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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

The best trades on a 5-year view

Warren Buffett famously said: “I buy on the assumption they could close the market the next day, and not reopen it for five years”. We asked Greencape Capital, NAOS,...
CSL
Livewire Exclusive
Livewire Markets
Equities

Sifting through Fallen Angels

Buying unloved stocks is part of the DNA at Forager. Most of the funds’ excess returns over almost eight years have come from buying stocks that other investors hated...
CDD
+7
Alex Shevelev
Forager
Equities

China sharpening their FANG's

Plenty of attention has been given to ‘FANG’ stocks (Facebook, Amazon, Netflix, Google), but it’s the Chinese analogues, Tencent and Ali Baba, that are more...
Platinum Asset Management
Platinum Asset Management
Equities

When short-sellers get it wrong

Short-covering rallies can be quite spectacular when the short-sellers finally concede defeat. To find out which stocks the short sellers may have got wrong, we put...
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Beaten up and unloved

The market isn’t always right, but a lot of the time it is. As Howard Marks once said, “You can’t do the same things others do and expect to outperform.” Dawn...
PPC
Buy Hold Sell
Livewire Markets
Equities

The most crowded trades on the ASX

A crowded trade appears when so many investors are positioned similarly that liquidity becomes a problem. Bitcoin is the obvious choice globally, but we wondered where...
BWX
+2
Livewire Exclusive
Livewire Markets
Expert Insights

One sector about to hit the sweet spot

Looking for quality and value is so popular that it’s hard to find an edge. Undervalued stocks can stay that way for years on end, and high-quality stocks that have...
SUN
Livewire Exclusive
Livewire Markets
Equities

Market Mover: Seven Group Holdings

Seven Group Holdings is the big mover on the market today, up by $1.00, or 8.9%, to $12.17 on the news that it has moved to 100% ownership of Coates Hire Group. What...
Livewire Equities
Livewire Equities
Livewire
Equities

Unsung heroes of the income investor

Woolworths, BHP, and Telstra have cut dividends in recent years, and the long-term sustainability of dividends from other leading stocks is under scrutiny. So Livewire...
BHP
FMG
+4
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Highlights and let-downs from small-cap reporting

It’s been a pretty ordinary decade for the ASX Small Ordinaries Index, which remains more than 30% below its 2007 peak. However, it’s a market that’s ripe for...
+1
Livewire Exclusive
Livewire Markets
Equities

Telstra: Dog or darling?

The old saying goes; ‘there are two sides to every trade’, but in the case of Telstra, we have three. In this second part of our equity income series, we take a close...
TLS
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Smok’n Small Caps

After a being sidelined for an extended period buyers are coming back to small caps. The Small Ords Index is on the move so we’ve invited two fundies that specialise...
IRE
+2
Buy Hold Sell
Livewire Markets
Equities

The ASX dividend dilemma

Telstra and the banks are mainstays of any Australian income-focused portfolio and make up nearly half of the dividends paid out by ASX companies in FY17. However, all...
BHP
+5
Livewire Exclusive
Livewire Markets
Equities

An eclectic mix of five global picks

It is hard to find value in the Australian market, and harder to find truly world-class companies leveraging global trends. So, some of the smartest investors in the...
+1
Livewire Exclusive
Livewire Markets
Equities

What the market has overlooked with Magellan

Being a value investor means looking for sustainable cashflow at a reasonable price, explains Neil Margolis, Lead Portfolio Manager at Merlon Capital Partners. But...
Merlon Capital Partners
Merlon Capital
Equities

All i's on Apple

Apple will soon usher in the 10th anniversary of its hallmark product – the iPhone. The device has revolutionised the way we communicate since its introduction in...
Livewire Exclusive
Livewire Markets
Equities

This is the future, according to Hamish Douglass

I recently had the opportunity to sit down for 30 minutes with Hamish Douglass, the CIO of Magellan at their new offices in Sydney. We discussed a wide range of topics...
Tom McKay
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Big stocks with big yields

With both government bonds and bank accounts still returning less than 3%, investors continue to turn to the stock market for yield. In this week’s Buy Hold Sell,...
MQG
RIO
+2
Buy Hold Sell
Livewire Markets
Equities

Insights from recent management meetings

Amongst the raft of post result management meetings there is always much food for thought. In some cases, management teams convey thoughtful and coherent...
BHP
FMG
+7
Martin Conlon
Schroders
Equities

Is Macmahon on the cusp of finally delivering?

If you were buying Macmahon on the basis of its latest result, you wouldn’t pay a cent for it. Revenue was $360 million, 15% higher than last year. But the business...
Alex Shevelev
Forager
Buy Hold Sell

The best and worst of reporting season

Catherine Allfrey from Wavestone Capital and Chad Slater from Morphic Asset Management highlight the best and worst from reporting season, including one company that...
+1
Livewire Exclusive
Livewire Markets
Equities

A cyclical stock on its way back up

Emeco leases heavy earthmoving equipment to mining companies and their contractors. It is the largest company of its type in Australia. With mining activity beginning...
Monash Investors Limited
Monash Investors
Equities

Three stand-out results this August

In the final edition of our results coverage, we hear from three contributors about their stand-out results for the period. Responses come from Simon Shields, Monash...
Livewire Exclusive
Livewire Markets
Equities

Big Miners the standout from results

The impressive cash generating power of the major miners became abundantly clear as the reporting season rolled through August, particularly those exposed to an iron...
BHP
FMG
RIO
David Wilson
First Sentier Investors
Expert Insights

The question every boardroom is discussing

All over the world, company boards are asking themselves the same question: ‘What is our digital strategy?’ Bricks and mortar retailers are aggressively exploring...
Livewire Exclusive
Livewire Markets
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