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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

An Axing for Axsesstoday

Last month Axsesstoday (AXL) was on its way to becoming a market darling. Today it is suspended from trading. The CEO is gone. The stock was already down by a third...
Alex Shevelev
Forager
Equities

Could trade tensions derail US corporate profits?

Since the beginning of the year, the Trump administration has announced a series of increasingly aggressive trade policies. While much remains uncertain about the...
Ronald Temple
Lazard Asset Management
Equities

On the ground views from Asia: Talking Tech

Asia is the most technology-heavy region in the world. Technology companies currently make up ~32% of the MSCI Asia ex-Japan Index compared to only 26% of the S&P500...
Fredy Hoh
Fredy Hoh
Ellerston Capital
Buy Hold Sell

Buy Hold Sell: 5 superior growth stocks

Peter Lynch once said, “Time is on your side when you own shares of superior companies.” The challenge of course is to own those superior companies at a reasonable...
CSL
Buy Hold Sell
Livewire Markets
Equities

Out of favour, lots of flavour

Last year we called out the compelling value in Sirtex, which had been through a very rough patch. Livewire asked us to review our thesis on the stock, which has more...
Matthew Booker
Spheria Asset Management
Expert Insights

One stock that passes the Firetrail filter

James Miller from Firetrail Investments argues there are just two or three things that really matter when it comes to assessing any stock on the ASX. “A company like...
QAN
Livewire Exclusive
Livewire Markets
Expert Insights

Taking emotion out of the franking credits debate

The ALP’s proposal to ditch franking credit cash rebates evoked an emotional response from self-funded retirees, sparking substantial analysis and debate on the issue....
Livewire Exclusive
Livewire Markets
Collections

Three Aussie stocks that pass the Buffett process

The process employed by Warren Buffett and Charlie Munger is striking not only for the long-term returns that have been generated, but also for its simplicity. In a...
AMC
REA
REH
Livewire Exclusive
Livewire Markets
Expert Insights

How is corporate Australia holding up?

With so much discussion about the maturity of the current bull market, it would be easy to assume that corporate balance sheets have fallen into the same state of...
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Where is the value?

Today NAB is offering a 10% fully franked yield, AMP Capital is trading at all-time lows and Janus Henderson is on PE multiple of just 6x. These are large and...
AMP
+2
Buy Hold Sell
Livewire Markets
Equities

Banks: The ultimate market chameleon

Australia has had a multi-decade love affair with credit, where we've gone from households being quite under-leveraged because we had financial regulation and credit...
+1
Alva Devoy
Alva Devoy
Fidelity International
Equities

Three reasons shorting can benefit your investment returns

Most investors place their bets on share prices rising. There is a lot less focus placed on shorting, the betting that share prices will decline. Shorting is done by...
James Miller
Firetrail Investments
Equities

US retailer, Target experiencing strong earnings tailwinds

Target is experiencing strong earnings tailwinds that remain underappreciated by the market. The US consumer remains a bastion of strength. Unemployment is touching...
Jeff Thomson
Alphinity Investment Management
Expert Insights

Abundant opportunities on the ASX

A popular narrative, for many investors, has been that good ideas are becoming harder to find as the current bull market grinds higher. Patrick Hodgens, Portfolio...
Livewire Exclusive
Livewire Markets
Expert Insights

Taking advantage of market volatility

Volatility is a fact of investing in financial markets. But rather than working against it, Bill Pridham, Co-Portfolio Manager at Ellerston Global Investments, says...
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 high-quality micro caps

There are about 2000 companies that fall into the micro-cap universe, and it’s the nursery for those companies that will go on to become future leaders on the ASX. The...
ADH
FWD
+2
Buy Hold Sell
Livewire Markets
Expert Insights

Is the downside priced in for Telstra?

The list of problems facing Telstra is well known: falling revenues as the NBN rolls out, and declining market share in mobile. As the payments from the NBN begin to...
TLS
Livewire Exclusive
Livewire Markets
Collections

3 treasures hidden in the trash

As the old saying goes; “one man’s trash is another man’s treasure”. And nowhere is this truer than the sometimes-scary world of deep value and contrarian investing....
BOE
DYL
+3
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Quality tech stocks and how to pick'em

Tech - it’s a sector that local investors just love to hate, but if you didn’t own a handful of these high PE names of late you missed out on some stellar price...
IFM
Buy Hold Sell
Livewire Markets
Equities

Why great companies aren't always great investments

A key aspect of our philosophy is that “every company has a price”. This leads to us looking across the entire market for investment opportunities. In that process...
TLS
James Miller
Firetrail Investments
Equities

More left in the tank for Emeco?

Monash Investors first discussed Emeco back in early September 2017, “A cyclical stock on its way back up” when its share price was 18c. Now at 35.5c it’s almost...
Simon Shields
Monash Investors
Buy Hold Sell

Buy Hold Sell: 5 big movers in small caps

Small caps have been sizzling in 2018 and there’s been big moves in a number of market darlings post their results. Analysts and investors have been left scratching...
APT
IFM
+2
Buy Hold Sell
Livewire Markets
Expert Insights

Lithium producers as takeover targets

Mergers and acquisitions activity has picked up in the last 12 months, as sentiment has finally allowed more deals. Luke Cummings, CIO at Harvest Lane Asset...
+3
Livewire Exclusive
Livewire Markets
Equities

Where the short sellers have it wrong

In September of last year, I nominated a stock on Livewire where I felt the short sellers had it wrong. The stock I chose was Flight Centre Travel Group (ASX: FLT), as...
NAOS Asset Management
NAOS Asset Management
NAOS
Collections

Dumpster diving for deep value

10 years into a bull market, and with most major indices showing triple-digit percentage gains from their lows, finding value is tough. Compounding the challenges,...
Livewire Exclusive
Livewire Markets
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