Home Wires

Equities

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

Equities

Sunset Strip - 14th October 2020

Local market had another aimless negative day with global investors dominating the trade chasing AUDUSD. It started negative on US lead and then recovering through the...
Mathan Somasundaram
Deep Data Analytics
Equities

Stay-at-home fitness company set to benefit from growing network effect

An impressive growth outlook within the US$4.2 trillion global fitness industry underpins Loomis Sayles’ conviction in this market-leading cycling and running...
Loomis Sayles
Loomis Sayles
Equities

Welcoming a new Aussie broadband challenger to the ASX

For anyone who has followed the ASX telco sector in recent years the challenges presented by the rollout of the Government’s National Broadband Network (NBN) has been...
TLS
TPG
Luke Howard
Chester Asset Management
Equities

Nike: a marathon, not a sprint

Roughly a year ago, we first wrote 'On track for a strong performance' about our (then recent) initial investment in Nike. Much has changed since then, but we thought...
Charlie Aitken
Charlie Aitken
Aitken Investment Management
Equities

Why yield investors should take a look at Centuria

If you’re looking for a robust income stock, Centuria Capital Group (ASX:CNI) is worth considering. Centuria owns a suite of assets focused on property and investment...
Stuart Jackson
Expert Insights

Paradice: You don't get many opportunities like this

The next four to six weeks have the potential to make or break markets. With speculation regarding a COVID-19 vaccine dominating headlines, how can an investor...
SYD
Livewire Exclusive
Livewire Markets
Rapid Fire

A rich vein of quality stocks in a crazy market

As a global investor, Ned Bell of Bell Asset Management invests across the board but it’s the small to mid-cap (SMID) space that most excites him. Here he finds a...
Livewire Exclusive
Livewire Markets
Equities

Sniffing elsewhere for golden value on the ASX

The gaze of ASX gold watchers has averted from the exploration minnows to the top end of town, after the stunning ‘merger of equals’ of Northern Star Resources and...
CDA
+2
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

Surviving but not altogether thriving

In Australia, we've always tended to think of bank stocks as the sleep at night option, ‘a buy and put it in the draw kind of investment’, because they've been so...
MQG
Kate Howitt
Kate Howitt
Fidelity International
Equities

Sunset Strip - 13th October 2020

Local market started positive on US lead and mainly stayed there with no real sentiment. The turnover through the day suggests it was mainly global investors and...
Mathan Somasundaram
Deep Data Analytics
Equities

Weapons of capital preservation

Global equity markets had another positive quarter, continuing to build on the strong recovery from the COVID-19 lows in March. A flattening of the COVID infection...
Nick Griffin
Munro Partners
Expert Insights

The great market unknowns

COVID-19 has turned investors’ attention to healthcare stocks, many of which have reached record highs of late. While these types of stocks provide essential goods and...
Livewire Exclusive
Livewire Markets
Equities

Sunset Strip - 12th October 2020

Local market was aimless most of the day despite the optimism in Chinese markets before getting jammed up in the last hour by global investors chasing a stronger...
Mathan Somasundaram
Deep Data Analytics
Expert Insights

Snap, crackle, pop! A brief history of bubbles

A 500-bagger like Microsoft of 20 years ago; the 800-times growth of Fortescue during the Aussie mining boom; Facebook and Google unicorns: investors holding out for...
Livewire Exclusive
Livewire Markets
Equities

Someone is going to pay for this: Cold War 2.0 sees a new front emerge.

Donald Trump has shrugged off CV19 in the space of days. Something that will only add to his aura for his supporters but apart from his return to health, and the...
Henry Jennings
Marcus Today
Equities

The race to build the world’s 5G network

Fifth-generation cellular network standards—5G for short—are the internet’s new new thing. Each of the "Gs" that predated 5G made the mobile internet faster and...
Robert Horton
Robert Horton
Lazard Asset Management
Equities

Boring Reliable Inc vs Moonshot Inc: Who wins and why

One of the side effects of low interest rates is that, because of the way that companies are valued, investors place a higher value on companies (and investment...
Duncan Lamont
Schroders
The Rules of Investing

3 early warning signs it’s time to change your view

When a stock has been in your portfolio for a while, it’s easy to get attached to the position and ‘anchor’ yourself to old information. In recent years, Simon...
APT
EML
+4
The Rules of Investing
Livewire Markets
Equities

Don't be short

The Blue Wave chatter has morphed this week into a new phrase in the newswires - A “Democratic Sweep”. This is an image from a US article titled "Wall Street prepares...
Marcus Padley
Marcus Today
Equities

Is it time to buy the healthcare sector?

Yesterday the Healthcare Sector rallied +2.6%, only beaten on the day by the IT stocks, its been a while since this previously loved group has caught my eye in the...
ANN
COH
CSL
+2
James Gerrish
Market Partners
Equities

Celebrate, speculate, extrapolate: Diggers 2020 will have it all – except punters from the East

After a bumper year, the Goldfields air is thick with anticipation, if not planes. A “potential show-stopper” from Chalice and Greatland on finding gold in the Pilbara...
BGL
CHN
+5
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 7 stocks for offence and defence

It goes without saying that the outlook for markets and the global economy is highly uncertain due to COVID-19. The bulls believe we're in for a V-shaped recovery in...
COH
COL
+4
Buy Hold Sell
Livewire Markets
Equities

The economic recovery, a messy affair

Under more “normal” circumstances, we’d all be talking about the economic recovery by now, with follow-on consequences for government policies, central bank focus...
EVT
Rudi Filapek-Vandyck
FNArena
Expert Insights

A tale of two stocks: compounding, leadership vision, sticky networks

Fidelity Australia’s top stock picker Paul Taylor reflects on the common traits of two early additions to the Australian equity strategy, which he’s headed since it...
Livewire Exclusive
Livewire Markets
Equities

Taking profits in De Grey; Chalice’s Julimar following in its footsteps

We wrote in June about De Grey’s ($1b market cap at that time) discovery at Hemi looking like it was world-class. With its market cap growing from $60m micro-cap at...
CHN
DEG
John Deniz
Paragon Funds Management
6576-6600 of 8793
The 10th annual Livewire Live 2026

One room. One day. The minds that move markets.

22 September 2026 Art Gallery of NSW, Sydney

Register Now