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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

Lindsay Partridge - Laying the foundations for a successful business (ASX: BKW)

Lindsay joins David in this episode of Inside the Rope to discuss Brickworks, the company of which he is the Managing Director.Brickworks is one of the world's largest...
BKW
David Clark
Koda Capital
Equities

Why we own shares in Alliance Aviation

When it comes to investing, we’re not big fans of airlines. But in the case of Alliance Aviation Services (ASX: AQZ), we’re happy to make an exception. You see,...
QAN
Gary Rollo
Montgomery
Equities

FY 2020 – a year to forget, and a year to remember

Here are some insights into the 2020 financial year, how the insights have guided portfolio construction, and where the market is now. Vladimir Lenin wrote that there...
Paul Moore
PM Capital
Equities

The best and worst times loom for the listed debt collectors

With apologies to Charles Dickens, it’s the best of times or the worst of times for the receivables management industry - known in less polite circles as debt...
+1
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

Two stocks powering through the volatility

Volatile markets often present outstanding opportunities, and this year’s have no exception. During the sell-off earlier this year, we took the opportunity to add two...
PWH
Vince Pezzullo
Perpetual Asset Management (Australia)
Equities

Desk Note - Eagle Mountain (EM2.ASX Last $0.25)

High-Grade Copper/mine - Exploration Commencing - Catalysts + Positive Thematic Eagle Mountain (EM2) is a copper junior, with an existing high-grade resource and...
Thomas Schoenmaker
Alpine Capital
Expert Insights

The holy grail of investing

When investing in a new company, there's a lot to consider. Past performance, management's track record and future earnings potential are all critical areas to...
WSP
Livewire Exclusive
Livewire Markets
Equities

Retail REITs still look cheap

COVID-19 battered retail real estate names as tenants were forced into lockdown and activity was halted. It also compressed social trends that ordinarily would have...
SCG
VCX
BRAD POTTER
BRAD POTTER
Tyndall AM
Equities

Beneath the numbers, the Altium story just keeps getting better

Being one of Livewire readers’ 10 most tipped big caps, technology company Altium (ASX:ALU) has high hopes among our audience. The company rounded off FY 2020 with...
Vishal Teckchandani
Livewire Markets
Equities

The many reasons for caution

Over recent months, market sentiment has swung from pure panic in March, bargain hunting and speculation (particular from first-time retail investors) in April and...
Rhett Kessler
Pengana Capital Group
Equities

CBA pays a dividend, but is there trouble down the pike?

Shareholders in Australia’s largest bank, the Commonwealth Bank of Australia, would have been relieved to read that the bank has delivered a decent full-year result –...
Stuart Jackson
Expert Insights

A sustainable growth stock that is not well understood

Growth in data consumption is a long-term trend that has accelerated and become more entrenched in 2020. There are multiple ways to invest in this trend with the...
MP1
NXT
Livewire Exclusive
Livewire Markets
Equities

Could Apple be a casualty in the Trump-WeChat tussle?

On Friday, 6th August, President Trump issued two executive orders banning U.S. transactions from WeChat, the Chinese ‘uber’ app owned by Chinese technology giant,...
Adrian Warner
Adrian Warner
Avenir Capital
Equities

Speculative market in growth stocks give cause for concern

Markets have rebounded strongly from their March lows, despite entering one of the deepest economic downturns in history. But that’s not the whole story. We have...
PTM
Andrew Clifford
Andrew Clifford
Platinum Asset Management
The Rules of Investing

Tapping into research from the world’s best investors

Whether you’re investing in ASX small caps, global large caps, or somewhere in between, one challenge that all investors face is how to narrow down a huge universe of...
The Rules of Investing
Livewire Markets
Equities

FNArena Reporting Season Monitor: August 2020 - Week 2 (51 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 brief...
AGL
AMP
ARF
+9
Rudi Filapek-Vandyck
FNArena
Equities

Plenty of solid reasons for optimism

There is certainly plenty to be worried about and we continue to take a balanced view of the economic backdrop and market opportunity set. Economies are reopening and...
Joe Magyer
Joe Magyer
Lakehouse Capital
Equities

REA Group shows its resilience in tough times

Property advertising platform, REA Group (ASX:REA), was one of the first businesses to announce its results this reporting season. Given the COVID-related restrictions...
REA
Joseph Kim
Equities

Why today’s market favourites could be tomorrow’s also-rans

Zigging and zagging have been the story of 2020. The equity market zigged higher, then zagged sharply lower as the health and economic ravages of COVID-19 became...
ADH
BHP
+12
Schroders Australia
Schroders
Equities

What is our favorite commodity after the latest gold crunch?

We've been talking about MM’s reflation outlook a lot recently i.e. we anticipate inflation will finally rear its head courtesy of the unprecedented degree of...
BPT
RIO
James Gerrish
Market Partners
Buy Hold Sell

Buy Hold Sell: 5 small caps with rock-solid dividends

The financial fallout from COVID-19 is now in plain sight as the first wave of results which fully capture the damage from forced lockdowns are released to the market....
ADH
IRE
NCK
+2
Buy Hold Sell
Livewire Markets
Equities

Where to for the economy and sharemarket as we head towards 2021?

Looking at the sharemarket’s performance over the last few months, some would be tempted to assume that the worst of the economic damage inflicted by the COVID-19...
AMC
JBH
ORI
+1
Anton Tagliaferro
Fundamental Investment Management
Equities

A new way to think about dividends

Just as different countries around the globe exude different fashions, cuisines and languages, investors too seem to portray different traits and preferences...
TLS
Michael Wayne
Medallion Financial Group
Expert Insights

Australian equities are still the place for income

Income investors have been hit hard by 2020. Bonds are sitting at ~1%, yields are low, and dividends have been slashed. But according to Michael Maughan, Portfolio...
Livewire Exclusive
Livewire Markets
Equities

2020 to be more volatile as reality of COVID-19 dawns on investors

Despite the continued earnings downgrades and dour corporate outlook statements, investors have clearly chosen to ‘look through’ 2020 towards a post COVID-19 world...
Ned Bell
Bell Asset Management
6801-6825 of 8797
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