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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

BeFIT is now BFAT

What do gyms look like in a post coronavirus world? Have you ever signed up to the gym with the intention that this is the year you will get in shape, only for...
Scott Williams
Fiftyone Capital
Equities

Groundhog Day ends, now the real movie begins!

Much like Bill Murray stopping his alarm for the final time in the May 1993 cult movie, Groundhog Day, it seems the day is near when we will emerge from the Covid-19...
Amit Lodha
Amit Lodha
Fidelity International
Equities

Australian Banks: Are we there yet?

With Australian Banks representing 17% of the S&P/ASX 300 Index, most Australian investors are interested in the outlook for Australian Banks. In the last 5 years the...
+1
Bruce Apted
State Street Investment Management
Equities

Are the listed travel agents a turnaround investment or a flight of fantasy?

Make no mistake: the sun has set on the golden era of travel, with both leisure and business passengers likely to avoid the airline lounges and cruise ship terminals...
+1
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

The retailers to watch as the economy opens up

In just a few short months, the COVID-19 pandemic and associated lockdown have triggered seismic shifts across the retail landscape. Some changes are likely to be...
ADH
AX1
+12
Dominic Rose
Montgomery Lucent Investment Management
Rapid Fire

The next six weeks might make or break markets

Have markets gotten ahead of themselves? Have we seen the bottom, or is there room for the market to plunge again? Investors have been caught up in the excitement of...
CGF
SWF
Bella Kidman
Bella Kidman
Livewire Markets
Equities

Hair on Fire

HOW TO PLAY THE RECOVERY TRADE The hopes for a vaccine sent the Dow up 911 or 3.85% on Tuesday - the market was flying along with its hair on fire. The S&P 500 was up...
Marcus Padley
Marcus Today
Equities

Would you believe the NASDAQ is positive in 2020?

A look back at the NASDAQNot to be overshadowed by the larger New York Stock Exchange (NYSE), the NASDAQ is the world’s second-largest stock exchange based on...
Michael Smith
Michael Smith
Kauri Asset Management
Equities

Managing Cash in a Crisis

The role of a cash allocation in a portfolio has once again come to the fore. A 36% crash followed by a 25% rally will do that! Two arguments Livewire contributors...
AWC
COL
+7
Aaron Binsted
Lazard Asset Management
Equities

Moving up against the market

Eti Amegor of Axius Partners (and www.suitsandkicks.com) joins us to talk about how some sectors are rallying while the market itself stays under pressure. 0:52 -...
Michael Frazis
Frazis Capital
Equities

COVID-era capital raises are different and $1.5b changed hands: This week in capital markets

Just over $1.5b was raised this week through placements, 21 companies came to the market in search of fresh funds. There were plenty of quick raises Biotech plays...
AMS
AR9
+18
Ben Williamson
InvestorHub
Equities

Banks Reporting Season Scorecard

For much of the last decade, analysing the profit results for the banks was relatively straightforward. Coming out of the GFC the major trading banks steadily grew...
MQG
+2
Hugh Dive
Atlas Funds Management
Equities

The eye of the storm

Quarters like the one we’ve just had, show you that you can't be agnostic about what's going on in the wider world. So, when I think about macro conditions and I want...
Kate Howitt
Kate Howitt
Fidelity International
Equities

Three Small Cap Recovery Stocks

Markets remain divided on whether we’ve seen the bottom or not. But whenever stocks fall to the extent they did in March, and uncertainty reaches the levels that it...
5GN
Harley Grosser
HD Capital Partners
Equities

Insto stampede for Chalice raising shows strong exploration stories still have pulling power despite fragile markets

Plus, Rex’s strategy to diversify from tardy crow eaters pays dividends and Covid creates opportunities for counter-cyclical investors in the likes of potash explorer...
CHN
LTR
+2
Barry FitzGerald
Independent Journalist
Equities

86% of capital raisings have outperformed the market

Relief from the COVID-19 shutdown appears to be getting closer as governments in Australia, and other parts of the world, plan for how society looks coming out of...
GEM
+6
BRAD POTTER
BRAD POTTER
Tyndall AM
Buy Hold Sell

Buy Hold Sell: 2 fundies clash on these stock ideas

For two fund managers to disagree on all stock ideas is pretty rare on Buy Hold Sell, but this happens to be one of those moments. Matthew Kidman hosts a discussion...
GNC
+2
Buy Hold Sell
Livewire Markets
Equities

Ten favoured stocks for the post-COVID-19 recovery

The depth and duration of the global COVID-19 pandemic and the resultant global recession is far from clear. However, after examining all of our analysts’ buy-rated...
BHP
+6
Peter Quinton
Bell Potter
Equities

Equity ETFs to the fore, as the industry takes a hit

The first quarter of 2020 was one of the most turbulent in living memory. After hitting record highs in February, equity markets around the world plunged as panic...
Ilan Israelstam
Betashares
Equities

Embrace the fear

Sharemarkets are the most volatile they’ve been in the past 20 years. Increased uncertainty, fear, forced and panic selling, as well as reduced liquidity, are all...
Simon Mawhinney
Allan Gray
Equities

Why we're waiting for lower prices

It was apt that last month started on April the 1st, April Fool’s Day, because that’s how the market seems to have performed throughout the month. Heading into the...
Pengana Capital
Pengana Capital
Pengana Capital Group
Equities

10 most tipped big caps: Fundies' deep dives

On the 24th April, I published a quick update on the progress of the 'Most tipped big caps', the ten stocks that got the most votes in our reader survey at the start...
APT
BHP
+7
Alex Cowie
Alex Cowie
Equities

Is Qantas a buy at the current price?

Among the more obvious victims of the COVID-19 pandemic have been the world’s airlines. In Australia, Virgin Airlines in April became one of the first large businesses...
QAN
Tim Kelley
Montgomery Investment Management
Equities

The New Criterion: rural stocks that won’t go to water

Water is the staff of life – and no more so for ASX listed stocks that depend on water rights to grow their crops or else trade them for gain without tilling a single...
D2O
RFF
+1
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

Thinking straight in the spaghetti economy

‘Think straight, talk straight’: the motto of Arthur Andersen. The unflinchingly high standards which built the company from early in the 20th century gradually gave...
APT
BLD
+10
Martin Conlon
Schroders
7076-7100 of 8799
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