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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 contrarian case for LICs

Never have we seen so much negative media attention on LICs and LITs (unless specifically mentioned, we will refer to both as LICs for convenience). There have been...
Daryl Wilson
Affluence Funds Management
Equities

Celeste: Happily ever Afterpay?

The Australian payments sector has attracted a lot of interest over the last few years on the back of Afterpay’s stellar share price performance and a number of new...
APT
+3
Nicolas Burgess
Nicolas Burgess
EL&C Baillieu
Reporting Season

One way to ride the thriving theme of mining services

In our recent article, we outlined our view that the mining services sector is well positioned heading into 2020 with investment in iron ore projects...
Matt Griffin
Maple-Brown Abbott
Reporting Season

CBA looking overvalued despite solid result

CBA beat expectations in a challenging environment for the banking sector. Cash earnings of $4,477m were 2% above the market, driven by a strong NIM (Net Interest...
James Delaney
James Delaney
Sage Capital
Reporting Season

IDP Education kicking goals

IDP Education (IEL) was the biggest mover on the ASX200 yesterday, gaining 28.4%. The company's 1H20 result release achieved three key goals: First, it exceeded...
IEL
Roger Montgomery
Montgomery Investment Management
Reporting Season

CSL in a strong position for growth

CSL delivered a very strong result with NPAT and EPS increasing 11% on a constant currency basis. The result for H120 was slightly weaker than market expectations but...
CSL
Chris Hall
Chris Hall
Ellerston Capital
Equities

Why there’s no stopping CSL’s charge to the top

Since listing in 1994, Australian biotech company CSL has powered ahead to become our second largest company by market cap. Lying just ahead is the Commonwealth Bank....
CSL
Roger Montgomery
Montgomery Investment Management
Equities

The New Criterion: when a high-flying tech darling returns to earth

The savage share sell down of aerial mapper Nearmap (NEA, $1.94) highlights the dangers of investing in tech stocks valued on lusty revenue multiples that leave little...
AMX
NEA
Tim Boreham
Tim Boreham
Independent Investment Research
Expert Insights

Where to invest when you don’t know what’s coming next

Considering what’s happening around the world, from Brexit to the US-China trade war, markets are showing less volatility than expected. And this makes Bruno Paulson,...
Livewire Exclusive
Livewire Markets
Equities

Atlas Arteria profits from negative rates

One of Shakespeare’s most famous quotes is “Neither a borrower nor a lender be.” But toll road operator, Atlas Arteria (ASX: ALX), may beg to differ. It was paid to...
ALX
Joseph Kim
Equities

Readers or Fundies: Who took the early lead?

With just six weeks of the year behind us, it may seem premature to be checking in on the 'most tipped stocks' and fundies #1 picks, but there are two things to...
APT
BHP
+5
Alex Cowie
Alex Cowie
Equities

Alkane Resources - a pure gold-copper opportunity

Alkane Resources is a gold producer with outstanding gold-copper exploration potential as well as holding an undeveloped rare earth project, which is anticipated to be...
AQX
Emanuel Datt
Datt Capital
Reporting Season

FNArena Reporting Season Monitor: February 2020 - Week 1

Welcome to the FNArena Reporting Season Monitor for the February result season 2020. The Monitor reports ratings and consensus price target changes, along with brief...
AMP
+6
Rudi Filapek-Vandyck
FNArena
Equities

Like buying Xero four years ago

Do you ever wish you'd bought Xero four years ago - before the price increased six-fold? Well, you may not be able to turn back the clock, but there's nothing...
XRO
Alex Cowie
Alex Cowie
Equities

Fidelity: Key picks in the consumer sector

The consumer sector offers the opportunity to invest in some of the best known brands and businesses in Australia. But the sector can also be cyclical and competitive,...
COL
+1
Nicolas Burgess
Nicolas Burgess
EL&C Baillieu
Equities

Feb 2020 reporting season roadmap

Reporting Season First Half 2020 is here. Morgans has provided a calendar covering individual reporting dates, stock recommendations and company comments for the...
AVN
BPT
+5
Andrew Tang
Morgans Financial
Buy Hold Sell

Buy Hold Sell: 5 most tipped big-caps

CSL, Afterpay, Macquarie Group, BHP Billiton and Fortescue Metals Group ranked as top 5 among Livewire readers’ most tipped big-caps for 2020. If you missed it, this...
APT
BHP
CSL
+2
Buy Hold Sell
Livewire Markets
Equities

Polynovo and Avita: Two world class Aussie burns innovators

While the bushfires continue to rage in parts of the country, you may not be aware that two Australian innovators are revolutionizing the way burns are treated. The...
AVH
MSB
PNV
Michael Frazis
Frazis Capital
Reporting Season

Bell Potter Reporting Season Calendar - February 2020

With reporting season here, you can access our full calendar, which lists reporting companies in chronological order with forecasts and ratings.
CSL
JBH
+6
Bell Potter
Stockbroker
Expert Insights

How China is leapfrogging the West

Mobile payment penetration in China is over 80%, well ahead of the West. So ubiquitous is the technology that beggars on the street often use QR codes rather than...
Livewire Exclusive
Livewire Markets
Equities

What an exciting time to be long or short Tesla

This kind of move is invariably a short squeeze, as each move higher triggers incremental buying demand. It goes until it stops. The strongest part of the short...
Michael Frazis
Frazis Capital
Equities

What’s the outlook for global small and mid cap companies?

Local investors have a good appetite for Australian small and medium cap companies. But there’s a huge universe of global companies in this category that are also...
Ned Bell
Bell Asset Management
Equities

Pork Pulled Protein Price Pressure

Apart from catching up with family and friends and listening to Big Block on repeat with the kids, we spent countless hours during the recent holidays reading and...
BGA
+15
Anthony Kavanagh
Chester Asset Management
Equities

From Xero to hero

Xero (XRO) looks set to become one of New Zealand’s great success stories. And like Phar Lap, Lorde, and other great Kiwi exports, we Australians seem set on claiming...
XRO
Patrick Poke
Livewire Markets
Equities

Screening for sustainable small caps

As the climate debate continues to elevate and financial risks begin to mount, we expect ESG factors to become increasingly important in the investment decision-making...
CXL
GNX
+6
Aaron Muller
Aaron Muller
Canaccord Genuity
7351-7375 of 8799
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