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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

9 stocks to ride the online gaming boom

Some readers may remember the early days of video games – whether the thrilling chases in Pac-Man or driving along Rainbow Road in Mario Kart. The video game industry...
abrdn .
abrdn
Equities

A sector resilient to economic turbulence

The current crisis has tested conventional wisdom when it comes to investing in all manner of ways, including what to expect of health care companies. On aggregate the...
Bruno Paulson
Morgan Stanley IM
Equities

Xero, a beautiful business model

At ECP, we continually assess the quality and the sustainability of our investments to evaluate the strength of their competitive advantage through time. Xero is a...
XRO
Sam Byrnes
ECP Asset Management
Equities

Searching for value in the ASX-listed ‘buy now, pay later’ sector

Amid the US-led tech sell off the ASX-listed buy now pay later (BNPL) sector has had a decent touch-up, with valuations as much as 40 per cent down on their recent...
APT
+4
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

It's all about growth in Buy Now Pay Later

Last week I sat down with Shaw & Partners Analyst Jono Higgins for an update on the BNPL stocks as we enter a strong period for online retail. I rate Jono highly in...
APT
Z1P
James Gerrish
Market Partners
Expert Insights

The puzzle around profitability

The current market has created some crazy moments lately. Profitability, for example, is one metric that seems to have been thrown out the window. It’s a puzzle that...
Livewire Exclusive
Livewire Markets
Equities

The case for Afterpay

Afterpay (APT) is a leader and innovator in the payments sector as a buy-now-pay-later (BNPL) provider. The company’s share price is up 750% since March, reflecting...
APT
ZIP
Nicolas Burgess
Nicolas Burgess
EL&C Baillieu
Expert Insights

Screen test: choosing what companies to invest in

Fund managers tend to stick to their tried and true methods for choosing companies to invest in, whether that includes their size, levels of risk, growth prospects or...
Livewire Exclusive
Livewire Markets
Equities

Sunset Strip - 05th October 2020

Local market was jammed up 2.5% on weak volumes as most were on holiday with NSW long weekend overlapping the school holidays. The market was completely dominated by...
Mathan Somasundaram
Deep Data Analytics
Equities

The role of diagnostics in COVID-19

A look at the performance of the pharmaceutical and biotech sector over the month of September as well as a look at the role of diagnostics in Covid-19. Sector...
ADO
+1
Claire Aitchison
Independent Investment Research
Collections

3 ways to play a potential vaccine or cure

The Covid-19 vaccine debate produces a basic conundrum for investors: will companies that have performed well during the pandemic suddenly flop if a vaccine is...
QAN
Patrick Poke
Livewire Markets
Expert Insights

If you aren’t long energy now, you probably never will be

Demand for hydrocarbons is driving a quarter-decade investment opportunity, despite a revolution in electric vehicles and renewables over the longer term, says Lazard...
Livewire Exclusive
Livewire Markets
Equities

Why the capital raising boom might be over: this week in capital markets

The past few weeks have been quiet in capital markets. Deals are still being done but the sentiment certainly feels more subdued than the 20-raise-a-week days of...
BOE
+14
Ben Williamson
InvestorHub
Equities

Sunset Strip - 02nd October 2020

Local market was trading down with currency most of the morning before an active buy portfolio stepped up at lunch to boost the market…but news of US president and...
Mathan Somasundaram
Deep Data Analytics
Collections

COVID vaccine a cure for some, a curse for others

The Covid-19 pandemic may have brought the world to its knees through both its impact on health and the restrictions imposed in an attempt to control the virus. But...
COL
KGN
+4
Patrick Poke
Livewire Markets
Rapid Fire

Paul Taylor: What to do when crisis becomes the norm

23 years at Fidelity has exposed Paul Taylor to a raft of industry heavyweights and market-shaping crises. Working with names such as Peter Lynch and Anthony Bolton...
Livewire Exclusive
Livewire Markets
Equities

One way to catch post-COVID upside

Retailers of out-of-home goods and services will be the sector winners in the next 12 to 24 months, says Firetrail’s consumer analyst Tom Kierath. The COVID-induced...
QAN
Firetrail Investments
Firetrail Investments
Equities

More bulls wandering into China copper shop as rotation gains pace

Plus, $20m Argonaut Resources offering leveraged exposure to the copper theme and Friedland named on Chalice’s top-20. There is nothing wrong with a $US1,892/oz...
BHP
CHN
+4
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 5 of the most traded stocks

For months now several of Livewire's contributors have consistently warned about increasingly stretched valuations across growth and technology stocks. And it looks...
BKW
OSH
+2
Buy Hold Sell
Livewire Markets
Equities

Who's your counterparty?

Amazon, Google, Woolworths, Tesla. No this isn’t an Ari Gold sales pitch(1) but rather a list of recent contract announcements by ASX companies we’ve seen greeted...
ABC
ALQ
ASB
+16
Anthony Kavanagh
Chester Asset Management
Equities

Sunset Strip - 1 October 2020

Local market jumped up on the open with US market bounce and then faded through the last few hours to finish a positive day. The dominant player in the marker was the...
Mathan Somasundaram
Deep Data Analytics
Equities

Relaxation of responsible lending rules and initial thoughts on implications

Since the reports emerged in the media that Responsible Lending laws relating to the banks are likely to be relaxed, we have spent some time talking to various...
Zach Riaz
Zach Riaz
Banyantree Investment Group
Equities

Identifying greatness

I recently finished reading Good To Great. Why some companies make the leap … and others don’t by US author/researcher Jim Collins.Admittedly, I haven’t been exactly...
AMC
ANN
+4
Rudi Filapek-Vandyck
FNArena
Equities

Need dividends? Steer clear of cyclicals and cherish cashflow

Even the most dependable dividend-paying companies cancelled or dramatically reduced payouts in FY20 – including Australia’s big four banks. And the downward dividend...
AMP
+6
Glenn Freeman
Livewire Markets
Equities

Ask 'Why?' before taking a punt on the sharemarket

Dr Maria Konnikova was an experimental psychologist who decided to take a year out to learn how to play poker, with the aim of winning professional tournaments. She...
Stephen Bennie
Castle Point Funds
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