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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

Stream Wars - The (Disney) Empire Strikes Back

Do not attempt to adjust your set – your TV has been forever changedRemember when TV went to colour, from black and white? Or when TEN launched as the third...
Alex Pollak
Loftus Peak
Expert Insights

An undiscovered gem (that won’t stay that way for long)

It’s not often you hear about a stock that appears to be flying totally under the radar but that’s what Simon Shields and the team at Monash Investors has found. This...
Livewire Exclusive
Livewire Markets
Equities

Should NAB cut its dividend?

To cut or not cut? That is the question facing the National Australia Bank (NAB) Board. Just over a week ago, NAB announced another customer remediation provision,...
+1
Daniel Mueller
Daniel Mueller
Vertium Asset Management
Equities

Sell in May and go away

After a 17.33% rally in the ASX 200 since Christmas Eve and an RSI sell signal on the ASX 200 this morning and with May 1st being tomorrow, it is a pretty obvious call...
Marcus Padley
Marcus Today
Equities

When will the value bear market end?

People often ask us what investment style is Ophir Asset Management? We respond we are style agnostic, if we believe there is money to be made buying a company that is...
Andrew Mitchell
Ophir Asset Management
Expert Insights
Sponsored

Regal: 3 consensus trades the market has wrong

Part of the research process at Regal is to filter sell side research for new ideas. Philip King, CIO at Regal Funds Management, says this process generates long ideas...
Livewire Exclusive
Livewire Markets
Equities

The case for equities (and 3 recent additions)

The path forward for equity markets will be dictated by a number of cross currents that we are well prepared for. April is a seasonally strong month for equities,...
IVC
Eley Griffiths
Eley Griffiths Group
Equities

The unloved retail stocks that could be a good buy

Since the equity market lows in December 2018, investors have chased offshore earnings to escape falling house prices, weak consumer and business sentiment, and...
ALU
BLD
+10
Oscar Oberg
Wilson Asset Management
Equities

Board independence: Does one size fit all?

The Hayne Royal Commission brought into sharp focus the governance failures at the board level for many financial institutions. Prior to the release of the final...
Sam Ferraro
Sam Ferraro
Equities

Would you accept zero capital growth for the next five years?

After years as a successful investment strategy, something has happened to blue chips over the last 5 years. Despite huge gains from global markets, Australia’s...
BHP
RIO
+2
Michael Goldberg
Collins St Value Fund
Equities

Part 1 - EV battery price falls - expect pace to slow

As Tesla's share price comes under pressure, Part 1 of a two part series on Electric Vehicles details how manufacturers globally will see price falls for its main...
PM Capital
PM Capital
Equities

Spotlight on Bubs Australia

Bubs Australia (ASX: BUB) is an infant formula brand with a major focus on goats milk. This week, BUB announced a four-year strategic alliance with Chemist...
BUB
Oscar Oberg
Wilson Asset Management
Equities

Why A2 is crushing the competition in China

I have just returned from China, looking at how Australian goods such as infant formula are sold and marketed, given the strong Chinese demand for such products. Being...
WAM
WAX
Tobias Yao
Wilson Asset Management
Equities

2 companies benefitting from the Chinese consumer

China is a key economic partner for Australia, being our largest trading partner for both imports and exports. Whilst our commodity exports to China make up the...
WNR
NAOS Asset Management
NAOS Asset Management
NAOS
Expert Insights

Where to find the best yield stocks

It's not easy to find yield opportunities in the large-cap universe at this point in the cycle, and with the potential for a pick-up in global growth and interest...
BHP
RIO
WLE
Livewire Exclusive
Livewire Markets
Equities

The blue-chips of the future

What will the world look like in five years’ time? A difficult question to answer, but one that long-term equity investors must ask themselves every day. In 2014,...
COL
QUB
S32
+3
Patrick Poke
A Rich Life
Equities

A look at the NAB remediation charges

Last week, the National Australia Bank (ASX:NAB) released details of the customer remediation charges it expects to take in its 2019 interim result following the Royal...
+1
Stuart Jackson
Equities

The attributes of a long-term winner

A couple of years ago I bought an orange blazer. At the time I felt incredibly stylish and on-trend. But about six months later the romance was over - whenever I...
Kate Howitt
Kate Howitt
Fidelity International
Buy Hold Sell

Value and traps in interest rate sensitive stocks

Investors are forever on the hunt for steady and reliable income streams, which often come in the form of utilities, infrastructure stocks and REITs. And given the...
SSM
Buy Hold Sell
Livewire Markets
Expert Insights

4 ingredients of a great management team

Ask any professional investor what the most important attributes are to consider when assessing a new investment and “quality of management” is likely to feature high...
Livewire Exclusive
Livewire Markets
Equities

There's upside to be realised in Fletcher Building

Fletcher Building is a diversified building materials and construction company operating in over 40 countries. The company is currently simplifying its business...
Vince Pezzullo
Perpetual Asset Management (Australia)
Equities

NAB: A voice of one calling in the wilderness

NAB has today announced after-tax remediation costs of $525m (91% wealth-related and the balance being banking-related) that will reduce 1H19 cash earnings by $325m...
Bell Potter
Stockbroker
Expert Insights

Can the market get over the Kogan hissy fit?

“It is not the strongest species that survive, nor the most intelligent, but the ones most responsive to change.” This quote is often attributed (incorrectly) to...
KGN
Livewire Exclusive
Livewire Markets
Equities

The Vega Way of Investing Capital

Buying undervalued stocks is traditionally the way investors seek to deliver returns over the long term. At Vega Capital, we utilise a differentiated way of looking at...
Scott Shuttleworth
Scott Shuttleworth
Vega Capital
Equities

Afterpay Touch Vs Zip Co

Which of the ‘buy now, pay later’ providers offers the best value and upside for investors: Afterpay, Zip, or neither of the above..?The rise of Afterpay (APT,...
APT
RZI
ZIP
Tim Boreham
Tim Boreham
Independent Investment Research
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