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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

A stock we ‘think’ is cheap

This time last year, I was nominated to put forward my best stock idea at the Future Generation Investment Forum. The stock I chose was HRL Holdings. At the time...
HRL
Matthew Kidman
Centennial Asset Management
Equities

Why we are shorting aged care stocks

For our Livewire Christmas Cracker, we discuss why we have shorted a number of Aged Care stocks. Firstly, because of the upcoming Royal Commission. and secondly, the...
Shane Fitzgerald
Monash Investors
Expert Insights

Half the price of Healthscope

30 years ago, private equity was uncrowded, and less competition meant better deals. Intense competition today means higher valuations, leading to a lower margin of...
Livewire Exclusive
Livewire Markets
Equities

The dividend gems the market forgot

Income investors relying on ASX blue-chips have been under increasing pressure. However, another source of income has returned to the top end of the market. Speaking...
BHP
IRE
RIO
Livewire Exclusive
Livewire Markets
Equities

3 compelling industries over the next decade

With 2020 just 13 months away, now is a great time to take a step back and think about the long-term. 10 years ago, the top 10 companies in the world were dominated by...
Amit Lodha
Amit Lodha
Fidelity International
Equities

The Fund Manager performance fiasco explained

Almost universally weak performance of fund managers over the last two months has left many advisers and their investors in shocked disbelief, or hiding under their...
Jerome Lander
WealthLander
Equities

The big risk for Australia's equity market

What would you nominate as the single biggest risk to the local stock market right now? In an interview at a recent event held by IRESS and Livewire, we asked Brad...
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 stocks for stormy markets

A cyclone has ripped through markets in the last three months, leaving the ASX200 down 10%, and many stocks down by a multiple of that. Yet with powerful forces at...
ARF
ASB
GEM
+2
Buy Hold Sell
Livewire Markets
Equities

Afterpay: Don’t focus on the sideshow

Despite a sharp fall in October, Afterpay is still the ASX200’s top performer over 12 months, with a remarkable gain of 166%. Speaking at a recent event held by IRESS...
APT
Livewire Exclusive
Livewire Markets
Equities

An undervalued resource stock set to soar

Last week, I presented a stock idea at the Future Generation Investment Forum. Despite being the biggest beneficiary of the oil and gas industry investing to maintain...
WOR
Blake Henricks
Firetrail Investments
Equities

Cracking valuations in Asia Tech

The positive trade outcome at the recent G20 meeting and dovish comments by US Federal Reserve Chairman Powell are both important catalysts for a rally in Asian...
Mary Manning
Alphinity Investment Management
Equities

The bull, bear and base case for US tech stocks

I have just returned from Fidelity’s annual bespoke Silicon Valley bus tour, where the team has spent time with 26 companies and their top management. Despite all the...
Amit Lodha
Amit Lodha
Fidelity International
Equities

10 reasons why we are short Coca-Cola Amatil

Coca-Cola is one of the best known brands on the planet. Coca-Cola Amatil (ASX: CCL) has an exclusive franchise granted by The Coca-Cola Company (NYSE: KO) to sell...
CCL
Simon Shields
Monash Investors
Equities

Not everyone is a loser after the Banking Royal Commission!

Livewire invited us to participate in the 2018 'Christmas Cracker' series, which will bring you a top insight for 2019 each morning through December. For Pengana's...
AMP
HUB
+2
Steve Black
Pengana Capital Group
Equities

Do acquisitions create value? A six part checklist

In the current economic environment many companies are finding it difficult to grow earnings organically so they are turning to acquisitions more frequently. Adding...
NAOS Asset Management
NAOS Asset Management
NAOS
Equities

Nine stock ideas from Future Generation

On Thursday, we heard from some of the market’s top fund managers at the Future Generation Investment Forum, with each offering their best stock idea. If you missed...
GTN
+3
Alex Cowie
Alex Cowie
Expert Insights

The dominant player in a secular growth market

There are 125 million people joining the Chinese middle class every year, and this supports long term investment opportunities. Adrian Warner, Managing Director and...
Livewire Exclusive
Livewire Markets
Equities

Don’t concentrate your portfolio in bank shares

Many Australian investors have long been able to sleep comfortably at night owning large holdings in “blue-chip” Australian bank stocks which have delivered high fully...
Michael O'Neill
IML
Equities

Raw material inflation: Picking the winners and losers

Costs are rising. Raw material inflation is coming through the supply-chain across industrial stocks. As a result, earnings pressures are emerging in many companies...
AMC
ANN
+1
Patrick Hodgens
Firetrail Investments
Equities

Upside for equities but choose stocks wisely

Interest rates increased rapidly during two periods in 2018, both of which preceded or coincided with an equity market sell-off. The yield on the 10-year US Treasury...
Ronald Temple
Lazard Asset Management
Equities

I did it my way: Michael Heine on building Netwealth

'I Did it My Way' is a podcast series by NAOS Asset Management in which we interview business leaders who have had great success in their field. We find out the key...
NAOS Asset Management
NAOS Asset Management
NAOS
Expert Insights

What's in store for equities in the next decade?

For an entire generation of investors, the market has been underpinned by falling rates, increasing leverage, and relative geopolitical stability. But today all those...
Livewire Exclusive
Livewire Markets
Equities

The mid-cap gems hiding in plain sight

There are only 31 listed companies in the world with a market cap of over US$200B, and some of them are covered by 50+ analysts. Meanwhile, there are over 8,000...
CPU
Bill Pridham
Ellerston Capital
Equities

Volatility in the Australian equity market

I always think of periods of market volatility as manageable brush fires - while still causing market nervousness they’re actually better for the long-term market...
Paul Taylor
Fidelity International
Equities

When looks can be deceiving

As happens four times per year in global equity markets, publicly-listed companies recently reported their results for the third calendar quarter of 2018. This is not...
Andrew Macken
Montaka Global Investments
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