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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

“Focus like a laser, not a flashlight”: the sectors Aoris avoid

For Stephen Arnold, Chief Investment Officer of Aoris Investment Management the best way to protect capital is to own ‘all weather’ stocks. These are those rare...
Livewire Exclusive
Livewire Markets
Equities

Small deals, but plenty of big bids: this week in capital markets

The gold rush continues, and this week it took up most of the action. 19 of the 28 placements that closed were for small cap mining companies, almost all of these had...
Ben Williamson
InvestorHub
Equities

Dividend cuts - options to sustain income

Income is one of the most important considerations for retirees. Once the days of earning a salary have passed, replacing it with a steady stream of income is...
BHP
+9
Jason Teh
Vertium Asset Management
The Rules of Investing

A key question most investors ignore, do you?

Investors ask themselves many different questions when considering an investment thesis; how fast can the company grow? How expensive is it? How good are the...
IEL
+1
The Rules of Investing
Livewire Markets
Equities

Don't lose sight of the main game

Long-term dividend prospects relative to share prices haven’t looked this good for many years. With short-term dividends under pressure as a result of the COVID-19...
TLS
Neil Margolis
Merlon Capital
Equities

US Banks Showcase Resilience - Part 2

As earnings season kicked off this week, the US banks were in the spotlight amid what is likely to be the worst quarter of economic activity in modern history. This...
Michael Smith
Michael Smith
Kauri Asset Management
Equities

Calidus poised for re-rating as it moves into development phase at Pilbara gold project

Calidus is trading at just a fraction of the valuation being applied to gold producers – but it stands to close the gap as it begins construction of its Warrawoona...
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 5 of the best performing growth stocks

Amid a pandemic ripping through equity markets, there are a set of stocks which quickly developed herd immunity and eliminated the virus from their growth trajectory...
APT
MP1
+4
Buy Hold Sell
Livewire Markets
Equities

China, rather than the US, could soon be the world’s ‘consumer of last resort’

La Samaritaine department store in Paris that was founded in 1870 is of such majestic art deco and art nouveau styling it was declared a national monument in 1990. The...
Michael Collins
Michael Collins
Magellan Investment Partners
Equities

My 7 'Secrets' To Investment Success

Five years of managing the FNArena-Vested Equities All-Weather Model Portfolio has triggered a reflection upon experiences and errors made. Below are my seven...
MQG
XRO
Rudi Filapek-Vandyck
FNArena
Equities

The IPOs forging ahead in the coronavirus era

The coronavirus has pulled the plug on many proposed initial public offers (IPOs), with the Australian Securities Exchange’s ‘upcoming listings’ feed looking decidedly...
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

The only certainty is that volatility will continue

Global equities have been volatile over the last financial year. The period has been a tale of two halves, marked by strong market performance during the first...
Amit Lodha
Amit Lodha
Fidelity International
Income Series 2020

Using global shares to break your dividend dependency

Global equities are usually added to a portfolio for one reason – to increase diversification. With the Australian equity market representing only 2-3% of global...
Alastair MacLeod
Elston Asset Management
Equities

What a difference a year can make

It was impossible to overlook global growth concerns throughout 2019 as the pace of economic activity slowed down notably in leading economies such as China and the...
James Abela
Fidelity International
Equities

US Banks in Focus as Earnings Season Kicks Off

The latest round of earnings are set to pour through, with the US banks on the radar of funds and analysts in the week ahead. Across the S&P 500, earnings are...
Michael Smith
Michael Smith
Kauri Asset Management
Equities

The case for value investing

The extraordinary environment in which we’re living, after a decade of ultra-low monetary policy stimulus and sustained economic growth, has been compounded more...
APT
BXB
Anton Tagliaferro
Fundamental Investment Management
Equities

Short term outlook no roadblock for optimism

A lot has happened over the last quarter, with equity markets enjoying a very sharp rebound. Most economies have begun to reopen and many people’s lives are beginning...
GEM
Simon Mawhinney
Allan Gray
Equities

2 technology stocks with structural tailwinds

Global equity markets had their highest quarterly returns in decades as markets rebounded from the March COVID-19 induced lows. The dramatic recovery was led by...
Nick Griffin
Munro Partners
Equities

BNPL & Gold are on everyone's mind: this week in capital markets

It was a big week. A whopping 35 placements were closed, and a tad over $938m of fresh funds made its way through markets. There were two things on every investor and...
A1M
AEV
APT
+32
Ben Williamson
InvestorHub
Equities

The Afterpay Bubble

Are you a sensible investor? Then you are almost certainly having a few thoughts about technology stocks, including regret, regret at not holding technology stocks,...
Marcus Padley
Marcus Today
Equities

Class of 2020

There are two key characteristics embedded in the share market and human investors are not well-suited to deal with either of the two; randomness and...
ESK
SWF
Rudi Filapek-Vandyck
FNArena
Equities

An update on a high growth opportunity

At the beginning of May, we highlighted SelfWealth ('SWF') as an outstanding growth opportunity that would benefit from exposure to the COVID19 curfews and the...
SWF
Emanuel Datt
Datt Capital
Equities

Investors hungry for stories with a twin-pronged exploration-cum-development theme

The dash to throw wads of cash at the likes of Bellevue Gold and Mincor shows investors now want to have their cake and eat it when it comes to resource growth and the...
BGL
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 5 ASX and international growth stocks

In the previous video, Roger Montgomery of Montgomery Investment Management and Ben Clark from TMS Capital stressed the importance of not overpaying for growth...
TYR
Buy Hold Sell
Livewire Markets
Equities

In Warren's defence

The Financial Times recently wrote an article, asking “has Warren Buffett lost his touch”. Do we agree? Read on to find out.The Financial Times recently wrote an...
Chris Demasi
Montaka Global Investments
6901-6925 of 8799
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