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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

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
Buy Hold Sell

Buy Hold Sell: Travel, Leisure & Pleasure

In this episode of Buy Hold Sell Matthew Kidman from Centennial Funds hosts Justin Braitling from Watermark and Julian Beaumont from Bennelong. The panel take a look...
+2
Buy Hold Sell
Livewire Markets
Equities

Cramming more people into the CBD is not sustainable

The role of population growth in hoodwinking the public is often ignored, and domestically, is a massively underappreciated driver. Population growth is manna from...
BKL
Martin Conlon
Schroders
Buy Hold Sell

Buy Hold Sell: Five small-cap payments stocks

Macquarie Bank and ING are the latest Australian banks to offer Apple Pay in the accelerating global movement toward a cashless society. This multi-trillion dollar...
EML
RKN
Buy Hold Sell
Livewire Markets
Expert Insights

Why Sirtex could triple in short order

James McDonald, Chief Investment Officer at Hunter Hall, likes to look past the small gains and target investments that could double. With three major clinical trials...
Livewire Exclusive
Livewire Markets
Equities

On the Road with Alphinity - US Health Care

I recently travelled to the US for a closer look at global health care companies. The trip was timely - the investment decision in the sector became increasingly...
Jonas Palmqvist
Alphinity Investment Management
Buy Hold Sell

Can you make money in small caps this year?

Smaller companies have faced a wall of selling in the past 3 - 4 months as investors re position into banks and resources. Reporting season has provided an opportunity...
Buy Hold Sell
Livewire Markets
Equities

Final Week in CIMIC vs Macmahon

Construction giant CIMIC (CIM) has fired its final bazooka in its attempt to gain control over mining contractor Macmahon (MAH). Yesterday it declared that it won’t be...
Steve Johnson
Forager
Buy Hold Sell

Buy Hold Sell: Stocks ‘n’ Rocks

Equity markets are marching higher as momentum runs hot, and the resources sector has just delivered an outstanding earnings season. So in this episode of Buy Hold...
ASL
IRE
+1
Buy Hold Sell
Livewire Markets
Expert Insights

What makes a great company?

Alex Duffy, Portfolio Manager of the Fidelity Global Emerging Markets Fund, sees some common characteristics among the management teams of great companies. A deep...
Livewire Exclusive
Livewire Markets
Equities

What’s on Hamish Douglass’ mind?

On Tuesday night, I attended the Magellan Investor Gala Dinner at the MCEC. Magellan CEO/CIO, Hamish Douglass, held the 2000-strong audience’s attention for a solid...
Patrick Poke
A Rich Life
Equities

5 results that stood out

In this final installment of our reporting season series, we once again asked some of Australia’s leading fund managers to highlight the standout earnings result this...
LLC
+2
Livewire Exclusive
Livewire Markets
Equities

5 stocks that impressed ... and 1 that bombed

A group of Australia’s leading Fund Managers have each picked one stock they believe delivered a notable result this week. Sectors covered were diverse, including...
IVC
+1
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Quality stocks on sale

Holding high-growth names has been a painful exercise in recent months. Valuations in a number of quality companies have come under intense pressure due to a range of...
BXB
CAR
REA
Buy Hold Sell
Livewire Markets
Expert Insights

How to avoid the next Slater & Gordon

Australia makes up just 2% of the global economy, so for companies looking to grow into a large market, it’s natural to look offshore. But following the challenges...
REA
+1
Livewire Exclusive
Livewire Markets
Expert Insights

Is the yield trade really over?

Over the past 12-months, the 3-year Australian Government Bond has risen just 21 basis points from ~1.8% a year ago, to 2.01% now. For an average retiree with an...
Livewire Exclusive
Livewire Markets
Expert Insights

One thing the market is overestimating

Expectations of increased infrastructure spending in the US have added fuel to the resurgent prices for commodities such as coking coal and iron ore. Alex Duffy from...
Livewire Exclusive
Livewire Markets
Equities

5 stocks that exceeded expectations

Each week through reporting season, Livewire is asking a group of Buy Side Managers to pick one earnings result that they think was the standout earnings result of the...
BLD
CSL
+1
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: The Dividend Dilemma - TCL, SYD, SGP + more

It’s no secret that investors are wary about the implications of rising interest rates on the so-called ‘Bond Proxies’. Stocks like Transurban, Sydney Airports and...
SGP
SYD
TCL
+2
Buy Hold Sell
Livewire Markets
Expert Insights

How to handle a major sell-off

Owners of high-quality, growing business are starting to look a little nervous following the high-profile falls of Aconex, Bellamy’s, Blackmores, and more. Hyperion...
BKL
COH
Livewire Exclusive
Livewire Markets
Expert Insights

Where are the best prospects for dividends?

Dr Don Hamson, Managing Director of Plato Investment Management, says the best prospects for dividends now sit with Australia’s big iron ore miners. From a highly...
BHP
FMG
RIO
Livewire Exclusive
Livewire Markets
Equities

Strong results from contributor favourites

In last week’s Buy Hold Sell Thematic discussion, Ben Rundle from NAOS Asset Management and Chris Stott from Wilson Asset Management identified MNF Group and Nick...
NCK
Patrick Poke
A Rich Life
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