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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 stocks for a shifting market

Livewire recently asked Sean Fenton of Tribeca, Vince Pezzullo of Perpetual, and Simon Shields of Monash to share their views as to whether the trend that emerged last...
FMG
IPL
+4
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: The crowd's favourites for 2017

In the first episode of Buy Hold Sell for 2017 we take a look at the most popular bigcap stocks from the Livewire Reader Outlook Survey: BHP, NAB, CSL, Macquarie, and...
BHP
CSL
MQG
+2
Buy Hold Sell
Livewire Markets
Equities

Lessons from 2016’s best and worst performers

The lists of the best performing and worst performing stocks in the ASX200 during 2016 told a dramatic narrative of a reversal of fortunes between growth stocks and...
BHP
RIO
Livewire Exclusive
Livewire Markets
Equities

CIMIC Bid Undervalues Macmahon but is Good News for Shareholders

The Australian quotes us this morning as being “angry” at CIMIC about its bid for mining contractor Macmahon (Forager's managed funds own 8.63% of Macmahon) . Quite...
Steve Johnson
Forager
Expert Insights

Checking in on the fallen angels

Following the big falls in share price for some of the high-priced growth stocks he identified on Livewire in February 2016 https://www.livewiremarkets.com/wires/30501...
BKL
+2
Livewire Exclusive
Livewire Markets
Expert Insights

Quality stocks are finally cheap

There is no shortage of labels that investors use to differentiate their approach to picking stocks. Over the last few months, the financial lexicon has been dominated...
Livewire Exclusive
Livewire Markets
Expert Insights

What’s driving The Great Rotation?

In the second half of 2016, as markets began to realise that the bottom for bond yields had likely been hit, a seismic shift started to occur in equity markets. In...
ALU
BKL
+4
Livewire Exclusive
Livewire Markets
Equities

Finding the long shots on equity markets

Outlook commentaries at the outset of 2016 were noticeably devoid of cheerleaders for the eventual winners, while prior year winners had plenty of fans. The same could...
SYD
Martin Conlon
Schroders
Expert Insights

Montgomery: Irrational selling creates opportunity

Each year Dalbar, a US based research firm, conducts their Quantitative Analysis of Investor Behaviour. The study looks at how investor decisions to switch in and out...
REA
Livewire Exclusive
Livewire Markets
Buy Hold Sell

The #1 stock picks for 2017

As part of Livewire's 2017 Outlook Series we’ve asked 5 professional stock pickers for their views on the outlook for equities and their #1 stock pick for 2017. The...
ALU
EVT
+1
Buy Hold Sell
Livewire Markets
Buy Hold Sell

6 topical issues for 2017

We've picked 6 topical points of interest for Australian equity investors to consider in the year ahead. We then put each of these possible scenarios to our panel to...
BHP
BKL
+3
Buy Hold Sell
Livewire Markets
Equities

Why AGMs are Worth Attending

Attending AGMs might feel as a waste of time. By October, when the AGM season kicks in, the focus is already on the new financial year and beyond. Nevertheless,...
Steve Johnson
Forager
Equities

Lessons for All in Bellamy's Troubles

Six months ago, organic baby-food company Bellamy’s was flying the flag for a new Australian economy. Australia’s reputation for healthy, clean food was going to pick...
Steve Johnson
Forager
Equities

An advanced project in an undersupplied market

My preferred commodity exposure is sulphate of potash (SOP) – not to be confused with the more common muriate of potash (MOP), which in is an oversupplied market. SOP...
AMN
John Deniz
Paragon Funds Management
Equities

Blip, Bump or Block for Bellamy's?

Market darling Bellamy's has fallen 35% this morning. It joins a growing list of priced-to-perfection growth stocks that have disappointed investors late in 2016 (APN...
Steve Johnson
Forager
Buy Hold Sell

Buy Hold Sell: Australia’s most shorted stocks

In this week’s Buy Hold Sell we examine five of the most shorted stocks on the ASX. All five of these stocks have over 11% of their register sold short. Traders short...
MTS
+1
Buy Hold Sell
Livewire Markets
Buy Hold Sell

How to position for the great rotation

Cyclical stocks, financials, low price-to-book/price-to-earnings ‘value’ stocks, and resources have all been on a run recently. Meanwhile, high price-to-earnings...
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Travel, tourism and the consumer

In this episode of Buy Hold Sell we ask our panel to share their views on a selection of companies offering exposure to travel, tourism and the consumer. After a...
BWX
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Sifting for value in resources and mining services

It has been the surprise story for 2016. A bottoming in commodity prices triggered an aggressive bounce in resources stocks and the services companies exposed the...
MLD
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 Sizzling Small Caps

One of the most profitable trends in the market this year has been the outperformance of small cap stocks. The Small Ordinaries index (total return) is up around 13%,...
+3
Buy Hold Sell
Livewire Markets
Equities

Infrastructure stocks looking most attractive in 2 years

In a perfect world, we would identify a particularly attractive thematic, identify the best companies exposed to those themes through company meetings and our own...
SYD
TCL
John Deniz
Paragon Funds Management
Equities

GR Engineering Stands Out

Mining services is a sector where poor margins, woeful returns on capital and poor management decisions seem to be the norm. One company that bucks the trend, though,...
Steve Johnson
Forager
Equities

5 compelling value stocks

Regular readers of Livewire will have been following our feature on ‘value investing’. What we’ve learned is that while labels may be dispensable, having robust and...
Livewire Exclusive
Livewire Markets
Equities

How to sort the ‘value’ from the ‘traps’

If you able to find a stock in this market that appears cheap, perhaps the attractive valuation is due to market inefficiency, and you have unearthed genuine value …...
Livewire Exclusive
Livewire Markets
Equities

11 ways to find the perfect value stock

Buying stocks for less than they are worth will never go out of style. Recently however, there have been increasing interest in ‘value’ as prices have appreciated...
Livewire Exclusive
Livewire Markets
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