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

Equities

First Au - Highly leveraged to exploration success

One of the latest "listings" on the ASX is First Au (ASX:FAU), which is the result of the June 2018 reinstatement of Public Holdings (Australia) Ltd following the...
FAU
Mark Gordon
Mark Gordon
Independent Investment Research
Equities

Weathering the storm: An opportunity in Australian Insurance

The hail storm that hit Sydney late last year made a lot of headlines, but has not changed our fundamental view that insurance is an attractive sector in the current...
SUN
Blake Henricks
Firetrail Investments
Equities

10 more of the most tipped stocks for 2019

Last week we shared the ‘the ten most tipped stocks for 2019’ each of which received more than 1% of the ~2500 stock tips from readers in our recent survey. Today's...
AMI
AMP
+7
Alex Cowie
Alex Cowie
Equities

Enterprise Information Management, a global leader with an attractive valuation (NASDAQ: OTEX)

Open Text (NASDAQ: OTEX) has evolved from a small content management company based in Waterloo, Canada to a global leader in Enterprise Information Management (EIM)....
Pengana Capital Group
Pengana Capital Group
Equities

The 10 most tipped stocks for 2019

Equity indices everywhere were in the red last year, yet the three most tipped stocks from the 2018 Livewire reader survey, Afterpay Touch, CSL and BHP, all finished...
ALU
APT
+7
Alex Cowie
Alex Cowie
Equities

Afterpay: Thriving in a tough retail landscape

The difficult combination of structural sector headwinds, a slowing economy and a patchy consumer ultimately has meant that retail businesses in Australia have been...
APT
Andrew Mitchell
Ophir Asset Management
Equities

Down 30% but looking good. Why we still like Peet

Increased uncertainty surrounding global trade and economic growth appears to have weakened market sentiment. Volatility has increased significantly (but most likely...
PPC
Simon Mawhinney
Allan Gray
Equities

We are already in an earnings recession, and it's likely to get worse

We are already in an earnings recession. Earnings estimates are under pressure from slower growth and margin pressures. This has driven the Alphinity Global Earnings...
Jeff Thomson
Alphinity Investment Management
Equities

More double-digit returns for Microsoft?

Satya Nadella, 51, who joined Microsoft in 1992, was made the company’s third CEO in 2014, as co-founder and first CEO Bill Gates resigned as chairman. At the time,...
Magellan Financial Group
Magellan
Equities

The Riddle of The Reject Shop

Do you remember the first time you visited a dollar store? For me it was an exciting stop after school. My weekly pocket money felt like a fortune. I converted it into...
Jeffrey Tse
Jeffrey Tse
Equities

Bell Potter's most favoured stocks for 2019

In this wire, we share Bell Potter's most favoured stocks for 2019 with a brief description of each company. We also recap key market events, the current investing...
ALQ
CGF
CSL
+6
Bell Potter
Stockbroker
Equities

A recession proof, property proof, ASX portfolio

The ASX presents us with a conundrum. A few conundrums in fact. There are three main groups of stocks: hammered but structurally challenged, seemingly cheap but...
BHP
CPU
+4
Steve Johnson
Forager
Buy Hold Sell

The #1 stock picks for 2019

Over the past four years more than 50 fund managers have delivered over 1000 calls on our weekly Buy Hold Sell video series. We've reviewed the data to see if the...
AQG
+1
Buy Hold Sell
Livewire Markets
Buy Hold Sell

2019 Predictions and Crowded Trades

It’s difficult to make predictions, particularly about the future! But we’re going to give it a go anyway. In the first video of our 2019 Outlook Series our panel of...
Buy Hold Sell
Livewire Markets
Equities

Dogs of the ASX …. Woof Woof!

The “Dogs of the Dow” is an investment strategy that is based on buying the ten worst performing stocks over the past 12 months from the Dow Jones Industrial Average...
AMP
FMG
+3
Hugh Dive
Atlas Funds Management
Equities

The freight company set to expand internationally (NZE: MFT)

Mainfreight (NZE: MFT) is a logistics and transport company headquartered and operating in New Zealand but with operation also in Australia, Europe, Asia and America....
Steve Black
Pengana Capital Group
Equities

Party coming to an end for Nick Scali

The housing market has taken a nosedive this year. And furniture retailer Nick Scali (NCK), our short pick for Livewire last December is feeling the heat. The stock...
+1
Alex Shevelev
Forager
Expert Insights

Taking the long-term view

It’s easy to get caught up in short-term noise, but Investment Director David Polak from Capital Group says they look past this to focus on the long term. When the...
Livewire Exclusive
Livewire Markets
Equities

7 stocks hitting 2019 with momentum

With only a few weeks left of the year, it’s time to check in on the leaderboard for the stock calls in Livewire's 2018 survey. It’s been a terrible year for equities,...
AMI
APT
+2
Alex Cowie
Alex Cowie
Equities

Nearmap: Climbing through turbulence

We have seen growth stocks pull back in recent weeks on the back of sky-high valuations and subdued market sentiment. Whilst some growth stocks may have flown too...
NEA
Sebastian Correia
Monash Investors
Equities

The one thing all good businesses have

In this podcast, Andrew Pridham, CEO of Moelis Australia tells us: "The one thing that all good businesses have is good people, a really clear vision of what they want...
NAOS Asset Management
NAOS Asset Management
NAOS
Buy Hold Sell

Buy Hold Sell: 5 stocks ready for a rebound

You don’t have to look too far to find a list of stocks with beaten-down share prices following the recent market clean out. Figuring out which ones are going to...
Buy Hold Sell
Livewire Markets
Equities

One of the most compelling opportunities today

Nufarm is an Australian company that specialises in chemical crop protection globally. It produces products to help farmers protect their crops against damage caused...
NUF
Blake Henricks
Firetrail Investments
Equities

A defensive retailer with 45% upside

I can honestly say that as a father of two young kids, having a baby for the first time is definitely the most rewarding thing I've ever done. But I tell you what,...
Oscar Oberg
Wilson Asset Management
Equities

The lesser known stock we interact with every week (ASX:IGL)

Despite being relatively unheard of the IVE Group’s (ASX: IGL) activities touch virtually every household in Australia, every week of the year. This printing company...
IGL
Mark Christensen
Mark Christensen
Pengana Capital Group
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