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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

Europe and the bears - an unlikely couple

Portfolio Manager John Whelan says investors may be overly bearish on European stocks. In this snapshot video, John reflects on the findings of his recent research...
PM Capital
PM Capital
Equities

3 reasons why the next US recession will be big

In previous posts, I’ve discussed our reasoning for why we believe the global economy is in the later stages of the business cycle. The next part of the cycle is a...
Scott Shuttleworth
Scott Shuttleworth
Vega Capital
Equities

Bell Potter Analyst Outlook & Top Stock Picks for FY20

In this special report, ten of our analysts select 29 stock picks across sectors including banks and general insurers, LICs, agricultural and FMCG, technology,...
AVH
+26
Bell Potter
Stockbroker
Equities

Nufarm: Short the Short

The Nufarm Limited (ASX:NUF) register is looking decidedly tight. Possibly the tightest of any company in the ASX200. And this has accelerated over the past few weeks...
NUF
Romano Sala Tenna
Katana Asset Management
Equities

The New Criterion: investing in the future of food

With a new backer, Food Revolution Group is taking an aggressive approach to the Middle Kingdom. Further up the food chain, investors are trying to work out whether...
Tim Boreham
Tim Boreham
Independent Investment Research
Expert Insights

Looking outside the box for defensive equities

The big four banks, Telstra, and AREITs have traditionally formed the backbone of a defensive equities portfolio, but Aaron Binsted, Portfolio Manager at Lazard Asset...
+2
Livewire Exclusive
Livewire Markets
Equities

Private punting

The only thing Aussies love more than sport ... is a punt on the sport. Or just punting in general for that matter. Gambling is a very common Australian pastime and...
Scott Williams
Fiftyone Capital
Equities

A mid-cap stock that's the pick of the crop

Select Harvest (ASX:SHV) is an Australian-based grower, processor and marketer of almonds and almond-based value-added products. The business owns and leases over...
Vince Pezzullo
Perpetual Asset Management (Australia)
Equities

How Microsoft and Apple are dominating the new economy

The 1980s saw the emergence of Apple and Microsoft as major global technology players. It was PC versus Mac; Steve Jobs versus Bill Gates. Fast forward to today and...
Nicolas Burgess
Nicolas Burgess
EL&C Baillieu
Equities

Why self-regulation will help Facebook and Google shareholders

"''Don’t be evil.' Googlers generally apply those words to how we serve our users. But 'Don’t be evil' is much more than that. Yes, it’s about providing our users...
PM Capital
PM Capital
Expert Insights
Sponsored

High conviction value investing in practice

Legendary investor Peter Lynch coined the term ‘Diworsification’ - making your risk-return profile worse through diversification - and famously ran a concentrated...
MTS
Livewire Exclusive
Livewire Markets
Equities

Will a tech IPO bust drag the market down?

Each day brings more news of another huge technology IPO, often by businesses that have never made a profit – and perhaps never will. But there are new signs that this...
Roger Montgomery
Montgomery Investment Management
Expert Insights

Why this US health insurance stock is being mispriced

There is a US healthcare stock that has consistently delivered in terms of growth, but has been largely unappreciated by the market. Despite producing large amounts of...
Livewire Exclusive
Livewire Markets
Equities

Telstra making all the right moves

Few Australian large-cap stocks have caused as many differences of opinion over company prospects as Telstra. They have been Australia’s largest and most profitable...
TLS
Anton Tagliaferro
Fundamental Investment Management
Equities

The phenomenon of esports

The genesis of esports Esports can trace its roots back as far as October 1972 at Stanford University where players were invited to compete in a space combat game...
Lachlan Davis
Lachlan Davis
IFM Investors
Equities

Talk of rising graphite prices provides fresh hope for smashed-up Syrah

Graphite stocks have been whacked. But the supply-demand balance is thought to be turning, prompting senior analysts to tip a recovery in graphite prices. This could...
+1
Barry FitzGerald
Independent Journalist
Equities

Buy Hold Sell: 4 big shorts

The most-shorted stocks on the ASX have long been a hunting ground for investors and traders alike. Whether you're looking for potential "short squeeze" rallies,...
BKL
+1
Buy Hold Sell
Livewire Markets
Equities

You Can Count on CountPlus

A little over a year ago I wrote about CountPlus (ASX:CUP) and outlined why there was significant strategic value in their relationship with the CBA owned, and much...
CUP
Harley Grosser
HD Capital Partners
Equities

WAAAX and the disconnect not making headlines

When assessing the current landscape of the ASX, there has been a significant shift of investor dollars towards a highly select group of companies. Much has been made...
APT
APX
+2
Robert Miller
NAOS
Equities

Look no further for reliable income

Commercial property isn’t a pure income asset class like cash or fixed interest but it has a few advantages over other forms of income-based investing, starting with...
GMG
SCG
SGP
+1
Pete Morrissey
Pete Morrissey
Dexus
Equities

Is Costa Group’s share price decline cyclical or structural?

One of the more significant de-rating stories over the past 12 months has been that of fruit and vegetable grower Costa Group (ASX:CGC), which has had to issue two...
Joseph Kim
Equities

The triumph of generalists over specialists

Our team is often asked why we choose to organise our investment process along generalist rather than sector specialist lines. The answer is partially empirical, in...
Nicholas Cregan
Fairlight Asset Management
Equities

Less "EPS accretion", more value creation please

What's the most important thing for a listed company to focus on when considering an acquisition? The following quotes from four different ASX listings in the past...
AMA
Martin Pretty
Equitable Investors
Expert Insights
Sponsored

Paradigm: Deep value in a small-cap biotech?

You rarely hear value investors espousing small-cap biotech stocks, given their typically binary outcomes make the risk profile totally unsuitable. However, what we...
Livewire Exclusive
Livewire Markets
Equities

How are these valuations being justified?

During the first quarter of 2019, we have observed an acceleration in the outperformance of growth over value. This can be seen in the chart below provided by Deutsche...
APT
HUB
IEL
+2
Anthony Aboud
Perpetual Asset Management (Australia)
7976-8000 of 8799
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