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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

BHP just out with results – looks like a miss

Another hugely interesting day and we’ve just had BHP across the ticker to round things out (I have done a quick recording below after the numbers dropped). Six large...
BKL
COH
COL
+3
James Gerrish
Market Partners
Expert Insights

A global leader with a lovely tailwind

It’s the world’s largest restaurant chain by revenue and if you’d picked up 100 shares in the IPO your investment would be worth over US$12million today and you'd be...
Livewire Exclusive
Livewire Markets
Equities

A market anomaly in a high yielding stock

Spark Infrastructure (SKI) is a regulated utility company with a market capitalisation of $3.8 billion. Its current portfolio comprises interests in the following...
Tim Hannon
Tim Hannon
Conrad Capital Group
Equities

Year of Peppa Pig

While Entertainment One is a developer, owner and producer of a growing number of successful pre-school properties, the one that is garnering the most attention right...
Bill Pridham
Ellerston Capital
Equities

Altium: Exceeded consensus forecasts again

Altium has once again delivered an outstanding half-year result which appears to have exceeded consensus forecasts. The stock has gained more than 20% on the result to...
Ben Clark
TMS Private Wealth
Equities

Australians Love a Bet (ASX: TAH)

Tabcorp has long been the number 1 operator of sports and racing wagering in Australia, with exclusive retail licences now across all States and Territories (with the...
Mark Christensen
Mark Christensen
Pengana Capital Group
Equities

Bingo gets whacked

The US market provided a good lead for stocks this morning and the market was strong early – up nearly ~60 points in the futures market before some sellers angled into...
James Gerrish
Market Partners
Equities

Rhipe for the picking

Rhipe's share price rallied over 9% today on a cracking result. Rhipe (RHP), a leader in cloud and service provider software licensing, was able to upgrade its...
RHP
Alexandra Clarke
Ellerston Capital
Equities

Stocks and themes that stood out in week 2

The market was largely flat for the week. Domain (ASX:DHG) was one stock that actually featured with a very good result that was much better than what the market was...
AMP
COL
+2
BRAD POTTER
BRAD POTTER
Tyndall AM
Equities

iSelect strengthens its hand

So far, the market reaction to comparison website iSelect’s (ISU) financial results has been muted. The first half contribution is usually negligible; iSelect does...
Alex Shevelev
Forager
Equities

Packaging up the Smartgroup result

Given the substantial fall in private vehicle sales seen throughout 2018, in our view, the risk of owning Smartgroup (SIQ.ASX) into the result was greater than it has...
NAOS Asset Management
NAOS Asset Management
NAOS
Equities

Westpac: Through the eye of the storm

Over recent times Westpac Bank (WBC) has been underperforming the Australian equity market; since 2015, WBC’s share price has fallen 30% whereas the ASX200 has gained...
David Poppenbeek
K2 Asset Management
Equities

Whitehaven: Trading on a 20% free cash flow yield

Whitehaven Coal (WHC) is an Australian coal production company that produces approximately 20 million tonnes per annum of high-energy thermal coal. This production...
Tim Hannon
Tim Hannon
Conrad Capital Group
Equities

Can active-trading add value?

Conventional wisdom typically holds that actively trading positions in your portfolio destroys value. Whether it’s Warren Buffett recommending a “buy-and-hold”...
Andrew Macken
Montaka Global Investments
Buy Hold Sell

Buy Hold Sell: 5 stocks that beat expectations

It’s that time of year! After months of macro dominated action, ASX-listed companies are reporting their earnings and showing investors what’s really going on....
IEL
JBH
NCK
+1
Buy Hold Sell
Livewire Markets
Equities

Have we passed peak optimism for CSL?

Being negative (arguably) Australia’s greatest success story yields few friends – and that stance over the past ~7 years has been the wrong one. To be clear, I haven’t...
CSL
James Gerrish
Market Partners
Equities

Telstra, Domain and other results to watch for

Through reporting season, we are publishing exclusive fund manager commentary on specific company results soon after they are announced. The pace really picks up from...
TLS
+1
Alex Cowie
Alex Cowie
Equities

This could become a FOMO rally very quickly

Asian markets have begun trading again after the Chinese New Year break. Last year was a difficult year for Asia but the outlook for the Year of the Pig is decidedly...
Mary Manning
Alphinity Investment Management
Equities

Afterpay: Early traction in the USA

We’ve been tracking Afterpay’s US roll-out by following inbound traffic on sites like SimilarWeb, which helped us ride out the recent volatility. SimilarWeb showed...
APT
Michael Frazis
Frazis Capital
Equities

A high-flyer with multiple tailwinds

I am one of three brothers, and most Sundays in our childhood Dad would pack us all in the car and take us for a drive to see or do something interesting. This was...
SYD
Charlie Aitken
Charlie Aitken
Aitken Investment Management
Equities

What the market is missing with JB Hi-Fi

On the surface, it appears JB Hi-Fi (ASX:JBH) is trading at a small discount to our estimated intrinsic value range. A deterioration in the outlook and the rate of...
JBH
Roger Montgomery
Montgomery Investment Management
Equities

The 5 forgotten bigcaps

Livewire readers submitted ~2500 stock tips in a survey we ran at the start of the year. We published the ’10 most tipped stocks’ and ’10 more of the most tipped’ off...
BXB
SCG
+2
Alex Cowie
Alex Cowie
Equities

Is this the ASX's cheapest gold developer?

Echo Resources (ASX:EAR) is a gold developer with its operations based in Western Australia. We believe that it provides the best exposure to ASX listed gold...
Emanuel Datt
Datt Capital
Equities

FNArena's Reporting Season Preview 

The public debate as to whether the US, and by extension the global economy, is heading for a recession has quickly fallen flat in early 2019. Very little works as...
BLD
+10
Rudi Filapek-Vandyck
FNArena
Buy Hold Sell

Buy Hold Sell: 5 of the fundies’ favourites

At the start of the year, the fundies with the top performing calls on Buy Hold Sell nominated their #1 stock picks for 2019. In today’s Buy Hold Sell, we ask our...
APT
AQG
+2
Buy Hold Sell
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