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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

Using earnings multiples to value companies

Using earnings multiples for valuing companies with finite life assets can cause potential issues especially as those life assets approach the end of their useful...
Joseph Kim
Equities

Latest images show Rio’s WA copper find looking like a +3km monster

At 1.4km long, Rio’s Winu copper-gold find in WA was already extensive. But new satellite images reveal drilling now extends over 3.3km. Plus, a new research report...
RIO
+3
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: Picking winners from the losers

The share market may be hovering around an all-time high but that doesn't mean that every stock has been in winning form. While it's always important to select stocks...
BKL
+2
Buy Hold Sell
Livewire Markets
Equities

Five high conviction stocks in April: Sticking with conviction

2019 has started on a bright note with the ASX 200 closing out the March quarter up 9.5%, the best quarter since September 2009. The sharp bounce has left many...
JBH
+5
Andrew Tang
Morgans Financial
Equities

Why we are avoiding the classic “yield play” stocks

Firstly, there was a good quote across my Bloomberg screen this morning that’s worth re-printing here – it sums up my thinking towards the market / investing /...
SYD
TCL
TLS
James Gerrish
Market Matters
Equities

Alzheimer's: No Surprises

It has never been less fun to win on a short. By some counts, Biogen's stock collapse marked the latest failure in over a hundred clinical trials based on the...
Michael Frazis
Frazis Capital
Equities

9 Champion Stocks: The "must haves" in a portfolio

Champion Stocks all have a long term positive thematic, which should drive superior earnings growth and shareholder value over the coming years, notwithstanding...
AMC
BXB
CGF
+6
Peter Quinton
Bell Potter
Equities

Three reasons Baby Bunting is booming

Baby Bunting is a baby speciality goods retailer with a network of 50 stores across Australia. The company has a 12% share of the $2.4 billion of the domestic baby...
James Miller
Firetrail Investments
Equities

Woolworths' buy-back is no April fool

On 1 April 2019, Woolworths announced a $1.7B off-market share buy-back. The buy-back will have a $4.79 capital component, with the balance being a fully franked...
Peter Gardner
Plato Investment Management
Equities

Altium: Earnings drivers, appealing fundamentals

Altium Limited (ALU) is engaged in the development and sale of computer software for the design of electronic products. The business provides electronic design...
ALU
Leyland Private Asset Management
Trusted and Confidential Asset Management Advisors
Equities

Farewell TradeMe

On Wednesday, New Zealand online goods trading and classifieds platform TradeMe will hold an extraordinary general meeting so that shareholders can vote on the...
Stuart Jackson
Buy Hold Sell

Risks and opportunities from a Labor win

As the market comes to terms with what is increasingly looking like an odds-on Labor election win in May, pundits and investors are assessing how some dramatic policy...
Buy Hold Sell
Livewire Markets
Equities

A Dividend Bonanza

Interest rates around the world, including Australia, have been falling recently. Where conventional wisdom one year ago was for rising rates, now expectations have...
AMP
AWC
+13
Peter Gardner
Plato Investment Management
Equities

Leigh Creek poised for growth

Last month we discussed our thesis for owning Leigh Creek (ASX:LCK). The big news for LCK this month was that it received its maiden 2P reserve certification. This is...
Shane Fitzgerald
Monash Investors
Expert Insights

Are you paying too much for tech stocks?

Mining companies have traditionally traded at a discount to industrials due to the limited life of their assets. Amit Lodha, Portfolio Manager at the Fidelity...
Livewire Exclusive
Livewire Markets
Equities

GODLUC is the new FAANG

The USD $61 billion ride sharing sector makes a splash with the Lyft IPO this week already oversubscribed and Uber’s S1 filing in with the SEC. Other global players...
Kyle Schlachter
Kyle Schlachter
Territory Funds Management
Buy Hold Sell

Buy Hold Sell: 5 hot stocks on a high

Investors will often be confronted with rip-roaring stocks that are on a high and show no signs of arresting their ascent. In this episode of Buy Hold Sell, we take a...
MQG
+2
Buy Hold Sell
Livewire Markets
Equities

Get me out of Australia?

Investors’ desire for growth outside of the suffering Australian economy was a major theme to emerge in the February 2019 Reporting Season, particularly in the...
ALU
APT
APX
+10
Oscar Oberg
Wilson Asset Management
Equities

The only 4 stocks to pass our filters

Around this time of year, for the past two years, we have published on Livewire the results of our quant screening of Australian stocks, in search of companies that...
ALU
+4
Marcus Tuck
Marcus Tuck
Mason Stevens
Equities

10 most tipped stocks: Smashing the market by 17%

At the start of the year, we announced the ten most tipped stocks from our Livewire reader survey. Three months into the year, this diverse basket is already up by...
ALU
APT
+7
Alex Cowie
Alex Cowie
Equities

Afterpay: What’s a billion-dollar revenue line worth?

We acknowledge Afterpay (APT) has been one of the most talked about stocks in the Australian market. Everyone loves a 20 bagger - which is what Afterpay has been since...
APT
David Allingham
Eley Griffiths Group
Expert Insights

Macquarie: Defying the headwinds on the way to $150

Today’s macro backdrop of low rates, a weaker economy and lower local currency creates challenges for investors. However, Macquarie can perform in this environment...
MQG
Livewire Exclusive
Livewire Markets
Equities

Less revenue, more profit at iSelect

Comparison website iSelect’s (ISU) half year results last month showed revenue falling 12% on the previous December half. For most companies lower revenue would mean...
Alex Shevelev
Forager
Equities

Spotlight on Nufarm

Nufarm (ASX: NUF) is an undervalued agricultural crop protection company that has strong global exposure with 97% of earnings originating from outside Australia. We...
NUF
Oscar Oberg
Wilson Asset Management
Rapid Fire

A century of dividends

In the last 117 years, Australia has seen two World Wars, the Great Depression, the introduction of the motor car, 30 Prime Ministers, and every year, Washington H...
BKW
+1
The Rules of Investing
Livewire Markets
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