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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 Anatomy of the Australian Small Cap Market

We like small companies with strong growth potential, especially if they are relatively undiscovered. In this article, we share the four segments we use to classify...
Gary Rollo
Montgomery
Equities

The New Criterion: two ways to play the pain game

Basil Fawlty famously sought to avoid mentioning the war, but opioid producer Palla Pharma (PAL, $1.03) won’t even try to downplay the tricky topic.The ‘war’ in this...
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

Ten most tipped stocks up 45.7%

At the start of the year, we asked Livewire readers for a stock idea as part of our annual investor survey. With over 2500 responses, many stocks were tipped multiple...
APT
+7
Alex Cowie
Alex Cowie
Equities

Magellan: The rise of the Chinese consumer

China’s middle class is expected to double to over 600 million people in the next five years, according to global asset manager Magellan Financial Group. The upper...
Nicolas Burgess
Nicolas Burgess
EL&C Baillieu
Equities

Dividend cuts, they are coming

At face value, the August reporting season in Australia was disappointing, but not quite negative enough to spook investors into a general flight out of Australian...
AGL
AMP
+8
Rudi Filapek-Vandyck
FNArena
Livewire Live

How tomorrow’s generation lives and what this means for your portfolio

When Qiao Ma, Portfolio Manager at Cooper Investors, was an elementary student in China, she and many of the other children in the class were excited about a new...
Patrick Poke
Livewire Markets
Equities

Can you boost returns by using the momentum effect?

One of the better-known market anomalies is the momentum effect. This describes the tendency for stocks that have recently performed well to have a better-than-average...
Tim Kelley
Montgomery Investment Management
Equities

Alkane’s strong copper-gold hit re-ignites interest in NSW’s porphyry potential

Few things get resource investors' hearts racing like a porphyry discovery, as Alkane's soaring share price showed this week. Now the spotlight turns to Alkane’s...
AQX
+2
Barry FitzGerald
Independent Journalist
Equities

Why this Blue Sky LIC is one of our largest holdings

The Blue Sky Alternatives Acess Fund (ASX: BAF) is not without its risks and is more complicated than most LICs in the market. However, we believe it also offers a...
Daryl Wilson
Affluence Funds Management
Equities

9 stock ideas from the WAM stable

The evolving trade war, weakening global growth, a Chinese recovery, the Aussie dollar, and central bank policies including discussions with Philip Lowe; these were...
+4
Alex Cowie
Alex Cowie
Livewire Live

The Good, the Bad, and the Ugly

What defines ‘good’, ‘bad’, and ‘ugly’ in Australia’s equity markets today? Each of these three panellists from this year’s Livewire Live has a decidedly different...
+7
Patrick Poke
Livewire Markets
Equities

Mortgage credit growth bounces back

Last month, REA Group chief executive Owen Wilson claimed that “the buyers are definitely back”. And recent data seem to back him up. House prices are rebounding,...
Stuart Jackson
Equities

Behind the lithium market meltdown

Oh dear!The stronger-for-longer lithium story is not exactly panning out as such, with a global oversupply emerging and the upbeat blue sky stories supplanted by...
INR
+3
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

Is the trend really your friend..?

At a recent lunch with another fund manager, I found myself engaged in a discussion about the state of the current market, 'From your perspective, are you seeing many...
Lawrence Lam
Lumenary Investment Management
Livewire Live

He called the top, now he’s calling the bottom

I clearly recall Ben Griffiths, Portfolio Manager at Eley Griffiths Group, calling the top for aged care stocks at Livewire Live back in 2016. Popular names like Estia...
EHE
Alex Cowie
Alex Cowie
Livewire Live

Magellan and Platinum: 10 years from now this is how the investing world has changed

A lot can change in 10 years. 10 years ago, the world was on its way out of The Great Recession, Donald Trump was just a wealth reality TV star, PetroChina was the...
PTM
Patrick Poke
Livewire Markets
Equities

On Europe, from Europe

CIO Paul Moore says there is somewhat of a disconnect between the gloom that is being reflected in negative interest rates, and what he personally observed in his...
Paul Moore
PM Capital
Equities

Three reasons why we have held Reliance through recent price volatility

Reliance Worldwide (ASX:RWC) has been a recent introduction to the portfolio. The company sells innovative and simple plumbing fixtures to enhance productivity and...
Joseph Kim
Equities

How Target has put the consumer first and rewarded shareholders

Over the past year US retailer Target (TGT US)*, the company with the famous ‘bullseye’ logo, has defied sceptics with its ability to adapt to the disruption of...
Nikki Thomas
Nikki Thomas
Alphinity Investment Management
Equities

Real assets are better than fake news

With reporting season over, the bull market in growth equities rolls on. The “expectations game” that has long permeated US equities has firmly taken root in Australia...
APT
APX
+3
Vince Pezzullo
Perpetual Asset Management (Australia)
Rapid Fire

Tagliaferro: How the '87 crash shaped my philosophy

Just like in life, an investor’s early experiences can’t help but shape the way they see the world. For Anton Tagliaferro, founder and Investment Director of Investors...
AMC
APT
+9
Patrick Poke
Livewire Markets
Equities

The top 20 dividend payers

Looking at the top 20 this Sept / Oct vs last year, we can see that they’re paying +$1.94b more than the Top 20 last year – an increase of +12.6%. So, the increase we...
ASX
BHP
BXB
+5
Richard Coppleson
Bell Potter
Equities

Morgans Startup Series - Podcast With Paul Wilson , Co-founder Bailador

In my latest episode of the Morgans Startup Series podcast, I speak with Paul Wilson, co-founder and managing partner of Bailador Technology Investments [ASX:BTI], a...
Chris Titley
Chris Titley
Sub11
Equities

Pull back in gold stocks offers value-hunters opportunity to re-set

Saracen seen as a shining example of the silver lining in recent gold sell-off. Plus, a raft of juniors are on the potentially-lucrative porphyry trail, including Hot...
BHP
HCH
+4
Barry FitzGerald
Independent Journalist
Equities

Five key themes for small-cap investors

The smaller end of the stock market delivered a mixed bag during the recent reporting season. But if you sift through the company reports, you’ll find five themes...
Dominic Rose
Montgomery Lucent Investment Management
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