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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

Super Cheap defies the retail gloom

Not all brick and mortar retailers are doing it tough. Take Super Retail Group (ASX:SUL), for example. The owner of Supercheap Auto, Rebel, Macpac and BCF is showing...
Roger Montgomery
Montgomery Investment Management
Equities

The role of global small and mid caps in an Australian portfolio

Australian investors understand the case for including domestic small and mid cap (SMID) companies in their portfolios and have typically benefited from these...
Ian Carmichael
Ian Carmichael
Fairlight Asset Management
Equities

Kingston writing new chapter for PNG’s once-great Misima gold mine

With a resource of 2.8Moz and a bumper gold price, Kingston Resources’ plan to rejuvenate the legendary Misima gold mine is starting to look like a case of perfect...
Barry FitzGerald
Independent Journalist
Equities

The biggest risk to the bear case

A quandary has taken hold, the real nub of which is whether the US economy is moving into recession - or simply experiencing a growth scare. This needs to be clarified...
EQT
Ben Griffiths
Eley Griffiths Group
Buy Hold Sell

Buy Hold Sell: 5 stocks rallying into reporting season

With August 2019 reporting season here, for this week's episode of Buy Hold Sell we're looking for stocks that could give investors something to smile about this...
GNC
NHF
+2
Buy Hold Sell
Livewire Markets
Equities

A narrative to take markets higher

We discuss the possible role for a once obscure economic theory that is gathering supporters around the world - Modern Monetary Theory. In June 2016 we wrote a...
Stephen Bennie
Castle Point Funds
Equities

Five global themes we think will deliver strong returns

Amid all the noise and volatility in global equity markets are some powerful structural shifts that should provide solid investment returns for many years to come....
Andrew Macken
Montaka Global Investments
Equities

Why uncomfortable stocks are often the best

For those of us who remember gathering around the warming glow of the wood-paneled cathode ray tube television to watch Sale of the Century back in ye olden days, here...
QAN
Nick Grove
Nick Grove
Livewire Markets
Equities

4 keys to investing in the second half of 2019

Late British Prime Minister Harold Macmillan, when once asked what he was most worried about, reportedly said, “Events, my dear boy, events.” Investors certainly...
Matt Reynolds
Matt Reynolds
Capital Group
Equities

Seeking value in the Land of Oz? Follow the Tagliaferro road

Many value investors would undoubtedly feel a lot like Dorothy in the current market environment, like they have taken a knock to the head during a violent twister...
+4
Nick Grove
Nick Grove
Livewire Markets
Equities

NAOS: Why we don't invest in Afterpay

NAOS Asset Management established its first listed investment company (LIC) in 2013 with 400 shareholders. Today, NAOS manages $260 million across three LIC vehicles...
APT
+4
Nick Grove
Nick Grove
Livewire Markets
Equities

Reporting season roadmap

To help you navigate the August 2019 reporting season, we have provided a listing of upcoming company announcements in chronological order, with our forecast NPAT...
AGL
AMP
+11
Bell Potter
Stockbroker
Equities

The New Criterion: the two stocks motorists love to hate

Speeding motorists and errant parkers hope they will never do business with Smart Parking and Redflex. But should investors?In what's bad news for British motorists,...
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

What’s next for Telstra?

This time last year, we published several articles on Livewire (including this one) outlining some of our thinking on Telstra (TLS), and in particular highlighting an...
HLS
TLS
Tim Kelley
Montgomery Investment Management
Equities

How to profit from short selling

As you likely know, short selling is a trading strategy that involves borrowing and then selling shares in a business, with the aim of buying them back and returning...
Joseph Kim
Equities

Is negative sentiment creating opportunities?

Recently there has been considerable focus in the press and across the investment community on the state of the Australian economy. Most of this attention has been...
Tim Carleton
Auscap Asset Management
Equities

A little Aussie company making waves in San Francisco

Witnessing the practical deployment of Audinate’s Dante technology within one of the world’s largest and most recognised organisations provided useful...
AD8
Mason Willoughby-Thomas
Mason Willoughby-Thomas
Ausbil Investment Management
Equities

Bank hybrids are a screaming sell

Yield chasing has spilled over into nearly every asset class, with Australian listed bank hybrids no exception. The current average margin of bank bills + 2.40% is...
+1
Jonathan Rochford
Narrow Road Capital
Equities

The buzz is back around Rio’s big Winu copper find

The new field season in WA’s Paterson province has brought fresh exploration impetus, with Rio firing up 11 rigs while nearby juniors Sipa and Antipa are planning...
FMG
+4
Barry FitzGerald
Independent Journalist
Equities

Appen: Leading the way in machine learning

The argument that eventually machines will render human input in the machine learning process redundant is inaccurate. Machines require vast amounts of...
APX
Mason Willoughby-Thomas
Mason Willoughby-Thomas
Ausbil Investment Management
Buy Hold Sell

Buy Hold Sell: 5 big stocks with big yields

With the cash rate at just 1.0% and Westpac calling 0.5% by February, income stocks are firmly back on the menu. So, this week we scanned the market for outsized...
BLD
CGF
+2
Buy Hold Sell
Livewire Markets
Equities

10 top growth stocks for a low-growth world

The investing landscape will remain uncertain for the remainder of 2019, with bond and equity markets seemingly sending contradictory signals, GSFM and its fund...
Nick Grove
Nick Grove
Livewire Markets
Equities

A microcap infrastructure name flying under the radar

Valmec Ltd (ASX:VMX) is a diversified energy and infrastructure services group that provides essential services to the oil and gas, resources and infrastructure sector...
VMX
Emanuel Datt
Datt Capital
Equities

The Great Race to zero

In this video I look at the 'Great Race' to zero interest rates globally amid economic torpor and record market highs, how record low yields are driving record...
Paul Moore
PM Capital
Equities

CSL delivers an extraordinary transformation

We met with senior company management of several of our portfolio holdings during the June quarter in both Australia and the UK. A notable highlight was a meeting with...
CSL
Marcus Bogdan
Blackmore Capital
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