Home Wires

Equities

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

Equities

A recap of the bids made for Infigen Energy

Our readers know we like the Infigen Energy (ASX:IFN) equity story; IFN is a renewable electricity generator and it offers a way to play the green theme here in...
Gary Rollo
Montgomery
Equities

Stavely’s Thursday’s Gossan emerging as one for the days, weeks and years to come

Plus, Pilbara Minerals’ chief Ken Brinsden explains why the lithium story is no flash in the pan, with many more big mines needed to satisfy looming demand wave....
BHP
PLS
RIO
+1
Barry FitzGerald
Independent Journalist
Equities

The 3-step COVID market roadmap

Our Global strategies are about resilience. We have a resilient team, working very effectively from home; a resilient investment process, checking that the companies...
Bruno Paulson
Morgan Stanley IM
Buy Hold Sell

Buy Hold Sell: 5 quality small caps at a reasonable price

Amid one of the direst economic environments since World War 2, ASX small caps are living up to the spirit of Australian ingenuity. Through hard work and creativity,...
IVC
NAN
+2
Buy Hold Sell
Livewire Markets
Equities

Can Mineral Resources be a $40 stock?

No, we aren’t projecting a USD150/t iron ore price. Last year we wrote, A Different Kind of Portfolio Manager, wherein we argued Mineral Resources (MIN) was heavily...
MLD
NWH
+5
Anthony Kavanagh
Chester Asset Management
Equities

Tupperware Party No More...

From humble beginnings as just another plastic container product sitting on store shelves in the 1940s, the shift towards a direct marketing strategy made Tupperware...
Scott Williams
Fiftyone Capital
Equities

Aston Martin: Turnaround in play or an Accident waiting to happen?

Less than two years after its high-profile listing, shares in Aston Martin have shed over 95% of their value. Has the brand lost its mojo, or will its corporate...
Michael Smith
Michael Smith
Kauri Asset Management
Equities

On Amazon, the strong are getting stronger

Below is a really interesting chart that L’Oréal shared at a recent investor presentation. Through April and May, the largest brands selling on Amazon significantly...
Stephen Arnold
Aoris Investment Management
Equities

Considering the trans-Tasman bubble

There is light at the end of the tunnel for a trans-Tasman bubble, but it is a long tunnel. Last week New Zealand reached a fantastic milestone in the fight against...
Stephen Bennie
Castle Point Funds
Equities

Testing the limits of stimulus

Disruption. This year, it has moved from the conceptual, a long slow burn of profit dislocation within and between industries, into a full-blown commercial war,...
Schroders Australia
Schroders
Equities

PE Ratios are irrelevant: two erroneous metrics lead to an erroneous conclusion.

Talk of PE ratios is as popular as ever, even amongst investment professionals. At Blue Oceans Capital, we don't recognise them as valid. Let me explain. The...
Will Simpson
Blue Oceans Capital
Equities

One opportunity we found during this crisis – Bapcor

During the recent market rout, the Montgomery Small Companies Fund picked up several high-quality small caps with solid growth potential at bargain prices. One...
BAP
Dominic Rose
Montgomery Lucent Investment Management
Rapid Fire

The best way to deal with a crisis

Since the depths of pessimism in late March, the ASX200 has gained over a third in value and traded lower in only one of the last twelve weeks. No one could have...
ASB
James Marlay
Livewire Markets
Equities

Investment strategies in uncertain times

Uncertainty and periods of volatility are an expected part of life as well as financial markets and investors should be considering how to factor these into their...
Global X ETFs
Global X ETFs
Equities

BP drops its long-term oil price assumption by 27%...

Global oil giant BP Plc "now sees the prospect of the COVID-19 pandemic having an enduring impact on the global economy with the potential for weaker demand for energy...
Zach Riaz
Zach Riaz
Banyantree Investment Group
Equities

The New Criterion: flexible space operators grapple with co working in the social distancing era

In the new era of germ awareness, co-working spaces have transformed from a booming sector to a public health hazard. Exalted as a creative collaborative zone in the...
BWF
SRV
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

What it would take for the ASX to get to 9,000

It’s mid-2021. The ASX is at 9000. The Australian Financial Review front page is covering the short march to 10,000. There are the usual comments from fund managers...
Chad Slater
Chad Slater
Ellerston Capital
Equities

Screening the globe for small caps

Smaller companies have had a stellar run since the COVID sell-off, with the MSCI World Small Cap Index managing to outperform even the NASDAQ since the market’s bottom...
EHE
Patrick Poke
Livewire Markets
Expert Insights

Value in the market as the recovery phase beckons

Andrew McAuley, Managing Director at Credit Suisse Private Banking Australia, breaks the market cycle down into four phases. Phase 1 is all about panic selling, phase...
RMD
Livewire Exclusive
Livewire Markets
Rapid Fire

Recession-proof investing

Despite the unpredictability of global markets, investing is about owning companies that aren’t affected by volatility, says Bruno Paulson, Portfolio Manager of Morgan...
Bella Kidman
Bella Kidman
Livewire Markets
Equities

Companies are shifting to growth focused raises: this week in capital markets

Investors have been spoilt for choice in recent weeks. The ASX200 raises have slowed down (for now) but there's still been plenty at the small/mid cap end for...
5GN
+19
Ben Williamson
InvestorHub
Equities

The bull market in gold stocks is just getting started

For Australian gold investors, times have been good over the last five years. But for investors in gold producers and explorers, the story has been even better. While...
+8
Patrick Poke
Livewire Markets
Equities

Man credited with Cadia find declares: RareX ‘could be another Northparkes’

The hunt for the next big NSW porphyry is hotting up, with the highly regarded team leading the RareX-Kincora campaign saying it’s the “hottest porphyry prospect”...
REE
+2
Barry FitzGerald
Independent Journalist
Equities

Four companies we're happy to back

Equity markets continued to move higher in May as COVID-19 curves continued to flatten, lockdowns and restrictions eased, progress towards treatments and vaccines were...
EML
NEA
PME
Joe Magyer
Joe Magyer
Lakehouse Capital
Buy Hold Sell

Buy Hold Sell: 5 emerging leaders from the crisis

After every stock market bust and boom there tends to be a changing of the guard. Think back to after the GFC, when commodities and financial stocks faded from glory...
ANN
KGN
+2
Buy Hold Sell
Livewire Markets
6976-7000 of 8799
The 10th annual Livewire Live 2026

One room. One day. The minds that move markets.

22 September 2026 Art Gallery of NSW, Sydney

Register Now