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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

Bank investors – your dividends could soon be put on ice

Each day the coronavirus pandemic sets another domino to fall. The latest could be bank dividends. It’s now very likely that our banks will cut – or even postpone –...
+1
Stuart Jackson
Rapid Fire

No guidebook for this crisis

With over 40 years of experience in financial markets, Paul Xiradis from Ausbil Investment Management has seen more than his fair share of market...
Livewire Exclusive
Livewire Markets
Equities

Opportunities galore

Since this article on 9th April 2020 we have started to take a few profits - we have a new Livewire Wire explaining that called Taking the Top Off - CLICK HERE. They...
Marcus Padley
Marcus Today
Equities

Beware wealth destroying capital raisings

The stock market sell off validated an internal decision to abstain from the bubble in the months leading up to January 2020, but it wasn’t the only forecast that came...
Roger Montgomery
Montgomery Investment Management
Equities

Tomorrow’s nickel producers set for bumper times in post-corona EV world

The nickel price has copped a full dose of the virus, infecting producers’ share prices in the process. But today’s explorers and developers are set to emerge as big...
CHN
+4
Barry FitzGerald
Independent Journalist
Equities

The equity market is a target-rich environment right now

Every crash is different. This one wasn’t caused by high interest rates, market exuberance, the end of a capex boom, or lending gone bad, but rather by a government...
+1
Simon Shields
Monash Investors
Buy Hold Sell

Buy Hold Sell: 6 international stocks for the coronavirus economy

Who knew that in 1982 when Fat Larry’s Band sang “Zoom” that it would become synonymous with the name of the A$57 billion software company that’s enabled the...
Buy Hold Sell
Livewire Markets
Equities

Lives or Livelihoods: The COVID Dilemma

In France, to leave their houses, people must fill in a form that allows them to perform essential jobs, attend medical appointments or go shopping for daily needs, an...
Michael Collins
Michael Collins
Magellan Investment Partners
Equities

What comes next?

‘Unprecedented’ is a word that has slipped into our collective vocabulary largely unnoticed these last few weeks, but with...
Charlie Aitken
Charlie Aitken
Aitken Investment Management
Equities

7 quality property and infrastructure stock ideas

Grant Mackenzie, Senior Portfolio Manager at Freehold Investment Management, summed up what’s unique about this crisis with a few, well-chosen words. “We’ve never...
APA
COL
GMG
+7
Vishal Teckchandani
Livewire Markets
Equities

The New Criterion: stocks that benefit from the enforced working from home boom

Having been a euphemism for skiving off or perhaps minding sick kids, ‘working from home’ (WFH) has become not just accepted but a compulsory requirement - or...
STG
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

The Beautifully Inefficient World of Aussie Small Caps

Hidden within the ASX is a beautifully inefficient market. It’s weird, under-researched, and entirely off the radar of most fund managers. That’s great news for those...
Matt Joass
Maven Funds Management
Equities

What APRA's announcement on dividends means for equities, deposits, bonds and hybrids (+ some stress-testing)

These are some exciting times for investors across the banks' capital structures, spanning equity, hybrids, subordinated bonds, senior bonds, deposits, and the safest...
+2
Christopher Joye
Coolabah Capital
Equities

What do you call a sad cup of coffee?

A Depresso... But in this case, Luckin Coffee! From a standing start less than three years ago, Luckin Coffee (LK US) went public on the US market in May 2019 and...
Scott Williams
Fiftyone Capital
Equities

What are companies doing to tackle the crisis?

Sustainable investing has grown exponentially in recent years. In the US, net flows into sustainable funds reached $20.6 billion in 2019, more than four times the...
Schroders Australia
Schroders
Equities

10 global ETFs for alternate market exposures

In the space of a month, the MSCI World Index (in USD) had been sold-off by over 30%. The modern world is experiencing an unprecedented systematic shutdown of borders...
+7
William Gormly
William Gormly
Bell Potter Securities
Equities

Perspective on a pandemic

Financial markets are attempting to price in a rapid and unprecedented series of shocks to the world economy. The net result has been the fastest bear market in the...
Andrew Milligan
abrdn
Equities

5 High-Conviction Global Investments in a COVID-19 World

We told investors last month that our view on the situation surrounding COVID-19 is a balanced one. That largely remains the case today and the Fund still has dry...
Joe Magyer
Joe Magyer
Lakehouse Capital
Equities

14 big-caps most likely to slash dividends

Income investors should brace for an overall 30% reduction in dividends across the Australian share market, according to Plato Investment Management. The economic...
AGL
ASX
+19
Vishal Teckchandani
Livewire Markets
Equities

Generational traits emerging under lockdown

We are collectively experiencing a major disruption to all aspects of our lives. Health workers are grappling to control the coronavirus, the sick are fighting the...
Geoff Wilson AO
Wilson Asset Management
Equities

RBNZ Bank Dividend Decision: Impact for Equities, Debt, Hybrids

Quick thoughts on the RBNZ decision to ban NZ banks from paying dividends until the crisis passes and what it means for the Aussie major banks' equities, senior bonds,...
+1
Christopher Joye
Coolabah Capital
Equities

Bottom feeders start nibbling at knocked-down explorers, developers in search of big leverage

Those being nibbled, with some success, it must be said, include Legend Mining, Bardoc Gold, Alice Queen and Strandline Resources.There are tentative signs that bottom...
AQX
+3
Barry FitzGerald
Independent Journalist
Equities

8 stock ideas across 4 sectors

Investing is all about making educated assumptions - below is a couple of important assumptions with regard to our strategy for investing moving forward: 1 – March’s...
BPT
+5
James Gerrish
Market Partners
Equities

How To Survive The 2020 Bear Market?

Joke Of The WeekThe bull and bear go out for a coffee (maintain distance).The bull proudly says: "Best three days for the S&P 500 since 1933".The bear responds:...
BAP
COH
CSL
+2
Rudi Filapek-Vandyck
FNArena
Equities

Debt and Solvency in a Crisis

Alongside the worldwide devastation as healthcare systems struggle to cope and deaths are well into the tens of thousands, the COVID-19 crisis is having a chilling...
COL
+5
Hugh Dive
Atlas Funds Management
7201-7225 of 8799
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