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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

Spotlight on Nearmap

Nearmap (ASX: NEA) is an Australian software business that specialises in mapping, aerial imagery and location data services. This week, NEA reaffirmed its earnings...
NEA
Martin Hickson
Martin Hickson
1851 Capital
Equities

WES's $1.90 bid for KDR looks opportunistic - discount to IPFS NPV

We first wrote about Kidman Resources KDR back in March 2017 at $0.49 (KDR notes 2nd Mar 2017, 11th July 2017, 25th July 2017, and given the water under the...
Thomas Schoenmaker
Alpine Capital
Equities

Meeting with the CFO - Kidman Resources

At the start of every year we publish our Equity Strategy Key Themes report, which as the name suggest discusses the key themes our team believes will impact asset...
APT
+2
Zach Riaz
Zach Riaz
Banyantree Investment Group
Equities

Wesfarmers’ whopping takeover premium for Kidman puts value spotlight on lithium producers

The conglomerate’s surprising decision to pay a 47% share price premium for half a lithium project which won’t be in production for three years poses interesting...
+3
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: Who are the top stock pickers?

The Buy Hold Sell segment is the most popular series on Livewire. What’s not to like? Duelling fund managers giving their views on five stocks in a lively and...
APT
QIN
+3
James Marlay
Livewire Markets
Equities

Ready. Set. Go.

The starting gun has been fired. Wesfarmers (WES.ASX) and Kidman Resources (KDR.ASX) this morning announced a proposal that would see Kidman acquired at $1.90 per...
WES
Luke Cummings
Harvest Lane Asset Management
Equities

Will Uber’s IPO lead to uber losses for investors?

Uber’s upcoming IPO promises to be monumental. The big question for would-be buyers is: will this loss-making juggernaut be a good investment? Or, like its rival,...
Roger Montgomery
Montgomery Investment Management
Equities

Two of Australia’s biggest offshore earners

This time last year we wrote that we felt that BHP was in the midst of an upgrade cycle driven by strong commodity prices and a significantly reduced cost base....
BHP
MQG
Nicholas Leitl
Nicholas Leitl
K2 Asset Management
Equities

Stream Wars - The (Disney) Empire Strikes Back

Do not attempt to adjust your set – your TV has been forever changedRemember when TV went to colour, from black and white? Or when TEN launched as the third...
Alex Pollak
Loftus Peak
Expert Insights

An undiscovered gem (that won’t stay that way for long)

It’s not often you hear about a stock that appears to be flying totally under the radar but that’s what Simon Shields and the team at Monash Investors has found. This...
Livewire Exclusive
Livewire Markets
Equities

Should NAB cut its dividend?

To cut or not cut? That is the question facing the National Australia Bank (NAB) Board. Just over a week ago, NAB announced another customer remediation provision,...
+1
Daniel Mueller
Daniel Mueller
Vertium Asset Management
Equities

Sell in May and go away

After a 17.33% rally in the ASX 200 since Christmas Eve and an RSI sell signal on the ASX 200 this morning and with May 1st being tomorrow, it is a pretty obvious call...
Marcus Padley
Marcus Today
Equities

When will the value bear market end?

People often ask us what investment style is Ophir Asset Management? We respond we are style agnostic, if we believe there is money to be made buying a company that is...
Andrew Mitchell
Ophir Asset Management
Expert Insights
Sponsored

Regal: 3 consensus trades the market has wrong

Part of the research process at Regal is to filter sell side research for new ideas. Philip King, CIO at Regal Funds Management, says this process generates long ideas...
Livewire Exclusive
Livewire Markets
Equities

The case for equities (and 3 recent additions)

The path forward for equity markets will be dictated by a number of cross currents that we are well prepared for. April is a seasonally strong month for equities,...
IVC
Eley Griffiths
Eley Griffiths Group
Equities

The unloved retail stocks that could be a good buy

Since the equity market lows in December 2018, investors have chased offshore earnings to escape falling house prices, weak consumer and business sentiment, and...
BLD
+10
Oscar Oberg
Wilson Asset Management
Equities

Board independence: Does one size fit all?

The Hayne Royal Commission brought into sharp focus the governance failures at the board level for many financial institutions. Prior to the release of the final...
Sam Ferraro
Sam Ferraro
Equities

Would you accept zero capital growth for the next five years?

After years as a successful investment strategy, something has happened to blue chips over the last 5 years. Despite huge gains from global markets, Australia’s...
BHP
RIO
+2
Michael Goldberg
Collins St Asset Management
Equities

Part 1 - EV battery price falls - expect pace to slow

As Tesla's share price comes under pressure, Part 1 of a two part series on Electric Vehicles details how manufacturers globally will see price falls for its main...
PM Capital
PM Capital
Equities

Spotlight on Bubs Australia

Bubs Australia (ASX: BUB) is an infant formula brand with a major focus on goats milk. This week, BUB announced a four-year strategic alliance with Chemist...
BUB
Oscar Oberg
Wilson Asset Management
Equities

Why A2 is crushing the competition in China

I have just returned from China, looking at how Australian goods such as infant formula are sold and marketed, given the strong Chinese demand for such products. Being...
WAM
WAX
Tobias Yao
Wilson Asset Management
Equities

2 companies benefitting from the Chinese consumer

China is a key economic partner for Australia, being our largest trading partner for both imports and exports. Whilst our commodity exports to China make up the...
WNR
NAOS Asset Management
NAOS Asset Management
NAOS
Expert Insights

Where to find the best yield stocks

It's not easy to find yield opportunities in the large-cap universe at this point in the cycle, and with the potential for a pick-up in global growth and interest...
BHP
RIO
WLE
Livewire Exclusive
Livewire Markets
Collections

The blue-chips of the future

What will the world look like in five years’ time? A difficult question to answer, but one that long-term equity investors must ask themselves every day. In 2014,...
COL
QUB
S32
+3
Patrick Poke
Livewire Markets
Equities

A look at the NAB remediation charges

Last week, the National Australia Bank (ASX:NAB) released details of the customer remediation charges it expects to take in its 2019 interim result following the Royal...
+1
Stuart Jackson
8101-8125 of 8799
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