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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

Reeling from the software meltdown? Here's how to AI-proof your portfolio

AI may be smart, but it can’t eat, flush or plug itself in. Here’s a framework for finding stocks that don’t get disrupted.
Chris Conway
Livewire Markets
Equities

Patience. Process. Humility. How Aoris is investing in the current climate

Stephen Arnold outlines why narrow market focus can misprice quality businesses and where he sees opportunity today.
Chris Conway
Livewire Markets
Shares

Where valuation resets are creating opportunity on the ASX

Valuations are easing and opportunities are emerging. Here’s where a value investor is putting capital to work.
AMC
CSL
+1
Chris Conway
Livewire Markets
Reporting Season

8 ASX stocks Morgans is watching this reporting season

Falling correlations are reshaping reporting season outcomes. Morgans explains why individual results matter more than market moves.
+5
Stephanie Gardner
Livewire Markets
Equities

Tips for ASX reporting season: Sell your losers

History shows stocks that miss earnings rarely bounce back quickly. Here's why buying the dip is usually a mistake.
Kerry Sun
Livewire Markets
Equities

3 ASX small caps that are still great value

Our top three high quality, reasonably priced small caps for 2026 and beyond.
Marc Whittaker
IML
Success and More Interesting Stuff

This ain’t junk! Why GYG’s Steven Marks refuses to compromise on quality

Steven Marks on building Guzman y Gomez, refusing to compromise on quality, and why the US is the next major test.
Matthew Kidman
Centennial Asset Management
Equities

Transcontinental merger unleashing the power of US Rail

By Portfolio Manager, Kevin Bertoli.
PM Capital
PM Capital
Equities

UBS upgrades NAB, highlights three top financial stocks

UBS finally turns bullish on one of the Big Four, upgrading NAB to Buy and flagging opportunity across three other ASX financials.
+2
Vishal Teckchandani
Livewire Markets
Equities

What’s changing for Australian small caps in 2026?

Diverging rate outlooks, contested leadership and the renewed importance of resources are shaping outcomes in the year ahead.
360
+3
Robert Hawkesford
Blackwattle Investment Partners
Equities

3 perceived AI-losers that aren’t

When it comes to AI, rather than picking the winners, the bigger opportunity may be identifying businesses misperceived as losers.
Stephen Arnold
Aoris Investment Management
Equities

Why switching to income may make sense in 2026, and our top 3 stocks to do it

Dividends don’t move like share prices, and that stability can matter most when valuations stretch.
+1
Michael O'Neill
IML
Buy Hold Sell

Buy Hold Sell: Will this be a good year for ASX growth stocks?

After a mixed 2025, the fundies discuss what's in store for growth in 2026 and share a top ASX pick.
REA
Buy Hold Sell
Livewire Markets
Equities

Where fundies are finding value as the Small Ords nears a record

As the Small Ords barrels toward a record, fundies from Eiger, Datt Capital and Tyndall assess the outlook and share five names they like.
360
+2
Vishal Teckchandani
Livewire Markets
Equities

Is this the best comeback trade no one is talking about?

A weaker US dollar, low valuations and fast growth are reshaping the opportunity in emerging markets.
Chris Conway
Livewire Markets
Equities

BHP vs CBA: How passive investing is shaping the fight for the ASX's biggest company

BHP is back on top of the ASX. How passive flows are shaping the ASX’s biggest stocks — and your superannuation account balance.
BHP
STO
+1
Warren Masilamony
Livewire Markets
Equities

25+ ASX 200 stocks due to catch up as AUD takes off

A strong Aussie dollar can be a good thing for Aussie equity investors - you just need to know where to look.
Tom Stelzer
Livewire Markets
Shares

Emma Fisher is sticking with fundamentals and backing these 5 ASX stocks

After a year of market extremes, Emma Fisher explains how she’s staying grounded and finding value in unexpected places.
360
IGO
NWS
+3
Chris Conway
Livewire Markets
Equities

Develop set to fill ASX base metals void, as Beament throws in lithium steak knives

Plus, Wildcat and PMET use lithium winter to add value and former New World chief plans Xpedra’s first drilling at NSW gold project.
+3
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: You tipped them, we tested them (plus 2 big buys from the experts)

Our fundies break down five of your most-tipped 2026 growth stocks and share two that should have made the list.
360
BHP
CAR
+4
Buy Hold Sell
Livewire Markets
Equities

3 quality ASX stocks for 2026

We discuss our stock picks from 2025 and then highlight three new high-quality companies best placed to navigate 2026.
SEK
TUA
+3
Michael Teran
Blackwattle Investment Partners
Equities

Why Google could go to US$100 trillion (not hyperbole)

Google is the internet. And it's optionality on future tech is second to none.
+1
David Tuckwell
ETF Shares
Equities

Active management thrives in small caps

Is a volatile 2026 ahead for Australian small caps? We are confident in turning rate shifts, resources momentum and M&A into opportunity.
WAA
WAM
WAX
+1
Shaun Weick
Wilson Asset Management
Equities

The business of booze: Can Zero be Diageo's comeback story?

Once prized for its reliability, alcohol has become a difficult place for investors.
Steve Johnson
Forager
Equities

Navigating the shifting landscape of wine and alcohol

The alcohol industry is going through dramatic change and only nimble producers who can adapt to changing tastes will succeed
Martin Marais
Wentworth Williamson
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