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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 stocks in an upgrade cycle

There is a special cluster of industrial mid-caps on the ASX that are perennial crowd-pleasers, stocks that under-promise and over-deliver every reporting season,...
CSL
DOW
+2
Buy Hold Sell
Livewire Markets
Equities

Changing competitive dynamics in mortgage lending

As most bank customers would know, transaction and traditional savings accounts pay little or no interest at present. This fixes the funding cost of these deposits for...
Stuart Jackson
Collections

3 of the best value stocks on the ASX

A calmer mood in geopolitics, a shift in trend for bond yields, and WeWork popping the unicorn bubble; all have been cited as drivers of the marked rotation from...
CYB
+4
Alex Cowie
Alex Cowie
Equities

Why our Small Companies Fund sees value in IMDEX

These days, I hear many commentators say it’s hard to find value in the market. But if you look hard enough, it’s still possible to find a gem. One of these is IMDEX...
IMD
Dominic Rose
Montgomery Lucent Investment Management
Equities

Key themes in the tech sector

Alphabet. Amazon. Microsoft. We all know who they are, we all use their technology, but what does the future have in store for some of the worlds most recognisable...
Magellan Investment Partners
Magellan Investment Partners
Equities

Xero needs to Square up!

Are we watching the wrong 800-pound Gorilla?Xero is the classic disruptor. As the first cloud-based accounting platform for small business, it revolutionised the...
XRO
Sam Byrnes
ECP Asset Management
Equities

The unintended consequences of ultra-low interest rates

The RBA recently cut Australia’s overnight cash rate to a record low 0.75% with many predicting further interest rate cuts to come. Interest rates in places like...
Anton Tagliaferro
Fundamental Investment Management
Equities

The New Criterion germinating potash mines is not a case of ‘just add water’

The problems faced by the Australian heavyweight backers of a proposed multi-billion potash mine in Yorkshire show that the ‘feed the world’ theme alone is not enough...
FTZ
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

Pitfalls of Yield Chasing

“We have delivered on our commitments and we are laying the foundations for future growth into the next decade”.These were former CEO David Thodey’s comments at...
BWP
+1
Jason Teh
Vertium Asset Management
Equities

Why we definitely prefer the active over passive approach into 2020

Bond yields continue to be the tail that wags the stock market dog whether it be the overall index, or the specific sectors that are swinging in / out of favour. When...
APT
APX
+6
James Gerrish
Market Partners
Equities

The surprising case for natural resources

The global natural resources sector is generally considered to be highly cyclical, resulting in a strong temptation among investors to time their entry and exit with...
Tal Lomnitzer
Janus Henderson
Equities

25 Years CSL: What Can We Learn?

This month marks the 25th anniversary of CSL (CSL) as a listed company on the ASX. In fitting fashion, shares in Australia's highest quality global success story...
CSL
Rudi Filapek-Vandyck
FNArena
Equities

Phil King - A great time to invest

With the Regal small-cap fund up over 70% CYTD (as at 30 Sept 2019), Phil and I talk the good, the bad & the ugly of financial markets. Phil remains optimistic...
David Clark
Koda Capital
Equities

SciDev and The Water Stocks

Occasionally in small caps, a thematic arises where everything appears to line up perfectly. Regulatory, political and social factors converge to create a ‘perfect...
DEM
+1
Harley Grosser
HD Capital Partners
Rapid Fire

Why Australians have an advantage investing in Asia

The Asian middle class is set to explode in the coming decade, and Australia is set to benefit in more ways than one. Australian investors, in particular, have a...
Patrick Poke
Livewire Markets
Equities

4 small caps we like in this market

The next six weeks will likely see market volatility around the execution of the trade war ceasefire, the prospect of a Brexit deal being derived...
+1
Ben Griffiths
Eley Griffiths Group
Equities

Value is Dead Podcast

In our latest podcast Mario Emmanuel joins us to riff on our article 'Value is Dead, Long Live Value'. You can access the podcast here. Also available on iTunes here.
Michael Frazis
Frazis Capital
Equities

Juniors back in hunt for iron ore action, spurred on by latest Vale hiccup

Fenix Resources’ imminent feasibility study on its WA iron ore project is expected to forecast strong financial returns underpinned by high grades and a small capex...
BHP
FMG
+3
Barry FitzGerald
Independent Journalist
Equities

The red flags keeping us away from the banks

The bank sector has had a tough time over the last few years, with falling lending volumes, lending restrictions imposed, competitive margin pressures, heightened...
+1
Andrew Martin
Alphinity Investment Management
Buy Hold Sell

Buy Hold Sell: 5 high returning mid-caps

Warren Buffett’s favourite metric is return on equity, or ROE, which gives investors a measure of how well a company’s management team is using its equity to generate...
CSL
+3
Buy Hold Sell
Livewire Markets
Equities

A fast-growing ASX tech stock flying well under the radar

Those Investors who fail to identify emerging market trends and themes may well fail to capture the rewards on offer from investing in the development of embryonic...
APT
APX
+3
Michael Wayne
Medallion Financial Group
Equities

How to identify Offshore Growers

We've recently learnt about the emergence of a new generation of Australian companies that we've dubbed the Offshore Growers. These companies have expanded offshore,...
APT
CAR
Andrew Mitchell
Ophir Asset Management
Equities

Outstanding opportunities in cyclical stocks

Despite weakening economies, stock markets are still trading close to highs. There is now a very large dichotomy between the valuation of these cyclical businesses...
Garry Laurence
Profeta Investments
Expert Insights

Don’t bank on Big 4 dividend growth

The big four banks are the engine room of many equity income portfolios, producing around a third of the gross dividend yield of the entire ASX200. So, when we sat...
+1
Livewire Exclusive
Livewire Markets
Equities

The New Criterion: in any language, English testing is a lucrative market

The federal government may have succeeded in cleaning up the woeful private vocational education sector, but now faces a fresh issue in its quest to protect the $35...
IEL
+1
Tim Boreham
Tim Boreham
Independent Investment Research
7601-7625 of 8799
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