Home Wires

Equities

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

Equities

7 stocks that fell victim to market myopia

Short-term reactionary behaviour is to be expected within every earnings season, and February 2019 was no exception. But opportunities that went misinterpreted or...
COH
+4
Livewire Exclusive
Livewire Markets
Equities

Future secured

An innovative car company at the vanguard of autonomous driving, with a vision defined as ‘zero crashes, zero emissions and zero congestion’ must be a Silicon Valley...
Christine Jurzenski
Christine Jurzenski
Avenir Capital
Buy Hold Sell

Buy Hold Sell: 5 quality small caps flying high

Backing a small cap that goes for a massive run can completely transform your performance. The challenge, of course, is finding them, but sometimes sheer momentum...
NEA
+2
Buy Hold Sell
Livewire Markets
Equities

7 stocks for uncertain times

Growth stocks like Afterpay, Appen and Nearmap that are making waves offshore have been dominating the leader board. Meanwhile, domestic cyclicals have been struggling...
APT
APX
BAP
+4
Livewire Exclusive
Livewire Markets
Equities

Hey Earnings, where’s my Cash?

How can Treasury Wine Estates report cashflow of $27m and profit of $219m? Should we be concerned? One of the joys of analysing investment opportunities is that every...
WOR
James Miller
Firetrail Investments
Equities

Aldi: Good Different

I recommend this recent piece in The Guardian – The Aldi effect: how one discount supermarket transformed the way Britain shops. It’s top shelf journalism. The...
Gareth Brown
Forager
Buy Hold Sell

Buy Hold Sell: 5 small caps flying under the radar

Small caps offer investors growth optionality across a broad range of sectors, and with less coverage than the big end of town, great opportunities often get...
AMS
+2
Buy Hold Sell
Livewire Markets
Equities

Packaging up Pact Group

In this 4 minute video, Portfolio Manager Uday Cheruvu explains how Pact Group (ASX: PGH) may benefit from the scale it has built in the Australian packaging...
PM Capital
PM Capital
Equities

The company shaking up the U.S. healthcare system (NYSE: CVS)

CVS Health is an American retail pharmacy, healthcare company and insurer. They are able to leverage their size to negotiate discounts on drug prices, which benefits...
Ted Franks
Pengana Capital Group
Equities

A day in the life of private equity

The world of private equity is all around us, from old economy brands like the Hilton Hotel Group, Cadbury Schwepps and Lorna Jane, to more recent examples like Dell...
Pengana Capital Group
Pengana Capital Group
Equities

A slow wait for Quickstep

Often it's said that finding investments in the small cap market is akin to walking along the beach turning over rocks in search of gems. It's an endless task and one...
Dean Fergie
Cyan Investment Management
Equities

Hamish Douglass and Andrew Clifford tackle your questions

In the second episode of Livewire’s exclusive series featuring Magellan Asset Management Limited Hamish Douglass and Andrew Clifford, our guests tackle the questions...
James Marlay
Livewire Markets
Expert Insights

A blue-chip in the making

What are the attributes that make for a genuine blue-chip company? For Joe Magyer at Lakehouse Capital he’s on the hunt for stocks with really high levels of recurring...
XRO
Livewire Exclusive
Livewire Markets
Equities

Every company has a price. Here are two that look cheap right now

What the market taught me in 2018 was that uncertainty and volatility are here to stay, it really is the new normal, so we just need to get on with it. I'd like to...
NUF
WOR
Patrick Hodgens
Firetrail Investments
Expert Insights

Finding stocks that perform through the cycle

Nick Griffin, Chief Investment Officer at Munro Partners, says that earnings growth will trump macro uncertainties “time after time”. Stocks that can grow consistently...
Livewire Exclusive
Livewire Markets
Equities

Boral Limited (ASX: BLD)

Boral Limited is a multinational company dealing in building and construction materials. Founded in Australia, it also has extensive operations in the United States...
BLD
Leyland Private Asset Management
Trusted and Confidential Asset Management Advisors
Equities

Property……..who cares?

Only everyone that has ever left their parents’ home! Not many people are aware that the property industry is the nation’s biggest employer. From the crane...
NEA
REA
RMY
+1
Nicholas Sproats
Harvest Lane
Equities

3 themes that highlight future quality

A lot of time and effort is being expended by investors attempting to guess the future path of monetary policy in the US and elsewhere. Irrespective of the economic...
Greig Bryson
Yarra Capital Management
Equities

The biggest winners and losers of reporting season

Reporting season is over and saw share prices of more than 40 stocks jump (or fall) by over 10% on the day of their results, with at least 10 moving by over 20%. The...
ALU
APT
+9
Alex Cowie
Alex Cowie
Equities

Fortnite is Changing the Game

My little brother is one of millions of crazed Fortnite fans. His current routine involves playing the online game in his toy room with headphones in, while...
Chloe Stokes
Forager
Equities

A2B - Back in the fight

A2B’s (A2B) result on Wednesday highlights, in our view, the traction the company is beginning to generate from reinvesting back in the business. Over 12 months ago,...
Marc Whittaker
IML
Equities
Sponsored

FlexiGroup transforms “Buy Now, Pay Later” offering

FlexiGroup invented the “Buy Now, Pay Later” concept in Australia over 20 years ago. Now, set with a new CEO and a simplified product offering, the company is ready to...
APT
Livewire Exclusive
Livewire Markets
Equities

Afterpay's opportunity much bigger than the market realises

It’s hard to be indifferent about Afterpay Touch, which is one of the fastest-growing yet most divisive companies listed on the ASX. The market’s reaction this morning...
APT
Joe Magyer
Joe Magyer
Lakehouse Capital
Equities

IDP Education continues to be a high-class business

International education is big business in Australia, and one of the firms benefitting from the student boom is IDP Education (ASX:IEL). In the half year to December...
IEL
Stuart Jackson
Equities

A contrarian play on the aged care sector

"We're focussed on valuing the business rather than just the stock. Underlying that is our estimate of private market value, which is what an informed, rational...
EHE
Tim Hannon
Tim Hannon
Conrad Capital Group
6926-6950 of 7536