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Listed stock commentary covering small-caps to big-caps, growth to income, domestic to global, and momentum to deep value.

Expert Insights

A blue-chip in the making

What are the attributes that make for a genuine blue-chip company? For Joe Magyer at Lakehouse Capital he’s on the hunt for stocks with really high levels of recurring...
XRO
Livewire Exclusive
Livewire Markets
Equities

Every company has a price. Here are two that look cheap right now

What the market taught me in 2018 was that uncertainty and volatility are here to stay, it really is the new normal, so we just need to get on with it. I'd like to...
NUF
WOR
Patrick Hodgens
Firetrail Investments
Expert Insights

Finding stocks that perform through the cycle

Nick Griffin, Chief Investment Officer at Munro Partners, says that earnings growth will trump macro uncertainties “time after time”. Stocks that can grow consistently...
Livewire Exclusive
Livewire Markets
Equities

Boral Limited (ASX: BLD)

Boral Limited is a multinational company dealing in building and construction materials. Founded in Australia, it also has extensive operations in the United States...
BLD
Leyland Private Asset Management
Trusted and Confidential Asset Management Advisors
Equities

Property……..who cares?

Only everyone that has ever left their parents’ home! Not many people are aware that the property industry is the nation’s biggest employer. From the crane...
NEA
REA
RMY
+1
Nicholas Sproats
Harvest Lane
Equities

3 themes that highlight future quality

A lot of time and effort is being expended by investors attempting to guess the future path of monetary policy in the US and elsewhere. Irrespective of the economic...
Greig Bryson
Yarra Capital Management
Equities

The biggest winners and losers of reporting season

Reporting season is over and saw share prices of more than 40 stocks jump (or fall) by over 10% on the day of their results, with at least 10 moving by over 20%. The...
APT
+9
Alex Cowie
Alex Cowie
Equities

Fortnite is Changing the Game

My little brother is one of millions of crazed Fortnite fans. His current routine involves playing the online game in his toy room with headphones in, while...
Chloe Stokes
Forager
Equities

A2B - Back in the fight

A2B’s (A2B) result on Wednesday highlights, in our view, the traction the company is beginning to generate from reinvesting back in the business. Over 12 months ago,...
Marc Whittaker
IML
Equities
Sponsored

FlexiGroup transforms “Buy Now, Pay Later” offering

FlexiGroup invented the “Buy Now, Pay Later” concept in Australia over 20 years ago. Now, set with a new CEO and a simplified product offering, the company is ready to...
APT
Livewire Exclusive
Livewire Markets
Equities

Afterpay's opportunity much bigger than the market realises

It’s hard to be indifferent about Afterpay Touch, which is one of the fastest-growing yet most divisive companies listed on the ASX. The market’s reaction this morning...
APT
Joe Magyer
Joe Magyer
Lakehouse Capital
Equities

IDP Education continues to be a high-class business

International education is big business in Australia, and one of the firms benefitting from the student boom is IDP Education (ASX:IEL). In the half year to December...
IEL
Stuart Jackson
Equities

A contrarian play on the aged care sector

"We're focussed on valuing the business rather than just the stock. Underlying that is our estimate of private market value, which is what an informed, rational...
EHE
Tim Hannon
Tim Hannon
Conrad Capital Group
Expert Insights
Sponsored

Finding the next Afterpay (before it lists)

Producing outsized returns requires doing something differently to other investors. One way of achieving this is by investing in companies before they list on the ASX...
APT
Livewire Exclusive
Livewire Markets
Equities

Lovisa remains an attractive investment

Lovisa's (LOV) result has been very well received by the market, due to a number of factors. Firstly, leading into the result there were concerns due to the tough...
Shane Fitzgerald
Monash Investors
Equities

Turning bullish on Isentia, a turnaround worth investigating

Media intelligence company Isentia (ASX:ISD) enjoyed a market cap touching almost $1bn at its peak in 2015 but, with industry headwinds and its disastrous $35m+...
Graeme Carson
Cyan Investment Management
Equities

A 'Priceless' investment case

The great investor Peter Lynch who ran the Fidelity Magellan Fund is often quoted saying: “the best investment ideas you see with your own eyes in everyday life” ...
Charlie Aitken
Charlie Aitken
Aitken Investment Management
Equities

Webjet: 30% jump on results but still on a PE of 14

Webjet (WEB) reported one of the best results of reporting season to date yesterday, and the market promptly rewarded it with the stock finishing up 30% on the day -...
Naheed Rahman
Cygnet Capital and RaaS Research Group
Buy Hold Sell

Buy Hold Sell: 5 resilient big caps

There have been some astounding one-day moves this reporting season among the market darling midcaps, including Altium jumping 20%, Webjet soaring 30%, Blackmores...
CNU
CSL
+2
Buy Hold Sell
Livewire Markets
Equities

Wesfarmers: High returns are just the beginning…

Over the past 20 years, Bunnings sales revenue and earnings have never gone backwards, despite multiple housing cycles, the Global Financial Crisis and competitor...
WES
Adam Alexander
Schroders
Equities

Don’t lose sight of the long-term

Emerging markets were volatile throughout 2018, especially during quarter four as they sold off and took some valuation froth out of the market. This has continued...
Alva Devoy
Alva Devoy
Fidelity International
Equities

Dividends the size of Jupiter!

With Australian investors love of resources and a passion for dividends, it seems incredible that a company could yield over 24% in a commodity with strong...
Scott Williams
Fiftyone Capital
Equities

Nearmap: Global leader in the delivery of reality-as-a-service

Nearmap (NEA) released another impressive set of results on Wednesday, with strong numbers across all of its key KPIs. Annualised contract value (ACV) growth was...
NEA
Mason Willoughby-Thomas
Mason Willoughby-Thomas
Ausbil Investment Management
Equities

Market overlooking Stockland's solid fundamentals

Stockland announced their 1H19 results this morning. Conditions remain challenging for the group with a deterioration in housing market conditions, reduced credit...
SGP
Matthew Coleman
Matthew Coleman
Dexus Real Estate Securities
Equities

Corporate Travel Lays Down the Runway for a Rerating

Corporate Travel Management (CTD) has been one of the most topical stocks on the ASX in recent months, specifically due to being the target of a well-publicised, short...
Naheed Rahman
Cygnet Capital and RaaS Research Group
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