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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

Three small caps ready to rumble

Small and mid-cap stocks are often under-researched segments of the market but represent an area in which we often find some very under-appreciated, quality stocks...
EVT
GWA
Simon Conn
IML
Equities

3 mis-priced yield plays

In September last year we penned a piece titled the ‘Impact of negative rates on global capital flows’ in which we laid out the case for increasing demand for higher...
+1
John Garrett
MA Financial Group
Collections

Why the fundies never sell these stocks

Over the last 30 years, the average holding period for stocks on the ASX has fallen from around 6 years to less than 1 year. Despite the obvious benefits to longer...
NXT
Alex Cowie
Alex Cowie
Equities

The New Criterion: small cap stocks that tap the disaster zeitgeist

As is the norm, the speculative end of the market moves to its own rhythms and influences. In this vein, here are three ‘special situation’ stocks that plug into the...
Tim Boreham
Tim Boreham
Independent Investment Research
Buy Hold Sell

Income strategy: miners vs banks and 2 expert yield picks

The major miners BHP, Rio Tinto and Fortescue endured a horrible run during the mid-2010s amid the commodities meltdown. After battening down the hatches and disposing...
BHP
FMG
+4
Buy Hold Sell
Livewire Markets
Equities

Listed Managed Investment Monthly Review

The LMI Monthly Update, from Independent Investment Research, takes a look at recent activity in the LMI sector and provides a view of key themes and issues within the...
AMH
+2
Mark Tobin
Coffee Microcaps
Equities

Coronavirus: worse than you think, but not so bad for stocks

The 2020 Coronavirus has become a cultural meme, like Kony 2012, or bitcoin in 2018. I’d guess most people on the planet have talked about it in the last 24 hours. ...
Michael Frazis
Frazis Capital
Equities

Why one Chinese giant has protection on the downside and re-rating potential.

The Chinese mobile telecommunications market is the largest in the world in terms of subscribers and is leading the transition to a 5G world. China Mobile (HKG: 0941)...
PM Capital
PM Capital
Equities

Where I'm finding the best opportunities today

Investors face a range of challenges as well as opportunities in 2020. Markets are near all‑time highs, and while bull markets tend to die of extremes or crisis,...
Scott Berg
T. Rowe Price
Equities

Investing in Xero: the science

Investing is riddled with uncertainties. High conviction investing is the process of shining light on those uncertainties until they are clear enough that you can see...
XRO
Alipasha Razzaghipour
Alipasha Razzaghipour
Kasa Investment Partners
Equities

Bumper results show Newcrest’s Havieron copper-gold find could be white knight for struggling Telfer

Upbeat assessment augurs well for what looks like being a much better year for exploration, with Rio pushing ahead with its Antipa JV while juniors Stavely, Chalice,...
CHN
+5
Barry FitzGerald
Independent Journalist
Equities

A Leading Terminal, Going Terminal?

A business with outstanding margins, strong cashflows, good balance sheet, consistent dividends and high barriers to entry combined with an attractive valuation all...
Scott Williams
Fiftyone Capital
Buy Hold Sell

Buy Hold Sell: 3 most tipped small-caps and 2 fundie favourites

Pointsbet, Nearmap and Appen were among the stocks that made it to the Livewire readers’ 10 most tipped small-cap list for 2020. If you missed it, this list singled...
APX
NCK
NEA
+2
Buy Hold Sell
Livewire Markets
Collections

Loyal but unloved: 3 stocks craving your attention

The case for investing in global stocks is hard to disagree with: more choice, more diversification, and more representation of sectors. Currency tailwinds are a...
Alex Cowie
Alex Cowie
Equities

A cyclical sector well positioned for the year ahead

There are parts of the market that should benefit from supportive monetary policy, stimulus in China and buoyant commodity prices, and we believe the mining services...
IMD
+4
Matt Griffin
Maple-Brown Abbott
Equities

A merger of unequals

Fairlight Asset Management, a stockholder of Hexcel Corporation (NYSE: HXL), today delivered a letter to Hexcel's Board of Directors expressing Fairlight's concerns...
Will Dowd, CFA
Fairlight Asset Management
Equities

Which stocks will disappoint with results (and which won't)?

We’ve had profit warnings from IAG, DOW, CIM, NHF, NUF, SUL, KGN and TWE. The confession season is in full flight. Time for this perennial article – rules for the...
AMP
ASX
BWP
+15
Marcus Padley
Marcus Today
Expert Insights

Are emerging markets cheap?

On the surface, emerging markets appear to be significantly cheaper than developed markets. Emerging markets trade at a forward PE of ~12x, compared to ~18x for...
Livewire Exclusive
Livewire Markets
Equities

The New Criterion: behind the Victorian gold revival

For the best part of 50 years Victoria’s historically fecund gold fields have been a basket case, given lack of government support and disastrous big-ticket attempts...
CHN
+2
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

The key to capturing a 20-bagger

In our inaugural podcast for 2020, I sit down with Peter Stevens, Investment Analyst at Frazis Capital, to discuss the lessons we’ve taken to heart from last year and...
APT
XRO
Michael Frazis
Frazis Capital
Equities

Are shares expensive?

As we enter 2020, “whether shares are expensive” seems to be a topic du jour for those interested in the stockmarket. The Australian indices are recently making new...
Tim Carleton
Auscap Asset Management
Equities

Is there still juice in the Telstra thesis?

Anyone who’s followed the writings of the team at Montgomery Investment Management over the years would’ve noticed that for a long time the firm was decidedly negative...
HLS
TLS
Patrick Poke
Livewire Markets
Rapid Fire

Actively hunting for hidden gems in EM

Emerging markets have been in the headlines for all the wrong reasons; slowing growth, trade tensions and political risks. However, they can also offer deep value,...
Alex Cowie
Alex Cowie
Equities

The early innings of enterprise cloud software

Enterprise software is in the midst of a structural shift toward cloud-enabled platforms. In-house systems, localised IT teams, unsupported third-party software, and...
Damon Callaghan
ECP Asset Management
Equities

Where to find undervalued stocks in an overvalued market

Investing is simple, but never easy. This statement seems to ring particularly true today as the ASX trades close to all-time highs more than 10 years since the last...
CSL
+5
Airlie Funds Management
Airlie Funds Management
7376-7400 of 8799
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