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Equities

Market getting hit by US election overload and pandemic reality

Local market fell from the start on mixed US Tech results after US market close before getting hit again in the last hour to finish a solid negative day as the end of...
Mathan Somasundaram
Deep Data Analytics
Equities

Big boys’ exploration success in WA’s Paterson fuels drilling frenzy among army of juniors

The field season in this remote province is in full flight, offering investors leverage in abundance. Plus, former analyst helps kaolin IPO and WA iron ore junior...
+6
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 6 stocks for 10 years

Short-term market volatility has been on the mind of Livewire contributors, but on a long-term view, the market often proves rational. With the rise of passive...
APT
CSL
+3
Buy Hold Sell
Livewire Markets
Equities

FOMO changing from "Fear Of Missing Out" to "Fear Of Momentum Over"!!!

Local market followed the global markets lower as Europe moves into pandemic lockdown restrictions while US stimulus plans are pushed out to 2021 and pandemic wave is...
Mathan Somasundaram
Deep Data Analytics
Equities

Dividends are dead. Long live dividends!

Covid-19 could not kill off dividends with gross equity income seemingly still in rude health when compared with fixed income and cash products. A recent Plato Digital...
AGL
AMP
+23
Livewire Exclusive
Livewire Markets
Equities

China takes the lead

China’s economy grew by 4.9% p.a.in the third quarter compared with a year earlier, accelerating from growth of 3.2% p.a. in the second quarter. The world’s...
Russel Chesler
VanEck
Equities

MNF demerger to create significant value

NAOS Asset Management has been an investor in MNF Group (ASX: MNF) for over 5 years through the listed investment companies (LIC’s) we manage, and we remain the...
Sebastian Evans
NAOS
Equities

Democrats & Republicans: Two pathways, one destination for markets

Today marks one week until what has become one of the most polarising elections in US history - an election that could have the highest voter turnout since 1908. We...
Jacob Mitchell
Antipodes
Equities

Sunset Strip - 28th October 2020 - Global macro trade delivers a positive day

Local market fell at the open before global fund managers were back buying our market for the currency bounce and pushed it back over to slight positive territory....
Mathan Somasundaram
Deep Data Analytics
Equities

The 3 biggest conundrums facing investors in today’s climate

As a steward of money, our fundamental goal is to ensure that the purchasing power of that money can be both preserved and grown. Therein lies the challenge. There...
Rhett Kessler
Pengana Capital Group
Equities

Quality never goes out of style

Factors are identifiable, persistent drivers of risk and return. According to index provider MSCI, there are six main equity style factors: quality, size, value,...
Arian Neiron
VanEck
Equities

Here’s why small caps will continue to run and 3 ways to play it

This investor fervour, variously known as the reopening trade, was directed towards those domestic companies whose earnings will benefit from a surge in personal...
ADH
+2
Ben Griffiths
Eley Griffiths Group
Equities

The ASX stocks protecting organisations from the online hackers and hucksters

Afraid of being hacked or cyber-compromised in some other way? If you want to be very afraid, take a look at the online sites that track the daily flows of global...
AR9
+2
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

Have the e-commerce stocks run too hard, too fast?

Markets have a common habit of getting far too excited on both the upside and downside, a phenomenon we often describe as stretching the elastic band of optimism /...
ADH
CSL
+3
James Gerrish
Market Partners
Equities

Dot-com zombie parallel universe

“If you bought every company that lost money in 2019 … you’ll be up 65 percent so far this year.” - Joel Greenblatt, Masters in Business interview October...
APT
BHP
CSL
Jason Teh
Vertium Asset Management
Equities

Markets are priced for most of the upside

Local market fell for the first half of the day and mainly stayed down for a solid negative day despite currency bounce. In the recent times micro caps outperform...
Mathan Somasundaram
Deep Data Analytics
Equities

Transforming the world's most trusted brands

In this episode of Magellan - In the Know, I talk to Laxman Narasimhan, CEO of global consumer goods company, Reckitt Benckiser, the makers of brands such as Detol,...
Hamish Douglass
Hamish Douglass
Magellan Investment Partners
Equities

Flying high – a remarkable track record

Back in 2002 Alliance Aviation Services (ASX:AQZ) commenced flying with just two aircraft. Today, the operating aircraft fleet size has grown to 43, with a further 14...
Gary Rollo
Montgomery
Equities

Boulders of uncertainty on share markets - 3 powerful tailwinds that can help

It would not be unfair to say that this has been a challenging year. Consider a global pandemic, economic devastation from the shut-down of a global economy, the...
Joy Yacoub
Joy Yacoub
Equities

Hot stocks can simmer for a while

In this video I look at how stock opportunities can be staring you in the face, commonly for 12 to 18 months, before they move strongly higher. I also nominate a stock...
Paul Moore
PM Capital
Buy Hold Sell

2007 highs in sight, can it be beaten and how to buy in

The March lows from the impacts of coronavirus spelled the sharpest correction experienced in decades. Yet from this fall, we are experiencing a recovery almost as...
CHC
COH
SYD
+1
Buy Hold Sell
Livewire Markets
Equities

Aussie tech darlings more cyclical than perceived

COVID-19 has caused unprecedented and widespread disruption, including to the long perceived safe haven sectors of infrastructure and healthcare. Against this back...
APT
APX
+3
Katie Hudson
Yarra Capital Management
Equities

Sunset Strip - 26 October 2020

Local market started positive before sliding into negative territory as global traders were chasing the AUDUSD lower. Weak AUDUSD pushed down Banks and Miners helping...
Mathan Somasundaram
Deep Data Analytics
Equities

Watch out for exaggerated optimism in small caps

Small capitalised companies have been having a great run since the market bottomed in late March. The S&P/ASX Small Ordinaries Index is up 60% since the 24th of March...
Bruce Apted
State Street Investment Management
Expert Insights

2 sectors, 6 stocks MLC likes as inflation plays

A handful of companies across two key sectors would benefit from rising inflation after decades in the doldrums, says MLC Asset Management portfolio manager John...
Livewire Exclusive
Livewire Markets
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