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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

Got a view on equity markets? Three things you should know

The three indicators that investors most often use to inform their view on equity markets provide signals that are fuzzy at best. In this wire we explain why...
Stephen Arnold
Aoris Investment Management
Equities
Sponsored

Why choosing the right online broker is so important

Choosing an online stockbroker can be one of the most important investment decisions you make. While your returns will be predominately driven by the individual...
Livewire Exclusive
Livewire Markets
Equities

Two stocks with uncorrelated returns

This time last year, I presented the case that there was hidden value in IMF which would be realised as the company generated strong returns from cases in which it had...
GNC
Anthony Aboud
Perpetual Asset Management (Australia)
Expert Insights

What is ‘future quality’ and why does it matter?

Finding companies that have high returns today is simple enough; simply run a screen over the market looking for high returns on capital. But the real question is...
Livewire Exclusive
Livewire Markets
Equities

A guide to contrarian investing

Does contrarian investing really work?It is an often-heard cliché that to beat the market you need to be a contrarian. But what exactly does this mean, as it implies...
Stephen Bennie
Castle Point Funds
Equities

Profiting from the insatiable desire for luxury

France-based LVMH, which sells fashion, alcohol, watches, jewellery and cosmetics, is the world’s leading personal-luxury-goods company. In its 2018 annual report, the...
Magellan Investment Partners
Magellan Investment Partners
Equities

Why I think NextDC is undervalued

What’s going on with the share price of data center provider NextDC (ASX: NXT)? Over the past year, it has massively underperformed other firms in both the tech and...
NXT
Gary Rollo
Montgomery
Equities

Why we have sold out of Afterpay

Afterpay (APT) has been one of Cyan's most successful investments, having risen 30 fold from our initial investment at the $1 IPO in April 2016 to our exit on the 9th...
APT
SZL
Z1P
Dean Fergie
Cyan Investment Management
Equities

Stavely’s stunner fires up investor interest in nearby Navarre

Plus, Canterbury holds its breath ahead of Queensland copper assays and Strandline’s big WA mineral sands project on track to secure funding from the Government’s...
RIO
+3
Barry FitzGerald
Independent Journalist
Expert Insights

Why we love founder-led companies

One of the core tenets of the Cooper Investors philosophy is ‘focused management’, and no manager is more focused than one who founded the company. In Asia, this is...
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 defensive dividend stocks

With rates drifting lower again, income investors are under greater pressure to find reliable income and the yield on equities looks more attractive than ever. So...
AMC
MQG
SCG
+2
Buy Hold Sell
Livewire Markets
Equities

Beware the iron ore yield trap

The global search for yield has found its way to all corners of risk asset markets. Anything with a demonstrable short-term coupon has been bid up in price and bid...
FMG
Charlie Aitken
Charlie Aitken
Aitken Investment Management
Equities

Bank Note$: Outside in the cold distance, a wildcat did grow

Proposed revisions to capital adequacy and measurement of capital (APS 111) manageable for the majors. APRA has growled and launched a review of the capital treatment...
+1
Bell Potter
Stockbroker
Equities

ASX Remains A Wonderfully Polarised Forum

Brief recap of what has transpired across the Australian share market since January: upon an initially tepid recovery from deeply oversold levels, equity markets put...
CSL
REA
+2
Rudi Filapek-Vandyck
FNArena
Equities

The 7 key factors driving the success of Offshore Growers

In the first part of this series, we discussed the emergence of a new generation of Offshore Growers. So why have the Offshore Growers succeeded now when the past is...
APT
CAR
+9
Andrew Mitchell
Ophir Asset Management
Equities

Why Telstra Could be Worth Less than $2

We have discussed our Telstra investment view in earlier commentary and we don’t believe much has changed in relation to our long-term expectations. However, the most...
TLS
Hamish Carlisle
Merlon Capital
Equities

Why IDP Education ticks all our boxes

IDP Education (ASX: IEL) places international students into Australia and other key English speaking destinations, while also administering English language...
IEL
Dominic Rose
Montgomery Lucent Investment Management
Equities

Our new top growth pick: Pointsbet

Our previous top growth pick, Carvana, has performed nicely, up to $74 from our initial purchase price at $36, after posting over 100% organic growth while...
Michael Frazis
Frazis Capital
Equities

Nufarm: Mission Accomplished

Back on the 19th of June in our piece ‘Nufarm: Short the Short’ (and go long!) we made the case for why we believed that a short squeeze was on the way. At the time...
NUF
Romano Sala Tenna
Katana Asset Management
Equities

The New Criterion: the benefits and risks of credit-focused listed investment trusts

With investors clamouring for better yields than paltry returns on cash deposits, the world’s top debt whisperers have obliged with an expanding cluster of ASX-listed...
+4
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

To Infineon and Beyond

Corny title notwithstanding, Infineon is a unique power semiconductor manufacturer with a significant electric vehicle opportunity.“We always overestimate that change...
Curtis Cifuentes
Curtis Cifuentes
Avenir Capital
Equities

Investing through the cycle whilst targeting 10-15% net returns

Investing through the cycle and targeting 10-15% returns net of fees is Alium’s focus, and in this episode Martin explains how Alium is able to accomplish this. The...
David Clark
Koda Capital
Buy Hold Sell

Retail stocks defying the headwinds

The Retail sector is facing well-known headwinds, however, some stocks have defied these to post strong gains, because as we hear in this discussion, 'results can be...
COL
JBH
+3
Livewire Exclusive
Livewire Markets
Equities

Investing With The Herd Comes At A Price

The rise of passive investing (for example, investing through ETFs that track an index) has created a decline in the equity market stock dispersion. As a result,...
Brigette Leckie
Brigette Leckie
Koda Capital
Equities

Morgans ten best large cap ideas

Morgans large-cap best ideas are the stocks we think offer the highest risk-adjusted returns over a 12-month timeframe, supported by a higher-than-average level of...
APA
OSH
+7
Andrew Tang
Morgans Financial
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