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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

Why the fixation on forecasting is misguided

It's results season, a lot of activity but any value? Every six months, the finance industry moves into a frenzy of pre, during and post-earnings analysis during the...
Stephen Bennie
Castle Point Funds
Expert Insights

A remarkable company in an overlooked industry

There’s a famous saying that investors should follow the money to find great companies. For Qiao Ma and the team at Cooper Investors, they are more interested in...
Livewire Exclusive
Livewire Markets
Collections

Where to turn to catch long-term tailwinds

In our previous Collection, our duo of Asian markets experts analysed the under-appreciated markets of Asia, besides China. In part two of this three-part Collection,...
Bella Kidman
Bella Kidman
Livewire Markets
Equities

The Gold Sector's back in our sights

One definite characteristic of 2020 has been the blow-offs in the hot stocks / sectors followed by fairly aggressive corrections, just think precious metals, BNPL and...
James Gerrish
Market Partners
Equities

Bubble, bubble, tech and trouble

On 8 September, Tesla’s founder Elon Musk’s net worth plummeted US$16bn, the largest single-day loss for a member of the Bloomberg Billionaire Index. Amazon’s founder...
Joy Yacoub
Joy Yacoub
Equities

Finding the world's best businesses

Mark Twain said it better than we ever could. “It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t...
Andrew Macken
Montaka Global Investments
Expert Insights

3 pockets of value for patient investors

If there’s one thing to say about this market, it’s that investors appear happy to leave the unloved sectors ¬alone. Take oil, for example. The oil price is currently...
AWC
Livewire Exclusive
Livewire Markets
Equities

Sunset Strip - 23rd September 2020

Local market was jammed up by global investors on a macro trade out of EU and into Australia. It was triggered by the second wave lockdowns in EU. Euro fell and pushed...
Mathan Somasundaram
Deep Data Analytics
Equities

Cut down the noise: the sole reason equity markets are going higher

Every Monday morning, my email sends me a very powerful reminder of why the equity markets must rise over the medium term. A very clear, unequivocal, message that...
Romano Sala Tenna
Katana Asset Management
Equities

A new world beckons for the listed medical cannabis stocks, but liberalisation is not what it seems

Having been subject to a harsh reality check over the last year or so, the ASX listed cannabis sector is applauding the local medicine regulator’s endorsement of the...
+2
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

The Goldilocks of dividend income

Interest rates have been on a secular decline for 3 decades dropping from midteen interest rates in 1990 to below 1% in a post pandemic world. By contrast equity...
Bruce Apted
State Street Investment Management
Equities

Still plenty to love in LICs and LITs

An ability to bank franking credits, to capitalise on an influx of short-term trading, and to package up different risk hedges are among the key advantages of listed...
+3
Glenn Freeman
Livewire Markets
Equities

Sunset Strip - 22nd September 2020

Local market had another negative and volatile day where global investors were the dominant player chasing AUDUSD. RBA tried to jawbone the currency lower with multi...
Mathan Somasundaram
Deep Data Analytics
Rapid Fire

The unsung heroes of Qiao Ma’s portfolio

It wasn’t that long ago that investing in Asia was a foreign concept to most investors. More recently, the rise of national champions like Alibaba, Tencent and...
James Marlay
Livewire Markets
Equities

Sunset Strip - 21st September 2020

Local market had another negative and volatile day with lower stimulus, US election uncertainty, EU second wave and China geopolitics weighing on sentiment. The...
Mathan Somasundaram
Deep Data Analytics
Equities

Winners and sinners: Livewire's Australian equities webinar wrap up

Mystery. Uncertainty. An as yet unsolved riddle. If 2020 taught us anything it's that the only certainty was uncertainty. And if there's one key takeout of the FY20...
ALX
+1
Bella Kidman
Bella Kidman
Livewire Markets
Equities

Are Aussies splashing or stashing their cash?

The last six months has been a uniquely challenging period, with the COVID-19 disruption being significant enough to bring Australia’s 29 year recession-free streak to...
Tim Carleton
Auscap Asset Management
Buy Hold Sell

Buy Hold Sell: 5 ETFs for a strong core

Blame Canada! That's where exchange-traded funds (ETF) came from; the inaugural fund, known as Toronto Index Participation Shares (TIPS), listed in 1990 and tracked...
+2
Buy Hold Sell
Livewire Markets
Equities

De Grey shines as a darling gold stock and Quickfee joins the BNPL game: this week in capital markets

We're covering two week's worth of raises in this edition. The week of the 7th September saw $477m of fresh equity issued across 21 transactions. Nearmap, PointsBet...
1AG
+18
Ben Williamson
InvestorHub
Rapid Fire

Matt Haupt’s customised shopping list that identifies winners

WAM Leaders Lead Portfolio Manager Matthew Haupt knows what a challenging time it’s been for investors, especially following the recent reporting season that saw a...
COL
FMG
+12
Livewire Exclusive
Livewire Markets
Equities

Sunset Strip - 18th September 2020

Local market had a slightly negative and volatile day with global investors continuing to chase the AUDUSD while local investors were mainly on the sidelines. Massive...
Mathan Somasundaram
Deep Data Analytics
Equities

Red 5’s rejuvenation of ‘second-hand’ King of the Hills reminiscent of Northern Star, Evolution and Saracen

And speaking of red, US investment firm Bernstein is the latest to predict the red metal is about to get red hot.Lots of gold deposits will support a new mining...
BHP
+6
Barry FitzGerald
Independent Journalist
Rapid Fire

Sink or swim: Valuation critical in finding future quality

Catastrophe tends to bring out the best and worst in humanity – we’ve certainly seen this in 2020 as pandemic lockdowns of various kinds were instigated around the...
Glenn Freeman
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 quality small caps winning market share

Who says boring can't be beautiful? While much of the attention in ASX small caps has centred around Buy Now, Profit Later and e-commerce stocks, a handful of quality...
+2
Buy Hold Sell
Livewire Markets
Equities

Sunset Strip - 17th September 2020

Local market had a negative day with global investors dumping Aussie exposure with falling AUDUSD all day long. We could not hold any optimism despite surprisingly...
Mathan Somasundaram
Deep Data Analytics
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