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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

Deferred loan repayments are hitting the banks

How badly has the COVID-19 pandemic impacted our banks? A quick look at recently released data on hardship-induced loan deferrals tells some of the answer. And it’s a...
AMP
+6
Stuart Jackson
Equities

This world…belongs to the strong, my friend!

It was the American actor William Redfield playing Dale Harding in the Oscar-winning film ‘One Flew Over the Cuckoo’s Nest’ who put it best. ‘This world… belongs to...
Ted Franks
Pengana Capital Group
Collections

How are the various emerging market economies handling Covid-19?

Throughout Covid-19, much of the attention from a humanitarian and economic perspective has been on advanced economies. Emerging markets are only mentioned in passing...
Livewire Exclusive
Livewire Markets
Equities

Office isn’t dead, growth isn’t guaranteed but global "value" is ripe for the picking

The enduring defensiveness of property yields; the folly of an unwavering belief in growth; and some promising post-pandemic picks dominated the conversation among...
REA
Glenn Freeman
Livewire Markets
Equities

Bitcoin: A solution looking for a problem

In my recent note, I discussed how listening to the world’s top CEO’s, CFOs and CTOs and their strategies in navigating this pandemic has allowed us to start to build...
Amit Lodha
Amit Lodha
Fidelity International
Equities

Paul Heath (CEO of Koda Capital) - Inside The Rope - Three Years On

Since launching Inside The Rope three years ago, David has been able to chat with some of the industry leaders in financial services. In this special episode of...
David Clark
Koda Capital
Equities

Three takeaways from reporting season

Reporting season was a very busy time. Overall, it felt like the fairly low expectations going into the August results were broadly met. One area that was very...
+2
Blake Henricks
Firetrail Investments
Equities

Sunset Strip - 16th September 2020

Local market had a positive day with global investors dominating our market to get exposure to the rising AUDUSD and away from falling USD. All sectors were in the...
Mathan Somasundaram
Deep Data Analytics
Collections

Neglected Asian markets begging for attention

In considering the Asian equity market, attention is automatically directed towards the continent's largest economy - China. And whilst China has attractive qualities,...
Bella Kidman
Bella Kidman
Livewire Markets
Equities

Internet stocks could favour investors for decades to come

Internet companies have gone from strength to strength, dramatically outperforming the broader market year-to-date. We believe that these companies have room for...
Nikko AM
Nikko AM
Amova AM
Equities

ServiceNow: mission-critical, with no competition

The digital transformation of the enterprise is a long-term trend which is now accelerating as a direct consequence of the COVID-19 pandemic. Privileged business...
Andrew Macken
Montaka Global Investments
Equities

Afterpay’s a sell for these big, small and global managers

Soaring technology company valuations are justified in some cases but a danger sign among those riding the coat-tails of the tech boom, say top stock pickers from...
APT
+1
Glenn Freeman
Livewire Markets
Equities

The New Criterion: the decline of junk mail weighs on the listed printers

In a victory for the ‘no junk mail’ eco warriors and a blow for an army of 14,000 letterbox walkers, grocer Coles last week ceded to the digital age and stopped...
IGL
OVT
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

A travel stock set to take off on a recovery

Travel businesses were some of the biggest casualties of the global pandemic. Many were dealt a near fatal blow by government restrictions and the closing of State and...
Dominic Rose
Montgomery Lucent Investment Management
Expert Insights

Why this manager is avoiding today’s ‘hot’ stocks

When the pandemic hit, there was a number of companies that garnered more attention than others. Consider Zoom, which now has a market cap of $US85 billion – $US10...
Livewire Exclusive
Livewire Markets
Equities

Getting the best of both worlds

Whether it’s value and growth, or income and total returns, the ‘best of both worlds’ was on offer from the three fund managers presenting in the morning session of...
APT
APX
+12
Patrick Poke
Livewire Markets
Equities

Sunset Strip - 15th September 2020

Local market had another volatile day but this one went nowhere. Best sectors were property and tech while the worst were energy and banks. Gold has had a few good...
Mathan Somasundaram
Deep Data Analytics
Equities

Sunday visit to a Reject Shop secret weapon

I jumped in the car and made my way to The Reject Shop store in Rockdale, southern Sydney. It might appear to be just another shop in a network of more than 350...
Ben Griffiths
Eley Griffiths Group
Equities

Megaport CEO on displacing the public internet

Global network provider Megaport (ASX:MP1) has been a key beneficiary of the shift to working from home, connecting organisations to the cloud, getting an extra kick...
MP1
Jessica Amir
Jessica Amir
Saxo Bank
Equities

The best value stock to own is a growing value stock

In 2020 growth has been the only game in town. Zero interest rates and quantitative easing (QE) forever are sending value managers to the slaughterhouse. If you are...
Tim Warner
Totus Capital
Equities

Sunset Strip - 14th September 2020

Local market had a volatile day that went almost nowhere before the big macro trade in the last hour jammed up the big three sectors to finish a positive day. Best...
Mathan Somasundaram
Deep Data Analytics
Equities

One of the best Internet plays in the world

Online businesses applications, portals and websites have been the way to do business leading into 2020 and with the pandemic taking over our lives this has thrown new...
Mugunthan Siva
India Avenue
Equities

Why it pays to follow the insiders

There is an asymmetry of information in markets which is one of the key reasons buyers and sellers are willing to transact at a given price, as investors try to make...
APT
+26
Anthony Kavanagh
Chester Asset Management
Equities

Technology hot streak starting to cool?

Driven by what has been often characterised as the Fourth Industrial Revolution, the technology sector has led global equity markets in recent years as the powerful...
Denny Fish
Janus Henderson
Equities

A generational shift is underway

The digital games and interactive media sector is probably much larger than you think and still growing. To put it into perspective, one of the highest rating movies...
Damien Klassen
Nucleus Wealth
6676-6700 of 8794
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