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Equities

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

Equities

The bull, bear and base case for US tech stocks

I have just returned from Fidelity’s annual bespoke Silicon Valley bus tour, where the team has spent time with 26 companies and their top management. Despite all the...
Amit Lodha
Amit Lodha
Fidelity International
Equities

10 reasons why we are short Coca-Cola Amatil

Coca-Cola is one of the best known brands on the planet. Coca-Cola Amatil (ASX: CCL) has an exclusive franchise granted by The Coca-Cola Company (NYSE: KO) to sell...
CCL
Simon Shields
Monash Investors
Equities

Not everyone is a loser after the Banking Royal Commission!

Livewire invited us to participate in the 2018 'Christmas Cracker' series, which will bring you a top insight for 2019 each morning through December. For Pengana's...
AMP
HUB
+2
Steve Black
Pengana Capital Group
Equities

Do acquisitions create value? A six part checklist

In the current economic environment many companies are finding it difficult to grow earnings organically so they are turning to acquisitions more frequently. Adding...
NAOS Asset Management
NAOS Asset Management
NAOS
Equities

Nine stock ideas from Future Generation

On Thursday, we heard from some of the market’s top fund managers at the Future Generation Investment Forum, with each offering their best stock idea. If you missed...
GTN
+3
Alex Cowie
Alex Cowie
Expert Insights

The dominant player in a secular growth market

There are 125 million people joining the Chinese middle class every year, and this supports long term investment opportunities. Adrian Warner, Managing Director and...
Livewire Exclusive
Livewire Markets
Equities

Don’t concentrate your portfolio in bank shares

Many Australian investors have long been able to sleep comfortably at night owning large holdings in “blue-chip” Australian bank stocks which have delivered high fully...
Michael O'Neill
IML
Equities

Raw material inflation: Picking the winners and losers

Costs are rising. Raw material inflation is coming through the supply-chain across industrial stocks. As a result, earnings pressures are emerging in many companies...
AMC
ANN
+1
Patrick Hodgens
Firetrail Investments
Equities

Upside for equities but choose stocks wisely

Interest rates increased rapidly during two periods in 2018, both of which preceded or coincided with an equity market sell-off. The yield on the 10-year US Treasury...
Ronald Temple
Lazard Asset Management
Equities

I did it my way: Michael Heine on building Netwealth

'I Did it My Way' is a podcast series by NAOS Asset Management in which we interview business leaders who have had great success in their field. We find out the key...
NAOS Asset Management
NAOS Asset Management
NAOS
Expert Insights

What's in store for equities in the next decade?

For an entire generation of investors, the market has been underpinned by falling rates, increasing leverage, and relative geopolitical stability. But today all those...
Livewire Exclusive
Livewire Markets
Equities

The mid-cap gems hiding in plain sight

There are only 31 listed companies in the world with a market cap of over US$200B, and some of them are covered by 50+ analysts. Meanwhile, there are over 8,000...
CPU
Bill Pridham
Ellerston Capital
Equities

Volatility in the Australian equity market

I always think of periods of market volatility as manageable brush fires - while still causing market nervousness they’re actually better for the long-term market...
Paul Taylor
Fidelity International
Equities

When looks can be deceiving

As happens four times per year in global equity markets, publicly-listed companies recently reported their results for the third calendar quarter of 2018. This is not...
Andrew Macken
Montaka Global Investments
Expert Insights

A short guide to investing in Asia’s tech titans

One feature of investing in Asia has been the rise of some truly great technology companies. Huge populations colliding with rapid technology adoption has seen...
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 quality stocks on sale

There have been few sectors that have been spared in the recent equity rout. However, it has been the high PE and high ‘quality’ names that have bared the brunt of...
CGF
CSL
REA
+2
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Healthy correction or something more sinister?​

Since the end of August, the Australian market at one stage was down about 12%. It's recovered a little bit, but it has been a pretty hairy ride. So, has this been a...
APT
+7
Buy Hold Sell
Livewire Markets
Equities

A cancer detection solution leads to rapid sales growth (FRA: PHS)

Photocure (FRA: PHS), also known as The Bladder Cancer Company, develops products and services with the aim of improving the lives of bladder cancer patients. Among...
James McDonald
James McDonald
Pengana Capital Group
Expert Insights

Time to short US equities?

Owning US equities has been a highly profitable position for the past 18 months. During this period the S&P 500 has returned 20.6% compared to 4.1% for the rest of the...
Livewire Exclusive
Livewire Markets
Rapid Fire

Two small cap ideas for the long-term

This week’s guest on The Rules of Investing is Alex Milton, the Principal and Co-portfolio Manager at NovaPort Capital, a small cap and microcap fund manager with an...
Livewire Exclusive
Livewire Markets
Buy Hold Sell

3 stocks making headlines - 2 under the radar

The papers are having a field day with stocks making headlines for all sorts of reasons. The high-flying Corporate Travel Management has been in the sights of short...
Buy Hold Sell
Livewire Markets
Equities

Microcap Managers Continue to Outperform ETF’s

Q1FY19 was a challenging quarter for microcap managers but the majority of managers navigated the market well with the average manager posting a return of +2.6% for...
Mark Tobin
Coffee Microcaps
Expert Insights

A fallen angel ready for redemption

Stocks exposed to true structural growth trends are trading three standard deviations more expensive than the market. Air travel is one such growth area. Engine...
Livewire Exclusive
Livewire Markets
Equities

Out of love with Lovisa?

For a while there Lovisa (LOV) was a bright spot in Australian retailing. A domestic success story conquering the world. But that was a few months ago. In October the...
Alex Shevelev
Forager
Equities

Innovation keeps the pulse going

The Australian healthcare sector has been the best performing sector of the Australian share market over the last couple of years, although this statistic masks...
COH
CSL
RMD
Stuart Welch
Alphinity Investment Management
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