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Equities

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

Equities

Don't mistake a good story for a good investment

Technology stocks have been on a tear. They seem unstoppable and the investor sentiment around them is one of euphoria. It doesn’t matter what company, how...
Avik Roy
Schroders
Equities

Novo chief regrets midnight metal detector movie

Hollywood came to the outback when Novo beamed live footage of its nugget hunt to US investors. And there were Hollywood-esque profits for shareholders – for a while....
Barry FitzGerald
Independent Journalist
Equities

Delusionary yields? Will you be amongst the disappointed?

Projected dividend growth for the ASX 200 is negative for the first time since the GFC and equity income investors need to change their focus from yield to income....
Chris Hall
Chris Hall
Ellerston Capital
Buy Hold Sell

Buy Hold Sell: 5 undiscovered growth stocks

Obscure small caps that then grew into huge success stories have given investors across the country plenty to smile about this financial year. So, as FY20 beckons, we...
AD8
+2
Buy Hold Sell
Livewire Markets
Equities

An Amayzing target for AGL

If AGL Energy (AGL) wants an entry into the telecommunications space, Amaysim (AYS) would fit its strategy well and would be a much lower-risk opportunity than the...
AGL
Martin Pretty
Equitable Investors
Equities

Two small caps with bright futures

In June last year, we wrote that Lifestyle Communities (LIC) was a sound long-term investment. With the stock having returned 16.7% since publishing, Livewire got in...
EQT
Steve Black
Pengana Capital Group
Equities

Crucial Question: Is This 1995 Or 2007?

Crucial Question: Is It 1995 or 2007?Before reading this week's update on the global macro and equities picture, investors are advised to add three new words to their...
Rudi Filapek-Vandyck
FNArena
Equities

Gaming: a solid, defensive sector in a value portfolio

In this sector overview, we ask Bruce Du, Equities Analyst, and Daniel Moore, Portfolio Manager and Senior Equities Analyst, what Investors Mutual Ltd (IML) sees in...
+2
Investors Mutual
IML
Equities

5 key themes for the financial year ahead

One of the biggest uncertainties hanging over investment markets currently is the trade conflict between the US and China. There are almost as many theoretical...
CSL
IGL
+3
Kate Howitt
Kate Howitt
Fidelity International
Equities

The 10 most tipped stocks for 2019 (mid-year update)

In January, we published the results from our reader survey, including the ten most tipped stocks from the 2500 stock calls submitted. By the end of March, this group...
APT
+9
Alex Cowie
Alex Cowie
Buy Hold Sell

Is Telstra sexy again?

Cast your mind back 12 months and it will be near impossible to recall anyone sticking their neck out to back Telstra. As we sit today, shares in one of Australia’s...
TLS
Buy Hold Sell
Livewire Markets
Equities

New world masters: Facebook and Google

If you've seen the movie you know how the story goes: Facebook was created on a university campus to connect and profile students and teachers. Just over 15 years on...
Nicolas Burgess
Nicolas Burgess
EL&C Baillieu
Equities

The #1 stock picks for 2019 (an update)

At the start of the year we invited the best performing five fund managers from Buy Hold Sell to pitch their #1 stock picks for 2019. As we hit the mid-point for the...
AQG
XRO
James Marlay
Livewire Markets
Equities

Agriculture insight: the impact of African Swine Fever

A major dislocation has recently occurred in global protein markets in the form of a rapidly spreading disease called African Swine Fever (ASF). The China Ministry of...
David Whitten
David Whitten
Collections

3 things global investors need to watch in FY20

There are four key phases of the US Presidential election cycle that will play out over the next 18 months. The pre-caucus debate phase starts this week, on 26th June,...
Ted Alexander
BML Funds
Expert Insights
Sponsored

One man’s trash is another man’s treasure

Investors face the double challenge today of an expensive market and an economy facing growing headwinds. One workaround for finding opportunities in this environment...
Livewire Exclusive
Livewire Markets
Equities

A capital offence

Fletcher Building (ASX:FBU) made the news again last week in a Radio New Zealand Checkpoint piece focusing on the One Central development in Christchurch, formerly...
Stephen Bennie
Castle Point Funds
Rapid Fire

Steve Johnson: The search for extreme dislocations

When Walter Schloss founded the funds management firm that bore his name in 1955, markets were a very different place. Schloss harnessed the power of Ben Graham's...
The Rules of Investing
Livewire Markets
Equities

Hot Chili goes from cold to warm in hunt for economic copper-gold deposit

The dogged Chilean explorer appears to have a game-changer on its hands with a strong copper-gold porphyry hit. Plus, the bulls are running on Highfields’ Spanish...
BHP
HCH
+1
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 5 stocks with a tailwind

A little bit of a tailwind can go a long way in investing, and these five stocks are riding a big one; the declining Australian dollar. With the RBA now firmly in a...
BXB
CSL
+2
Buy Hold Sell
Livewire Markets
Equities

100 Years of Equity Returns

'Read history! Read history! Read history!’ Charlie Munger While investing is all about the future, having a solid understanding of the past can provide clarity and...
John Garrett
MA Financial Group
Equities

Should we be borrowing more?

At the time of writing, the ten-year Australian Government bond is yielding 1.37% and the recently offered 30-year Australian Government bond is yielding under 2.4%....
Tim Carleton
Auscap Asset Management
Expert Insights

Investing in the 6th Industrial Revolution

The concept of "impact investing" may be nothing new but it has become a popular way of thinking about markets over the past few years, as investors seek to not only...
Livewire Exclusive
Livewire Markets
Equities

A global stock that will reward patient investors

Think for a moment about the complexity of designing a car. Over 30,000 individual parts are present in a typical vehicle and the design engineer needs to use all of...
Vince Pezzullo
Perpetual Asset Management (Australia)
Equities

A Cheap & Growing HR Tech Stock

We’ve had some success (and luck) in tech stocks this year – 5GN, WZR and Z1P have all been multi-baggers. CV Check (ASX:CV1) is another tech stock we’ve been buying...
CV1
Harley Grosser
HD Capital Partners
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