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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: 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
Equities

Increasing share in a growing market

James Hardie is an Australian manufacturer and global leader in fibre-reinforced cement. The business has been operating for 125 years producing products used in new...
BLD
John Deniz
Paragon Funds Management
Equities

Livewire Reporting Roundup

The Livewire Reporting Roundup is a new and exclusive weekly series carefully crafted to bring Livewire readers the best exclusive insights and investor resources...
AGL
AMC
AMP
+19
Livewire Exclusive
Livewire Markets
Expert Insights

A sector that stands out in terms of uncertainty

With reporting season picking up pace, Livewire interviewed Rudi Filapek-Vandyck, Editor of FN Arena. Rudi has kindly allowed Livewire to publish his ‘Reporting Season...
BHP
MLD
+2
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Small-caps under pressure

Freddie Mercury once said “Tomorrow gets me higher, higher, higher...” but since October it’s been lower, lower, lower for small caps. After a sustained period of...
ALU
Buy Hold Sell
Livewire Markets
Equities

Is GTN Worth Three Times Macquarie Media?

If you live in a major city in Australia, you are probably familiar with GTN’s (GTN) service. They fly helicopters over the major cities and report down to frustrated...
GTN
+1
Steve Johnson
Forager
Buy Hold Sell

Making money in 2017

Globally, the backdrop in 2017 is being dominated by politics as the world focuses on an erratic and inexperienced new US President. Closer to home, attention has...
BHP
+5
Buy Hold Sell
Livewire Markets
Equities

Three stocks for a shifting market

Livewire recently asked Sean Fenton of Tribeca, Vince Pezzullo of Perpetual, and Simon Shields of Monash to share their views as to whether the trend that emerged last...
FMG
IPL
+4
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: The crowd's favourites for 2017

In the first episode of Buy Hold Sell for 2017 we take a look at the most popular bigcap stocks from the Livewire Reader Outlook Survey: BHP, NAB, CSL, Macquarie, and...
BHP
CSL
MQG
+2
Buy Hold Sell
Livewire Markets
Equities

Lessons from 2016’s best and worst performers

The lists of the best performing and worst performing stocks in the ASX200 during 2016 told a dramatic narrative of a reversal of fortunes between growth stocks and...
BHP
RIO
Livewire Exclusive
Livewire Markets
Equities

CIMIC Bid Undervalues Macmahon but is Good News for Shareholders

The Australian quotes us this morning as being “angry” at CIMIC about its bid for mining contractor Macmahon (Forager's managed funds own 8.63% of Macmahon) . Quite...
Steve Johnson
Forager
Expert Insights

Checking in on the fallen angels

Following the big falls in share price for some of the high-priced growth stocks he identified on Livewire in February 2016 https://www.livewiremarkets.com/wires/30501...
BKL
+2
Livewire Exclusive
Livewire Markets
Expert Insights

Quality stocks are finally cheap

There is no shortage of labels that investors use to differentiate their approach to picking stocks. Over the last few months, the financial lexicon has been dominated...
Livewire Exclusive
Livewire Markets
Expert Insights

What’s driving The Great Rotation?

In the second half of 2016, as markets began to realise that the bottom for bond yields had likely been hit, a seismic shift started to occur in equity markets. In...
ALU
BKL
+4
Livewire Exclusive
Livewire Markets
Equities

Finding the long shots on equity markets

Outlook commentaries at the outset of 2016 were noticeably devoid of cheerleaders for the eventual winners, while prior year winners had plenty of fans. The same could...
SYD
Martin Conlon
Schroders
Expert Insights

Montgomery: Irrational selling creates opportunity

Each year Dalbar, a US based research firm, conducts their Quantitative Analysis of Investor Behaviour. The study looks at how investor decisions to switch in and out...
REA
Livewire Exclusive
Livewire Markets
Buy Hold Sell

The #1 stock picks for 2017

As part of Livewire's 2017 Outlook Series we’ve asked 5 professional stock pickers for their views on the outlook for equities and their #1 stock pick for 2017. The...
ALU
EVT
+1
Buy Hold Sell
Livewire Markets
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