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

Buy Hold Sell

Buy Hold Sell: 5 stocks that beat expectations

It’s that time of year! After months of macro dominated action, ASX-listed companies are reporting their earnings and showing investors what’s really going on....
IEL
JBH
NCK
+1
Buy Hold Sell
Livewire Markets
Equities

Have we passed peak optimism for CSL?

Being negative (arguably) Australia’s greatest success story yields few friends – and that stance over the past ~7 years has been the wrong one. To be clear, I haven’t...
CSL
James Gerrish
Market Matters
Equities

Telstra, Domain and other results to watch for

Through reporting season, we are publishing exclusive fund manager commentary on specific company results soon after they are announced. The pace really picks up from...
TLS
+1
Alex Cowie
Alex Cowie
Equities

This could become a FOMO rally very quickly

Asian markets have begun trading again after the Chinese New Year break. Last year was a difficult year for Asia but the outlook for the Year of the Pig is decidedly...
Mary Manning
Alphinity Investment Management
Equities

Afterpay: Early traction in the USA

We’ve been tracking Afterpay’s US roll-out by following inbound traffic on sites like SimilarWeb, which helped us ride out the recent volatility. SimilarWeb showed...
APT
Michael Frazis
Frazis Capital
Equities

A high-flyer with multiple tailwinds

I am one of three brothers, and most Sundays in our childhood Dad would pack us all in the car and take us for a drive to see or do something interesting. This was...
SYD
Charlie Aitken
Charlie Aitken
Aitken Investment Management
Equities

What the market is missing with JB Hi-Fi

On the surface, it appears JB Hi-Fi (ASX:JBH) is trading at a small discount to our estimated intrinsic value range. A deterioration in the outlook and the rate of...
JBH
Roger Montgomery
Montgomery Investment Management
Equities

The 5 forgotten bigcaps

Livewire readers submitted ~2500 stock tips in a survey we ran at the start of the year. We published the ’10 most tipped stocks’ and ’10 more of the most tipped’ off...
BXB
SCG
+2
Alex Cowie
Alex Cowie
Equities

Is this the ASX's cheapest gold developer?

Echo Resources (ASX:EAR) is a gold developer with its operations based in Western Australia. We believe that it provides the best exposure to ASX listed gold...
Emanuel Datt
Datt Capital
Equities

FNArena's Reporting Season Preview 

The public debate as to whether the US, and by extension the global economy, is heading for a recession has quickly fallen flat in early 2019. Very little works as...
BLD
+10
Rudi Filapek-Vandyck
FNArena
Buy Hold Sell

Buy Hold Sell: 5 of the fundies’ favourites

At the start of the year, the fundies with the top performing calls on Buy Hold Sell nominated their #1 stock picks for 2019. In today’s Buy Hold Sell, we ask our...
APT
AQG
+2
Buy Hold Sell
Livewire Markets
Equities

Service Stream: Thriving in the infrastructure slipstream

Service Stream (SSM) has jumped today on results that showed it has maintained a strong track record of execution in delivering its 11th consecutive half of EBITDA and...
SSM
Arden Jennings
Ausbil
Equities

Commonwealth demonstrates its resilience

Normally the most important dates in the financial calendar are the releases of their six-monthly profit results in February and August, but for Commonwealth Bank...
Hugh Dive
Atlas Funds Management
Equities

Previewing Reporting Season

For every company that upgraded their outlook during the Confession Season, for the first half of the 2019 financial year, five companies have downgraded. For the same...
Roger Montgomery
Montgomery Investment Management
Equities

CSL Limited: Moving into value territory

The Commonwealth Serum Laboratories was established in Australia in 1916 to service the health needs of Australia during world War I. Since then CSL has provided...
CSL
Leyland Private Asset Management
Trusted and Confidential Asset Management Advisors
Equities

Is Xero a value investment?

When most investors think of “value investing” they think of the standard quick-form valuation techniques such as low PE and cashflow multiples, solid dividend yields,...
XRO
Nick Maclean
Surrey Asset Management
Equities

Six high conviction stocks in February

A rather unpleasant end to 2018 saw the S&P/ASX 200 index down 9% over the final quarter. Tactically it has been a blessing in disguise for investors at the start of...
OSH
+3
Andrew Tang
Morgans Financial
Equities

Is Splitit the next Afterpay?

Splitit (ASX:SPT) has had an incredible debut on the ASX since its listing on the 29th January 2019, with the stock galloping from its 20c IPO price to an intraday day...
APT
Dean Fergie
Cyan Investment Management
Buy Hold Sell

Buy Hold Sell: The 5 most tipped stocks for 2019

Livewire readers demonstrated their investing flair in our 2018 reader survey, with the three most tipped stocks, Afterpay, CSL and BHP, gaining 52% on average through...
APT
BHP
+2
Buy Hold Sell
Livewire Markets
Equities

An emerging player in a growing industry

The Death Care industry in Australia remains highly fragmented outside of Invocare which has ~33% market share under the core brands of Simplicity, Guardian and White...
IVC
Jack Collopy
Jack Collopy
Perpetual Asset Management (Australia)
Equities

One stock on our shopping list

Over the summer break I was listening to the classic Australian comedy “Wired World of Sports” by the Twelfth Man, aka Billy Birmingham. One of the sketches involves a...
Charlie Aitken
Charlie Aitken
Aitken Investment Management
Equities

3 key considerations for investing today

With markets more unpredictable than ever, I reached out to Hugh Dive at Atlas Funds to get his view of the year ahead. In this exclusive written Q&A, he shares three...
AMP
COL
+4
Alex Cowie
Alex Cowie
Equities

An excellent time to be a stock-picker

I’m sure I wasn’t the only person flattening cardboard after Christmas and wondering who makes this now ubiquitous packaging. There was hardly a day in the run-up to...
Tom Stevenson
Fidelity International
Equities

Betting on Fast Fashion with Glassons

We added seven new stocks to the Forager International Shares Fund portfolio in 2018. One of them was New Zealand company Hallenstein Glasson Holdings (NZSE:HLG). ...
Chloe Stokes
Forager
Equities

Asaleo Divestment Well Received

In November we published an analysis of all divestment announcements of ASX100 companies in Australia since the year 2000. Of approximately 1,200 announcements, there...
Joey Mui
Merlon Capital
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