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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

The art of the deal and stock picking

Well, that wasn’t supposed to happen. Not after all the hand-wringing, ripping up the models and changed polling techniques that happened after the 2016 election. As...
Nicholas Cregan
Fairlight Asset Management
Equities

26 income opportunities are better than 10

Last Tuesday’s RBA interest rate cut and accompanying statement didn’t bode well for investors that rely on income producing assets such as bonds. Investors need to...
Arian Neiron
VanEck
Funds of the Future

Platinum: There's a revolution in biotech and you need to be part of it

Investing in biotech is often seen as binary: you either win big or lose everything. The success of CSL has been well chronicled, however, is it possible to...
James Marlay
Livewire Markets
Equities

Bears are seeing cracks in the central bank protection strategy

Local market had a positive day but the momentum seems to be running out of gas from the global asset allocation trade. The key positives for the market remain with...
Mathan Somasundaram
Deep Data Analytics
Equities

Savvy investors tune in for more inventory growth at Bellevue Gold

Plus, beaten-up Syrah wins an analyst’s heart while the bidding race for Cardinal puts the spotlight on fellow West African gold explorer Tietto. No big move either...
BGL
+4
Barry FitzGerald
Independent Journalist
Expert Insights

The elevator pitch for Otis

Otis Worldwide Corporation (NYSE:OTIS) is a leading developer of elevators and escalators that was spun off from American conglomerate United Technologies. Thomas...
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 stocks sailing on structural tailwinds

Cashless society, the shift to the cloud and food delivery are three structural growth trends sweeping global markets. 2020 saw the tailwinds fanning these trends...
Buy Hold Sell
Livewire Markets
Equities

Market confused as macro trade keeps pushing it higher in election uncertainty!

Local market had a strong positive day as global asset allocation trade delivered three consecutive positive moves in the US market to start the new election month....
Mathan Somasundaram
Deep Data Analytics
Equities

Key tenets for managing small-cap risk

Record low interest rates, unprecedented government stimulus in the wake of the COVID-19 pandemic and faith that central banks will ride to the rescue have encouraged...
AMC
APT
BXB
+3
Marc Whittaker
IML
Equities

Investing in Healthcare Stocks

Atlas is often asked by clients about the merits of investing in healthcare companies that offer cures, treatments or vaccinations that may both save lives and be very...
CSL
Hugh Dive
Atlas Funds Management
Equities

A high quality business hidden in plain sight

The Fairlight investment process is designed to identify high quality businesses, generally those with sustainably high returns on capital and a long runway for...
Will Dowd, CFA
Fairlight Asset Management
Equities

Antipodes eyes cheap growth and beaten down cyclicals

It is hard not to be consumed by the constant flow of updates relating to the US Presidential election. So, when I spoke with Jacob Mitchell, the CIO of Antipodes...
James Marlay
Livewire Markets
Equities

US election making 2020 confusing again

Local market was completely confused and volatile before finishing almost flat for the day as US election results came through. The last two days of market optimism...
Mathan Somasundaram
Deep Data Analytics
Expert Insights

Have tech stocks lost their bite?

Facebook, Amazon, Apple, Microsoft and Alphabet – the five biggest companies on earth, collectively responsible for 23% of the US market. This is a staggering jump...
Livewire Exclusive
Livewire Markets
Equities

An opportunity like no other for small caps

As the country pulls itself out of a global crisis we see both monetary and fiscal stimulus working overtime, presenting an opportunity like no other for small caps....
Sinclair Currie
NovaPort Capital
Equities

Good times ahead for Ingenia Communities

Ingenia Communities Group (ASX: INA) is a diversified real estate investment trust with a portfolio of assets covering lifestyle, tourism and retirement living. With a...
Gary Rollo
Montgomery
Equities

Sizing up the latest seafood IPO

If an upcoming IPO has its way, dinner party guests will need to contend with oyster aficionados raving on about creaminess and mouth feel along with the wine...
E33
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

US election - Senate race is just as important as the White House

Local market had a surprisingly strong positive day ahead of US election day. It has been clear over the last few days that global investors are moving into Australia...
Mathan Somasundaram
Deep Data Analytics
Equities

Nintendo: Switching it up with Innovation

Nintendo is a well-known producer of gaming consoles and related software. Founded in 1889 and headquartered in Japan, Nintendo has long been known as a conservative...
James Halse
James Halse
Platinum Asset Management
Equities

Quietening the noise: 5 things investors need to hear

One of the main observations from this past reporting season relevant to the remainder of 2020 was the unusually high level of noise. This was undoubtedly one of the...
JBH
Rhett Kessler
Pengana Capital Group
Equities

The 'obvious' trend that many are ignoring

At this point, saying that e-commerce is a long-term trend with substantial scope for further consumer adoption feels like stating the blindingly obvious. However, the...
Charlie Aitken
Charlie Aitken
Aitken Investment Management
Equities

Pandemic and Election risks are going to bring the Halloween party to the markets

Local market had a volatile positive day due to the global investors chasing currency after the positive China manufacturing data. Despite the negative global lead...
Mathan Somasundaram
Deep Data Analytics
Equities

The Melbourne Cup of LICs: top picks and roughies in a shrinking field

It's Melbourne Cup day, and once again we’ve rummaged through the Listed Investment Company bargain bin to come up with our best LIC picks for the 12 months ahead....
+15
Daryl Wilson
Affluence Funds Management
Equities

Calcutta 2020: ‘Hall of Fame’ fundies lift the lid on their 14 best ideas

Not even the challenges thrown up by a year ravaged by a global pandemic could get in the way of Australia’s top fund manager finding a way to pitch their best ideas...
RBL
James Marlay
Livewire Markets
Expert Insights

The hidden growth story of this technology stock

Pinterest (NYSE:PINS) is a technology and social media platform best described as a “visual discovery” search engine. It lets users ‘pin’ or bookmark ideas they like;...
Livewire Exclusive
Livewire Markets
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