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Equities

Listed stock commentary covering small-caps to big-caps, growth to income, domestic to global, and momentum to deep value.

Rapid Fire

Adding value on both sides of the trade

Investor sentiment in the time of COVID has propelled some stocks and disrupted others, in the process creating some once-in-a-lifetime opportunities, says Paradice...
SYD
Livewire Exclusive
Livewire Markets
Equities

Sunset Strip - 23rd October 2020

Local market had another slight negative volatile day with big transition portfolios moving around all day. The market fell for the first few hours of the day before...
Mathan Somasundaram
Deep Data Analytics
The Rules of Investing

The biggest trends to watch in the next 5 years

Identifying key global trends in business and investing requires an overview of the world that few investors can achieve. But with an army of Fidelity International...
The Rules of Investing
Livewire Markets
Equities

A positive outlook for global income

It’s been a tough year, but there’s some positive news for investors seeking income from global equities in our latest Global Income Quarterly report.For those not...
Dan Pennell
Plato Investment Management
Equities

Are the likes of REA, Carsales worth chasing?

Some of the ASX’s best performing stocks in 2020, which includes March’s COVID sell-off, would surprise a few readers although the pandemics influence has undoubtedly...
BHP
CAR
+12
James Gerrish
Market Partners
Equities

When Rudi Met Harry

On Thursday, Sydney time, I had a whirlwind interview with Harry Dent, former uber-bull on Wall Street who nowadays predicts the crash of all crashes, while at the...
Rudi Filapek-Vandyck
FNArena
Equities

ASX microcaps knocking it out of the ground Microcap Manager Review Q32020

After a sustained period of underperformance, ASX microcaps are back! ASX microcaps have underperformed their slightly larger cousins small caps and their bigger large...
+5
Mark Tobin
Coffee Microcaps
Equities

Hunt for ASX copper stocks hots up as investors prepare for supply deficit

There are not many to choose from, but Sandfire’s sum-of-the-parts highlights a value opportunity while shares in juniors such as Stavely and Venturex are already...
DEG
DGO
+7
Barry FitzGerald
Independent Journalist
Equities

a2 Milk – growth stocks and downgrades don’t mix well

Back in early August, we contributed an article that highlighted some potential headwinds that a2 Milk could be facing in the near, medium and long-term. In it, we...
Stephen Bennie
Castle Point Funds
Buy Hold Sell

Buy Hold Sell: 5 ex-20 stocks on a high

Some investors like the idea of treating the stock market like an extended fishing trip. They'll carefully pick their spot (think investment universe), patiently wait...
+2
Buy Hold Sell
Livewire Markets
Equities

VGI lifts the lid on new look portfolios

Global equities manager VGI Partners is looking to put a tough June quarter behind it with concentrated long-term bets on several global stocks. The high conviction...
Livewire Exclusive
Livewire Markets
Equities

Sunset Strip - 22nd October 2020

Local market had another volatile day but there were big transition portfolios moving around all day and delivered solid turnover through the day. The market fell at...
Mathan Somasundaram
Deep Data Analytics
Equities

A retailer adapting and now thriving from the pandemic

The COVID-19 pandemic was expected to hit consumer spending and trigger a recession not seen in Australia since 1991. As retailers shut their doors and households...
BRG
Matt Williams
Airlie Funds Management
Equities

Bapcor remains a great play on domestic tourism

Bapcor (ASX:BAP) – Australia’s leading aftermarket auto parts distributor – has enjoyed very strong trading conditions since mobility restrictions have eased, and its...
BAP
Dominic Rose
Montgomery Lucent Investment Management
Equities

Sunset Strip - 21st October 2020

Local market was volatile but mainly flat. It struggled to follow the US bounce on stimulus hope despite the recovery in the currency. Global investors were spooked by...
Mathan Somasundaram
Deep Data Analytics
Equities

A vaccine in 2021 a shot in the arm for cyclicals

From the initial trepidation and fear about COVID-19’s rapid spread across the world, we’ve entered a period of uncertainty and fatigue as citizens debate the public...
Jacob Mitchell
Antipodes
Rapid Fire

You never know where the next opportunity will come from

In a market that’s been turned upside down by COVID and lockdowns, Jon Moog, Chief Investment Officer of the Pengana Global Small Companies Fund, says it’s critical to...
Patrick Poke
Livewire Markets
Equities

It all starts with microcaps and there’s a world of opportunity

Most investors appreciate the merit of holding high-quality businesses for the long-term. However, little is said about the benefit of finding those companies early on...
Gino Rossi
Gino Rossi
Spheria Asset Management
Equities

There’s vroom to move for ASX automotive stocks as motorists – and bikers – hit the road again

The sprawling ASX-listed automotive sector is one to watch this AGM season as holidaymakers avail of newly-restored freedoms and gear up for a good ol’ fashioned road...
AMA
+5
Tim Boreham
Tim Boreham
Independent Investment Research
Collections

Afterpay cracks $100... who's next?

Mark the date October 20, 2020 in your calendars. At 10:35am, Afterpay, the ASX darling and BNPL giant cracked $100. Achieving 10296% growth from its IPO price of...
APT
SZL
Z1P
Bella Kidman
Bella Kidman
Livewire Markets
Equities

The secret behind resilient performance

As life slowly returns to normal and businesses around Asia plan for the next phase post Covid-19, we found it a good time to reflect on the learnings over the past...
Qiao Ma
Qiao Ma
Cooper Investors
Equities

Don’t hold your breath waiting for the next 100-bagger

When Afterpay (ASX: APT) first hit the ASX boards, tapping the public market for capital was really the only way for an early-stage Australian company to scale up,...
APT
Glenn Freeman
Livewire Markets
Equities

Sunset Strip - 20th October 2020

Local market started negative and had a mini bounce before RBA minutes and no free kick from China sank the market with US and EU worries. RBA minutes confirmed what...
Mathan Somasundaram
Deep Data Analytics
Equities

Budget winners are grinners

In April 2019, Josh Frydenberg delivered his first Budget as Treasurer. After more than a decade of deficits, Australia was finally on track for a long-awaited return...
Tim Carleton
Auscap Asset Management
Equities

Why “the catastrophists were wrong” and what this fundie did next

A couple of beaten up travel firms and a promising labour hire outfit are part of the unmissable opportunity of this “most hated bull market,” says Monash Investors’...
EML
PPE
QAN
+1
Glenn Freeman
Livewire Markets
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