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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

Why this fundie bought Gilead Sciences

(Ed's note: Gilead's stock surged over 5% overnight after further positive developments in trialling its antiviral drug remdesivir as a potential treatment for...
Vishal Teckchandani
Livewire Markets
Equities

Is Berkshire buying stocks?

During the Global Financial Crisis, Warren Buffett made headlines with some huge investments in high quality but distressed companies, including Mars, Goldman Sachs,...
Patrick Poke
Livewire Markets
Equities

Rio well placed to benefit from stimulus

We believe Rio Tinto is defensively positioned given its low production costs, excellent quality of iron ore reserves, strong balance sheet and continued free cash...
RIO
Anton du Preez
Anton du Preez
Pengana Capital Group
Equities

Fortescue up 10% year-to-date for good reason

Fortescue Metals Group shares have doubled since April 2019 when you include dividends. Earnings have significantly exceeded market expectations over that period...
FMG
Stephane Andre
Alphinity Investment Management
Equities

How to Avoid the Covid-19 Analogy Trap

The present moment is a unique combination of a health crisis and a sudden-stop economic shock. This mix has not been seen before in modern financial history, and so...
IVC
Matt Joass
Maven Funds Management
Equities

A simple investing framework

With the number of headlines hitting the newswires on what feels like a minute-by-minute basis, it’s easy to get lost in chasing data points. Instead, I...
Charlie Aitken
Charlie Aitken
Aitken Investment Management
Equities

It's Over

Still nervous? The market fell (panicked), rallied (regained sanity) and then peaked again last week. In response to the latest 'top' we ran our cash up again, to...
Marcus Padley
Marcus Today
Equities

After raising capital, is Flight Centre now a good investment?

When governments around the world shut down travel in order to contain the spread of COVID-19, Flight Centre Travel Group (ASX:FLT) suddenly found itself on its knees....
Joseph Kim
Equities

Searching for income in the current economic downturn

For investors reliant on income, the current economic outlook appears bleak. Where should they look for yield? Many newspapers talk about investors as a single group,...
Andrew Milligan
abrdn
Equities

One industry is very scared of the COVID-19 deaths...

The flow-on effects from the coronavirus changes are impacting a lot of industries. Perhaps the funeral services sector might not be impacted in the way an investor...
IVC
Scott Williams
Fiftyone Capital
Equities

Investing in Xero: the Legwork

An interesting notion I came across in my Zen training is that all phenomena are dependent on, and penetrated by all other phenomena. Looking at a flower, for example,...
XRO
Alipasha Razzaghipour
Alipasha Razzaghipour
Kasa Investment Partners
Equities

10 most tipped big caps: 8% ahead of the market

The market has become a different place since we published the findings of our annual Predictions and Top Picks survey in January, and it's time to revisit the stocks...
APT
BHP
+7
Alex Cowie
Alex Cowie
Equities

3 fiery calls from Firetrail’s Blake Henricks

They’re making Qantas Airways (ASX:QAN) their largest portfolio position, snapping up shares in a sector whose fundamentals are being torpedoed, and underweighting...
AMC
AWC
+20
Vishal Teckchandani
Livewire Markets
Equities

A stark risk reminder

Well, what a difference six months can make… I can remember thinking just a few short months ago that if the global strategists were right and the consensus was...
James Abela
Fidelity International
Equities

Value opportunity emerging in listed infrastructure

The combination of infrastructures attractive fundamentals, long-term structural growth opportunity, the COVID-19 response and beaten-down stock prices following the...
SYD
Vishal Teckchandani
Livewire Markets
Equities

IGO’s dive into New Century emits telling signals about why it's time to be bullish on zinc

And the squeeze on supplies of zinc concentrate is likely to prompt smelters to offer strong support to those juniors hunting and developing the galvanising metal,...
CHN
IGO
+4
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 5 pandemic-resistant growth stocks

It may be a gloomy backdrop for the economy as many companies cancel their earnings guidance due to the coronavirus-driven downturn. But even in this environment,...
APX
+2
Buy Hold Sell
Livewire Markets
Equities

No other company dominates this many industries

Top this for a company head’s farewell to staff. A tearful Alibaba co-founder Jack Ma wore oversized purple-tinged glasses, a studded leather jacket with chains and a...
Magellan Investment Partners
Magellan Investment Partners
Equities

Coffee Can 2: The $25million Sequel

At the end of my last piece "For want of a coffee can, we left $7million on the table” which covered the story of Equities and Freeholds Limited (EQF), I suggested EQF...
HUB
KKT
+2
Andrew Brown
East 72 Dynasty Trust
Equities

Navigating self-funded retirement is a hornet's nest

There are more self-funded and semi-funded Australian retirees than ever before. The ability to retire with limited reliance on government support should be celebrated...
+1
Peter Gardner
Plato Investment Management
Equities

Champion Stocks: Nine "must-haves" in a portfolio

We have reviewed our Champion Stocks (excluding resources and small caps) for the next three to five years and decided to make no changes.These Champion Stocks all...
AMC
BXB
CGF
+6
Peter Quinton
Bell Potter
Equities

Fire the epidemiologist, hire a shrink

Last month has been world-changing, and it’s not over yet.With the caveat that I do shares and stocks, not viruses, one thing that I have found fascinating is the...
Chad Slater
Chad Slater
Ellerston Capital
Equities

Four small cap opportunities in unprecedented markets

The March quarter concluded a period of astounding world events and financial market volatility on a scale I had yet to experience. Very few in markets will have...
ELD
+1
Ben Griffiths
Eley Griffiths Group
Equities

Have you got your bunker in order?

Toilet Paper – check; Food – check; Gold – check; Defence(s) – check. We have written extensively on gold and food so here-in we detail some of the work we have...
ASB
CDA
Anthony Kavanagh
Chester Asset Management
Equities

For want of a coffee can, we left $7 million on the table

Every so often, you find a story in a newspaper about a frugal living individual who had a modest paying job throughout their life, who everyone in their community...
MGR
+1
Andrew Brown
East 72 Dynasty Trust
7151-7175 of 8799
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