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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.

Equities

Capitalising on market sentiment

Over the past year, we have opportunistically purchased some high quality, growing businesses at attractive valuations. One such example is Melco Resorts and...
Garry Laurence
Profeta Investments
Equities

Fortescue will continue to surprise

Fortescue is the fourth largest iron ore producer in the world, operating in the Pilbara in Western Australia. It was founded by Andrew Forrest in 2003 and has grown...
FMG
Stephane Andre
Alphinity Investment Management
Equities

Why investors should use active managers for Emerging Market equity

Key insights Global emerging markets have provided very strong returns for long term investors. However, investors have to be prepared to accept higher...
Jay Kumar
Foresight Analytics
Rapid Fire

Qiao Ma: The difference between a trader and an investor

It's not everyday that you discover a fund with truly eye catching performance. When I recently pulled up the track record of the Cooper Investors Asian Tiger Fund,...
James Marlay
Livewire Markets
Equities

Three key themes from the banks’ results

Australia’s four major banks have now reported their interim results. Common to all of them were three key themes, which are presenting both challenges and...
+1
Stuart Jackson
Equities

The 9-point checklist to screen for opportunities

In a wire I published with Livewire on the 6th March 2018, ‘Don't buy value just for value's sake’, we outlined as our top pick a company called IDP Education (ASX:...
IEL
RMD
+1
Michael Wayne
Medallion Financial Group
Equities

Avoiding the crowds and finding value

Over the past 18 months, we have demonstrated a higher allocation to large cap Australian securities in line with the view that in many cases large cap stocks...
TLS
+2
Vince Pezzullo
Perpetual Asset Management (Australia)
Equities

Behind the stunning rally in Kogan shares

Kogan is a stock that we've discussed numerous times on Livewire. In a recent video, I explained why we believed that the market was underestimating the potential for...
KGN
Simon Shields
Monash Investors
Equities

BHP, Rio give their blessing to battery metals

The mining giants have declared a new-found appetite for battery metals. And the word from on high is good news for leveraged battery juniors like Mincor and Liontown;...
BGL
BHP
+6
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: The rivers of gold

For many years, Fairfax enjoyed its famous ‘rivers of gold’, the seemingly endless cascade of revenue pouring in from its online advertising pages. These 'rivers'...
CAR
+2
Buy Hold Sell
Livewire Markets
Equities

Mistaking value investing for buying low PE stocks

“All investing is value investing… the same calculation goes into it whether you’re buying some bank at 70% of book value or you’re buying Amazon at some very high...
Tim Carleton
Auscap Asset Management
Equities

As the moat gets wider the profits get larger

In the past 15 years, the share of US jobs that require high levels of technical and digital capability has increased more than 4x, to 25%. Salaries of these workers...
Charlie Aitken
Charlie Aitken
Aitken Investment Management
Equities

The outlook for banks

The recent bank reporting season was highly anticipated as it was the first since the Banking Royal Commission final report. Although these results were impacted by...
+1
Lachlan Davis
Lachlan Davis
IFM Investors
Equities

We agree with Donald Trump ...

Overnight Trump signed an executive order that allows the US to ban telecom network equipment and services from foreign adversaries. This is clearly aimed at China and...
Lachlan MacGregor
Alphinity Investment Management
Equities

Is the proposed TPG-Vodafone merger impacting Telstra?

We’ve recently seen some developments in relation to the proposed TPG-Vodafone merger, including the ACCC announcing it will block the merger. By way of quick recap,...
TLS
Tim Kelley
Montgomery Investment Management
Equities

The New Criterion: tackling the blight of plastic waste

With both China and India closing their borders to plastic waste imports, the pressure to address the problem elsewhere has increased by several notches. In short,...
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

IOOF Holdings: Show me the money (for provisions)

ANZ Wealth P&I transaction under threat: IFL has released an update on the pending ANZ Wealth P&I acquisition, with some key negatives being the loss of income, and...
Bell Potter
Stockbroker
Equities

Are there opportunities hidden among the worst performing LICs?

Last month, we set out why the worst performing funds in recent times can be amongst the winners in the future. In summary, Research Affiliates showed that the top 10%...
+9
Daryl Wilson
Affluence Funds Management
Equities

Netflix has a 13 year head start - can Disney still succeed?

Disney’s transformation to a streaming ‘Netflix’ business model is an unprecedented step for the company. Any business transformation is hard, and in Disney’s case its...
Lachlan MacGregor
Alphinity Investment Management
Expert Insights
Sponsored

What keeps Phil King up at night?

Philip King, CIO at Regal, is one of Australia’s most experienced investors and we recently took the chance to hit him with three simple questions about investing....
Livewire Exclusive
Livewire Markets
Equities

ACCC decision on TPG Telecom/Vodafone merger and what it means for Telstra

The ACCC recently announced that it would oppose the merger between Vodafone (VHA) Australia and TPG Telecom (TPG). The decision was accidentally released a day early...
TLS
Lachlan Davis
Lachlan Davis
IFM Investors
Equities

Real world pitfalls could derail darlings

In its bid for Dulux this month, Nippon Paint offered yet another example of the ability for differing perspectives to provide divergent outcomes when it comes to the...
ALU
APT
+7
Schroders Australia
Schroders
Equities

Does Avita Medical have a bright future?

One company that recently caught our attention, that I believe is worth monitoring, is Avita Medical (ASX:AVH). AVH owns the patents and produces a medical device...
AVH
Joseph Kim
Equities

A different way to build portfolios

Asset allocation is one of the most important investment planning decisions. The key question: What is the best mix between stocks and bonds, and how should that mix...
Matt Reynolds
Matt Reynolds
Capital Group
Rapid Fire

Finding the next Macquarie Bank

Finding cheap stocks this late in the cycle is getting harder and harder. Index funds have bid up the prices of large-cap stocks to levels not seen since the tech...
APT
AXL
+3
The Rules of Investing
Livewire Markets
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