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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

Westpac: Why I’m now a buyer

Those that tipped Westpac (WBC) as a big cap to do well in 2020 have some catching up to do. Australia’s second-largest bank, and 4th largest listed company, has...
James Gerrish
Market Partners
Equities

Highlights from the 2020 Berkshire AGM

This year’s Berkshire Hathaway AGM was like no other we’ve seen before, and likely will ever see again. Not only was it performed to an empty stadium, but even Charlie...
Patrick Poke
Livewire Markets
Equities

This week in capital markets

$5.7 billion of capital was raised this week across 33 placements, although it is worth noting that $3 billion of that tally is attributable to a single monster...
CHC
DEG
IMM
+3
Ben Williamson
InvestorHub
Equities

A surprising rally

April was a good month for Australian investors, with major asset classes like global equities (7.7% in AUD terms) and global fixed income (1.4% in AUD terms)...
Anthony Doyle
Anthony Doyle
Firetrail Investments
Equities

Examining the tech sector through the pandemic – and beyond

The global economy has suffered a fierce blow as the COVID-19 pandemic has spared few – if any – regions and industries. Equity markets have followed suit as the hit...
Denny Fish
Janus Henderson
Equities

Morphic’s Slater was bearish. But how much rally is too much to bear?

Sit in cash and suffer portfolio drag? Or go “all in” and risk testing the bottom with no bullets to spare? That’s the single most important question on the minds of...
Vishal Teckchandani
Livewire Markets
The Rules of Investing

The biggest experiment in markets: How does it end?

In response to the COVID-19 shutdowns, governments and central banks around the world have embarked on an enormous monetary and fiscal experiment, the scale of which...
CNU
+3
The Rules of Investing
Livewire Markets
Equities

A high growth opportunity in volatile times

Self Wealth (SWF) is a platform with a unique product offering that offers flat-price online broking and ancillary services. At present there are 4 separate revenue...
SWF
Emanuel Datt
Datt Capital
Equities

Apple Caps off the Resilience of US tech

It was a prospect that seemed all but unimaginable just a few weeks ago. Amid what is shaping to be the greatest downturn since the Great Depression, the US market has...
Michael Smith
Michael Smith
Kauri Asset Management
Equities

As Harmanis increases his stake, rejuvenated Kin sets out to do a De Grey with de rig

And speaking of De Grey, Fraser Range pops up as a neighbour, adding another string to its bow.Leonora gold explorer/developer Kin Mining is back on the radar after...
DEG
DGO
+4
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 5 ex-20 stocks ready to roar

A handful of stocks outside the ASX 20 have proved especially popular during the COVID-19 induced stock market rout and (contentious) recovery, according to data...
COH
EML
+2
Buy Hold Sell
Livewire Markets
Equities

World class assets at a world class price

The Australian iron ore industry is world-class. BHP’s iron ore operation in Western Australia is one of the world’s great businesses. Return on capital employed of...
BHP
Matt Williams
Airlie Funds Management
Equities

How diversification, infrastructure can offset 'black swan' risks

The turmoil we have seen in markets over the past few weeks has served as a timely reminder of the importance of diversification in portfolios, both across asset...
Ursula Tonkin
PATRIZIA
Equities

A circuit breaking stock with a bright future

Altium is a highly profitable growth company that operates in the global engineering software applications market, with a specialisation in the Printed Circuit Board...
Jun Bei Liu
Ten Cap
Equities

The cure your portfolio has been searching for

With analysts divided as to whether sharemarkets will pull back and re-test the lows hit on 23 March, it’s hard for investors to know whether to buy or sell at this...
Betashares .
Betashares
Equities

Earnings downgrades globally still have a long way to play out

The outlook for investors has changed dramatically since the start of the year and will likely continue to shift moving forward. The associated shocks of the severe...
Ned Bell
Bell Asset Management
Equities

Reality has yet to sink in for markets

In markets like the present, the ability to go either long or short is invaluable. With potential outcomes ranging from a quick return to all-time-highs, all the way...
Patrick Poke
Livewire Markets
Equities

Why Xero is a strong buy

Xero provides affordable accounting software for small and medium-sized enterprises (SMEs) that is entirely cloud-based, outmanoeuvring slower incumbents that retain...
XRO
Camille Simeon
abrdn
Equities

Capital raises are coming – but will the price be right?

Castle Point takes a critical look at some of the ASX and NZX capital raisings we have seen so far as a result of Covid-19's economic impact. Do they represent good...
Stephen Bennie
Castle Point Funds
Equities

Where to invest in a post-lockdown world

Now that governments are talking about re-opening the economy, investors can start thinking about the businesses that might provide the best returns as we emerge from...
Roger Montgomery
Montgomery Investment Management
Equities

The New Criterion: is it really time for yellowcake’s day in the sun?

Attending a global nuclear energy powwow in Adelaide late last year, Boss Resources (BOE) chief Duncan Craib gleaned that a fundamental supply and demand shift was...
BOE
PDN
+2
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

CSL still a solid long-term proposition

In times of crisis, top quality management is more important than ever. There is no script to follow and few parallels to draw from history for these unprecedented...
CSL
Kelli Meagher
Kelli Meagher
Sage Capital
Equities

Is infrastructure still defensive?

Airports, toll roads and container ports are crucial for the Australian economy. They often operate as monopolies in their particular regions and can offer stable and...
SYD
TCL
Ashley Kopczynski
Ashley Kopczynski
Janus Henderson Investors
Equities

“The Banks are back in town”, what now after NAB?

The ASX200 is fighting hard to end April on a high note although one hugely influential sector is creating an enormous headwind - The Banks. When our market closed...
JBH
+5
James Gerrish
Market Partners
Equities

How to value one of Australia’s great success stories

Macquarie floated on the ASX back in 1996 with 1,700 staff supporting an asset base of $5 billion. Since then an additional 13,000 staff have been employed and the...
MQG
David Poppenbeek
K2 Asset Management
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