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Listed stock commentary covering small-caps to big-caps, growth to income, domestic to global, and momentum to deep value.

Expert Insights

Why big tech IPOs are struggling

A raft of big tech IPOs have struggled recently, as investors apparently shun high priced, unprofitable companies. If you’d bought an equally weighted basket of Uber,...
Livewire Exclusive
Livewire Markets
Equities

The #1 stock picks for 2019 (race to the finish)

In early 2019 we asked the five top-performing fund managers from Buy Hold Sell for their #1 stock pick for 2019. With one quarter to go, it’s time to check in on...
AQG
+1
James Marlay
Livewire Markets
Equities

Is it finally value's time to shine?

Value stocks just had their best month in nearly three years. After a very long slide downward, the Dow Jones Thematic Market Neutral Value Index abruptly jumped by...
ACR
BTC
+9
Alex Cowie
Alex Cowie
Equities

End of Quarter Market Review + Champion Stocks

In this wire, we recap key market events, the current investing environment, and our market outlook. We also reiterate our Champion Stocks. Market review Despite some...
AMC
BXB
CGF
+6
Bell Potter
Stockbroker
Equities

Exciting times if you back yourself

I just came back from a Europe research trip and the general business environment looks OK – there is light at the end of the tunnel. But the ECB continues to drive...
Paul Moore
PM Capital
Equities

The New Criterion: picking the sub one cent wonders that could become dollar dazzlers

When a stock is trading at a fraction of a cent, it’s usually a message for investors to abandon all hope and sell for the tax losses while they can.After all, sub 1c...
ADX
+8
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

The power of niche networks

Platform or network businesses take many forms and defy neat segmentation, but what we can confidently say is, in aggregate, leading network businesses have delivered...
Nicholas Cregan
Fairlight Asset Management
Equities

Revealing Afterpay’s secret sauce

One of the key reasons for KFC’s massive success has been its ’11 secret herbs and spices’. As the founder of Wendy’s explained, “everybody wants in on a secret.” The...
APT
Patrick Poke
Livewire Markets
Equities

Growth vs Value – Is this the turning point?

At the start of September 2019, we saw some of the strongest signs of life from value stocks since 2016. Whilst the equity market moves themselves were small, the...
James Miller
Firetrail Investments
Equities

Investing lessons for the Rugby World Cup

The Rugby World Cup is still in the early rounds and my English colleague Mike Bell clings to the hope that his country can win (it won’t). Its inspired him to write...
Kerry Craig
J.P. Morgan Asset Management
Equities

Who will win the battle over airport pricing?

Right now, there’s a battle being fought in the media between Australia’s airport owners and the airlines that use them – Qantas and Virgin in particular – over the...
QAN
SYD
Joseph Kim
Equities

10 companies leaving the WAAAX stocks in the shadows

With the 2019 Livewire stock tipping race reaching the final furlong, it's time to check in on the field to see which runners are currently on track to place. I'm...
AVH
+8
Alex Cowie
Alex Cowie
Equities

Time to WAAAX off?

Sentiment and emotion play a huge role in the short-term pricing of equity markets, however the way to compound returns in equities over the long run is to invest with...
APT
+3
Charlie Aitken
Charlie Aitken
Aitken Investment Management
Collections

Is Afterpay still a ‘buy’?

From a $165m micro-cap, to a $9.2b behemoth in just three and a half years, Afterpay’s rise to stardom has been nothing less than meteoric. For investors in the IPO,...
APT
Patrick Poke
Livewire Markets
Equities

Stavely shares soar 260% on spectacular Victorian copper-gold find

Plus, Red 5 poised for promotion to the next league of ASX gold producers. And Macquarie sees short-term bullish catalysts for commodities.Stavely Minerals (ASX:SVY)...
BHP
+3
Barry FitzGerald
Independent Journalist
Equities

History doesn’t repeat itself in India

India’s equity markets are represented by numerous indices as a yardstick to measure generic investment returns from investing in the region. However, there are some...
Mugunthan Siva
India Avenue
Buy Hold Sell

Buy Hold Sell: 5 hot small caps on a high

The five stocks in today’s episode have appreciated by an impressive 243% on average over the last 12 months. Returns like this are usually divisive, with investors on...
APT
EML
ISX
+2
Buy Hold Sell
Livewire Markets
Equities

Is trust in capitalism on the wane?

It has been 50 years since the start of what is locally called ‘The Troubles’—a civil war in Northern Ireland that over a 30-year period lead to the death of over...
Nikko AM
Nikko AM
Amova AM
Equities

Can Sezzle do an Afterpay?

Sezzle (ASX:SZL) is a recently listed buy now pay later (BNPL) business currently focussed on the North American market while also launching in Canada in April this...
APT
SZL
Nick Maclean
Surrey Asset Management
Equities

The biggest threat to your retirement income

The demographic of Australian investor is getting older and with interest rates and bond yields falling to record lows there is a real thirst for income, particularly...
Chris Meyer
Pinnacle Investment Management Limited
Equities

Ten more of the most tipped stocks: Up 47.5%

Following from my wire yesterday looking at the ten most tipped stocks from our survey, this second list below represents the next ten stocks (i.e. in positions...
AMI
AMP
+7
Alex Cowie
Alex Cowie
Equities

A Different kind of Silicon Valley Opportunity

Between 2010 and 2018 San Francisco has been one of the fastest growing regions of America with an ~36% increase in jobs created, fuelled by the Silicon Valley boom....
LLC
Anthony Kavanagh
Chester Asset Management
Equities

The TPG v ACCC Showdown

TPG Telecom (ASX: TPM) remains a polarising investment. Ongoing uncertainty regarding its future with Vodafone plagues investment performance, and the changing market...
Jason Pohl
ECP Asset Management
Equities

Petrol and property

I talk about why the bombing of a major Saudi Arabia oil facility hasn’t shaken markets, and could Blackstone’s largest ever commercial real estate fund be ringing the...
Paul Moore
PM Capital
Equities

Investing in earnings leadership to futureproof a portfolio

In the 1980 blockbuster, The Empire Strikes Back, Master Yoda utters the line: “Difficult to see. Always in motion is the future”.If Master Yoda hadn’t been a Jedi...
Jonas Palmqvist
Alphinity Investment Management
7676-7700 of 8799
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