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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

Fragmenting Social Media and Facebook’s Withering Popularity

Fair enough. I haven’t used it for years. And I don’t like it. Which means I’m predisposed to seeing signs of decline when they don’t exist. But Facebook’s latest...
Steve Johnson
Forager
Equities

Challenger: What the market missed

On the positive side of the ledger, net book growth in the Life Business was strong at 7.9%, before the AMP and Japanese distribution relationships fully kicked in and...
CGF
Shane Fitzgerald
Monash Investors
Expert Insights

How to pick a cracking small cap

With around 8,000 small caps to choose from around the globe, narrowing down that universe is a key part of successfully investing in this area. Edward Rosenfeld,...
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 overlooked big caps

After looking at the five most-tipped stocks from our survey, this week we put on our contrarian hats and review the most overlooked big caps from the list. These are...
JBH
+2
Buy Hold Sell
Livewire Markets
Equities

Lithium and cobalt oversupply fears overblown

January saw volatility return to Lithium and Cobalt markets, both correcting on oversupply anxiety. Glencore announced that its Democratic Republic of Congo (DRC)...
ORE
John Deniz
Paragon Funds Management
Equities

Concept stocks the professionals like

A significant amount of capital has flowed into concept stocks in recent months as hot themes caught the imagination of investors. This surge has pushed the smallcap...
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: The most tipped big caps

Welcome to the first episode of the Buy Hold Sell video series for 2018. Each Friday morning two fund managers will share their views on 5 ASX listed companies. Today...
BHP
CSL
+2
Buy Hold Sell
Livewire Markets
Equities

Sorting the flyers from the flameouts

A swathe of microcaps put in some truly remarkable gains last year. The share prices of Bubs, Jervois, and MyFiziq increased 12, 16, and 30 times respectively, and...
MDR
Livewire Exclusive
Livewire Markets
Equities

Why declining businesses are hard to stomach

Forget pizza, bruschetta, risotto and pasta. What I most miss about Italy is mortadella, a pork sausage flavoured with spices and pistachios. It may not be fancy but...
Alvise Peggion
Alvise Peggion
Forager Funds
Equities

Value remains in GBST despite the rally

GBST (ASX:GBT) is an Australian based fintech company with two main businesses across securities trade clearing and Platform technology solutions. The business has...
Jack Collopy
Jack Collopy
Perpetual Asset Management (Australia)
Equities

The cost of acquisition

Last year did not end with a whimper. In one corner, Frank Lowy and Rupert Murdoch chose to sell businesses they’d spent decades building, suggesting they believe...
APT
GEM
Martin Conlon
Schroders
Equities

MMA Rides the Offshore Oil Recovery

The September 2017 quarterly report spelled out a renewed bullish message from the International Fund team: the oil price is headed higher. The Australian Fund has not...
MRM
Alex Shevelev
Forager
Equities

The ten most tipped stocks for 2018

When we asked you to suggest a stock tip in our 2018 Livewire reader survey, there were a few names that came up regularly. Drawing from the database of 2617...
APT
BHP
CSL
+6
Alex Cowie
Alex Cowie
Equities

Outlook 2018: Developed markets looking expensive

The year of 2017 was the year of the structural winner, with the market led higher by the digital platform “FAAMNGS” (the acronym keeps extending as the list of...
Jacob Mitchell
Antipodes
Equities

Outlook 2018: What’s in store for small caps?

An outlook for 2018 is best served with a quick recap of the last six months. After a tepid first half of 2017, the Australian Small Ordinaries index (XSO) rose...
BKL
GWA
+2
Simon Conn
IML
Expert Insights

Finding the ‘blood in the streets’

Baron Rothschild famously told investors to ‘buy when there’s blood in the streets’, but buying opportunities like the GFC don’t come around often. How can investors...
Livewire Exclusive
Livewire Markets
Equities

The #1 stock picks for 2018

Livewire’s 2018 'Predictions and Top Picks' series continues with part two. Here, we ask our expert panel for their top stock ideas for 2018, and one thing they think...
APT
+1
Buy Hold Sell
Livewire Markets
Equities

2018 Predictions: Rates, The Dollar and Equities

It's that time of year again, the weather's warming up and everyone's having a good time. We’re going to stuff your Christmas stocking full of economic and stock...
Livewire Exclusive
Livewire Markets
Equities

Announcing the winners of Livewire readers’ 2017 stock picks

It is time to call a winner on the Livewire 2017 outlook series stock calls. To recap, this time last year, we asked readers to participate in our survey, the final...
Alex Cowie
Alex Cowie
Equities

Steve Johnson: Get wary of GetSwift

(Ed note: first published in Dec 2017) In our 'Christmas Cracker' series, we've brought you a top insight for 2018 from one of our contributors each morning through...
Livewire Exclusive
Livewire Markets
Equities

Livewire Christmas Cracker #12: Two stocks positioned for strong growth

In our new 'Christmas Cracker' series, each morning through to Christmas we will bring you a top insight for 2018 from one of our contributors. Today’s insight is by...
Livewire Exclusive
Livewire Markets
Expert Insights

Australia’s banks still priced for perfection

Markets have ‘baked in’ expectations that interest rates and inflation will stay low for a long time, but Simon Mawhinney, Chief Investment Officer at Allan Gray,...
Livewire Exclusive
Livewire Markets
Equities

Montgomery Global’s 4 steps to investing

In this short video I discuss Montgomery Global’s four-step investing process by reviewing a core holding in our global portfolios. If you are interested in the...
Andrew Macken
Montaka Global Investments
Equities

2018 'Predictions and Top Picks'

Each year we invite Livewire readers to participate in our 'Predictions and Top Picks'. It’s a survey with a difference, giving you the ability to test your views...
Livewire Exclusive
Livewire Markets
Equities

Livewire Christmas Cracker #10: A small company with all the attributes of stellar growth

In our new 'Christmas Cracker' series, each morning through to Christmas we will bring you a top insight for 2018 from one of our contributors. Today’s insight is by...
AXL
Livewire Exclusive
Livewire Markets
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