Home Wires

Equities

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

Equities

Laybuy: The latest challenger in the BNPL segment

Looking to capitalise on huge demand in the burgeoning buy-now pay-later segment, New Zealand fintech Laybuy is gearing up for a tilt at the boards of the ASX....
Michael Smith
Michael Smith
Kauri Asset Management
Equities

What's next for Apple?

Since unveiling its fiscal third-quarter results in late July, Apple shares have soared higher, gaining more than 30%. The company’s record results were...
Michael Smith
Michael Smith
Kauri Asset Management
Equities

Earnings Season Observations

The investment landscape remains particularly uncertain at the moment. We are observing a wide range of economic forecasts and a large degree of earnings uncertainty. ...
Bruce Apted
State Street Investment Management
Equities

Reliance Worldwide continues to reward investors

Reliance Worldwide (ASX:RWC), a global provider of water control systems and plumbing solutions, is a business we’re very happy to own. True to its name, the company’s...
Roger Montgomery
Montgomery Investment Management
Equities

A miss from Nanosonics... is it time to buy?

Throughout the time of COVID-19, healthcare stocks have been catching the eyes of investors. You would have thought that a company that specialises in infection...
NAN
Bella Kidman
Bella Kidman
Livewire Markets
Equities

Niche airline avoids COVID storm clouds

Whilst a large amount of investor focus continues to be channelled into the red hot technology sector, one stock operating in the mining services/aviation sectors,...
Robert Gregory
Glenmore Asset Management
Equities

While iron ore prices are high, Fortescue has more cards up its sleeve

High iron ore prices and supply disruptions in Brazil have many forecasting lower profits for Fortescue in FY21, but Stephane Andre from Alphinity Investment...
FMG
Patrick Poke
Livewire Markets
Equities

US-China tit-for-tat over TikTok could set a precedent

The US government’s decision to ban video sharing app TikTok, owned by Chinese internet company ByteDance, unless it is sold to an American firm by 12 November is the...
Catherine Yeung
Catherine Yeung
Equities

BHP: Continued demand to drive dividends and buybacks

Iron ore prices should hold above $100 in the medium term on the back of continued demand from China and stimulus in developed markets, says John Ayoub from Wilson...
BHP
FMG
RIO
Patrick Poke
Livewire Markets
Equities

FNArena Reporting Season Monitor: August 2020 - Week 3 (150 stocks covered)

Welcome to the FNArena Reporting Season Monitor for the August result season 2020. The Monitor reports ratings and consensus price target changes, along with...
AD8
ASX
+31
Rudi Filapek-Vandyck
FNArena
Equities

Should we keep chasing cloud based stocks?

Overnight we saw the tech based NASDAQ rally +1.4% to fresh all-time highs with the cloud based stocks continuing to offer huge support to the group e.g. Amazon (AMZN...
MP1
NXT
XRO
James Gerrish
Market Partners
Equities

Audinate: It's not cheap, and it's not growing

There's a lot for investors to get excited about when it comes to Audinate (ASX:AD8), the leading provider of professional digital audio networking technologies...
AD8
James Marlay
Livewire Markets
Equities

5 companies likely to benefit from a COVID-19 vaccine

As with everything else, there are two camps when it comes to investment conditions today. There are two camps regarding whether the market is expensive (it probably...
IEL
SYD
+2
Roger Montgomery
Montgomery Investment Management
Equities

Quality Stocks in Focus

We recently undertook a three-part webinar series entitled ‘Quality stocks in focus’ which provided updates on how we are positioning our portfolios in the current...
AMC
AWC
BWP
+7
Anton Tagliaferro
Fundamental Investment Management
Equities

Iron ore boom filtering down to juniors, helped by BHP’s latest bullishness

With the price defying analysts’ predictions of a sharp drop and BHP saying this week that it no longer expects “an abrupt step down”, juniors such as Fenix and Strike...
BHP
CHN
+3
Barry FitzGerald
Independent Journalist
Equities

EML – So much growth optionality

EML reported a result that was in line with expectations, however there is quite a bit to unpack given the impacts of COVID-19 and the PFS acquisition on the result. ...
EML
Shane Fitzgerald
Monash Investors
Buy Hold Sell

Buy Hold Sell: 5 pandemic-proof small caps

If you think big caps are the only defensive stocks, think again. Small caps have led the way to a recovery, proving that they really can be resistant to external...
AD8
APX
+2
Buy Hold Sell
Livewire Markets
Equities

A Time For Optimism

The current reporting season is like none other before it. The COVID-19 pandemic has provided many companies with complex problems to solve, created unparalleled...
Tim Carleton
Auscap Asset Management
Equities

Optum – a hidden gem in US healthcare

It is no secret that healthcare expenditure in the United States is an outlier compared to other similar countries. And, similar to much of the rest of the developed...
Andrew Macken
Montaka Global Investments
Equities

a2: could the milk be starting to turn?

We are long-term investors and as such we do not tend to focus on the 6 monthly results cycle like many investors out there.That’s not to say we ignore it but we look...
Stephen Bennie
Castle Point Funds
Equities

Why CSL is cheaper than you think

Investors have had to pay up for defensive stocks including healthcare stalwart CSL in recent times, but there's a solid supporting argument for this price premium....
CSL
Patrick Poke
Livewire Markets
Expert Insights

Where’s the value in this high-quality growth stock?

Investors have celebrated the growth story of Pro Medicus, shares in the stock have surged from $2 to $23 in the past five years. The company appears expensive, with a...
PME
Livewire Exclusive
Livewire Markets
Equities

Share market entry – dip your toe, or go in all at once?

Equity market volatility has tested even the most experienced investor over the last six months. But these whipsawing markets have presented a particularly big...
Luke McMillan
Luke McMillan
Ophir Asset Management
Equities

Nearmap down, but not out

Nearmap (ASX:NEA) is one of the laggards among Livewire readers' 10 most tipped small caps for 2020. Its stock price is down 7% year to date, versus a whopping 12%...
NEA
Vishal Teckchandani
Livewire Markets
Equities

Watches for a Fossil

Fossil Group is a designer, marketer, and distributor of fashion accessories including watches, jewellery, and leather goods. Its main business is in watches which...
Scott Williams
Fiftyone Capital
6776-6800 of 8797
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