Home Wires

Equities

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

Equities

What we like and what we’re avoiding

Back in late 2017 when BHP was $26 and unloved, Troy Angus, Head of Australian large caps at Paradice Investment Management made the case for the stock in a Livewire...
BHP
Livewire Exclusive
Livewire Markets
Equities

With 2.6Moz under its belt, Bardoc emerges as next Aussie miner with critical mass

With big gold stocks looking fully-priced, the hunt is on for value down the chain. But tier-1 locations and scale are still must-haves. This is where Bardoc, led by...
+3
Barry FitzGerald
Independent Journalist
Equities

Why does quality investing work?

Whilst defining quality is no minor philosophical challenge, we are fortunate that the application of the concept of quality to investing is robust to various...
Ian Carmichael
Ian Carmichael
Fairlight Asset Management
Buy Hold Sell

Buy Hold Sell: 5 emerging growth stocks

Investors have rewarded stocks demonstrating the ability to deliver growth while also exceeding market expectations. However, the multiples on some of these stocks are...
AUB
+4
Buy Hold Sell
Livewire Markets
Equities

Value & the eye of the beholder

In early May the once highly popular ASX-listed funds manager Janus Henderson (JHG) released a rather underwhelming March quarter financial performance report. Among...
AMP
+1
Rudi Filapek-Vandyck
FNArena
Equities

HSBC a left-field suitor for Suncorp Bank?

We have written extensively in the past on the benefits of merging Bendigo and Adelaide Bank (ASX:BEN) and Suncorp Bank (ASX:SUN). However, we believe it is also worth...
SUN
Bell Potter
Stockbroker
Equities

Coke and kombucha: How the internet is killing traditional brands

I am in no position to be critical of the world’s greatest investor—my investing mistakes are bigger and more frequent than his. But Warren Buffett’s slip ups over the...
CCL
Steve Johnson
Forager
Equities

Where are valuations now?

Markets have bounced back significantly since the volatile days approaching Christmas last year. Where does that leave valuations now? A 2-minute snapshot on why I'm...
Paul Moore
PM Capital
Expert Insights
Sponsored

Two stocks that passed the Regal filters

The investment process at Regal Funds Management allows them vary market exposure depending on the prevailing conditions. Simply put, Regal like to be ‘long’ in bull...
XRO
Livewire Exclusive
Livewire Markets
Equities

What to sell (if anything)

The sell signals have been building on the charts for a couple of weeks both here and in the US. The dam burst a little bit overnight. The 1.65% sell-off on Wall St is...
BHP
CSL
+5
Marcus Padley
Marcus Today
Equities

The New Criterion: why this tech fund trades at a steep discount to underlying assets

The only pure-tech listed investment company on the ASX, Bailador Technology Investments (BTI, 93c) adheres to a simple charter of providing investors with a one-stop...
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

IMF Bentham: A real opportunity right now

The markets are back at or close to all-time highs and selecting investments at this point is becoming quite tricky, especially for a fundamentalist and contrarian...
Marcelo Lopez
Marcelo Lopez
L2 Capital Partners
Equities

A platinum crucible in the rough

At the current stage of the bull market, it can be hard to find a company that is reasonably priced, let alone being cheap whilst showing signs of accelerating revenue...
Joshua Baker
Rapid Fire

Braitling: Valuation has never mattered less...

On the 23rd of May, eight fund managers will present their best ideas at The Future Generation Investment Forum. The line up this year looks exceptional and boasts a...
APT
+3
James Marlay
Livewire Markets
Equities

The Aussie company soaring high in the U.S.A.

Flight Centre is a global travel management company with businesses in Australia, New Zealand, North America, UK, Europe and South Africa. It also has smaller...
Anton du Preez
Anton du Preez
Pengana Capital Group
Expert Insights

Top stocks for exposure to the new China

While China's recent injections of liquidity into the system have got the economy going and recent purchasing managers' prints have also provided support to the...
Livewire Exclusive
Livewire Markets
Equities

Five high conviction stocks in May

Equities have continued to recover from their sell-off late last year; income-oriented asset classes like property and infrastructure have been in strong demand and...
OSH
PWH
RMD
+4
Andrew Tang
Morgans Financial
Equities

Spotlight on Nearmap

Nearmap (ASX: NEA) is an Australian software business that specialises in mapping, aerial imagery and location data services. This week, NEA reaffirmed its earnings...
NEA
Martin Hickson
Martin Hickson
1851 Capital
Equities

WES's $1.90 bid for KDR looks opportunistic - discount to IPFS NPV

We first wrote about Kidman Resources KDR back in March 2017 at $0.49 (KDR notes 2nd Mar 2017, 11th July 2017, 25th July 2017, and given the water under the...
Thomas Schoenmaker
Alpine Capital
Equities

Meeting with the CFO - Kidman Resources

At the start of every year we publish our Equity Strategy Key Themes report, which as the name suggest discusses the key themes our team believes will impact asset...
APT
+2
Zach Riaz
Zach Riaz
Banyantree Investment Group
Equities

Wesfarmers’ whopping takeover premium for Kidman puts value spotlight on lithium producers

The conglomerate’s surprising decision to pay a 47% share price premium for half a lithium project which won’t be in production for three years poses interesting...
+3
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: Who are the top stock pickers?

The Buy Hold Sell segment is the most popular series on Livewire. What’s not to like? Duelling fund managers giving their views on five stocks in a lively and...
APT
QIN
+3
James Marlay
Livewire Markets
Equities

Ready. Set. Go.

The starting gun has been fired. Wesfarmers (WES.ASX) and Kidman Resources (KDR.ASX) this morning announced a proposal that would see Kidman acquired at $1.90 per...
WES
Luke Cummings
Harvest Lane Asset Management
Equities

Will Uber’s IPO lead to uber losses for investors?

Uber’s upcoming IPO promises to be monumental. The big question for would-be buyers is: will this loss-making juggernaut be a good investment? Or, like its rival,...
Roger Montgomery
Montgomery Investment Management
Equities

Two of Australia’s biggest offshore earners

This time last year we wrote that we felt that BHP was in the midst of an upgrade cycle driven by strong commodity prices and a significantly reduced cost base....
BHP
MQG
Nicholas Leitl
Nicholas Leitl
K2 Asset Management
6826-6850 of 7541