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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

Sunset Strip - 11th September 2020

Local market started negative on the US lead and then chased the currency higher on global investor buying before fading at the close to deliver a negative day. All...
Mathan Somasundaram
Deep Data Analytics
Equities

Facts over fads: why IML is cautious on hot stocks

Steer clear of company boards prioritising “polite chats over robust engagement”, and mistrust the adage “this time it’s different,” says Daniel Moore, co-portfolio...
AGL
COL
CSL
+5
Glenn Freeman
Livewire Markets
Equities

Change in Market Construction and Unforeseen Risks

Change in Market Construction and Unforeseen Risks Given the ever-changing landscape and participants, the construction and functioning of equity markets has always...
Peter Whiting
ARCO Investment Management
Equities

Golf, concentration and free lunches

I once worked with a risk manager who was a talented, amateur golfer. Having just won the local club tournament – victorious and enjoying a complimentary meal in the...
Adam Chandler
Claremont Global
Equities

Pilbara Minerals trio of Biddle, Young and Leibowitz return to junior resources space

Veteran geologist Neil Biddle is coming up to 40 years of knocking around the hard-rock exploration scene.So after his success with fellow geologist John Young and...
DEG
+3
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 5 small caps chasing big markets

Companies developing products for massive end markets are one of the hottest vectors of opportunity in the market right now. The idea is simple: develop a product or...
EML
+2
Buy Hold Sell
Livewire Markets
Equities

Sunset Strip - 10th September 2020

Local market started positive on US lead and then faded through day to give it all back before the pump in the last hour delivered a positive finish. All sectors...
Mathan Somasundaram
Deep Data Analytics
Equities

Is Telstra’s dividend sustainable?

We added Telstra (TLS) to the Income Portfolio this week and wanted to provide some more detail around the sustainability of the dividend in the first instance, then...
TLS
James Gerrish
Market Partners
Equities

How much upside is left for NXT?

When we started the Montgomery Small Companies Fund 12 months ago, data centre operator NEXTDC (ASX:NXT) was one of the first businesses we bought. On our analysis,...
NXT
Gary Rollo
Montgomery
Equities

Short term-growth and long-term dilemmas

Working out what’s important isn’t easy. Perhaps because Bill Gates is much smarter than most, he makes it look easier than most. His recent comments highlighted that...
ADH
AGL
+17
Martin Conlon
Schroders
Equities

Sunset Strip - 09th September 2020

Local market was hit hard from the start and stayed down with no real sentiment after US market overnight bashing and news of issues with UK vaccine. It was a solid...
Mathan Somasundaram
Deep Data Analytics
Equities

A miserly outlook for franking credits

While all eyes have been focussed on falling dividends this year, there has been little discussion around the negative impact this will have on the franking credit...
BHP
+7
Alastair MacLeod
Elston Asset Management
Equities

Eight overlooked small cap champions defying the coronavirus gloom

As the now-concluded earnings reporting season shows, the pandemic has created a distinct market of winners and losers - interspersed with a few plodders just getting...
ACF
+5
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

High risk and high rewards in frontier greenfield exploration

Strategic Energy Resources ('SER') are a company specialising in frontier and undercover mineral exploration. We find this junior exploration opportunity compelling...
FMG
+2
Emanuel Datt
Datt Capital
Equities

10 most tipped big caps: Fundies’ analysis

On 13 May, we published a quick update on the progress of the ‘Most tipped big caps’, the 10 stocks that got the most votes in our reader survey at the start of the...
APT
BHP
+7
Vishal Teckchandani
Livewire Markets
Equities

Why these 3 charts matter for global investors

Ahead of the Pinnacle 2020 Virtual Summit, we asked three global equities managers to share a chart from their presentation and explain its importance and the...
Livewire Exclusive
Livewire Markets
Equities

Sunset Strip - 08th September 2020

Local market started positive and then faded to almost flat before another ramp up into the close delivered a positive finish. It was another low turnover day where...
Mathan Somasundaram
Deep Data Analytics
Equities

Desk Note: Pure Foods Tasmania (PFT.AU $0.60) - Tasmania on a plate.

We participated in the PFT.AU IPO ($PFT), and have accumulated more on market following the June Quarterly update in late July. Certainly, small to medium caps that...
Thomas Schoenmaker
Alpine Capital
Equities

Are we entering the next commodities supercycle?

There are numerous factors affecting the supply and demand dynamics for commodities. While many of these factors can be short-term in nature, such as periods of...
Daniel Sullivan
Janus Henderson
Rapid Fire

Online life, work and play: Picking post-pandemic winners

For all the devastation coronavirus has wreaked, the rapid acceleration it has spurred in virtual working, streaming of music and movies and online shopping present...
Glenn Freeman
Livewire Markets
Equities

That's a wrap folks

This reporting season was always going to be one to remember as corporates reported on the peak period of dislocation caused by COVID-19 and earnings estimates within...
APT
BHP
COH
+5
Michelle Lopez
Michelle Lopez
abrdn
Equities

Value, growth and dividends. Finding the best big cap opportunities

Ahead of the upcoming Pinnacle 2020 Virtual Summit, we asked three Australian Large Cap equities managers to share a chart from their presentation and explain its...
Livewire Exclusive
Livewire Markets
Equities

With Woodside down 40%, is it time to get greedy?

The year has not been kind to Woodside and its peers in the oil and gas patch. In February, the company weathered Tropical Cyclone Damien – the most severe storm ever...
Vishal Teckchandani
Livewire Markets
Equities
Sponsored

3 ways to win in Australian small caps

Ahead of the upcoming Pinnacle 2020 Virtual Summit, we asked three Australian Small Cap equities managers to share a chart from their presentation and explain its...
Livewire Exclusive
Livewire Markets
Equities

Sunset Strip - 07th September 2020

Local market started positive and then faded to flat before a slight recovery at the close to finish positive. US shut tonight and markets will hold for the tech bash...
Mathan Somasundaram
Deep Data Analytics
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