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Equities

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

Buy Hold Sell

Can the ASX small-cap rally continue?

Small caps roared back to life in 2019 following the liquidity injection provided by the "Fed pivot," with tech stocks leading the way and helping the ASX small...
AVJ
+2
Buy Hold Sell
Livewire Markets
Equities

Spotlight on WAM Global

WAM Global (ASX:WGB) is a listed investment company that invests in a portfolio of global stocks. The focus is predominantly on small to mid-cap stocks...
+4
Peter Rae
Peter Rae
Independent Investment Research
Equities

How to find quality, value and income on the ASX

When compulsory super was introduced 25 years ago you could rely on cash and fixed income. These days, the RBA cash rate is 1.5%, 10-year bonds yield less than 2% and...
COL
QVE
+1
Michael O'Neill
IML
Equities

3 companies with significant tailwinds

After nearly a year of volatile markets, we reached out to three of our portfolio managers to get their thoughts on the most exciting investments for the year ahead....
Pengana Capital Group
Pengana Capital Group
Equities

Freemont Petroleum Ltd (FPL) Field of Dreams?

I last wrote about FPL prior to the results of the JW Powell well (here), the stock was $0.011 and ran to a high of $0.019 (+72%). With the next well, Vespucci,...
Thomas Schoenmaker
Alpine Capital
Equities

All the small things

If you research Australia’s largest listed companies, you’ll discover that some of them were much smaller stocks not that long ago. Small or medium companies can be...
ALU
COH
CSL
James Abela
Fidelity International
Equities

Bell Potter: Our key LIC picks

Our key picks from the LIC / LIT sector, across pre-tax NTA and share price performance, distribution yield (based on the previous 12 months and including Special...
+10
William Gormly
William Gormly
Bell Potter Securities
Rapid Fire

Ben Griffiths: Markets are at an inflection point

When Isaac Newton first posited that an object in motion would stay in motion unless acted upon, he probably wasn't thinking of stock markets. But hundreds of years...
APT
BHP
The Rules of Investing
Livewire Markets
Equities

The biggest winners from the Federal Election

The ASX All Ordinaries index jumped to an 11-year high immediately after the Coalition won the recent Federal Election. It was boosted in particular by share price...
AGL
+8
Stuart Jackson
Equities

Mincor takes Long view with pivotal nickel buy

Mincor is positioning to cash-in on the lithium battery boom as a supplier of the nickel which is crucial to battery production. Plus, investors’ eyes turn to PolarX...
BHP
IGO
+1
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 4 ‘Buy Now Pay Later’ stocks

It was only a few years ago that the concept of 'Buy Now Pay Later' didn’t exist. Today it is one of the buzzwords in the emerging companies segment of the ASX. From...
APT
+1
Buy Hold Sell
Livewire Markets
Equities

The 2 biggest issues on the mind of Magellan's Hamish Douglass

Trade wars, Brexit, "the Donald" and his tweets, market volatility – there's a lot going on in the world at the moment. At the Future Generation Investment Forum,...
Nick Grove
Nick Grove
Livewire Markets
Equities

8 conviction calls from Future Gen (May 2019)

Some of the industry’s leading fund managers took to the stage today as part of Future Generation’s Investment Forum, with each manager sharing their top stock idea...
DOW
EML
+5
Alex Cowie
Alex Cowie
Equities

Valuation always matters

We recently sat down with Matthew Riordan, Co-Head of Australian Midcap at Paradice Investment Management, and asked him what he is currently cautious about. He is...
APT
XRO
Livewire Exclusive
Livewire Markets
Equities

Wilson: The return of global growth

Last time we heard from Wilson Asset Management's Lead Portfolio Managers, the mood was decidedly bearish. We were in the midst of a correction, and they, like many...
AMC
BHP
+12
Patrick Poke
A Rich Life
Equities

What is Telstra's 5G strategy?

5G is the next generation of mobile communications technology and it is coming to Australia in 2019. It has the potential to be a game changer, so what does 5G mean...
TLS
Nicolas Burgess
Nicolas Burgess
EL&C Baillieu
Equities

Is Lynas an unlikely winner from a protracted trade war?

After initially bursting on to fund managers’ radars in early 2010 with a spike in prices, rare-earths producer Lynas (ASX:LYC) has been trading in relative obscurity...
Joseph Kim
Equities

Go long (and stay long)

The shock election result at the weekend is very good news for the bank sector. The sector has already reacted with a sharp rise in all the big four banks, as well as...
+4
Marcus Padley
Marcus Today
Equities

The New Criterion: tapping the home automation boom

Hey Google! Which ASX small caps are exposed to the unfolding home automation boom? The answer is the minnows Buddy Technologies (BUD, 5.4c) and Quantify Technology...
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

A different kind of protein

People that know me know that I love a burger. If it doesn’t work out for me as an investor it has been suggested − that with my list of 74 burger joints...
Anthony Kavanagh
Chester Asset Management
Equities

Through the micro cap looking glass

If you are going to venture into micro cap stocks, you need to be wide awake to the fact that there are two alternate universes for the one market segment. There is...
Martin Pretty
Equitable Investors
Equities

You need to understand some key latent risks in “quality” stocks

Quality investing using Return on Equity (ROE) has been a successful strategy in recent years, but requires careful consideration of the risks, which can differ...
Nick Morton
Nick Morton
Resonant Asset Management
Equities

Thinking outside the box for income

There was a time when miners were to be avoided for those in search of income, but things have changed for the major players in the sector, according to Troy Angus,...
BHP
FMG
+2
Livewire Exclusive
Livewire Markets
Equities

IPO to market leading telco in under 4 years

It’s not that global mid small cap companies are overlooked by Australian investors, it’s actually more often than not that they simply aren’t aware of their existence...
Bill Pridham
Ellerston Capital
Equities

The New Zealand electricity company with a high and increasing dividend yield

New Zealand Company, Contact Energy, produces electricity from their portfolio of generation assets to then sell to end customers. New Zealand has a more predictable...
Chris Tan
Chris Tan
Pengana Capital Group
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