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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

Two small caps offering unrecognised earnings growth

COVID-19 was a hit to equity markets, as companies downgraded or withdrew their earnings guidance, and market uncertainty and volatility spiked. The sell-down in March...
Tobias Bucks
Ausbil
Equities

Foot on the Gas? Key Forward Drivers of the Energy Sector

The Energy Sector has suffered more than most in 2020, as a global collapse in the oil price and economic activity set share prices on...
Nick Morton
Nick Morton
Resonant Asset Management
Equities

Phil King - Don't get too bullish too early

As part of the COVID-19 Special Episodes, David chats with Phil King of Regal Funds Management. Late last year when David last spoke with Phil, Phil believed that it...
David Clark
Koda Capital
Equities

Does this mark the end of value investing?

The unfortunate recent underperformance of value has many investors calling the end of value investing as a style and suggesting that it is structural not cyclical....
COL
GEM
LLC
+8
BRAD POTTER
BRAD POTTER
Tyndall AM
Buy Hold Sell

The ship has sailed: Iceberg ahead?

It’s becoming increasingly evident among Livewire readers and contributors that a new bull market has been forged in the depths of one of the worst event-driven crises...
IPH
+1
Buy Hold Sell
Livewire Markets
Equities

Afterpay: What the market is missing

The word “Afterpay” is now a verb in Australia. When the name of a company makes this extremely rare transition, there is something special going on. Afterpay...
APT
Shane Fitzgerald
Monash Investors
The Rules of Investing

Buy growth, but don’t ignore the price

Michael Frazis, Founder and Portfolio Manager at Frazis Capital Partners, is positive about the outlook for equities. Despite the obvious challenges the world faces, a...
The Rules of Investing
Livewire Markets
Equities

It’s over but its not too late

Wall St up again. It's a wonderful thing. But it's a technology sector thing in the US and as you all know, our technology sector is not big. Theirs is. Here is a...
Marcus Padley
Marcus Today
Equities

Four mining services companies where we see value

Investing in small cap mining services firms is not for the faint hearted given their exposure to the commodities cycle. But with the sector down around 40 per cent...
IMD
NWH
+1
Dominic Rose
Montgomery Lucent Investment Management
Equities

REITs are capital hungry and small caps gain confidence: This week in capital markets

There was a distinct quietness in capital markets this week. $449m was raised via Placement a far cry from the $5.7b raised last week. One possible explanation is...
+11
Ben Williamson
InvestorHub
Equities

The income conundrum

While investors’ need for income is not going away, it may become harder to find stable and predictable sources of income over the next 12 months. Companies across...
Fidelity International
Fidelity International
Equities

Under-appreciated Kingston set to find love amid a growing gold inventory and a juicy starter pit

Plus, $22m Fenix prepares to cash-in on Goldilocks iron ore environment and Sunstone to be a big winner from a re-start of mining in Ecuador. Having a 2.8...
BHP
FMG
+3
Barry FitzGerald
Independent Journalist
Rapid Fire

Predicting the future is a waste of time

In the midst of a bear market, investors can't help but ask 'have we reached the bottom?' Will the economy face a W, U, V or even L shaped recovery? And how can...
BTC
EGG
+1
Bella Kidman
Bella Kidman
Livewire Markets
Equities

Share Market Trends Will Be Tested

Something happened on the weekend that made me think about what is happening in share markets. On Saturday I went for a long walk, which took me to a national park...
APX
CSL
NXT
+2
Rudi Filapek-Vandyck
FNArena
Equities

The majority of investors still don't believe this rally

So the Small Ords has been on a tear. We know when the GFC was over these stocks had the biggest recoveries & rallied multiple times off their lows. Having owned a...
EML
Richard Coppleson
Bell Potter
Equities

What’s the endgame of all this money printing?

I’d like you to take a quick guess. How many dollars’ worth of fiscal and monetary stimulus do you believe has been pumped into the global economy since the start of...
Vishal Teckchandani
Livewire Markets
Equities

SimCorp: a niche supplier to the finance industry

Copenhagen headquartered SimCorp is the global leader in integrated software solutions for large asset managers, insurance companies and sovereign wealth funds. Its...
Alvise Peggion, CFA
Fairlight Asset Management
Equities

As dividends across the world get cut, where to for income?

In the UK Barclays, RBS, Lloyds, HSBC, Standard Chartered all cut their 2020 dividends entirely. Companies in Europe, the USA and Australia are largely following suit,...
Chad Padowitz
Talaria Asset Management
Equities

The New Criterion: Bargains for the brave in the mining services sector

So far at least, the leading resources stocks have been a shining headlamp of hope down the dark and deep pit of the COVID-19 crisis. The crucial iron ore sector has...
+12
Tim Boreham
Tim Boreham
Independent Investment Research
Rapid Fire

Tough times don’t last, tough companies do

Achieving returns over a cycle typically means 6-7% p.a. organic earnings growth, 1-2% p.a. in dividends, and 2-4% from buying below value, says Stephen Arnold from...
Patrick Poke
Livewire Markets
Equities

Bargain hunting in a beaten up world

Pandemics are not new. Over history the effects have varied in each instance as people have responded differently to try and stay safe and healthy: by staying at...
Hugh Giddy
IML
Equities

What will the new economic ‘normal’ look like?

As countries around the world slowly begin to ease lockdown measures, what impact will this have on the global economy and the appeal of different investment sectors...
COL
LLC
+5
Michael Smith
Michael Smith
Kauri Asset Management
Equities

Picking the right stocks during COVID-19

Over the past few months, we have entered a troubling time for the world. Firstly, lives are being lost all over the world, due to COVID-19, with the latest reported...
Garry Laurence
Profeta Investments
Equities

No guidance, no dividend, no catalyst….no worries

It’s not all bad news. Interest rates are low, Australian corporate balance sheets at the big end of town are generally strong, the Australian government has a strong...
BGA
GNC
+2
Anthony Aboud
Perpetual Asset Management (Australia)
Equities

Dividend cuts and COVID-19, what does it mean for income?

The effects, impacts and dislocations of the COVID-19 pandemic have been felt very heavily in the investment markets, and the fluttering of the black swan’s wings has...
AMC
CSL
Global X ETFs
Global X ETFs
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