Home Wires

Equities

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

Equities

10 fragile stocks heading into reporting season

Context is everything; without it, information is just a meaningless collection of dots. Never were this more true for equity investors than heading into reporting...
Nick Morton
Nick Morton
Resonant Asset Management
Equities

Australian Equity Factor Performance During Stressed Markets

Foresight factor premium analysis focuses on the returns that are attached to generally accepted, systematic drivers of stock returns and risk: Market, Small-Large,...
Jay Kumar
Foresight Analytics
Equities

Three minutes in markets

In this three minute video I discuss the highlights of my latest thoughts on markets – the post-market correction environment, the stocks to watch now and why it’s a...
Paul Moore
PM Capital
Equities

Nanosonics has a long runway for growth

It’s a testing time for investors, with so many hitherto great businesses on their knees, and others looking well over-priced. But it’s still possible to identify...
NAN
Dominic Rose
Montgomery Lucent Investment Management
Equities

Clean TeQ positioning to answer Musk’s yearning for more nickel

Plus, Auteco has plenty to Pickle Crow about with its Canadian project looking set to burst through the 1Moz barrier this year. Congratulations to Elon Musk for...
BGL
+3
Barry FitzGerald
Independent Journalist
Expert Insights

Joe Magyer's ingredients for outperformance

The one question all investors want to know the answer to – what shape will the recovery look like? For Lakehouse Capital’s Chief Investment Officer Joe Magyer, that...
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 4 fundie favourites, and why CSL is a sell

Throughout Buy Hold Sell, fundies have generally agreed that the best businesses to own in the current environment are those offering highly scalable technology...
CSL
+3
Buy Hold Sell
Livewire Markets
Equities

Is Newmont Corporation rolled gold?

Is the world’s largest gold miner an attractive investment opportunity? In this four minute video, PM Capital Investment Analyst Annabelle Miller describes how Newmont...
PM Capital
PM Capital
Equities

Value Investing. Why cheap isn't cheerful

Designating low-PE stocks as value is a flawed concept. On average and over many years, low-PE stocks have generated much lower EPS growth, were more likely to cut...
Stephen Arnold
Aoris Investment Management
Equities

Why shares will rally in a second wave

There are three potential economic outcomes from a new outbreak of virus infections, but all point to gains for the equity market. The difference will be in the...
BHP
FMG
RIO
+1
Matthew Haupt
Wilson Asset Management
Equities

Has the market run too hard?

Who would have thought that, just four months after the market’s March nadir, many stocks would not only have recovered, but be at new all-time highs? Or that...
APT
Roger Montgomery
Montgomery Investment Management
Equities

2 stocks at the forefront of the hydrogen economy

Australia’s chief scientist Alan Finkel describes hydrogen as “Australia’s next multibillion dollar export opportunity’’ - and judging from two recent equity raisings...
HZR
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

What to do when your dividends get slashed

Investors who need a regular income can no longer rely on high dividend payments to see them through. We discuss why it’s time to shift your focus towards investing...
Luke McMillan
Luke McMillan
Ophir Asset Management
Equities

Will fundamentals matter anytime soon?

Equity markets produced outsized returns in Q2 2020, as shown in Figure 1 below. Much of the damage caused by the COVID-19 pandemic in the first quarter of 2020 was...
BHP
+7
Bruce Apted
State Street Investment Management
Equities

Three reasons we continue to like Woolworths

In recent months, The Montgomery Fund has accumulated a significant position in Woolworths – it’s now one our largest positions. And we remain positive on the outlook...
Joseph Kim
Equities

3 biotechs changing the future of healthcare

Healthcare, like technology, is about innovation. In recent years, scientists have developed a range of new tools to treat a wide range of health problems. These can...
Dr Bianca Ogden
Platinum Asset Management
Equities

A New Australian Record

The Australian stock market set a new record at the end of June 2020. The ASX Information Technology GICS sector beat the all-time high forward P/E record set in March...
CPU
Dr Philipp Hofflin
Lazard Asset Management
Equities

Why investors have lost their taste for Treasury Wine Estates

You’d think that Australia’s global winemaker and distributor, Treasury Wine Estates (ASX:TWE), would be reasonably immune to the effects of the COVID-19 pandemic. But...
Stuart Jackson
Equities

Will the US outpeform international markets over the next decade?

The Perpetual Global share fund was established in January 2011. I took the view that global markets offered much more exciting and rewarding opportunities than the...
Garry Laurence
Profeta Investments
Equities

Will Spotify be a long-term winner?

We believe Spotify (NYSE: SPOT) is an attractive investment opportunity because it commands an improving leadership position in the structurally growing, global...
Andrew Macken
Montaka Global Investments
Equities

Innovation is no longer a dilemma

Many investors may have been forewarned that the most expensive words in the English language are: “it’s different this time.” But with respect to the challenges posed...
Denny Fish
Janus Henderson
Equities

Is retail facing a fiscal cliff or a speed bump?

Australian retailers have overcome a number of hurdles in recent years, from challenging macroeconomic conditions and a slowing housing market to the trend towards...
Tim Carleton
Auscap Asset Management
Equities

Macquarie Telecom: the data centre business is a real growth engine

Founded 27 years ago, Macquarie Telecom (ASX:MAQ) is an Australian data centre, cloud, cyber security and telecom company for mid to large business and government...
Gary Rollo
Montgomery
Equities

Liquidity runs dry

When the stock market sold off dramatically in March this year the US Federal Reserve responded by pumping financial markets with liquidity for the next three months...
Chris Demasi
Montaka Global Investments
Equities

Macquarie better braced for these difficult times than it was during the GFC

Over the past decade, Macquarie Group has transformed itself from an investment bank to a world-class asset manager, specialising in infrastructure and renewable...
MQG
Matt Williams
Airlie Funds Management
6876-6900 of 8799
The 10th annual Livewire Live 2026

One room. One day. The minds that move markets.

22 September 2026 Art Gallery of NSW, Sydney

Register Now