Home Wires

Equities

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

Buy Hold Sell

Buy Hold Sell: Wilson vs Aitken – Mining & Energy

In this episode of Buy Hold Sell Matthew Kidman from Centennial Asset Management asks Geoff Wilson AO from Wilson Asset Management and Charlie Aitken from Aitken...
AGL
BHP
+1
Buy Hold Sell
Livewire Markets
Expert Insights

Why we sold Amazon

Amazon has been a long-term holding in the Fidelity Global Equities Fund, but Portfolio Manager, Amit Lodha, says they’ve recently exited their position, citing three...
Livewire Exclusive
Livewire Markets
Expert Insights

Why earnings revisions come in groups

In a world where information is disseminated almost instantly, markets have become quick to price in new information. However, Andrew Martin from Alphinity Investment...
Livewire Exclusive
Livewire Markets
Expert Insights

How 25 staff deliver to 66 countries

Last-mile logistics is one of the biggest issues facing ecommerce businesses today. Amazon has spent billions on the issue overseas, while Australia Post’s ‘Shipster’...
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 hot small-caps

High expectations, high growth, and high risk. Small cap tech stocks are not for the faint of heart; high potential returns are on offer though, if you get the call...
APT
KGN
NXT
Buy Hold Sell
Livewire Markets
Equities

The contrarian case for QBE

QBE Insurance Group Limited (QBE) is a large and complicated entity. In fact, the scope of the business and the nature of insurance make it quite hard to understand...
Justin Koonin
Allan Gray
Expert Insights

a2 Milk: what the market has missed

a2 Milk entirely side-stepped the carnage faced by other market darlings over the last 12 months to gain more than 282% in this timeframe, and a remarkable 1,115%...
Livewire Exclusive
Livewire Markets
Equities

A few tips for you - though not for the Melbourne Cup

In honour of the forthcoming Melbourne Cup, let’s start with a quick trivia question: In how many calendar years has the favourite finished first in each leg of...
Nick Kirrage
Schroders
Expert Insights

Former market darling offers compelling value

Markets tend to overreact on both the upside and the downside. Two years ago, Sirtex was trading at $40 per share and expectations were running high. Following several...
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Domain IPO: 5 key questions

With Domain listing next month, Jeremy Hook from TMS Capital asks Roger Montgomery from The Montgomery Fund and Neil Carter from IFM Investors for their take on the...
REA
Livewire Exclusive
Livewire Markets
Equities

Aussie tech stocks Versus Alphabet

There has been some recent commentary from a number of market participants suggesting that the US tech sector is “crowded” and “expensive”. In reality, the valuation...
ALU
CAR
COH
+6
Sam Granger
Equanimity Partners
Expert Insights

How the banks are fighting disruption

A few years ago, there were concerns over ‘disintermediation’ of the major banks – fintech disruptors were slowly chipping away at the various services the banks...
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 big tech stocks

Successful tech stocks can build a business from stealing market share by outplaying incumbents. However, these disruptors can in time then become the disrupted. To...
ALU
CAR
+2
Buy Hold Sell
Livewire Markets
Equities

Red flags: How to spot portfolio bombs

When hunting for undervalued companies, investors will inevitably encounter the dreaded ‘value trap’; a stock that’s so cheap that it looks too good to be true. As the...
Livewire Exclusive
Livewire Markets
Equities

Skydive the Beach set to soar

Skydive the Beach (ASX: SKB) is an adventure tourism company. SKBs principal activity is the provision of tandem skydiving and it is named after its original skydiving...
Simon Shields
Monash Investors
Expert Insights

Value emerging in this unloved sector

Retail stocks have been down in the dumps in recent months as the hype around Amazon’s entry into the Australian market builds. Neil Margolis, Lead Portfolio Manager...
JBH
Livewire Exclusive
Livewire Markets
Expert Insights

A misunderstood gem

Stock prices have been moved more by macro events than by individual outlooks in the current business cycle, but that’s all starting to change, says Andrew Martin,...
MQG
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 stocks with sustainable yield

High dividends often steal the limelight, but as holders of Telstra have recently learned, a sustainable dividend is every bit as important. This week’s Buy Hold Sell...
MQG
+2
Buy Hold Sell
Livewire Markets
Equities

5 CEOs Who Tick all the Boxes

The quality of management is a major factor in assessing any investment opportunity. We adopt the rule that no matter how good a company may appear on paper, if we are...
+2
Robert Miller
NAOS
Expert Insights

Livewire Live 2017: Picking the winners and avoiding the bombs

Protecting against the downside is every bit as important as finding the big winners, after all, it takes a 100% gain to offset a 50% loss. This exclusive panel from...
Livewire Exclusive
Livewire Markets
Buy Hold Sell

The Supermarket War: Woolies vs Wesfarmers

The fight for supremacy in Australia's supermarkets is a battle that's raged for many years and market cycles, since long before Coles was part of Wesfarmers. Matthew...
WES
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Winners & Losers from Rising Rates

In this episode of Buy Hold Sell the panel discuss a selection of rate sensitive stocks including Transurban, Scentre Group, CBA and Suncorp. What we learn is that...
SCG
SUN
+1
Buy Hold Sell
Livewire Markets
Equities

Why we like a2 Milk and WiseTech Global

Two of the largest positions in the fund right now have been a2 Milk and WiseTech Global. Both of these are stocks that have done tremendously well and whilst we...
Kate Howitt
Kate Howitt
Fidelity International
Equities

Can Domino’s continue to deliver?

The digital delivery of food & beverages will be one of the fastest-growing areas of the market in the coming years. In the US, expectations are for up to 7x growth in...
Paul Taylor
Fidelity International
Equities

Livewire readers' best performing stock ideas: The final quarter

At the start of each year, we poll our readers for their best stock idea as part of our Outlook Survey. With just one quarter to go, it’s time to check in to see which...
APT
APX
+12
Alex Cowie
Alex Cowie
7276-7300 of 7506