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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

How stock markets perform after heavy falls

Coronavirus concerns have swept through financial markets. Globally, stocks have endured some of their worst performances since the days of the financial crisis. For...
Schroders Australia
Schroders
Equities

Contrarian Twiggy tops up on sold-down FMG, sets nickel tongues wagging with Mincor trades

Plus, market’s brutal response to Red 5’s production downgrade ignores the bigger game. It is a good time to be boldly looking beyond the current vapourisation of...
BHP
FMG
IGO
+5
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 5 market darlings at a discount

The long-awaited sell-off in markets has finally arrived and as is usually the case, the bears are sinking their teeth hardest into the small fish, with the S&P/ASX...
BRG
EML
+2
Buy Hold Sell
Livewire Markets
Equities

High expectations despite tumbling markets

Those of us still attached to the antediluvian idea that the price you pay for a business has consequences for future returns have had an uncomfortable decade. Even in...
APT
CSL
+6
Martin Conlon
Schroders
Equities

The importance of a Competitive Advantage Period

Competitive Advantage Period is a key investment concept that is often overlooked by investors. In this article, our analyst Daniel Wu outlines how this concept can...
Andrew Macken
Montaka Global Investments
Equities

Perpetual CEO talks Trillium

Perpetual recently announced the proposed acquisition of US-based ESG specialist Trillium Asset Management. The $54m deal plays to Perpetual’s heritage and track...
PPT
Nicolas Burgess
Nicolas Burgess
EL&C Baillieu
Equities

Coronavirus exposing value in Asia

Figures for the coronavirus outbreak in China totalled 80,754 as of 9 March 2020. According to the National Health Commission there were...
Rahul Chadha
Rahul Chadha
Mirae Asset Management
Equities

Opportunities in the Coronacrisis

To live in interesting times!Peter Stevens joins us to talk about the market sell-off, how we're positioned, and interesting opportunities that we've found.Also,...
APT
Michael Frazis
Frazis Capital
Equities

Anatomy of the fall (an update)

You are supposed to use a log scale on a share price chart if looking at charts over a long period of time. The basic explanation is that a log chart shows two...
BHP
COH
+9
Marcus Padley
Marcus Today
Equities

What Happens when China sneezes…?

Global equity markets have seen some of the most precipitous declines ever over the past three weeks. The US is, for all intents and purposes, in bear market...
Adrian Warner
Adrian Warner
Avenir Capital
Equities

Appen CEO discusses China foray, coronavirus

Artificial intelligence, speech, and text recognition company Appen (ASX:APX) works with some of the world's leading technology companies. For example, it helped Apple...
APX
Jessica Amir
Jessica Amir
Saxo Bank
Equities

The New Criterion: do less risky stock market exposures really exist?

With a sense of raw panic descending on global stock markets, the question is whether there are any truly safe havens in terms of remaining exposed to...
COH
CSL
+11
Tim Boreham
Tim Boreham
Independent Investment Research
Expert Insights

A stock story that has a ring to it

During the GFC, most retailers were forced to deeply discount their products in order to try and survive. Louis Vuitton Moet Hennessey (LVMH), the world’s largest...
Livewire Exclusive
Livewire Markets
Equities

How much cash should you hold right now?

Holding our nerve is perhaps the most important element of investing at the moment. It doesn’t mean we don’t recognise new risks and incorporate them into our...
Alipasha Razzaghipour
Alipasha Razzaghipour
Kasa Investment Partners
Equities

Australia Strategy: Reporting Season Review

February results were slightly better than expected, particularly among large-cap leaders, which should give investors some comfort amidst the ongoing volatility. ...
AMC
BHP
COL
+6
Andrew Tang
Morgans Financial
The Rules of Investing

How to buy growth companies before they get expensive

Investors who bought into Afterpay’s 2016 IPO have had great returns, seeing their investment appreciate by more than 33 times in under four years, even after the...
The Rules of Investing
Livewire Markets
Equities

Now is not the time to be a hero

For a while it looked like nothing could derail the constant drive higher in asset prices as central banks worked out that with quiescent inflation they could continue...
Sean Fenton
Sage Capital
Equities

De Grey’s gold shows Pilbara fast becoming more than just iron ore

Another round of outstanding drilling results fires up De Grey and its leading shareholder DGO Gold while Kairos reminds investors it has a gold project just down the...
DEG
DGO
+5
Barry FitzGerald
Independent Journalist
Expert Insights

The real battle is between disruptor and disrupted

Forget value versus growth. For Hari Balkrishna of T. Rowe Price, the most important lens individuals need to apply is whether the businesses they’re investing in are...
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 contrarian stock ideas

One way to beat the crowd is by betting against it. It's a strategy known as contrarian investing and it involves buying stocks out of favour with the broader market,...
BLD
+2
Buy Hold Sell
Livewire Markets
Equities

3 (cheap) ways to ride the innovation wave

When investors think about innovation and disruption, one of the factors that comes to mind is valuation and the right price to pay for businesses taking the lead in...
Paul Mason
Paul Mason
Paradice Investment Management
Equities

Equity investors - don't lose sight of what you actually own

If you own an equity, you are a part owner of a business. The value of what you own is a function of its income into perpetuity. If you don’t lose sight of this you...
Stephen Arnold
Aoris Investment Management
Equities

Why revenue growth should accelerate for Australian Finance Group

While achieving revenue growth is proving to be challenging for the banks at present with the impact of ultra-low interest rates and the effects of the Hayne Royal...
Stuart Jackson
Equities

The New Criterion: Event poised to become new cinema blockbuster as Village fades to black

Just as video didn’t kill the radio star, DVDs didn’t snuff out the silver screen and then streaming failed to deliver the mortal blow.Now, with the often tumultuous...
EVT
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

Will COVID-19 end the bull market?

The coronavirus (COVID-19) represents the first test of the global market in 2020 and the event that will probably bring this mature bull market to an end. In the last...
Geoff Wilson AO
Wilson Asset Management
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