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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

Codan Limited (CDA): Playing defence by detecting the growth

Codan is positively exposed to the defence spending thematic with the company's earnings profile potentially at an inflection point.
CDA
Phillip Hudak
Maple-Brown Abbott
The Pitch

Should you look outside the ASX miners for a China stimulus play?

China's latest stimulus measures haven't answered investor concerns. That could be a problem for ASX resources investors
Hans Lee
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 3 nice stocks and 2 on the naughty list for 2025

Marcus Today's Henry Jennings and Atlas Funds Management's Hugh Dive review their Santa stock lists for 2025.
AMP
BHP
IPL
+2
Buy Hold Sell
Livewire Markets
Equities

Coppo: It pays to be a bull

Bell Potter's Richard Coppleson pours through over 140 years of stock market data in this piece.
Hans Lee
Livewire Markets
Equities

Copper, nickel, iron ore, uranium, coal, rare earths, gold, silver…Where are prices headed in 2025?

2024 was tough for ASX commodity stock investors, but there were some bright spots if you knew where to look. Where does one look in 2025?
29M
BHP
+8
Carl Capolingua
Livewire Markets
Equities

Big tech valuations – Reset or re-entry?

While concerns around Big-tech valuations persist, the reality is that many of these stocks are more reasonably priced than they may appear. After a period of...
+6
Billy Leung
Global X ETFs
Rapid Fire

Buying an unloved ASX name became one of this fundie's best investments in 2024

Elston Asset Management's Andrew McKie shares his best & worst investments of 2024, as well as a factor that could have a big impact in 2025
AMP
IEL
Chris Conway
Livewire Markets
Fund in Focus
Sponsored

Small caps are on fire. Here are Ausbil’s top picks

Australian small caps are finally on a run, and Ausbil's Arden Jennings is bullish on next year's prospects.
Sara Allen
Livewire Markets
The Pitch

The next three years of the AI rally will come from these stocks

Narrowing down 2,000 stocks to 40 is no mean feat. Here is how Impax's David Winborne does it.
Livewire Exclusive
Livewire Markets
Rapid Fire

14 ASX stocks this outperforming fundie is eyeing in 2025

...and why Seneca Financial Solutions' Ben Richards believes mining royalties could be a big opportunity in 2025.
BHP
DEG
+14
Sara Allen
Livewire Markets
Equities

Firetrail Managing Director's #1 small caps stock pick

Firetrail's best small caps ideas in a single trade.
360
Firetrail Investments
Firetrail Investments
Outlook Series

How your 20 most-tipped ASX stocks performed in 2024

Livewire and Market Index readers cast their votes on the most promising stocks at the beginning of the year. Here's how they've performed.
CSL
PME
+3
Kerry Sun
Livewire Markets
The Pitch

When valuations depart from reality, be sure to stay disciplined

In this episode of The Pitch, Glenmore Asset Management's Robert Gregory reminds us why it's important to be disciplined when markets surge.
ARF
HUB
Chris Conway
Livewire Markets
Equities

Gold will rise again, says Macquarie. Buy the dip in ASX gold stocks Newmont, Genesis Minerals, Vault, and Perseus

The gold price, and as a result ASX gold stocks, have dipped after the US election result. It’s a buying opportunity, suggests Macquarie.
+10
Carl Capolingua
Livewire Markets
The Pitch

3 global small caps ready to take off in 2025

Plus, what does it take to find the very best of the best in this high risk/reward area of the market.
Hans Lee
Livewire Markets
Fund in Focus
Sponsored

The AI stock this fund has held for 14 years

It's not Nvidia - but it is a well-known name for those who track the space closely.
+2
Hans Lee
Livewire Markets
Outlook Series

The Outlook Series Survey: 2025 Predictions and Top Picks

Helping you navigate the uncertainty, opportunities, and the trends shaping the year ahead.
James Marlay
Livewire Markets
Equities

Can the charts of ASX bank stocks ANZ, Commonwealth Bank, NAB and Westpac keep rising?

Should you hold your bank shares? Should you sell them? Should you buy more, and if so, which ones? What do the charts say?
+3
Carl Capolingua
Livewire Markets
Equities

6 stocks that ranked as a Buy at the ASX Investor Day (and one to avoid)

Bell Potter’s Grady Wulff tested audience requests and offered her own tips.
360
ADH
+9
Sara Allen
Livewire Markets
Equities

Fundamentals underpinning global tech’s market leadership

A dispersion of returns will be the primary story for the tech sector in 2025
+2
Denny Fish
Janus Henderson
Equities

Amcor merges with Berry in $13bn deal

Amcor’s (ASX: AMC) planned merger with Berry Global (NASDAQ: BERY) is expected to strengthen its position as a leading global packaging provider. In episode five of...
AMC
Michael Ward
Tyndall AM
Buy Hold Sell

2024 has been a cracking year for ASX investors. What's in store for 2025?

Marcus Today's Henry Jennings and Atlas Funds Management's Hugh Dive reflect on the year that was, and cast an eye towards 2025.
CSL
+5
Buy Hold Sell
Livewire Markets
The Pitch

Why "buy and manage" is the better way to invest in stocks

Plus, the secular tailwinds these stock pickers have identified in today's global markets.
Hans Lee
Livewire Markets
Equities

Big brokers warn of “generational” overvaluations in ANZ, Commonwealth Bank, NAB and Westpac

Should you hold your bank shares? Should you sell them? Should you buy more, and if so, which ones?
+3
Carl Capolingua
Livewire Markets
Equities

The hidden gem driving AI’s unstoppable energy demand

As AI reshapes the global economy, the race to power its data centers is unlocking untapped potential in energy infrastructure.
NYSE:AGX
Xinyu Ru
Fawkes Capital Management
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