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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

The attributes of a long-term winner

A couple of years ago I bought an orange blazer. At the time I felt incredibly stylish and on-trend. But about six months later the romance was over - whenever I...
Kate Howitt
Kate Howitt
Fidelity International
Buy Hold Sell

Value and traps in interest rate sensitive stocks

Investors are forever on the hunt for steady and reliable income streams, which often come in the form of utilities, infrastructure stocks and REITs. And given the...
SSM
Buy Hold Sell
Livewire Markets
Expert Insights

4 ingredients of a great management team

Ask any professional investor what the most important attributes are to consider when assessing a new investment and “quality of management” is likely to feature high...
Livewire Exclusive
Livewire Markets
Equities

There's upside to be realised in Fletcher Building

Fletcher Building is a diversified building materials and construction company operating in over 40 countries. The company is currently simplifying its business...
Vince Pezzullo
Perpetual Asset Management (Australia)
Equities

NAB: A voice of one calling in the wilderness

NAB has today announced after-tax remediation costs of $525m (91% wealth-related and the balance being banking-related) that will reduce 1H19 cash earnings by $325m...
Bell Potter
Stockbroker
Expert Insights

Can the market get over the Kogan hissy fit?

“It is not the strongest species that survive, nor the most intelligent, but the ones most responsive to change.” This quote is often attributed (incorrectly) to...
KGN
Livewire Exclusive
Livewire Markets
Equities

The Vega Way of Investing Capital

Buying undervalued stocks is traditionally the way investors seek to deliver returns over the long term. At Vega Capital, we utilise a differentiated way of looking at...
Scott Shuttleworth
Scott Shuttleworth
Vega Capital
Equities

Afterpay Touch Vs Zip Co

Which of the ‘buy now, pay later’ providers offers the best value and upside for investors: Afterpay, Zip, or neither of the above..?The rise of Afterpay (APT,...
APT
RZI
ZIP
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

Market braces for big resource increase at Red 5

Red 5 has already turned trading screens green this year - and now investors are braced for a big increase in its 1.9Moz resource. Plus, Strandline hints at selling a...
RED
+1
Barry FitzGerald
Independent Journalist
Equities

13 of the most popular articles in 2019 (so far)

With the Easter and Anzac period upon us, for some holiday reading, we’ve rounded up and summarised a baker’s dozen of the top wires of 2019 so far, including some of...
AMC
APT
APX
+6
Alex Cowie
Alex Cowie
Equities

On the Road: New Zealand Financials

I recently went to New Zealand to research the Financial sector. I was visiting banks and insurance companies, as well as seeing the regulators and getting insights...
+1
Andrew Martin
Alphinity Investment Management
Equities

Should investors ‘recycle’ iron-ore stocks out of their portfolios?

The effect of Vale’s tragic dam collapse in early 2019 has seen iron ore prices rally. As a result of forced mine closures, the global seaborne supply of iron ore is...
BHP
RIO
Benjamin Goodwin
Merlon Capital
Equities

5G Networks - Re-rating Underway

I wrote about 5G Networks (5GN) back in December. Since then the company has entered the Data Centre market, raised $8m and a number of new funds have joined the...
5GN
+2
Harley Grosser
HD Capital Partners
Expert Insights

Why we invested in AMP

When you invest in a business like AMP, nobody stops you in the street to tell you what a great investment it is. While the businesses that AMP run may not look very...
AMP
Livewire Exclusive
Livewire Markets
Equities

How to destroy $53 billion in two easy steps

Poor capital allocation decisions are one of the most frustrating parts of being a patient and contrarian investor. We conduct detailed independent research and invest...
Hamish Carlisle
Merlon Capital
Equities

The Unicorn has arrived

Investors should be aware that another tech boom appears to be underway. Exuberant valuations, zero profits and knowledgeable private equity owners lining up to sell...
Roger Montgomery
Montgomery Investment Management
Equities

A postcard from Paradice

One of Australia’s most iconic funds management firms will celebrate its 20th anniversary this year. From humble beginnings with just $30 million of assets under...
BHP
DOW
FMG
+2
James Marlay
Livewire Markets
Equities

The emerging market myth

Conventional wisdom has it that superior GDP growth in EMs will produce superior EPS growth. Yet, over the last decade real EPS in India has fallen by almost 60% while...
Stephen Arnold
Aoris Investment Management
Equities

Spotlight on CIMIC Group

CIMIC Group (ASX: CIM) is a global engineering-led construction, mining and services business with a history dating back to 1899. This week, CIMIC released their...
Oscar Oberg
Wilson Asset Management
Equities

Livewire readers beating the market by 20%

We recently reviewed the ten most tipped stocks, which are leading the market by 17% so far this year. However, there was a second crop, the ‘ten more’ most tipped...
AMI
AMP
+7
Alex Cowie
Alex Cowie
Equities

The Instagram Generation

The world’s youngest billionaire was crowned in 2019. At age 21, Kylie Jenner and her business Kylie Cosmetics were included into this club. This rapid success...
Charlie Aitken
Charlie Aitken
Aitken Investment Management
Equities

Retail REITS And The (Invisible) Risk

Last week, I was reminded by a gold bug investor on Twitter that, as far as asset investment returns are concerned over the past two decades (1999-2019), gold came in...
BWP
CHC
+7
Rudi Filapek-Vandyck
FNArena
Equities

VW’s ringing endorsement of Australian lithium highlights sector’s potential

The German giant this week named hard-rock lithium, such as that from WA, as being far more desirable than the South American brine-type. Plus, it loves Australia. The...
+5
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: The #1 stock for offshore growth

Local stocks enjoying growth offshore provide a rare shining light in a market exposed to our weakening economy. In this episode of Buy Hold Sell, we look at stocks...
BKL
+2
Buy Hold Sell
Livewire Markets
Equities

Why do Australians pay crazy multiples for CSL?

Last month, I was sitting in a hotel lobby (actually the Bar) in Amsterdam after attending the International Plasma Protein Conference. I started talking with a fellow...
CSL
Sam Byrnes
ECP Asset Management
8126-8150 of 8799
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