Home Wires

Equities

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

Equities

Do annuities have a future in Australia?

Our Montaka and Montgomery Global strategies continue to own Challenger (ASX: CGF), Australia’s leading annuities provider. Readers will surely be aware that...
CGF
Andrew Macken
Montaka Global Investments
Equities

Reporting Season Highlights – CBA, SUN, IAG, BEN, NAB, PPS & AMP.

We recap some of the profit reporting season highlights from the past week Commonwealth Bank of Australia, Suncorp Group, Insurance Australia Group, Bendigo and...
AMP
+4
Bell Potter
Stockbroker
Equities

3 top ASX gold stocks that also pay dividends

Following this week's global share-market rout, Saxo Capital Markets Australia Market Strategist Eleanor Creagh said that global markets remain vulnerable to a...
BHP
+3
Nick Grove
Nick Grove
Livewire Markets
Equities

EV’s will make nickel a once-in-a-generation investment opportunity, says BHP

More EVs and more nickel in each of them will drive nickel demand through the roof, says the head of BHP’s Nickel West arm. His forecast is great news for those...
BHP
+1
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 3 stocks that beat expectations (plus 2 the market missed)

The price action of a company on the day it reports is a strong indicator of where investor expectations were sitting. Strong share price performance on the day of...
JBH
+2
Buy Hold Sell
Livewire Markets
Equities

Enero Group: Result is a beater!

The FY19 result for marketing services company, Enero Group (ASX:EGG), is a beater! Starting with the headline numbers, Enero posted revenue of $129.5m and operating...
EGG
Robert Miller
NAOS
Equities

The next twelve months for Woodside

Woodside's result was slightly weaker from an earnings perspective on the back of increased costs from the extended Pluto shutdown which took longer to restart. This...
Ben Chan
Schroders
Equities

The underappreciated asset within Telstra

Telstra's earnings downgrade cycle has turned. Following several periods of lowering guidance and missing expectations, TLS has delivered a full year of earnings at...
TLS
Mark Christensen
Mark Christensen
Pengana Capital Group
Equities

Cleanaway cleaned up (but looks better over the long-term)

Slowing organic revenue growth and a cautionary outlook statement from Cleanaway (CWY) has garnered the market’s attention today. Organic revenue growth slowed from...
Tim Serjeant
Eley Griffiths Group
Equities

What's behind the sharp fall in Orora?

Shares of packaging solutions company Orora Limited (ASX:ORA) have fallen more than 17% on today's earnings announcement. In this wire, we look at why the share...
ORA
Richard Colquhoun
Blackmore Capital
Equities

FNArena Reporting Season Monitor: August 2019 - Week 2

Welcome to the FNArena Reporting Season Monitor for the August result season 2019. The Monitor reports ratings and consensus price target changes, along with brief...
ANN
CSL
JBH
+4
Rudi Filapek-Vandyck
FNArena
Expert Insights

How to know when a stock is a structural loser

Investors don’t have to look too far into the past to find stocks that were the cause of major structural disruptions. A recent example is of course Apple, a...
Livewire Exclusive
Livewire Markets
Equities

This will send shivers down the Hedge Funds

This will send shivers down many Hedge Funds who have big short positions. So far of the 12 biggest shorts that have reported, quite amazingly despite just 5 “beating”...
AMP
BKL
CGF
+3
Richard Coppleson
Bell Potter
Equities

CSL remains a buy

With CSL’s management guiding to underlying growth in the mid-teens (adjusting for the impact of the move to direct distribution in China), we continue to see upside...
CSL
Jun Bei Liu
Ten Cap
Equities

REA Group says “The buyers are back”

Is that all there is to a housing slump? Well, yes, according to REA Group, which recently reported a decent set of numbers for the year, and expects a significantly...
REA
Roger Montgomery
Montgomery Investment Management
Equities

The New Criterion: should investors squeeze into the co-working collaborative zone?

Shared office space used to be just that: cheap digs for start-up enterprises to house their staff before they could afford to hang out their own shingle. These days,...
BWF
SRV
Tim Boreham
Tim Boreham
Independent Investment Research
Expert Insights
Sponsored

Betting against the consensus

One way to outperform the market is to reduce exposure to its drawdowns, a strategy Blackmore Capital has played well over time. Key to achieving this is to pick...
HLS
Livewire Exclusive
Livewire Markets
Equities

CSL: An outperformer to beat the street

In the following video, I sat down with Andrew Grimes to break down the many-facets of the Australian healthcare sector, while also providing a snapshot of where...
COH
CSL
RMD
Stuart Welch
Alphinity Investment Management
Equities

Boss the best value as uranium recovery beckons

With the fundamentals for a uranium market recovery continuing to line up, we are bullish on Boss Resources (ASX: BOE) which we believe will be the first Australian...
BOE
Guy Keller
Tribeca Investment Partners
Expert Insights

How to future-proof your equities portfolio

Not every stock will play the same role within a portfolio. Some companies will be in a portfolio for valuation reasons, others will be there because of their...
Livewire Exclusive
Livewire Markets
Equities

Understanding interest rates & equity valuations

Are equities currently expensive and is now a good time to invest? We have been asked this question often by investors who are searching for a return above cash,...
Hue Frame
Frame Funds Management
Equities

JB Hi-Fi shorters running for cover

In an extremely challenging operating environment, characterised by falling house prices, declining wages and a subdued consumer, JB Hi-Fi has once again defied the...
JBH
Josh Kitchen
Josh Kitchen
K2 Asset Management
Equities

CSL: How good is this story?

Something has gone amiss with my messaging to investors, maybe? At the recent National Conference organised by the Australian Investors Association (AIA), I showed a...
BAP
CSL
REA
+2
Rudi Filapek-Vandyck
FNArena
Rapid Fire

How to pick growth stocks that will keep on winning

Nick Griffin, the founding partner and Chief Investment Officer at Munro Partners, is a self-described "growth" investor. In a world where labels are often confusing...
James Marlay
Livewire Markets
Equities

New CEO adds to NAB’s recovery trend

NAB shares reached 11-month highs after the appointment of Ross McEwan as CEO to start by April 2020. Formerly head of Commonwealth Bank’s retail bank, Ross left...
Clime Investment Management
Clime Investment Management
Clime Investment Management
7801-7825 of 8799
The 10th annual Livewire Live 2026

One room. One day. The minds that move markets.

22 September 2026 Art Gallery of NSW, Sydney

Register Now