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Equities

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: Stocks making all-time highs

Identifying those companies that are making new rolling 12 months highs is a tried and tested form of idea generation for investors. So in this episode of Buy Hold...
CSL
REA
RMD
+2
Buy Hold Sell
Livewire Markets
Equities

Two reasons banks could go higher

The financials index has been belted over 5% since bank reporting started last week. The market’s correct anticipation of the budget’s bank levy has been a key driver...
MQG
+2
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Stocks for a stormy market

It's been a dream run for equities recently, with indices steadily floating higher. This week, however, volatility returned and investors got a sniff of reality. With...
+1
Buy Hold Sell
Livewire Markets
Expert Insights

Interesting opportunities in financials

Omkar Joshi from Regal Funds Management believes that there are a number of interesting opportunities in the Australian financial sector. While he believes the major...
AUB
CGF
+2
Livewire Exclusive
Livewire Markets
Expert Insights

3 key themes for bank reporting

Over the next week investors will receive financial updates from three out the four 'Big Banks' (NAB, ANZ, WBC). Omkar Joshi from Regal Funds says that margins,...
+1
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 4 stocks feeling the heat

Where there’s smoke, there’s usually fire, so in this episode the panel focus on four stocks that are feeling the heat right now. Activists, short sellers and industry...
BHP
QIN
Buy Hold Sell
Livewire Markets
Expert Insights

Australian stocks a better bet

David Wanis, Portfolio Manager at Schroders Australia discusses where to find value in global markets today. While all markets appear fairly fully-priced, David makes...
Livewire Exclusive
Livewire Markets
Expert Insights

Finding the next Facebook

Nick Griffin, Head of Investments at Munro Partners, says the network effects at Google, Facebook, or Amazon are now so strong that only regulation could break them....
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Beaten Up Big Caps

What do Brexit, the NBN, and Star Wars all have in common? They’ve all caused significant falls in the prices of certain ASX stocks. Brexit has weighed on the share...
EVT
Buy Hold Sell
Livewire Markets
Expert Insights

The coming confession for retail stocks

Australian retail stocks are yet to feel the full force of disruption from ecommerce, explains Nick Griffin, Head of Investments at Munro Partners. Retailers rely on...
JBH
KGN
+5
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell Live: 6 stocks making headlines

At the inaugural Buy Hold Sell Live event, we dialled up the ‘intellectual horsepower’ and heard from three leading Australian fund managers; Geoff Wilson AO from...
AMP
+2
Buy Hold Sell
Livewire Markets
Expert Insights

Don’t ring the bell on emerging companies just yet

While most smallcap indexes around the world tend to trade at a premium to their associated larger cap index, the Australian market is an exception. Smaller companies...
Livewire Exclusive
Livewire Markets
Equities

Three companies with wide moats

Warren Buffett famously favours companies with strong competitive moats. A look at his results investing in Coca-Cola and See’s Candies, it’s not hard to see why....
COH
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Wilson, Murray and Johnson: How they’re investing today

Livewire recently hosted an intimate investor evening where a handful of investors had the opportunity to hear how three local fund managers are investing today. The...
BAP
CYB
+1
Buy Hold Sell
Livewire Markets
Equities

Four microcaps for today's market

A great deal of inefficiency exists at the small end of the market. And where there is inefficiency, there is opportunity. The trick is in knowing how to identify the...
+3
Livewire Exclusive
Livewire Markets
Expert Insights

Two sectors that look expensive

David Wanis, Portfolio Manager at Schroders Australia, explains how he is looking at the current investment landscape and highlights two sectors that he believes are...
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 stocks riding demographic trends

Investing smartly into growing markets can present great opportunities, and backing demographic trends can be a good way to do this. Australia’s ageing demographic is...
CGF
GEM
+1
Buy Hold Sell
Livewire Markets
Equities

17 red flags to watch with small caps

After numerous recent small cap explosions, investors are now treading fearfully in the sector. But as Buffett famously said: “…be greedy when others are fearful”. So...
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Amazon: The big shark comes in...

Amazon’s entry to Australia is getting closer and the market is getting nervous. Who will see their margins slashed the most? Simon Shields from Monash Investors and...
JBH
NCK
Buy Hold Sell
Livewire Markets
Equities

The road ahead for small caps

After a good run for small caps, the start of November 2016 marked the start of a period of under-performance: the Small Ords index has put in +2.4% vs. +10.1% for the...
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Five fallen angels

After a brutal ‘confession season’, the small cap market is littered with former market darlings now trading more than 30% off their recent highs. So in this episode...
+2
Buy Hold Sell
Livewire Markets
Equities

The experts’ stock ideas: Q1 review

With the March quarter nearly over, we’ve been checking in on the stock picks from our 2017 Outlook survey. First came our readers’ stock ideas (link below). Now we...
ALU
EVT
+1
Alex Cowie
Alex Cowie
Buy Hold Sell

Buy Hold Sell: The Fundies’ Favourites

Each week in reporting season Livewire polled a selection of fund managers for their standout results. Matthew Kidman from Centennial Funds asks the two JBs’ - Justin...
CPU
IVC
+2
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Stocks, rates, and inflation

In this Buy Hold Sell thematic discussion, the ‘two JB’s, Justin Braitling from Watermark and Julian Beaumont from Bennelong, discuss inflation, rates, and how...
Buy Hold Sell
Livewire Markets
Equities

How to Assess a Successful Investment

I presented a webinar for Netwealth last week on value investing in small and mid cap stocks. Even after a couple of decades practising value investing, going back to...
Steve Johnson
Forager
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