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

Expert Insights

Australia's $20 billion question

There is approximately $20 billion of market capitalisation on the ASX with exposure to the demands of the Chinese consumer. John Lake from Paradice Investment...
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Livewire Markets
Expert Insights

Why we’re excited about Woodside

Dr Philipp Hofflin, Portfolio Manager at the Lazard Asset Management Australian Equities Team, is excited about Woodside’s recent acquisition of an increased share of...
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Livewire Markets
Expert Insights

Hunting for value in global tech

Valuations have been marching steadily higher in the technology sector over the past few years. Companies like Amazon and Netflix are now trading on triple-digit PE...
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Livewire Markets
Equities

Key stocks and ideas from the WAM presentation

Wilson Asset Management held their shareholder presentation in Sydney today. Chris Stott, Catriona Burns, and Matthew Haupt all took the stage this morning to share...
AMP
BHP
+8
Patrick Poke
A Rich Life
Equities

A healthy small cap with recurring earnings

In the context of a slow growth environment, we look for businesses that can do well due to initiatives under their own steam. Integral Diagnostics (ASX:IDX) is...
Simon Conn
IML
Expert Insights

3 things to know when investing in microcaps

With strong returns over the past 12 months, it’s easy to be drawn toward microcaps with the potential of overlooking the risks. Mason Willoughby-Thomas, Portfolio...
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Livewire Markets
Equities

Scruffy Accounting at Greencross

Well that was an interesting update from pet and vet company Greencross (GXL). New CEO Simon Hickey only joined the company in February. So clearing the decks is not...
Steve Johnson
Forager
Equities

Quality financials outside the big 4

When you look at the ASX 300 Industrial Index, over 50% is dominated by financials and real estate so investors need to be cautious. The financials can be quite...
CYB
Michael O'Neill
IML
Expert Insights

Nearmap: Crossing the gap from concept to reality

Advancement in technology is creating countless new opportunities for business to streamline their operations and improve customer experiences. However, there's often...
NEA
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Livewire Markets
Equities

Challenger rallying on budget expectations?

Over the last week, the Challenger share price has risen strongly, although to be fair it had been drifting lower over the preceding few months. The only major piece...
CGF
Shane Fitzgerald
Monash Investors
Buy Hold Sell

Buy Hold Sell: 5 stocks in the sweet spot

They say big things come in small packages, but nowhere is that truer than in small stocks. These small companies offer the possibility of big returns, but that often...
AXL
HRL
+2
Buy Hold Sell
Livewire Markets
Equities

The omnichannel fallacy

There are few things I fear more than a visit to a Zara store. Why so many people choose to spend time in such a crowded, messy and noisy place is beyond me. But it’s...
Alvise Peggion
Alvise Peggion
Forager Funds
Expert Insights

Undiscovered, under researched and under owned

Arden Jennings, Co-Portfolio Manager of the Ausbil MicroCap Fund, says the majority of his time is spent on 'bottom up' analysis of companies outside the ASX200. The...
SRG
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Equities

Timing a Plunge With Managed Funds

My advice has been consistent over the years: get your portfolio allocation right and let us worry about the timing. It’s fair to say it’s a piece of advice widely...
Steve Johnson
Forager
Equities

Two-child policy a tailwind for a2 Milk

With great growth prospects and a share price increase of 272% over the past 12 months, a2 Milk Company (A2M) shareholders won’t be crying over spilt milk any time...
Dushko Bajic
First Sentier Investors
Buy Hold Sell

Buy Hold Sell: The microcap rematch

12 months ago, David Allingham from Eley Griffiths Group and Andrew Smith from Perennial Value Management went head-to-head with their views on 5 microcap stocks....
APT
ASL
EML
+2
Buy Hold Sell
Livewire Markets
Equities

BHP remains in an upgrade cycle

Our bullish view on resources remains intact, and our conviction on BHP Billiton Limited (BHP) has grown as we move into a more reflationary environment, coupled with...
BHP
Nicholas Leitl
Nicholas Leitl
K2 Asset Management
Equities

A standout stock in a strong thematic

The long term thematic of having Australian primary industry “feeding the world” remains a compelling one. Here we discuss our analytical approach and focus on one...
IPL
NUF
+2
Rob Tucker
Chester High Conviction Fund
Expert Insights

A small company with a big growth runway

The most important ingredient of a great investment is having an outstanding ‘horse and jockey’; a business that’s operating in an attractive industry, and a highly...
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Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 quality growth stocks

It’s no secret that the real opportunities in recent years have been among the high-quality emerging midcap names rather than traditional big caps. These are often...
SEK
+1
Buy Hold Sell
Livewire Markets
Expert Insights

The global leader in a growing market

Connected lighting represents an enormous opportunity around the world. The global leader in this industry is Phillips Lighting. Here, Arik Star from Ellerston Global...
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Livewire Markets
Expert Insights

Focus on the company, not the index

With value in short supply, managers usually berate the lack of opportunities they are seeing. However Graeme Carson from Cyan IM told us that early stage companies...
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Livewire Markets
Buy Hold Sell

Buy Hold Sell: 3 stocks making headlines and 2 'under the radar'

There’s an old saying that ‘there is no such thing as bad publicity.’ If you’re in the news you’ll stay top of mind – for better or worse. Right now a number of...
CPU
MQG
+2
Buy Hold Sell
Livewire Markets
Equities

A time to buy profits not hope

The rhythm of life is no different to the rhythm of economic and corporate cycles. The optimism of birth, the excitement of growing up, the cynicism arising from the...
Andrew Fleming
Andrew Fleming
Schroders
Equities

Is the rubber hitting the road for Tesla?

The share price of tech market darling, Tesla, rose inexorably more than ten-fold between early 2013 and early 2018. One manager not convinced by the hype was Jacob...
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