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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: 5 Household stocks

In this week’s episode of Buy Hold Sell, Catherine Allfrey from Wavestone Capital and Chad Slater from Morphic Asset Management share their view on Flight Centre,...
CCL
+2
Buy Hold Sell
Livewire Markets
Equities

The Value of Cash

Forager’s two funds have quite high cash weightings today. It’s almost 28% in the Australian fund and 30% in the Forager International Shares Fund. On our recent...
Gareth Brown
Forager
Expert Insights

Attributes of an outstanding investment

Short-term wins make great headlines, but it's the long-term wins that make a real impact on a portfolio. Superior long-term compound growth is one of the key tenets...
Livewire Exclusive
Livewire Markets
Expert Insights

Market Masters outperforming again: Livewire Live 2017

A panel of Australia's Market Masters have shared their top stock ideas at Livewire Live each year since inception. On average, the stocks have beaten the market by at...
AVN
AWC
+5
Livewire Exclusive
Livewire Markets
Expert Insights

Cabcharge presses the ‘reset button’

Cabcharge CEO, Andrew Skelton, says that “Cabcharge is now a reset business. We have improved our service offering, expanded our fleet, upgraded our infrastructure,...
Livewire Exclusive
Livewire Markets
Expert Insights

Two overvalued sectors we’re avoiding

Investors should be focusing on companies that have strong sustainable growth in free cash flows, rather than trying to justify ways of owning expensive stocks. Neil...
Livewire Exclusive
Livewire Markets
Equities

4 fresh smallcap ideas

With reporting season dominating in recent weeks, here are four small cap ideas you may have missed. They include two small medtech stocks from Simon Shields and...
+1
Livewire Equities
Livewire Equities
Livewire
Expert Insights

Combining the best of Buffett and Munger

Robert Luciano, Managing Partner at VGI Partners, started his investing career in 1996 at independent research firm Huntley’s. Luciano says the experience gave him...
Livewire Exclusive
Livewire Markets
Equities

4 company results that surprised

With the busiest week in reporting season now over, we reached out again to a group of experts for their view of the most notable results, both good or bad. Read on...
CDD
+1
Livewire Equities
Livewire Equities
Livewire
Buy Hold Sell

Buy Hold Sell: 5 stocks that beat expectations

In this week’s episode of Buy Hold Sell, Ben Clark from TMS Capital and Alex Leyland from Leyland Private Asset Management share their view on three stocks that...
CGF
+2
Buy Hold Sell
Livewire Markets
Equities

Can't find your style? Knowing what you don't know.

Will a ‘growth’ or ‘value’ regime dominate in equity markets from here? After ten years of ‘growth’ leadership, the debate around style timing is intense. Following...
Jonas Palmqvist
Alphinity Investment Management
Equities

Four mega trends: why consider these when investing in stocks?

In this 2-part series we cover the opportunity for Australian investors to identify and gain exposure to some of the large structural global mega trends. As bustling...
Andrew Macken
Montaka Global Investments
Equities

Livewire users’ top five results so far

Richard Coppleson recently highlighted the slow-burn effect that profit upgrades and downgrades can have on stock prices for weeks after the news. So we surveyed...
BWX
CGF
KGN
+2
Livewire Equities
Livewire Equities
Livewire
Equities

Catapult primed for significant growth

After returning home from a recent trip to the US, Simon Shields, Portfolio Manager, reflects on the significant growth opportunities for a Melbourne based company...
Monash Investors Limited
Monash Investors
Expert Insights

BHP: ‘$40 over the next few years’

On Tuesday, we hear from the fifth biggest stock on the market, BHP. In this wire, we select of a few notable views from the brokers including a big call from Shaw and...
BHP
Livewire Exclusive
Livewire Markets
Equities

4 outstanding results this week

Telstra's plunge stole the limelight this week, but there was one telco at the smaller end that did well for investors. Read on for the results highlights of this...
SSM
+2
Livewire Exclusive
Livewire Markets
Expert Insights

Finding a diamond in the rough

On any measure, volatility has been at, or close to, record lows. But as Adrian Warner, CIO of Avenir Capital points out, volatility of individual stocks within the...
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: CBA, RIO and Magellan

In this episode of Buy Hold Sell we look at three companies that have been making the headlines. James Marlay from Livewire is joined by Ben Clark from TMS Capital and...
+2
Buy Hold Sell
Livewire Markets
Equities

Global Lithium leader SQM to buy into Kidman's Mt Holland project

SQM (NYSE; US$10.4b market cap) last month announced its intention to buy-in to Kidman’s world-class Mt Holland (MH) project. SQM has confirmed it will develop MH as...
John Deniz
Paragon Funds Management
Equities

Two tech stocks worth knowing about

With plenty of buzz about the FANG stocks, the next time you think of the word FANG, think about the underlying power of the business models and applying this to other...
Andrew Macken
Montaka Global Investments
Expert Insights

Diversifying away from Aussie banks

Financials dominate the ASX200, comprising 35.4% of the index. This compares to 14.7% of the S&P500. Andrew Fleming, Deputy Head of Australian Equities at Schroders...
CYB
+2
Livewire Exclusive
Livewire Markets
Equities

3 stocks that exceeded expectations and 1 that missed

As reporting season picks up pace, each week Livewire will ask a different panel of Managers for THE standout result of the week. Read on for two small-cap healthcare...
AMP
+1
Livewire Exclusive
Livewire Markets
Equities

3 Emerging technology companies with a global opportunity

In this wire we provide an overview on three emerging technology companies with the following attributes: 1: A globally unique technology offering with proven...
FBR
John Deniz
Paragon Funds Management
Buy Hold Sell

Buy Hold Sell: Five market darlings

In this episode of Buy Hold Sell, we ask our panel to look at five market darlings with nosebleed valuations. On average the stocks have delivered 27.5% EPS growth,...
IRE
+2
Buy Hold Sell
Livewire Markets
Expert Insights

In an arms race - Own the weapons manufacturers

The five biggest listed stocks in the US are all tech stocks, with an aggregate market cap of US$3 trillion, roughly the same as the GDP of Germany. Nick Griffin from...
Livewire Exclusive
Livewire Markets
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