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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

Earnings optimism is back!

Corporate Australia has battled (too) many headwinds over the past three years, but investor optimism is on the rise for better times ahead.
MDR
+2
Rudi Filapek-Vandyck
FNArena
Equities

Why Warren Buffett loves ETFs

With a net worth exceeding US$140 billion(1) and a famously successful investing track record, we listen when the Oracle of Omaha speaks. Despite being a uniquely...
Betashares .
Betashares
Reporting Season

CEO of ASX's newest uranium producer Boss Energy says: "It's time to repay the faith"

Boss Energy is profitable, sitting on strategic stockpiles of uranium and cash, and is debt-free – a most envious position among ASX miners.
BOE
Carl Capolingua
Livewire Markets
Equities

Three of my learnings from 2024 that can help you invest in 2025

As I reflect on 2024, there are three lessons I’ve drawn that may prove useful as investors position their portfolios for 2025 and beyond.
Stephen Arnold
Aoris Investment Management
Equities

Buy Now, Pay Later – Zipping into focus

BNPL has its roots in the 19th century, originating from instalment plans that allowed consumers to purchase expensive items like furniture and farm equipment by...
SQ2
+5
Rachel Thomson
Eiger Capital
Equities

ResMed's half-year FY25 results: solid growth & expanding opportunities

ResMed’s (ASX:RMD) half-year FY25 results reflect a company that is not only thriving in its core business but is also strategically positioned to capitalise on future...
RMD
Roger Montgomery
Montgomery Investment Management
Equities

Regal joins Whitehaven Coal, Hancock, on Brazilian Rare Earths register

ASX-listed Brazilian Rare Earths is widely considered a potential takeover target as fund manager Regal builds a position on the register.
+1
Tom Richardson
Livewire Markets
Equities

3 ASX growth stocks loved by high-performing managers

'Cloning' top fund managers can be a winning strategy. Check out 3 ASX growth stocks that are worth a further look.
IPG
Patrick Poke
A Rich Life
Equities

The ASX medtech innovator positioned for growth

This commercial med-tech is valued at just ~A$40m despite having innovative tech, market adoption and a partnership with a global giant.
4DX
CVB
EBR
+2
Hashan De Silva
KP Rx
Equities

What's under the hood of VanEck's new long/short ETF - ALFA?

VanEck has launched an ETF that offers a new take on the very powerful long/short strategy. So, what's under the hood? Find out here.
Chris Conway
Livewire Markets
Buy Hold Sell

Growth stocks are all the rage - here's how to pick the best of the bunch (and 2 ASX examples)

Elston's Joe McCarthy and First Sentier's David Wilson share their tips for hunting great growth stocks, and an example for good measure
RMD
Buy Hold Sell
Livewire Markets
Reporting Season

ResMed's latest earnings are "super impressive", says this fund manager

Could this Australian-American healthcare stalwart hit $60/share?
RMD
Hans Lee
Livewire Markets
Equities

Should investors worry about tariffs?

The prospect of the new Trump administration raising tariffs may have helped push up interest rate expectations, bond yields, and the US dollar. While US equity...
Tim Richardson
Tim Richardson
Pengana Capital Group.
Equities

Boss stands out from uranium pack as production, costs cheer analysts

Stellar performance leads to swathe of glowing research notes. Plus, Pilbara chief cites ‘incredibly strong’ long-term outlook for lithium.
BOE
Barry FitzGerald
Independent Journalist
Equities

Perpetual Limited: A path to $30

We think that Perpetual should keep its crown jewel - its corporate trust business.
PPT
Garry Laurence
Profeta Investments
Buy Hold Sell

5 of your most-tipped growth stocks for 2025 (and 2 that should have made the list)

Joe McCarthy from Elston and David Wilson from First Sentier run the ruler over your most-tipped growth stocks for 2025
BHP
CAR
CSL
+4
Buy Hold Sell
Livewire Markets
Equities

Why founder-led businesses are set to outperform in 2025 and beyond

There are certain conditions and characteristics of founders and their businesses we look for when investing. We share some of them here.
Tobias Yao
Wilson Asset Management
Equities

3 quality ASX stocks for 2025

We discuss our stock picks from 2024 and then highlight three new high-quality companies best placed to navigate 2025.
SEK
XYZ
Michael Teran
Blackwattle Investment Partners
Equities

The Australian dollar is near five-year lows and these 4 ASX sectors stand to benefit

Plus, how high is the bar for the ASX-listed banks in 2025?
Hans Lee
Livewire Markets
Equities

Has Pilbara Minerals finally turned the long lithium corner?

Pilbara Minerals shares are rallying on a better-than-expected quarterly production and activities report, we investigate why.
BOE
Carl Capolingua
Livewire Markets
Equities

The ASX sector tipped to be February reporting season's surprise story

A bull market in stocks will spill into strong results for fund managers, as investors wait to pounce on a rotation from banks to miners.
Tom Richardson
Livewire Markets
Equities

3 ASX stocks that highlight how active investing delivers outperformance

Centennial Asset Management's Matt Kidman says an 'active' investment strategy will continue to beat the market.
Michael Carmody
Centennial Asset Management
Equities

DeepSeekAI: What is it and why is it a threat to the current AI Goliaths?

DeepseekAI claims to have built its latest AI models for just $6 million, so do we need Nvidia's expensive chips?
+4
Mark Gardner
MPC Markets
Equities

Nvidia's value crashes by $942 billion thanks to DeepSeek. Is your portfolio too exposed to the tech trade?

In this analysis piece, we examine whether DeepSeek's news is a blip or a game-changer for the ultra-bull market in mega-cap tech.
GMG
NXT
+1
Hans Lee
Livewire Markets
Equities

Has China just burst an AI bubble?

Even a minor disturbance to the narrative can lead to dramatic consequences.
Roger Montgomery
Montgomery Investment Management
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