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Equities

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

Expert Insights

The art and science of concentrated investing

With ten stocks comprising up to 75% of the portfolio, Adrian Warner from Avenir Capital is well versed in concentrated investing. He outlines his strategy here, using...
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 emerging growth stocks

It's no secret that there's been great money to be made in small caps in recent times. In this episode of Buy Hold Sell we've selected three companies that have been...
KGN
+2
Buy Hold Sell
Livewire Markets
Equities

The most crowded trades in the world

Towards the end of any cycle, as investors get confident and start to ignore risks, some trades can become overcrowded. What starts out as attractive returns can...
Livewire Exclusive
Livewire Markets
Equities

Zara’s success is no secret

One of the first things Steve asked me to do when I started at Forager was to identify my circle of competence. Five minutes in a room full of value investors and I...
Chloe Stokes
Forager
Expert Insights

Is there still room to run for lithium stocks?

There have been some truly life-changing returns in the lithium sector over the few years. Over the last two years, stocks like Kidman Resources (+2136%) and Tawana...
ORE
Livewire Exclusive
Livewire Markets
Equities

Why we'll vote against the IOF sale and you should too

The battle for Investa Office Fund (IOF) hasn’t lasted quite as long as the Anglo-French 100-year war but it’s beginning to feel like it might. Since December 2015,...
Pete Morrissey
Dexus
Equities

One rally underway, and another one brewing

Miners and Banks are the two dominant sectors on the ASX. For the last few years, the miners have done the heavy lifting, and while they are a long way from former...
BHP
+4
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Livewire Markets
Equities

Charter Communications: Digging a moat to lay cable

In investing, a ‘moat’ commonly refers to a company’s ability to maintain its competitive advantages to protect its long-term profits and market share. Elon Musk...
Christine Jurzenski
Christine Jurzenski
Avenir Capital
Equities

One of the most attractive stocks in the microcap universe

They say the only safe way to double your money is to fold a bank note and put it back in your pocket. The next best thing may be to find high-quality microcap...
NBL
Livewire Exclusive
Livewire Markets
Equities

Hidden gems in the global small and mid-cap market

Global small and mid-cap companies (SMID) can complement and diversify existing exposure to mega and large-cap companies, as well as reduce exposure to potential...
Adrian Martuccio
Adrian Martuccio
Bell Asset Management
Buy Hold Sell

Buy Hold Sell: 4 big industrials

The East Coast infrastructure boom is in full flow, with a big pipeline of projects scheduled for the coming years. This is having a flow on effect, and other areas of...
BXB
QAN
+1
Buy Hold Sell
Livewire Markets
Equities

Our World Cup squad in stocks

With the Socceroos carrying the hopes of a nation into the tournament, the Australian equities team at Aberdeen Standard Investments has selected its own dream team of...
+8
Robert Penaloza
Robert Penaloza
Aberdeen Standard Investments
Equities

Investing against the crowd

The first thing you learn about being contrarian is that humans don't normally like to act this way. As the cartoon suggests, we're a social animal. We like to stick...
Graeme Shaw
Graeme Shaw
Orbis
Expert Insights

What makes a stock double?

Finding the next a2 Milk is no easy task; there’s no sure-fire way of identifying which stock will go up 500%+. However, each year there are a number of small caps...
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Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 favourite yield stocks

Income investors once turned to high-yield stocks as the income from traditional sources dwindled. But what should holders of those high yield stocks now do as bond...
SYD
+2
Buy Hold Sell
Livewire Markets
Equities

One stock set to exceed forecasts

National Tyre & Wheel (ASX:NTD) is a wholesale importer and distributor of car tyres and wheels throughout Australia, New Zealand and South Africa. No tyres are made...
Jack Collopy
Jack Collopy
Perpetual Asset Management (Australia)
Equities

A Few More Fleas at Greencross

Since joining Forager a few months ago, I’ve learned a lot about the benefits of scepticism. Sure, I knew to take management’s words and accounts with a grain of salt....
Jeffrey Tse
Jeffrey Tse
Expert Insights

One opportunity that’s not priced in

Finding under-researched opportunities on the ASX is tough these days, but with enough digging, there are still some gems to be found. Todd Guyot, Portfolio Manager at...
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Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 High Flyers at a Discount

Downgrades can be a double-edged sword; they can ravage your existing positions, but they can provide attractive entry points for stocks on the watchlist. The A2 Milk...
IVC
JBH
+1
Buy Hold Sell
Livewire Markets
Expert Insights

One company that ticked all the boxes

Investing in global stocks requires a global perspective, says Garry Laurence, Portfolio Manager at Perpetual. That means getting your feet on the ground and doing...
Livewire Exclusive
Livewire Markets
Equities

The disruptor’s gift to investors

Disruption. It's a word that we hear a lot of these days, but how many companies can claim to be truly innovative in their industry? Essentially what we're investing...
XRO
Dushko Bajic
First Sentier Investors
Equities

The most (and the least) profitable companies on the ASX200

In early May the major Australian banks collectively reported profits for their last six months of A$15.3 billion dollars. This resulted in some media commentary about...
ASX
COH
+1
Hugh Dive
Atlas Funds Management
Buy Hold Sell

Buy Hold Sell: 5 winners from the royal commission

The stunning findings from the Royal Commission have triggered tectonic shifts in the financial sector. But as Winston Churchill said, ‘Never let a good crisis go to...
AXL
CGF
+2
Buy Hold Sell
Livewire Markets
Equities

Smart (or not) Parking?

The Australian Shares Fund used to hold parking services provider Smart Parking (SPZ). We invested via a $0.15 per share capital raising in February 2014. Since then...
Alex Shevelev
Forager
Equities

Why the ‘new age’ businesses are still too expensive

I’ve been fascinated by the soaring trajectory of some of our smaller ‘new age’ companies – like A2M, PushPay, Afterpay and Kogan – whose share prices have rallied...
KGN
Roger Montgomery
Montgomery Investment Management
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