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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

Dull with a shiny side – the case for Alumina

Alumina Limited is an example of a company whose currently depressed earnings appear more cyclical than structural and which, given recent price weakness, we believe...
AWC
Simon Mawhinney
Allan Gray
Equities

How to avoid the equity market disaster zone

Investing in ‘ten-baggers’, much loved by Peter Lynch, is easy to say but hard to do. We prefer to start by avoiding the losers, the bottom 20%. I show in this wire...
Stephen Arnold
Aoris Investment Management
Equities

Consumers will continue to defy doomsayers

The Covid-19 crisis has brought with it many predictions about the demise of the Australian consumer. But time and time again since the pandemic began, the reality has...
ALD
+13
Matt Williams
Airlie Funds Management
Equities

Sunset Strip - 19th October 2020

Local market started positive with global investors chasing AUDUSD higher for the first two hours and then faded slightly to finish a positive day on weak volume. The...
Mathan Somasundaram
Deep Data Analytics
Expert Insights

What we can learn from G8 Education

COVID-19 has wreaked havoc on all our lives and parents in particular have found it challenging. With childcare centres shutting early in the piece, parents were not...
GEM
Livewire Exclusive
Livewire Markets
Equities

This bricks and mortar retailer will continue to thrive post-pandemic

As the pandemic accelerates the shift to online shopping, investors have favoured those retailers with superior e-commerce capabilities as the winners in a...
Chris Hernandez
Claremont Global
Equities

Actively managed small caps are a core portfolio holding

We have chosen the 5-year anniversary of the Flinders Emerging Companies Fund to review the performance of active managers in the Australian Small Cap sector. It is...
Andrew Mouchacca
Andrew Mouchacca
Flinders Investment Partners
Collections

Is PayPal a threat to Australia's BNPL sector?

In late August, payments juggernaut PayPal announced their new product 'Pay-in-4'. The Buy Now, Pay Later (BNPL) adoption was unexpected for many and sent the ASX BNPL...
APT
Z1P
Bella Kidman
Bella Kidman
Livewire Markets
Equities

Sunset Strip - 16th October 2020

Local market started positive with a boost from global investors buying banks for the first half of the day before the reality of the global weak economy dragged it...
Mathan Somasundaram
Deep Data Analytics
Equities

3 global stocks to hold and mind the value trap

Perpetual Investments' Deputy Head of Equities, Vince Pezzullo is clear about the stocks he wants to invest in. He and his team like companies which provide structural...
CAR
REH
+2
Livewire Exclusive
Livewire Markets
Rapid Fire

Sticking to his guns: why this fundie shuns Aussie tech stocks

Having started in funds management right after the ’87 crash, Anton Tagliaferro thought he had a good grip on the business cycle. Economies boom, stock prices go up,...
AMC
APT
+11
Livewire Exclusive
Livewire Markets
Equities

Nickel demand will triple on back of energy revolution, says BHP boss

BHP’s nickel chief paints very bullish outlook for his metal while Mincor tells Diggers & Dealers why it’s perfectly placed to cash-in on this forecast boom and...
BHP
+4
Barry FitzGerald
Independent Journalist
Equities

Extreme caution warranted for markets ‘high flyers’

Over the last three months, stock markets have continued to rally strongly as economic activity started to recover from the depths of the COVID-induced recession. As a...
Andrew Clifford
Andrew Clifford
Platinum Asset Management
Equities

(Alpha)betting on years of compound growth ahead

People don’t visa their lunch. They pay for it with a credit card. Teenagers don’t McDonald's a hamburger. They eat one. Someone doesn’t coca-cola a drink. Nobody says...
Hamish Douglass
Hamish Douglass
Magellan Investment Partners
Buy Hold Sell

Buy Hold Sell: 5 Livewire reader requests

With a growing army of investors hungry for knowledge and insights, we're getting more and more queries to cover specific stocks from fans of Livewire. In this episode...
BPT
CCL
+2
Buy Hold Sell
Livewire Markets
Equities

Is there still opportunity in the BNPL space?

Buy Now Pay Later (BNPL) has put in an astonishing performance in recent years, growing from a barely known niche to an ASX powerhouse since 2017. In FY20 alone,...
APT
Bella Kidman
Bella Kidman
Livewire Markets
Equities

Sunset Strip - 15th October 2020

Local market had a positive day against weak global markets with Resources and Banks moving higher while Tech was weak. It was that time of the month when options...
Mathan Somasundaram
Deep Data Analytics
Equities

America Votes – How will the US election shape the market?

With the upcoming US election set to define the economic landscape over the next four years, how might markets respond? This time, it’s different. That might...
Michael Smith
Michael Smith
Kauri Asset Management
Equities

Making money in your second bull market

2020 may variously be described as surreal, unprecedented and good test of investment fundamentals. For star Australian fund managers Geoff Wilson AO, Founder and...
BKW
+4
Future Generation
Future Generation
Equities

22 high conviction stock picks from Future Generation Fund Managers

Future Generation, the investment vehicles setup to help fund charities that support children and youth at risk and youth mental health is proud to host the Future...
360
ALQ
+21
Future Generation
Future Generation
Equities

Are small-mid caps overvalued?

At the end of September 2020, The Australian Small Ordinaries Index (XSO) is 95% of the level it achieved at the end of 2019 and 89% of the peak achieved in...
Stephen Wood
Eiger Capital
Equities

Spark's strategy to deliver growth plus yield

About 15 gigawatts or 63% of Australia’s coal-fired power generation will reach the end of its technical life and is likely to be retired by 2040, according to...
Gerald Stack
Gerald Stack
Magellan Investment Partners
Equities

East coast infrastructure – still the worst boom ever?

One year ago, we published an article titled “East Coast Infrastructure – Worst Boom Ever?”, which highlighted that despite the significant hype behind the...
ABC
LLC
+4
Liam Donohue
Lennox Capital
Equities

Will Iluka Resources spin off Deterra?

Last year I wrote about the possibility of a spin off of Iluka Resources’ MAC royalty, and how much this asset could be worth as a standalone entity. It appears we...
Joseph Kim
Equities

Why we think Corporate Travel Management’s recent acquisition is a game changer

Corporate Travel Management (ASX:CTD) announced last week the US$200 million acquisition of US-based Travel & Transport (T&T) which transforms the company’s North...
Dominic Rose
Montgomery Lucent Investment Management
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