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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: 5 growth stocks at a reasonable price

Investors today are stuck between a rock and a hard place. Those seeking income are dealing with low and unpredictable yields, and those chasing growth are confronted...
BAP
MP1
+2
Buy Hold Sell
Livewire Markets
Equities

9 stocks set to benefit from a return to growth in 2020

This year’s Wilson Asset Management shareholder presentations featured a galore of international and ASX-listed stock ideas poised to ride the coattails of an economic...
BKW
BWX
+3
Vishal Teckchandani
Livewire Markets
Equities

XERO: A beautiful business

The story behind our investment in Xero starts back in 2001 when I first came across a small business accounting software company called MYOB. What caught my attention...
XRO
Alipasha Razzaghipour
Alipasha Razzaghipour
Kasa Investment Partners
Equities

What did we learn from the Telstra Investor day?

On 27 November Telstra (ASX:TLS) held an investor day to update shareholders and other stakeholders on progress in respect of the T22 strategy. What new information...
TLS
Tim Kelley
Montgomery Investment Management
Equities

The cost of market-timing

With world markets looking like they will end the year well, it remains somewhat stunning just how disbelieving most people are about the strength of global equity...
Charlie Aitken
Charlie Aitken
Aitken Investment Management
Expert Insights

China’s ‘Nasdaq’ highlights innovation opportunities

China has implemented a number of initiatives in its quest to open up its capital markets, including the Nasdaq-style STAR board that plays host to science and tech...
Livewire Exclusive
Livewire Markets
Equities

Hunting for sustainable yields in LICs

A major benefit of a LIC over a trust is the ability to carry forward earnings over reporting periods. By comparison, a trust must distribute all realised gains in a...
+5
William Gormly
William Gormly
Bell Potter Securities
2020

Stick to the investment process

With key equity markets at all-time highs, bond yields racing to zero, central banks out of dry powder and governments consumed by politics, 2020 promises to be a year...
Peter Meany
First Sentier Investors
Equities

The New Criterion: four small cap recovery stocks

When it comes to small caps that have lost their way, it’s all too easy for investors to banish them from their portfolios and move to fresher pastures. In fact it’s...
BWX
+1
Tim Boreham
Tim Boreham
Independent Investment Research
2020

Two areas for real growth in 2020

Buoyed by easy monetary policy, Australian stocks have been on a tear for a decade. The Reserve Bank of Australia has cut interest rates no fewer than 15 times since...
BAP
COH
CSL
+2
Michelle Lopez
Michelle Lopez
abrdn
Equities

Caltex Cruising on a Full Tank

Recent media reports carrying whispers of a stalking suitor forced Caltex Australia’s (CTX.ASX) hand, announcing to market this morning that it had received a second...
Luke Cummings
Harvest Lane Asset Management
Equities

Gambling giant, Aristocrat, continues to churn out the profits

Aristocrat Leisure (ASX: ALL), one of the world’s largest manufacturers of gambling machines, has been a stellar performer over the past five years, rising some 400...
Stuart Jackson
Equities

Smaller companies disappoint in a rising market

The Australian equity market has generated above average returns in the last 12 months with the S&P ASX 300 Index up +20.5%. The larger capitalised stocks represented...
Bruce Apted
State Street Investment Management
2020

The only way to withstand a cycle

Given the unprecedented low level of interest rates in 2019, we believe the one thing investors cannot ignore in 2020 is stock selection based on fundamental value. ...
CSL
TLS
Anton Tagliaferro
Fundamental Investment Management
Equities

Equity Melt-up

Over the last 18 months, we have experienced a draw-down of greater than 20% on the United States (US) equity markets, however recently they have reached a new...
Hue Frame
Frame Funds Management
Rapid Fire

10 questions with Mark Landau from L1 Capital

Mark Landau is the joint Chief Investment Officer of Melbourne based boutique fund manager L1 Capital. L1 manages five strategies across global equities, Australian...
BLD
DOW
+5
James Marlay
Livewire Markets
Expert Insights

Why this infrastructure stock could be ready for take-off

In times of volatility, such as we’re in now, many investors turn to infrastructure stocks for their defensive qualities and regular income stream. But not all...
SYD
Livewire Exclusive
Livewire Markets
Equities

A small cap stock that passes Munger’s quality filter

Charlie Munger is well known as Warren Buffett’s business partner, but people who have followed him a little more closely would know that he was responsible for a...
NAOS Asset Management
NAOS Asset Management
NAOS
The Rules of Investing

50th episode special with Hamish Douglass

After two years on the air, The Rules of Investing marks its 50th episode with a very special guest; Hamish Douglass, co-founder, Chairman, Chief Investment Officer,...
The Rules of Investing
Livewire Markets
Equities

Investors flocking to back growing juniors despite little support from commodity prices

The notion that the junior mining and exploration sector has lost out to the cannabis and tech sectors in the competition for the speculative investment dollar – and...
IGO
INR
+2
Barry FitzGerald
Independent Journalist
Expert Insights

Growth rarely comes for free

Against a backdrop of the WAAAX stocks, and growth stocks more generally, misfiring in recent months, we sat down with Sudhir Kissun at Allan Gray to ask how investors...
IPL
NUF
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 small stocks with big yields

Not all businesses paying a regular, reliable income reside in the ASX-50. There are many mature, stable companies capped at a few billion dollars that pay a robust...
AVN
GMG
+2
Buy Hold Sell
Livewire Markets
Equities

Your (un)Official Guide to Hearts & Minds 2019

Right now, the biggest names in Australian funds management are descending upon the Sydney Opera house ready to pitch their best investment ideas at the 4th Sohn...
JBH
NUF
+1
James Marlay
Livewire Markets
Equities

Following up on a compelling resources opportunity

This is an addendum to our investment thesis released on Adriatic Metals ('ADT'). We have been requested by several investors to share our research on similar...
Emanuel Datt
Datt Capital
Equities

Is It Rotation Or Risk We Should Worry About?

As we approach the final weeks of calendar year 2019, the global investment community remains as polarised as ever on what to expect next and how best to position...
APX
GEM
+2
Rudi Filapek-Vandyck
FNArena
7526-7550 of 8799
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