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

Buy Hold Sell

Buy Hold Sell: 5 healthcare stocks under the microscope

Healthcare is often viewed as a good defensive place to invest because it is relatively insensitive to economic cycles. Over the past 12 months the healthcare index...
Buy Hold Sell
Livewire Markets
Expert Insights

Taking share from the big banks

Financials are deeply unpopular given the fallout from the Royal Banking Commission, pending legal actions and the prospect of being a political football into the 2019...
HUB
Livewire Exclusive
Livewire Markets
Buy Hold Sell

The next Northern Star?

While gold has disappointed over the last five years, what is often missed is that in Australian dollar terms it is up nearly 25% in the same time frame. With currency...
Buy Hold Sell
Livewire Markets
Expert Insights

The four pillars of future quality

Companies that will attain, and then sustain, very high returns on capital, have the ‘future quality’ that Will Low, Head of Global equities at Nikko Asset Management...
RMD
Livewire Exclusive
Livewire Markets
Expert Insights

A wake-up call for tech investors

With investors factoring in exponential growth rates, Software as a Service (SaaS) firms have been trading on eye-watering multiples. However, Jacob Mitchell, Chief...
Livewire Exclusive
Livewire Markets
Collections

'Grand Sale': 10 quality stocks for the watchlist

The market has fallen 10% in the last 8 weeks. Or as the inimitable Franco Cozzo put it: “Grand sale, Grand sale, Grand sale...”. No one can be certain if equity...
ACF
+4
Livewire Exclusive
Livewire Markets
Expert Insights

A powerful strategy for global investing

Domestically focused investors will most likely be ‘diversified’ primarily across four banks and two miners, a strategy that exposes you to shifting rate markets and...
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 defensive stocks

The selloff that started in early September has gathered pace to put the Australian share market into correction territory, wiping out 12 months' worth of gains. With...
Buy Hold Sell
Livewire Markets
Expert Insights

Sectors and stocks for the late cycle

As the cycle matures, finding opportunities gets harder. So we sat down with Matthew Haupt, Portfolio Manager at Wilson Asset Management to hear his perspective. Here...
WES
WLE
Livewire Exclusive
Livewire Markets
Equities

Global Smalls - Too Big To Ignore

Ellerston Global Investments Limited (ASX: EGI) owns a concentrated portfolio of global companies you are unlikely to find in most global equity portfolios. The highly...
Bill Pridham
Ellerston Capital
Equities

One beneficiary of the Royal Commission

IMF Bentham (ASX :IMF) operates in the litigation funding industry. It is the second largest firm of its type in the world and has arguably the highest quality service...
Anthony Aboud
Perpetual Asset Management (Australia)
Equities

A misbehaving bond-substitute

For much of the last decade, many investors were lured to a particular class of equities which, as they believed, would deliver yields greater than what could be...
Andrew Macken
Montaka Global Investments
Expert Insights

CSL: The secrets to their success

With a market capitalisation of nearly $100 billion and having produced returns of more than 20,000% (200x) for early investors who stuck with it, CSL is one of the...
CSL
Livewire Exclusive
Livewire Markets
Equities

Tech giants invest billions in dying retail

Ask any Hong Kong based fund manager which stock they wish they’d doubled up on and they’ll almost certainly say Alibaba or Tencent. Both now rival Facebook in terms...
Patrick O'Reilly
Patrick O'Reilly
APN Property Group
Buy Hold Sell

Buy Hold Sell: 5 undiscovered small caps

It’s not often that you find a company that’s been listed for 30 years, pays a 6% dividend yield and trades on a single digit earnings multiple. That’s exactly what we...
MCP
+2
Buy Hold Sell
Livewire Markets
Equities

Tabcorp’s Dwyer has it wrong on remuneration

I doubt Tabcorp shareholders will be too happy this morning. The chair of their board – you know that thing that is supposed to represent shareholders’ interests – is...
Steve Johnson
Forager
Expert Insights

Two nimble small caps

Companies have seen rising labour and energy costs start to crimp their margins. Natalie Tam, Investment Director at Aberdeen Standard Investments told us that while...
Livewire Exclusive
Livewire Markets
Equities

Stocktoberfest: Following the footsteps of successful roll-ups?

Healthia (ASX:HLA) was formed to bring together well established allied health businesses, which include the My FootDr Podiatry and Allsports Physiotherapy brands,...
HLA
Simon Shields
Monash Investors
Buy Hold Sell

Day of the dog: Buying banged-up stocks

Even in a rising market, there are always a handful of stocks that no investor wants to touch. Whether it’s Royal Commissions, earnings downgrades, debt problems, or...
Buy Hold Sell
Livewire Markets
Equities

Stocktoberfest: A healthcare stock with multiple tailwinds

For Livewire's Stocktoberfest, we nominate healthcare stock, Philips. Being parsimonious Scots, we appreciate ‘value for money’ and like it when demand growth for our...
Greig Bryson
Yarra Capital Management
Expert Insights

How great ideas become great investments

Great investment ideas can come from anywhere, including your everyday observations as a consumer. Will Low, Head of Global equities at Nikko Asset Management recounts...
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Livewire Markets
Equities

5 ASX CEOs Who Tick all the Boxes

A year ago we wrote an article about ‘5 CEOs Who Tick All the Boxes’ based on the ASX listed CEOs who we thought showed similarities to Tom Murphy. For those...
ELD
+2
Robert Miller
NAOS
Equities

'Stocktoberfest': One blue chip ready for insatiable demand

Livewire is rolling out a debut series, ‘Stocktoberfest, to showcase new stock ideas (and beer suggestions). We put the spotlight on a blue chip that is well prepared...
Adam Alexander
Schroders
Buy Hold Sell

Buy Hold Sell: 5 out of favour stocks

We all know the theory, buy low and sell high. But how do you really feel about buying a stock when it’s bombed out and on its knees? In this episode of Buy Hold Sell...
+2
Buy Hold Sell
Livewire Markets
Expert Insights

What could derail equity markets?

With the economy chugging along nicely, and equity markets grinding higher, it’s been pretty smooth sailing for investors in recent years. But there’s one important...
Livewire Exclusive
Livewire Markets
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