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

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
Equities

Snow Place Like Home

COVID-19 has heightened the short-term focus of markets, creating opportunities to buy high-quality companies at discounts, which we call Undervalued Franchises. An...
Christine Jurzenski
Christine Jurzenski
Avenir Capital
Equities

Is Microsoft buying the next big thing?

If Netflix is the new broadcast TV, then TikTok may be the new cable TV, serving users with a “seemingly” random and endless feed of 15 second-ish videos. A Chinese...
Catherine Wood
ARK Invest
Equities

The New Criterion: latest IPO taps appetite for plant-based proteins as lolly demand soars

The latest company to brave the sparse list of new ASX listings can’t be accused of being off-trend when it comes to tapping the dietary habits of younger inner-urban...
YOW
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

The Long and the Short of it

Presenting recently on the state of the market and its behaviour, I was asked about some of the most risky elements currently at play. I’ve written previously about...
Chad Padowitz
Talaria Asset Management
Equities

Discretionary retail thrives as we spend up big at home

For more evidence that discretionary retail is absolutely booming right now, particularly the furniture and homewares category, look no further than Nick Scali’s...
ADH
NCK
+1
Dominic Rose
Montgomery Lucent Investment Management
Equities

Adairs and Kogan benefit from COVID-19-inspired themes

In addition to the acceleration of e-commerce in Australia, COVID-19 has produced several themes that are generating retail winners; some are benefitting from the...
ADH
KGN
Roger Montgomery
Montgomery Investment Management
Equities

Can mega-cap tech stocks continue to outperform?

Investors have flocked to large technology and communications growth companies in 2020, even as macro drivers injected considerable volatility into financial markets....
Matt Peron
Matt Peron
Expert Insights

Businesses where size is a built-in edge

Being the largest player on the field is not an advantage in every sport, but if you’re 7 ft on a basketball court you have a built-in edge. Likewise, there are many...
Livewire Exclusive
Livewire Markets
Equities

Strategic decisions: A key theme to watch this earnings season

Welcome to the first episode of '4-minute Monday', a special series from Nikko AM built around ASX reporting season. Each Monday, I sit down with the team and...
AGL
+3
BRAD POTTER
BRAD POTTER
Tyndall AM
Expert Insights

Are banks still a good place for income?

The COVID-19 crisis has seen banks slash dividends, two of Australia’s big banks deferring dividends indefinitely. There is looming uncertainty as to whether banks...
+1
Livewire Exclusive
Livewire Markets
Equities

Splitit rattles the tin and some unusual Gold raises: this week in capital markets

Just over $280m of funding was raised this week for listed Aussie companies. Of the 24 raises that were completed, more than 70% of the capital went to Splitit (SPT) ,...
2BE
AUC
+21
Ben Williamson
InvestorHub
Equities

The anatomy of Amazon’s success

In the Darwinian world of capitalism, the capacity to design superior organising systems can be a powerful source of competitive advantage. For new phenomena to...
Alipasha Razzaghipour
Alipasha Razzaghipour
Kasa Investment Partners
Equities

FNArena Reporting Season Monitor: August 2020 - Week 1 (18 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...
BWP
BWX
+7
Rudi Filapek-Vandyck
FNArena
Equities

4 new additions to our portfolio

It would be hard to dream up a more stunning account of what markets did during the March-June period than what ultimately unfolded, especially given the carnage of...
SM1
+1
Ben Griffiths
Eley Griffiths Group
Equities

Two thematics to watch in volatile times

Markets have rebounded strongly from a sharp collapse in March, with many stocks now trading at new record highs. This has been driven in part by central bank...
APX
SEK
+1
Sean Fenton
Sage Capital
Equities

The Longest ‘Long’ of All-Time

The broad market indices are providing ever increasing concentration and valuation risk. While the music keeps playing and, in fact, appears to be getting louder,...
Adrian Warner
Adrian Warner
Avenir Capital
Equities

2 turnarounds in the healthcare sector

Innovation and change can create opportunities, and one place we find many of those opportunities is in the healthcare sector. At Platinum, we've found that buying...
Dr Bianca Ogden
Platinum Asset Management
Equities

August 2020: Nothing Like The Past

Corporate earnings have not been front of mind for share market investors over the year past.Last year’s August reporting season marked the weakest performance for...
APT
CSL
+2
Rudi Filapek-Vandyck
FNArena
Equities

Debate about gold’s outlook becoming as hot as the price, as Macquarie and Tolga show

It takes a brave person to call an end to gold’s run to record levels in nominal terms. But when the small and big financial papers start writing up calls for gold to...
BGL
DEG
+3
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 5 tech small caps with massive addressable markets

Some of the most fabled investment success stories of today include the likes of Apple, Afterpay, Microsoft and Shopify. If we consider the common factors that tie...
MP1
NXT
+2
Buy Hold Sell
Livewire Markets
Equities

Why it’s time to focus on quality businesses

In 1976, US economist, Herbert Stein, famously stated that “If something cannot go on forever, it will stop.” His observation could well be applied to the ballooning...
Roger Montgomery
Montgomery Investment Management
Equities

Boohoo making greenwashing fashionable

Catering to the ‘Tiktok generation’, Boohoo is the fastest growing fashion company in the UK. By skilfully employing social media influencers coupled with local...
Nicholas Cregan
Fairlight Asset Management
Rapid Fire

Rudi’s pandemic proof portfolio

Rudi Filapek-Vandyck has been analysing stocks for over 18 years, more recently he has applied this knowledge to constructing and managing his own ‘All-Weather’...
AMC
APA
APT
+14
James Marlay
Livewire Markets
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