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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.

Equities

ASX200 at 7,000 - a case of round number bias

Behavioural economists will tell you that big, round numbers (like 7,000) can have a large influence on investor emotion and behaviour. Round number bias is described...
Anthony Doyle
Anthony Doyle
Firetrail Investments
Equities

Infrastructure assets for the digital economy – data centres

Technology was once a major competitive advantage for large companies, today that’s no longer the case, smaller companies can now compete on a level technology playing...
NXT
Gary Rollo
Montgomery
Equities

8 thoughts and truths about LICs

A lot is being written right now about LICs. We’d like to put in our two cents worth. As an investor, we were initially attracted to the LIC sector by the quality of...
Daryl Wilson
Affluence Funds Management
Equities

The biggest investment trend of our lifetime

When I look back on 2019, I think the big lesson we learned and the big lesson all equity investors should learn is that interest rates really, really matter. 2019 was...
Nick Griffin
Munro Partners
Equities

Our take on Paradigm, one of Livewire's most-tipped small caps

Prior to the end of 2019, Fiftyone Capital shared an update with our investors in the Progressive Global Fund regarding our holding Paradigm Biopharmaceuticals...
CSL
Scott Williams
Fiftyone Capital
Equities

Love, quality, and perplexing market behaviour

What do you mean by quality? The first time I was asked this I didn’t really know what to say, it seemed so obvious. You know it when you see it! But you can learn a...
Michael Frazis
Frazis Capital
Equities

10 most tipped small-caps for 2020

If you missed it, last month we ran our annual Predictions and Top Picks survey. This had an unprecedented response, with nearly 7,000 participants each sharing a...
AD8
APX
AVH
+7
Alex Cowie
Alex Cowie
Equities

10 most tipped big-caps for 2020

Last month we ran our annual Predictions and Top Picks survey, which had an overwhelming response with nearly 7,000 investors participating. Not only was this nearly...
APT
BHP
+7
Alex Cowie
Alex Cowie
Equities

Market sentiment remains fickle

By the end of 2018 it looked like a combination of central bank policy error and political uncertainty was about to end a decade-long bull market in global equities....
Nikko AM
Nikko AM
Amova AM
Equities

How to profit from a falling Aussie dollar

As we enter 2020, many Australian investors may be looking to diversify their share portfolios by investing in global equities. If you’re one of them, you might have...
Dan Pennell
Plato Investment Management
Equities

Healius: One stock idea for the next correction

(Ed note: first published Jan 8th 2020). The last quarter of 2018 was a bloodbath for markets, with much of the carnage taking place during 'Red October'. While many...
HLS
MQG
+2
Alex Cowie
Alex Cowie
Equities

Tim Carleton – Finding value in large-cap global equities

Tim Carleton from Auscap joins the podcast for a second time to discuss his new Global Equities Fund as well as the recent performance of the Long Short Australian...
David Clark
Koda Capital
Equities

Softcat leaps over Brexit

American IT reseller CDW Corp has been a core portfolio holding of the Fairlight Global Small and Mid Cap Fund since inception. On first glance, CDW appears to share...
Alvise Peggion, CFA
Fairlight Asset Management
Expert Insights

Why Resmed is a compelling strategic play

The U.S. is expected to spend a quarter of its entire GDP on healthcare over the next five years, while governments in the rest of the developed world will continue to...
RMD
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Bulls, bears and consensus trades

Welcome to 2020. The bulls still have strength in numbers, but an increasing number of bears are emerging from hibernation. Those who argue that benign market...
Buy Hold Sell
Livewire Markets
Equities

10 favoured stocks and market outlook

In this wire, we share our most favoured stocks for 2020 with a brief description of each company. We also recap key market events, the current investing environment,...
AMC
CSL
+7
Bell Potter
Stockbroker
Equities

Dogs of the ASX

The greatest returns on the stock market rarely come from buying the well-loved stocks whose share prices have recently performed strongly, but rather from unloved...
AMP
BLD
CGF
+6
Hugh Dive
Atlas Funds Management
Equities

Braveheart’s victory in 2019

At the start of 2019, I selected a A recession proof, property proof ASX portfolio for Livewire. An equal weighted investment in the 12 stocks would have returned...
BHP
SSM
Steve Johnson
Forager
Equities

Structural change will continue to support growth stocks

Global equity markets have bounced back strongly after a down year in 2018. What is your outlook on equities going forward? We are still constructive on equities in...
Hari Balkrishna
T. Rowe Price
Buy Hold Sell

The #1 stock picks for 2020

Last year’s top stock calls from five fund managers who we invited to the Livewire studio brought the house down with a 59% return. The exercise was meant to be a bit...
EML
+3
Buy Hold Sell
Livewire Markets
Buy Hold Sell

9 quality stocks for your watchlist

(Ed note: First published 31st Dec 2019): We all love quality businesses, but quality usually commands a premium and sometimes that premium is just too high. In the...
CSL
IEL
+3
Buy Hold Sell
Livewire Markets
Equities

Rise of the ASX Zombies

Our thesis is simple: capitalism is dying and the myopic public policy statism replacing it is breeding a new wave of zombie companies that cannot survive in a...
Christopher Joye
Coolabah Capital
Equities

IMDEX a true innovator – how is technology leading growth?

IMDEX Limited (ASX:IMD) is a mining services company with solid leverage to gold exploration and development activity. The key attraction for us is the strong IP...
IMD
Gary Rollo
Montgomery
Equities

Will BHP’s ‘Social Value’ translate to value for shareholders?

There are so many reasons why it makes commercial sense for resource companies to be leaders in environmental, social, and governance (ESG) factors, so BHP’s ‘Social...
BHP
Tim Gerrard
Tim Gerrard
Janus Henderson
Equities

Bell Potter's top stock picks for 2020

In this report, our analysts share their sector view and top stock picks for 2020 across a range of sectors including banks and general insurers, LICs and LITs,...
+33
Bell Potter
Stockbroker
7426-7450 of 8799
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