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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

A Dividend Bonanza

Interest rates around the world, including Australia, have been falling recently. Where conventional wisdom one year ago was for rising rates, now expectations have...
AMP
AWC
+13
Peter Gardner
Plato Investment Management
Equities

Leigh Creek poised for growth

Last month we discussed our thesis for owning Leigh Creek (ASX:LCK). The big news for LCK this month was that it received its maiden 2P reserve certification. This is...
Shane Fitzgerald
Monash Investors
Expert Insights

Are you paying too much for tech stocks?

Mining companies have traditionally traded at a discount to industrials due to the limited life of their assets. Amit Lodha, Portfolio Manager at the Fidelity...
Livewire Exclusive
Livewire Markets
Equities

GODLUC is the new FAANG

The USD $61 billion ride sharing sector makes a splash with the Lyft IPO this week already oversubscribed and Uber’s S1 filing in with the SEC. Other global players...
Kyle Schlachter
Kyle Schlachter
Territory Funds Management
Buy Hold Sell

Buy Hold Sell: 5 hot stocks on a high

Investors will often be confronted with rip-roaring stocks that are on a high and show no signs of arresting their ascent. In this episode of Buy Hold Sell, we take a...
MQG
+2
Buy Hold Sell
Livewire Markets
Equities

Get me out of Australia?

Investors’ desire for growth outside of the suffering Australian economy was a major theme to emerge in the February 2019 Reporting Season, particularly in the...
APT
APX
+10
Oscar Oberg
Wilson Asset Management
Equities

The only 4 stocks to pass our filters

Around this time of year, for the past two years, we have published on Livewire the results of our quant screening of Australian stocks, in search of companies that...
+4
Marcus Tuck
Marcus Tuck
Mason Stevens
Equities

10 most tipped stocks: Smashing the market by 17%

At the start of the year, we announced the ten most tipped stocks from our Livewire reader survey. Three months into the year, this diverse basket is already up by...
APT
+7
Alex Cowie
Alex Cowie
Equities

Afterpay: What’s a billion-dollar revenue line worth?

We acknowledge Afterpay (APT) has been one of the most talked about stocks in the Australian market. Everyone loves a 20 bagger - which is what Afterpay has been since...
APT
David Allingham
Eley Griffiths Group
Expert Insights

Macquarie: Defying the headwinds on the way to $150

Today’s macro backdrop of low rates, a weaker economy and lower local currency creates challenges for investors. However, Macquarie can perform in this environment...
MQG
Livewire Exclusive
Livewire Markets
Equities

Less revenue, more profit at iSelect

Comparison website iSelect’s (ISU) half year results last month showed revenue falling 12% on the previous December half. For most companies lower revenue would mean...
Alex Shevelev
Forager
Equities

Spotlight on Nufarm

Nufarm (ASX: NUF) is an undervalued agricultural crop protection company that has strong global exposure with 97% of earnings originating from outside Australia. We...
NUF
Oscar Oberg
Wilson Asset Management
Rapid Fire

A century of dividends

In the last 117 years, Australia has seen two World Wars, the Great Depression, the introduction of the motor car, 30 Prime Ministers, and every year, Washington H...
BKW
+1
The Rules of Investing
Livewire Markets
Collections

7 stocks that fell victim to market myopia

Short-term reactionary behaviour is to be expected within every earnings season, and February 2019 was no exception. But opportunities that went misinterpreted or...
COH
+4
Livewire Exclusive
Livewire Markets
Equities

Future secured

An innovative car company at the vanguard of autonomous driving, with a vision defined as ‘zero crashes, zero emissions and zero congestion’ must be a Silicon Valley...
Christine Jurzenski
Christine Jurzenski
Avenir Capital
Buy Hold Sell

Buy Hold Sell: 5 quality small caps flying high

Backing a small cap that goes for a massive run can completely transform your performance. The challenge, of course, is finding them, but sometimes sheer momentum...
NEA
+2
Buy Hold Sell
Livewire Markets
Collections

7 stocks for uncertain times

Growth stocks like Afterpay, Appen and Nearmap that are making waves offshore have been dominating the leader board. Meanwhile, domestic cyclicals have been struggling...
APT
APX
BAP
+4
Livewire Exclusive
Livewire Markets
Equities

Hey Earnings, where’s my Cash?

How can Treasury Wine Estates report cashflow of $27m and profit of $219m? Should we be concerned? One of the joys of analysing investment opportunities is that every...
WOR
James Miller
Firetrail Investments
Equities

Aldi: Good Different

I recommend this recent piece in The Guardian – The Aldi effect: how one discount supermarket transformed the way Britain shops. It’s top shelf journalism. The...
Gareth Brown
Forager
Buy Hold Sell

Buy Hold Sell: 5 small caps flying under the radar

Small caps offer investors growth optionality across a broad range of sectors, and with less coverage than the big end of town, great opportunities often get...
AMS
+2
Buy Hold Sell
Livewire Markets
Equities

Packaging up Pact Group

In this 4 minute video, Portfolio Manager Uday Cheruvu explains how Pact Group (ASX: PGH) may benefit from the scale it has built in the Australian packaging...
PM Capital
PM Capital
Equities

The company shaking up the U.S. healthcare system (NYSE: CVS)

CVS Health is an American retail pharmacy, healthcare company and insurer. They are able to leverage their size to negotiate discounts on drug prices, which benefits...
Ted Franks
Pengana Capital Group
Equities

A day in the life of private equity

The world of private equity is all around us, from old economy brands like the Hilton Hotel Group, Cadbury Schwepps and Lorna Jane, to more recent examples like Dell...
Pengana Capital Group
Pengana Capital Group
Equities

A slow wait for Quickstep

Often it's said that finding investments in the small cap market is akin to walking along the beach turning over rocks in search of gems. It's an endless task and one...
Dean Fergie
Cyan Investment Management
Equities

Hamish Douglass and Andrew Clifford tackle your questions

In the second episode of Livewire’s exclusive series featuring Magellan Asset Management Limited Hamish Douglass and Andrew Clifford, our guests tackle the questions...
James Marlay
Livewire Markets
8176-8200 of 8799
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