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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

Netflix has a 13 year head start - can Disney still succeed?

Disney’s transformation to a streaming ‘Netflix’ business model is an unprecedented step for the company. Any business transformation is hard, and in Disney’s case its...
Lachlan MacGregor
Alphinity Investment Management
Expert Insights
Sponsored

What keeps Phil King up at night?

Philip King, CIO at Regal, is one of Australia’s most experienced investors and we recently took the chance to hit him with three simple questions about investing....
Livewire Exclusive
Livewire Markets
Equities

ACCC decision on TPG Telecom/Vodafone merger and what it means for Telstra

The ACCC recently announced that it would oppose the merger between Vodafone (VHA) Australia and TPG Telecom (TPG). The decision was accidentally released a day early...
TLS
Lachlan Davis
Lachlan Davis
IFM Investors
Equities

Real world pitfalls could derail darlings

In its bid for Dulux this month, Nippon Paint offered yet another example of the ability for differing perspectives to provide divergent outcomes when it comes to the...
APT
+7
Schroders Australia
Schroders
Equities

Does Avita Medical have a bright future?

One company that recently caught our attention, that I believe is worth monitoring, is Avita Medical (ASX:AVH). AVH owns the patents and produces a medical device...
AVH
Joseph Kim
Equities

A different way to build portfolios

Asset allocation is one of the most important investment planning decisions. The key question: What is the best mix between stocks and bonds, and how should that mix...
Matt Reynolds
Matt Reynolds
Capital Group
Rapid Fire

Finding the next Macquarie Bank

Finding cheap stocks this late in the cycle is getting harder and harder. Index funds have bid up the prices of large-cap stocks to levels not seen since the tech...
APT
AXL
+3
The Rules of Investing
Livewire Markets
Equities

7 questions for assessing business quality

We spend a lot time analysing individual companies and the industries they operate in. There are two time horizons investors are focused on predominantly. Firstly,...
APT
CSL
+2
Rob Tucker
Chester High Conviction Fund
Equities

What we like and what we’re avoiding

Back in late 2017 when BHP was $26 and unloved, Troy Angus, Head of Australian large caps at Paradice Investment Management made the case for the stock in a Livewire...
BHP
Livewire Exclusive
Livewire Markets
Equities

With 2.6Moz under its belt, Bardoc emerges as next Aussie miner with critical mass

With big gold stocks looking fully-priced, the hunt is on for value down the chain. But tier-1 locations and scale are still must-haves. This is where Bardoc, led by...
+3
Barry FitzGerald
Independent Journalist
Equities

Why does quality investing work?

Whilst defining quality is no minor philosophical challenge, we are fortunate that the application of the concept of quality to investing is robust to various...
Ian Carmichael
Ian Carmichael
Fairlight Asset Management
Buy Hold Sell

Buy Hold Sell: 5 emerging growth stocks

Investors have rewarded stocks demonstrating the ability to deliver growth while also exceeding market expectations. However, the multiples on some of these stocks are...
AUB
+4
Buy Hold Sell
Livewire Markets
Equities

Value & the eye of the beholder

In early May the once highly popular ASX-listed funds manager Janus Henderson (JHG) released a rather underwhelming March quarter financial performance report. Among...
AMP
+1
Rudi Filapek-Vandyck
FNArena
Equities

HSBC a left-field suitor for Suncorp Bank?

We have written extensively in the past on the benefits of merging Bendigo and Adelaide Bank (ASX:BEN) and Suncorp Bank (ASX:SUN). However, we believe it is also worth...
SUN
Bell Potter
Stockbroker
Equities

Coke and kombucha: How the internet is killing traditional brands

I am in no position to be critical of the world’s greatest investor—my investing mistakes are bigger and more frequent than his. But Warren Buffett’s slip ups over the...
CCL
Steve Johnson
Forager
Equities

Where are valuations now?

Markets have bounced back significantly since the volatile days approaching Christmas last year. Where does that leave valuations now? A 2-minute snapshot on why I'm...
Paul Moore
PM Capital
Expert Insights
Sponsored

Two stocks that passed the Regal filters

The investment process at Regal Funds Management allows them vary market exposure depending on the prevailing conditions. Simply put, Regal like to be ‘long’ in bull...
XRO
Livewire Exclusive
Livewire Markets
Equities

What to sell (if anything)

The sell signals have been building on the charts for a couple of weeks both here and in the US. The dam burst a little bit overnight. The 1.65% sell-off on Wall St is...
BHP
CSL
+5
Marcus Padley
Marcus Today
Equities

The New Criterion: why this tech fund trades at a steep discount to underlying assets

The only pure-tech listed investment company on the ASX, Bailador Technology Investments (BTI, 93c) adheres to a simple charter of providing investors with a one-stop...
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

IMF Bentham: A real opportunity right now

The markets are back at or close to all-time highs and selecting investments at this point is becoming quite tricky, especially for a fundamentalist and contrarian...
Marcelo Lopez
Marcelo Lopez
L2 Capital Partners
Equities

A platinum crucible in the rough

At the current stage of the bull market, it can be hard to find a company that is reasonably priced, let alone being cheap whilst showing signs of accelerating revenue...
Joshua Baker
Rapid Fire

Braitling: Valuation has never mattered less...

On the 23rd of May, eight fund managers will present their best ideas at The Future Generation Investment Forum. The line up this year looks exceptional and boasts a...
APT
+3
James Marlay
Livewire Markets
Equities

The Aussie company soaring high in the U.S.A.

Flight Centre is a global travel management company with businesses in Australia, New Zealand, North America, UK, Europe and South Africa. It also has smaller...
Anton du Preez
Anton du Preez
Pengana Capital Group
Expert Insights

Top stocks for exposure to the new China

While China's recent injections of liquidity into the system have got the economy going and recent purchasing managers' prints have also provided support to the...
Livewire Exclusive
Livewire Markets
Equities

Five high conviction stocks in May

Equities have continued to recover from their sell-off late last year; income-oriented asset classes like property and infrastructure have been in strong demand and...
OSH
PWH
RMD
+4
Andrew Tang
Morgans Financial
8076-8100 of 8799
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