping it simple and generating performance

From CIO at WAM to building 1851 Capital, Chris Stott continues to lead from the front.
Euroz Hartleys Ltd
Euroz Hartleys Ltd
Equities

OpenAI: Still hallucinating?

In our previous GQG Research, Dotcom on Steroids, we explored the striking parallels between the current AI landscape and the euphoric rise—and subsequent fall—of the...
GQG Partners
GQG Partners
Equities

Where do the ASX 200's best performers go next?

It's no surprise that the hottest ASX stocks this year have been mining stocks. But are any of them showing more upside?
LTR
+1
Tom Stelzer
Livewire Markets
Equities

Brave new world: Flows vs fundamentals

Prolonged overvaluation of mega-cap stocks in recent years may stem from the structural shift in market structure from passive flows
WES
+2
Jason Teh
Vertium Asset Management
Equities

It’s risk-on as strong commodity prices drive record crowds at resources investor conference

The renewed appetite for exploration leverage is telling, as is the strong demand for a new Victorian gold IPO.
+3
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 6 global stocks with big potential you’ve likely never heard of

Sticking to the ASX can mean missing out. In this episode, two experts reveal high-potential global stocks you’ve probably never heard of
+3
Buy Hold Sell
Livewire Markets
Equities

What makes for a Quality investment?

The three metrics that define quality investing and why they matter for building long-term wealth.
Hans Lee
Betashares
Equities

Poll of the week: Where does the ASX 200 go in 2026?

A chaotic year is almost at an end. But what does 2026 have in store for Aussie equities? Here's your early chance to make a prediction.
Tom Stelzer
Livewire Markets
Equities

We’re not in Kansas anymore

As global and domestic forces continue to reshape markets, investors must rethink where sustainable value can truly be found.
CSL
+5
Martin Conlon
Schroders
Equities

Why we own SK Hynix and why NVIDIA’s ecosystem risk matters

We own SK Hynix to capture soaring HBM demand while avoiding NVIDIA’s long-term risk from hyperscalers designing custom silicon.
Lachlan Hughes
Swell Asset Management
Equities

Hunting for "forever businesses" and 5 stocks for your watchlist

AI is exploding, labour markets are shifting, and biotech is waking up - Janus Henderson's Josh Cummings breaks down where the heat is now.
Chris Conway
Livewire Markets
Equities

The copper decade: Why demand is exploding and the 2 stocks set to benefit

Copper demand is accelerating fast while supply tightens. Michael Slack reveals the two stocks best positioned for the decade ahead.
BHP
WOR
Stephanie Gardner
Livewire Markets
Equities

Up 75% in 12 months. How much longer can this small cap stay under the radar?

This small cap has been flying under the radar but the growth tailwinds are blowing and investors are buying the story.
James Marlay
Livewire Markets
Equities

NAB Financial Year 2025 results: steady in a tough environment

NAB Financial Year 2025 results: steady in a tough environment
Roger Montgomery
Montgomery Investment Management
Equities

NVIDIA Q3 Fiscal 2026 Earnings

NVIDIA Q3 Fiscal 2026 Earnings
Roger Montgomery
Montgomery Investment Management
Equities

Baxter’s recovery story: When temporary pain creates lasting value

All four of Baxter’s headwinds are company-specific and temporary, with resolutions underway.
John Goetz
Pzena Investment Management
Equities

Who are the best CEO's in the world? 4 top fundies weigh in

Four leading investors reveal the CEOs they believe sit at the very top of global leadership.
+2
Stephanie Gardner
Livewire Markets
Equities

5 long and short stock calls from Sohn London

Fresh from Sohn London: big shorts, bold longs, and sharp calls across fintech, med-tech, industrials and more. Here are the key ideas.
Chris Conway
Livewire Markets
Equities

Morningstar’s top 11 fully franked dividend picks for the end of the year

Energy stocks hold the winning yield in Morningstar's outlook for dividend picks.
ALX
APA
+6
Sara Allen
Livewire Markets
Equities

How investors can beat market concentration and the stocks still offering value

A great year for global equities leaves the best performers looking overvalued. Here's where you can still find value in expensive markets.
Tom Stelzer
Livewire Markets
Buy Hold Sell

Buy Hold Sell: US earnings season and 2 stocks (not Nvidia) that crushed it

AI soared, consumers split, and volatility spiked. We break down the key surprises from US earnings season and two stocks that shone bright.
Buy Hold Sell
Livewire Markets
Equities

Glenmore stays bullish on small caps but sharpens its focus on valuation

After a blistering rally in small caps, Glenmore is trimming winners, backing structural growers and doubling down on valuation discipline.
CCL
NCK
PLS
+1
Chris Conway
Livewire Markets
626-650 of 8777
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