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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

Investing in tech without the nosebleed valuations

Vince Pezzullo, Deputy Head of Equities at Perpetual, explains that companies need to clear four hurdles before being considered for investment. The criteria are a...
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Livewire Exclusive
Livewire Markets
Equities

When does too much of a good thing break bad?

In this article I am going to discuss the composition of the S&P/NZX 50 index, which is considered New Zealand’s principle gauge of how the New Zealand share market is...
Stephen Bennie
Castle Point Funds
Equities

2 stocks offering value in the banking sector

In the latest iteration of the Firetrail Analyst Series we dive into an incredibly important sector for income investors and SMSFs: Australian banks. Our Analyst Scott...
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Firetrail Investments
Firetrail Investments
Equities

The #1 stock picks for 2020 (an update)

At the start of the year, I invited nine fund managers, including the winners from the 2019 competition, to share their #1 stock picks for the year ahead. When the...
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James Marlay
Livewire Markets
Equities

Social distancing in the global financial casino

Hyman Minsky would be turning in his grave. His financial instability hypothesis appears a prescient assessment of the consequences wrought by easy money. Rising debt...
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Martin Conlon
Schroders
Equities

Dogs of the ASX in FY20

The last 12 months have been bruising and emotional for equity investors enjoying the market grinding higher from July to early February based on FOMO (fear of missing...
AMP
CGF
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Hugh Dive
Atlas Funds Management
Equities

3 Tech Ideas - James Gerrish chats with Jono Higgins

Last week I caught up with one of our analysts Jono Higgins who covers a cross section of emerging companies in Australia. He’s a good analyst and it was worthwhile...
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James Gerrish
Market Partners
Equities

The niche stocks flying the flag for Australian manufacturing

Our trade tensions with China have fuelled the coronavirus-spurred debate about our reliance on offshore supply chains for goods both to and from our shores. Apart...
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Tim Boreham
Tim Boreham
Independent Investment Research
Equities

Serial acquirers: A dangerous addiction or underappreciated compounders?

A widely accepted maxim in the value investing ideology is the notion that acquisitions destroy value. Indeed, few topics seem to enjoy such a cheery consensus...
Will Dowd, CFA
Fairlight Asset Management
Equities

De Grey’s gold discovery at Hemi looking ‘world-class’

With our bullish view on gold, we continue to actively research the entire ASX gold sector. De Grey is one of the most exciting gold ‘discovery-delineation’ stocks...
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John Deniz
Paragon Funds Management
Equities

Investing in culture and leadership

Over the past few months, sectors such as IT services, online entertainment, e-commerce, and health and wellness-related consumer products have performed well, showing...
Qiao Ma
Qiao Ma
Cooper Investors
Equities

Quality is always important… but now it’s critical

It’s safe to say the Australian economy is currently experiencing a recovery as businesses continue to re-open following the worst of the COVID crisis. Despite this,...
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BXB
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Daniel Moore
IML
Equities

Where we see growth opportunities in software stocks

In the current market environment, finding companies with above market earnings growth over the medium-term with numerous positive catalysts is becoming increasingly...
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Kent Williams
Kent Williams
AMP Capital
Equities

The most exciting gift from volatility is opportunity

At Cooper Investors, we spend a long time thinking about the culture that drives human behaviour. As management consultant Peter Drucker put it, "Culture eats strategy...
Christopher Dixon
Christopher Dixon
Cooper Investors
Equities

Key stock picks 2020 – Half time score…

At the start of each year our team publishes a list of stocks (no more than 10) which we believe are likely to outperform the market over the coming 12 months. These...
Zach Riaz
Zach Riaz
Banyantree Investment Group
Equities

Airports: Buy, Hold or Sell?

With lockdowns across the globe slowly lifting and signs that global economies are emerging from hibernation, is now the time to invest in airports? Valuations...
Ursula Tonkin
PATRIZIA
Equities

3 predictions for the remainder of 2020: this week in capital markets

$235m was raised during the past week across 16 deals. Not a lot to sink our teeth into and a far-cry from what we saw when the COVID raising-spree began. The end of...
4DS
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Ben Williamson
InvestorHub
Equities

Robotic Process Automation, and tech investing in VC vs public markets

Also available on iTunes or Spotify. Alexander Portz (LinkedIn) began his career investing in technology for UK funds management giant Neptune, before joining...
Michael Frazis
Frazis Capital
Equities

3 Stocks to Hold this Financial Year

With the new financial year under way, now is an opportune time to begin planning for the year ahead. While the Coronavirus pandemic and global recession have...
Michael Smith
Michael Smith
Kauri Asset Management
Equities

PNG monster still the game, but Kingston eyes low hanging fruit of WA gold

Its Misima project in PNG is seen as the main game, but Kingston could find some easy pickings in white-hot WA gold country. Plus, Centaurus’ nickel success shows we...
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Barry FitzGerald
Independent Journalist
The Rules of Investing

Chris Stott launched a new boutique. Then COVID hit.

Even at the best of times, building a new portfolio from nothing is a challenging task. But for Chris Stott, Chief Investment Officer at 1851 Capital, the challenge...
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The Rules of Investing
Livewire Markets
Equities

Evolution of capitalism - A new species emerges in the fourth industrial revolution.

A new form of capitalism is emerging. Evolution of business was always headed this way, we just didn't realise it. It was never going to be sustainable to...
Will Simpson
Blue Oceans Capital
Rapid Fire

Pulling the trigger

Uncertainty creates opportunity but the best decisions rarely feel comfortable. For Vince Pezzullo, Deputy Head of Equities at Perpetual and Portfolio Manager of...
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James Marlay
Livewire Markets
Equities

What investors, like you, are buying

The COVID-19 pandemic may have proved volatile for investment markets, but it also appears to have opened the door for new and existing investors seeking...
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+4
Global X ETFs
Global X ETFs
Equities

Short term pain, long term gain for the battery metals market

This week’s unfounded rumours of a Tesla takeover of listed battery group Novonix aside, the market for the so-called battery metals of graphite, lithium and cobalt...
Tim Boreham
Tim Boreham
Independent Investment Research
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