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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

How to invest in today's market

As we reach the half way point of 2017, we took some time out to analyse how markets have performed since the start of the year, what areas are primed for a strong...
Martin Conlon
Schroders
Buy Hold Sell

Making Money in FY18

Do you have a few losers sitting in your portfolio? Tax time tends to put a spotlight on those painful positions you wish you’d avoided. With FY18 upon us we’ve...
SUN
TCL
+1
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: The top performers of FY17

With the financial year wrapping up, we review three ASX200 stocks that shot the lights out. Two of these top-performers are traditionally unloved by investors, but...
QAN
SUN
+1
Buy Hold Sell
Livewire Markets
Equities

5 Oversold Small Caps

Livewire reached out to a group of small cap portfolio managers to ask for a stock that has been unduly sold down as part of a sector de-rating, rather than company...
ALQ
ASL
BAP
+5
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 4 Small Cap Financials

This week, Matthew Kidman of Centennial Asset Management runs 4 small cap diversified financials - Pioneer Credit, Steadfast, Clearview, and Freedom Insurance - past...
+1
Buy Hold Sell
Livewire Markets
Equities

The 4 triggers of small cap outperformance

Following yesterday’s brief which pointined to small caps being at the start of a period of outperformance, we now ask our panel: What needs to happen next for the...
NCK
Livewire Exclusive
Livewire Markets
Equities

Small caps firing up again?

May 2017 marked the first month since September 2016 that the Small Ordinaries Accumulation Index outperformed large caps. Livewire reached out to six small cap...
WAA
WAM
WLE
Livewire Exclusive
Livewire Markets
Buy Hold Sell

The best protection from a downmarket

With well-publicised crash warnings rattling the market, and Morgan Stanley saying Australia is overvalued and uncoupling from global markets, we ask Marc Whittaker of...
Buy Hold Sell
Livewire Markets
Equities

Hidden value in quality retail stocks

Value is hard to find in the market today, so in the third and final part of our recent brief, we asked our panel of experts to share an investment that offers an...
Livewire Exclusive
Livewire Markets
Expert Insights

Opportunities at the market crossroads

Equities are in the late stages of a near-record bull-market, and rates are once again heading up. In this exclusive interview, Arik Star, Portfolio Manager, Ellerston...
Livewire Exclusive
Livewire Markets
Equities

Don't Be Shaken from the Equities Tree

Fund managers are apparently winding up funds and returning cash to investors to avoid the coming crash. Bill Gross is telling us sharemarket risk is at its highest...
Steve Johnson
Forager
Buy Hold Sell

Buy Hold Sell: 4 stocks with big aspirations

After a two week break Matthew Kidman of Centennial Asset Management hosts two new panelists, in Marc Whittaker of Investors Mutual, and Joe Magyer of Lakehouse...
ALU
+1
Buy Hold Sell
Livewire Markets
Expert Insights

Nothing defensive in 'expensive defensives'

Returning from the Berkshire Hathaway AGM, Nathan Bell and the team from Peters MacGregor, took the opportunity to take the pulse of the US markets. Reporting on their...
SYD
TCL
Livewire Exclusive
Livewire Markets
Expert Insights

An unknown smallcap on 4 times cashflows

Tony Hansen, the CIO of EGP Capital illustrates more of his original stock-picking strategies with a small cap his fund has built a large position in. The stock has an...
ELD
QIN
+1
Livewire Exclusive
Livewire Markets
Equities

Quality of Earnings & Flaws of the P/E Ratio

Often when analysts and market commentators talk about valuation of certain businesses, the method used is the price to earnings or P/E ratio. A price earnings ratio...
NAOS Asset Management
NAOS Asset Management
NAOS
Equities

Aitken on markets: The good, the bad & the ugly

This week Livewire attended the ‘Better Manage your Wealth’ seminar, hosted by Market Matters. The event featured talks by a number of speakers including James Gerrish...
Livewire Exclusive
Livewire Markets
Equities

Further thoughts on TPG

Just a quick follow upon yesterday’s post about change and churn at TPG. In a perfectly-competitive Adam Smith inspired world, no company earns an above average...
Steve Johnson
Forager
Equities

Change Equals Churn at TPG

Andrew Hansen once told me his eponymous billing software company had hardly ever lost a client. "That's the good news", he told me, "but we have hardly ever won one...
TLS
Steve Johnson
Forager
Equities

A Baysean on Uber Suggests Less than 40% Chance of Failure

What are the odds Uber is alive in 10 years’ time? Just 1%, according to Hamish Douglass of Magellan. My guess is he was making a point using hyperbole – 1% is a very...
Steve Johnson
Forager
Equities

How to invest in microcaps alongside the Perennial Value team

Navigating the almost 2000 stocks in the microcap universe can be daunting for investors, particularly as broker coverage is so thin. But this is precisely what...
Andrew Smith
Andrew Smith
Perennial Value Management
Buy Hold Sell

Buy Hold Sell: Where is the value?

Howard Marks once said “Investing is a popularity contest, and the most dangerous thing is to buy something at the peak of it’s popularity.” So in this episode of Buy...
Buy Hold Sell
Livewire Markets
Equities

4 domestic bubbles caused by incentives

“Show me the incentive and I’ll show you the outcome” ... Charlie Munger’s quip is typically insightful and relevant to many of the ructions currently facing the...
AGL
BHP
CCL
+3
Martin Conlon
Schroders
Equities

4 reasons Telstra is the clear winner

Over 600 Livewire readers responded to our survey this morning asking: 'If you had to invest in one Telco stock right now, which would it be?’ Telstra was the clear...
TLS
Livewire Exclusive
Livewire Markets
Equities

The Million Euro question facing the EU

Following the Macron victory, Sunny Bangia, Deputy PM at Antipodes Partners, has provided this analysis for the road ahead for the EU. With the election of Emmanuel...
Jacob Mitchell
Antipodes
Equities

15 fresh investment ideas from Future Generation

The 2017 Future Generation Investment Forum has been a resounding success. Livewire provided coverage of the event in which 13 of Australia’s leading fund managers all...
NBL
PWH
+1
Livewire Exclusive
Livewire Markets
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