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

Buy Hold Sell

Buy Hold Sell: 5 stocks that beat expectations

Results for some of the biggest stocks on the ASX have started to drop and a few have delivered above expectations. While the immediate pop on the day is like a sugar...
CSL
+2
Buy Hold Sell
Livewire Markets
Equities

There’s always a bull market somewhere

A question I am being asked a lot at the moment is: Where are we in this most atypical of economic cycles? I tend to think we are in the late cycle of the economic...
Amit Lodha
Amit Lodha
Fidelity International
Equities

Small caps to be cautious of

A quick recap of the last twelve months. In January this year we highlighted how the strong performance in the Small Caps sector had been led by a very narrow number...
Marc Whittaker
IML
Equities

The elephant in the room for JB Hifi

In reviewing JB Hifi's results and discussing the 'elephant in the room', it is worth reflecting on how the company has evolved over the years since listing in 2003. ...
JBH
Prasad Patkar
Platypus Asset Management
Expert Insights

A tale of two shorts

While some investors may sell short to offset other positions, Simon Shields from Monash Investors Limited explains that they engage in shorting to make money. One of...
CCL
KGN
Livewire Exclusive
Livewire Markets
Equities

Is Myer Moving in the Right Direction?

I’m not alone in wondering how long Myer (ASX:MYR) is going to be around. Sales have been trending down for some time now. The share price is going in the same...
Chloe Stokes
Forager
Equities

The bull market nobody’s talking about

There's no cure for low prices like low prices, and if you're looking for low prices, uranium has suffered some of the lowest of any commodity in recent years. Uranium...
ACB
BHP
+9
Patrick Poke
A Rich Life
Buy Hold Sell

Buy Hold Sell: 5 global value gems

Finding value in Australia can be tough. With so few major companies, and so many fund managers hunting for the best ideas, value can disappear as quickly as it...
Buy Hold Sell
Livewire Markets
Equities

Tesla: peak Iron Man?

For many years, Tesla has defied conventional financial wisdom, and betting against Elon Musk has been a loser’s game. However, we believe right now the market is...
Ben McGarry
Totus Capital
Expert Insights

The bigger picture for Tesla

Tesla shares have bounced back toward all-time highs to put them up 17-fold over eight years. While debate rages over the balance sheet and the delivery of the Model...
Livewire Exclusive
Livewire Markets
Expert Insights

A change in leadership on the ASX

As reporting season ramps up, there’s a change in leadership underway in mining services says Simon Shields, Principal at Monash Investors Limited. Recently, mining...
APT
Livewire Exclusive
Livewire Markets
Equities

The Meerkat Feasting on iSelect

Earnings guidance slashed by 64%. CEO gone. The stock down 54%. That was the situation for iSelect (ISU) when we started buying the stock in April. And this isn’t...
Alex Shevelev
Forager
Buy Hold Sell

Buy Hold Sell: 5 global disruptors – Facebook, Amazon, Tesla and more...

By definition, the largest companies by market cap are the most valued by investors in absolute terms. Over the past decade the composition of the world's most...
Buy Hold Sell
Livewire Markets
Equities

Key themes for reporting season

It seems like just weeks ago that February reporting season was wrapping up, but believe it or not, reporting season is upon us again. The Australian market has...
ALU
AMC
ANN
+25
Livewire Exclusive
Livewire Markets
Expert Insights

A ‘strongly undervalued’ midcap miner

Copper may have stumbled recently, however a constrained supply side paints a very bullish picture over the long-term. Resources expert Stephane Andre, from Alphinity...
Livewire Exclusive
Livewire Markets
Expert Insights

Afterpay: Silencing the doubters

When an Australian company achieves extreme success, there are always plenty of investors doubting the valuation and outlook. Just look at Blackmores, Corporate Travel...
APT
+2
Livewire Exclusive
Livewire Markets
Equities

The rise and rise of Afterpay

We got lucky. A few days after our last wire, discussing two stocks to watch, one of them, Afterpay, released a positive business update and the share price exploded,...
APT
Emanuel Datt
Datt Capital
Buy Hold Sell

Buy Hold Sell: 5 quality big caps

Quality companies are characterised as having good return on equity (ROE), strong earnings growth and low levels of gearing. In this episode of Buy Hold Sell we've...
BKL
BXB
COH
+2
Buy Hold Sell
Livewire Markets
Expert Insights

Investing in ASX for the blockchain

The ASX will make history in 2020 when it activates the first industrial scale blockchain in financial services. In this short video, Catherine Wood, CEO and CIO of...
Livewire Exclusive
Livewire Markets
Equities

Three companies with sustainable dividends

With investors guessing which bluechip will cut its dividend next, we recently asked three experts how they measure the sustainability of a company's dividend. In this...
AMC
TCL
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Big stocks with big yields

There's a bit of an issue for investors seeking income from the local market. The challenge is that just 6 companies account for more than 50% of the income generated...
AGL
+2
Buy Hold Sell
Livewire Markets
Equities

Is it time to buy Telstra?

Telstra shares are down 34% over the last 12 months. It’s been a painful period for many investors, especially when accompanied by a dividend cut. The problems for the...
TLS
Livewire Exclusive
Livewire Markets
Equities

Asaleo Care – can boring be attractive?

Over the last year, we have noticed a market with two segments. In one segment, stocks that show or just promise growth have been disproportionately rewarded, while...
Suhas Nayak
Allan Gray
Buy Hold Sell

Buy Hold Sell: High quality midcaps

High growth, high returning midcap stocks have been the sweet spot on the ASX. These are companies with good track records, growing businesses, quality management and...
BGA
BRG
+2
Buy Hold Sell
Livewire Markets
Equities

Twain, Louis Vuitton, and the problems with valuations

The markets continue to look like Louis Vuitton – where the glamorous and sparkly are eye-wateringly priced compared to the ordinary. Wealth inequality means an...
Martin Conlon
Schroders
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