Home Wires

Equities

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

Expert Insights

The best value in the market

Martin Conlon, Head of Australian equities at Schroders Australia has reiterated his bull case for resources: “For the most part, we still think that’s where the best...
BHP
Livewire Exclusive
Livewire Markets
Expert Insights

Paul Taylor on Amazon: Livewire Live 2017

Even the RBA has now weighed into the debate on Amazon, with a bearish view on the potential effect to retail. However, Paul Taylor, Portfolio Manager of the Fidelity...
Livewire Exclusive
Livewire Markets
Equities

Why We've Sold Reckon

A few investors have noticed Forager’s recent sale of our substantial holding in Reckon (RKN). We will provide more details in our September Quarterly Report, but to...
RKN
Steve Johnson
Forager
Equities

Aitken: A contrarian idea is brewing

Telstra shares are trading at levels not seen since November 2013. That's approaching a 5 year low and 40% below the ~$6.50 high reached in February 2015. Charlie...
TLS
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Fallen Angels and Glamour Stocks

We’ve seen how rollups can be an amazing source of growth, but they can also be painful when they come unstuck. In this episode of Buy Hold Sell, we look at 5...
BWX
GEM
IPH
+1
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Watch these traps when buying 'Roll Ups'

Most investors will remember Slater and Gordon for its spectacular unwinding in 2015. However, as the chart shows, there was ample opportunity to pocket handsome...
GEM
SGH
Buy Hold Sell
Livewire Markets
Equities

Four stocks to play a stronger Aussie

With the Australian dollar picking up, we asked a contributor panel for their views on which sectors to avoid, and which sectors could benefit. Today they go on to...
DDR
DTL
Livewire Exclusive
Livewire Markets
Equities

What will be of the new financial year?

Australia is one of the few countries in the world that close out their financial year in June. So to Australian investors, we wish you a happy financial new year and...
Andrew Macken
Montaka Global Investments
Equities

Winners and losers from a strong Aussie dollar

While consensus had a strong case for the Australian dollar to fall in 2017, it has climbed 10% so far this year, and almost touched 80c. With the market wrong-footed...
ANN
BXB
+3
Livewire Exclusive
Livewire Markets
Buy Hold Sell

5 companies changing the business landscape

Companies that change the way we do business can offer great opportunities as they establish and monetise new marketplaces. So in this week’s Buy Hold Sell we review 3...
+1
Buy Hold Sell
Livewire Markets
Expert Insights

4 growth stocks the market missed

It’s no secret that growth is hard to come by in the Australian market, but that doesn’t mean that every opportunity has been found already. Livewire interviewed...
+2
Livewire Exclusive
Livewire Markets
Equities

Amazon Turns Over the Grocery Cart

Online retail giant Amazon (NASDAQ: AMZN) has announced an agreement to buy one of America’s most successful grocery retailers Whole Foods Market (NASDAQ: WFM). The...
Steve Johnson
Forager
Equities

Office Depot holding on to ‘offline’ market

Though the U.S. office supplies market has consolidated down to Staples and Office Depot (ODP), many investors consider these two extremely dominant businesses...
Jacob Mitchell
Antipodes
Buy Hold Sell

5 food stocks to feast on

Food stocks may not always take you to investing’s promised land, but a2 Milk and Capilano have certainly delivered some milk and honey for investors in recent years....
ELD
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Can scandals create buying opportunities?

Both the reputation and the share price of listed retirement village operator, Aveo Group, have taken a big hit recently. With this backdrop, we ask Dean Fergie of...
AOG
Buy Hold Sell
Livewire Markets
Expert Insights

A value smallcap with earnings momentum

This smallcap has seen EPS growth of 30% pa for four years, yet the price has barely moved and the stock still trades on a PE of 8. In this exclusive two-minute video,...
Livewire Exclusive
Livewire Markets
Expert Insights

A homegrown global success story

James Abela, Portfolio Manager of the Fidelity International Future Leaders Fund, explains what he looks for in Australian companies looking to grow offshore. He then...
SEK
Livewire Exclusive
Livewire Markets
Expert Insights

One stock with above average prospects

Romano Sala Tenna from Katana Asset Management outlines the investment case for a company that he believes has above average growth prospects. The business has been...
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Shopping in unlikely places

The retail sector has been as soft as an egg. However, a recent survey of Livewire readers showed that many believe the threat of Amazon is overplayed. We’ve taken...
APT
BAP
+2
Buy Hold Sell
Livewire Markets
Expert Insights

There's more pain to come in small caps

The period of underperformance by small companies has widely been attributed to large funds rotating out of the sector. James Abela from Fidelity International has...
Livewire Exclusive
Livewire Markets
Equities

3 strategic picks by the experts

We recently asked Steve Johnson, Tim Kelley and Alex Pollak for insights on their investment process, and to discuss how they are investing today. Today we follow up...
RMD
Livewire Exclusive
Livewire Markets
Equities

Italy: Crowded Out

Italy has been a wonderful hunting ground for the Forager International Shares Fund since inception in 2013, especially among smaller companies where we most often...
Steve Johnson
Forager
Expert Insights

Becoming the world’s biggest lithium producer

The battery mineral thematic has driven strong price gains for companies with quality assets in recent years. In this short video Romano Sala Tenna from Katana AM...
Livewire Exclusive
Livewire Markets
Expert Insights

A growth stock on value metrics

Genuine earnings growth is a rare commodity, seeing companies with good growth prospects attract eye-watering multiples. However, Romano Sala Tenna from Katana AM...
COH
CSL
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: The Dogs of FY17

After reviewing the stocks that shot the lights out in FY17, this week we turn the tables and look at 5 widely held stocks that dragged the market down, the worst of...
OFX
+2
Buy Hold Sell
Livewire Markets
7351-7375 of 7503