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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

The boy who cried tariff: Have markets moved on?

In this update, we explore how long markets can ignore tariff drama, the odds of a Fed rate cut and the good news for small caps.
Andrew Mitchell
Ophir Asset Management
Equities

This ASX fundie is on a forward PE of 11 with a monster 11-12% dividend yield, says Macquarie

You don't often see huge yields on asset managers that are highly rated by the market. So what's going on?
GQG
+2
Tom Richardson
Livewire Markets
Equities

Why a Silicon Valley exec bought into Breville’s global ambitions

It’s much harder to innovate consistently than build one great idea, but some companies are up to the challenge. In our latest Curious podcast, I sat down...
BRG
Dawn Kanelleas
First Sentier Investors
Equities

This sector just scored 2026 reimbursement growth above inflation

New US hospital and surgical reimbursement rates for 2026 are rising faster than inflation, bolstering the earnings outlook for the sector.
+6
Jacob Celermajer
Cordis Asset Management
Reporting Season

JB Hi-Fi: the consumer electronics giant that continues to win market share

JB Hi-Fi delivered a strong FY25 result, yet so far, its share price is falling. It’s a buy the dip opportunity says this fund manager.
JBH
Carl Capolingua
Livewire Markets
Equities

Why quality matters even more when markets are fully priced

Claremont Global's Bob Desmond is staying disciplined as markets chase momentum, betting quality businesses will win the long game.
Chris Conway
Livewire Markets
Equities

GPT-5 shows you don’t need to fear your job, yet

Kicking the tyres of GPT-5 show its marketing team has been having a whale of a time. What does this mean for AI workers in the near term?
Charles Ormond
Fat Tail Investment Research
Reporting Season

FNArena reporting season monitor: August 2025 - Week 1 (14 stocks covered)

Read on to find the ratings, consensus price targets, and FNArena insights on each stock covered.
Rudi Filapek-Vandyck
FNArena
Reporting Season

Wilson's Anna Milne says QBE a hold as profits, return on equity jump

The fundie suggested the odd negative share price reaction in QBE can create opportunity for investors.
Tom Richardson
Livewire Markets
Reporting Season

Nick Scali hits all-time highs on FY25 margin and dividend surprise

At face value, Nick Scali's FY25 result does not look pretty. But there are plenty of bullish takeaways beneath the hood.
NCK
Kerry Sun
Livewire Markets
Equities

2 ideas in 200 words #9

The cheapest real growth stock in 3 decades of investing plus a stock worth being patient with
IPH
MMI
Romano Sala Tenna
Katana Asset Management
Equities

A year of strong outperformance for those who picked the better junior resources stocks

And here are three with the sort of advanced exploration projects which could put them on the winners list in time to come.
+3
Barry FitzGerald
Independent Journalist
Equities

The paradoxes of investing

Investment decisions are rarely clear cut. They often involve imperfect information and the need to reconcile between multiple beliefs.
Delian Entchev
Aoris Investment Management
Buy Hold Sell

Buy Hold Sell: 5 ASX healthcare names to fix what ails you

ASX healthcare’s been flatlining, could a recovery be on the cards? Two top investors name the stocks they think could revive the sector.
ANN
CSL
RMD
+2
Buy Hold Sell
Livewire Markets
Equities

The lithium bear market is finally over (or is it?) Latest demand, supply, and price drivers, plus ASX lithium stocks to watch

Lithium has spiked in the last few weeks, leading many to speculate the low is in. We investigate the latest price drivers to see if it is.
CXO
+16
Carl Capolingua
Livewire Markets
Equities

ServiceNow and the $400 billion AI opportunity: Why agentic AI could change everything

Agentic AI is the next frontier in enterprise automation—and ServiceNow is right at the centre of it
Firetrail Investments
Firetrail Investments
Equities

Meet the ASX’s first dividend aristocrat: Soul Patts records 27 years of growing payouts

Soul Patts becomes the market's first dividend aristocrat, with a newly discovered 27-year streak of consecutive dividend increases.
APA
AUB
CHC
+1
Kerry Sun
Livewire Markets
Reporting Season

REA Group powers past valuation worries as earnings soar and dividends rise

REA Group delivers big. Seneca’s Luke Laretive gives his take on REA’s results, valuation and the headwinds for the year ahead.
REA
Anna Dadic
Livewire Markets
Equities

5 ASX 200 stocks that'll drive market sentiment this reporting season

Morgan Stanley highlights five large cap stocks set to drive market sentiment this earnings season, including CSL, Woolworths and Telstra.
CSL
SGP
+2
Kerry Sun
Livewire Markets
Equities

What is the best opportunity in US equities today?

In this article we examine some key themes in US equities, and how the last 3 months have created tailwinds for the Nasdaq 100.
+5
Cameron Gleeson
Betashares
Equities

Mark your calendar: The $2.3 billion reshuffle that could move ASX stocks

Billions in passive dollars are about to shake up ASX indices. Here’s who’s in, who’s out, and how to stay ahead of the September reshuffle.
DRO
EBO
Vishal Teckchandani
Livewire Markets
Equities

Unveiling tomorrow's titans: A case study on Arista Networks

In the world of tech, identifying future market leaders can be akin to finding a needle in a haystack. But the rewards can be monumental.
Maroun Younes
Fidelity International
Equities

From tariffs to tech: Mike Frazis leverages AI as fund rockets 83% off April's lows

Mr Frazis plans to bring his brash style to more ASX investors with the launch of a tech stock focused ETF by October.
SNT
Tom Richardson
Livewire Markets
The Rules of Investing

Rudi: It’s not a bubble, AI’s next winners, and what investors are overlooking

Rudi Filapek-Vandyck on sky high valuations, falling earnings and the AI stocks he’s got on his radar
CSL
GMG
NXT
+3
The Rules of Investing
Livewire Markets
Equities

Global titans: 3 fundies share their top stock picks for 2025

Hyperion, Antipodes and Plato share their biggest stock calls and global market outlooks at the recent Pinnacle Summit.
OPT
+6
Anna Dadic
Livewire Markets
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