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

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High conviction: What we’re backing for the long term

The Australian market might look expensive, but that doesn’t mean there aren’t opportunities say two of Australia’s leading fund managers.
ANN
+9
Andrew Legget
Livewire Markets
Fund in Focus
Sponsored

A new way to access higher income with lower risk

EQIN offers investors access to IML’s proven equity income strategy — focused on sustainable dividends, not dividend traps.
Chris Conway
Livewire Markets
Equities

Inside Victor Smorgon Group’s biggest investment bets right now

From automation to gold, and inflection-point stocks: inside Victor Smorgon Group’s highest-conviction investment themes.
Chris Conway
Livewire Markets
Equities

Why global brands are thriving in India

I discuss why India-listed counterparts of consumer titans are a good way to take advantage of the faster growth India offers.
Edward Heng
India Avenue Investment Management
Equities

Is Santos a buy, hold, or sell after its big fall? Latest big broker recommendations

Is the plunge in Santos shares post XRG’s exit a major buy the dip opportunity, or a falling sword? We investigate the latest broker calls.
STO
Carl Capolingua
Livewire Markets
Equities

How avoiding red flags can save your portfolio & 5 more lessons

Six seasoned voices exposed hidden risks and fresh opportunities every investor should note
BHP
+16
Stephanie Gardner
Livewire Markets
Equities

2 ideas in 200 words #10

Actually, for this post, it's one idea in 200 words. I think you’ll see why.
MMI
RIO
Romano Sala Tenna
Katana Asset Management
Fund in Focus
Sponsored

The global growth strategy built to compound and endure

Josh Cummings explains how Janus Henderson navigates global markets by backing conviction, compounding, and companies built to endure.
Chris Conway
Livewire Markets
Equities

The Fed, Trump and buggy robots. Oh my!

A lot happened this week. Here is what captured my attention as a growth investor.
BKW
+3
Andrew Legget
Livewire Markets
Equities

Boring businesses, exciting turnarounds

These ASX stocks proved patient investors can be rewarded when turnarounds succeed.
AMA
+1
Nicholas Plessas
Forager
Equities

Beament delivers sermon on Northern Star history repeating in depleted copper sector

Centaurus pitches a counter-cyclical nickel opportunity and emerging gold producer Javelin set to make more than its market cap in a year.
+3
Barry FitzGerald
Independent Journalist
Equities

Dotcom on steroids

Decelerating revenue growth, collapsing free cash flow, and increasing competition. Is the tech bubble about to pop?
+17
GQG Partners
GQG Partners
Buy Hold Sell

Buy Hold Sell: 3 ASX names moving from promise to profitability (and 2 that might not make it)

From promise to profits: Martin Hickson and Steve Johnson dissect ASX stocks at the hype vs substance crossroads.
4DX
EML
+2
Buy Hold Sell
Livewire Markets
Equities

China’s Nvidia “ban”: a speed bump or a roadblock?

China orders tech giants to halt Nvidia’s China-only AI chip buys. Is this a speed bump or roadblock for Nvidia?
Cliff Man
ETF Shares
Equities

Europe bet pays off for Antipodes’ Jacob Mitchell - where he’s investing next

This investing veteran sees value in several big tech stocks, but warns of market exuberance and the potential for a debt crisis.
James Marlay
Livewire Markets
Equities

Riding the wave: 6 ASX companies showing momentum

Want to ride a trend? We’ve scoured the ASX for big and small companies with strong momentum based on key technicals.
CHC
+3
Vishal Teckchandani
Livewire Markets
Equities

Fund managers most bullish in seven months despite record valuation fears

The latest BofA fund manager survey shows bullish equity positioning and soaring growth expectations, but sticky inflation concerns.
Kerry Sun
Livewire Markets
Equities

The smarter way to invest in Australian small caps

An ETF focusing on quality small caps may be a smarter way to invest in this beloved asset class.
Hans Lee
Betashares
Equities

Fast food, fat valuations: Why investors keep buying terrible tasting stocks

Collins rallies, Domino’s flops, GYG overpriced - who wins ASX’s fast food fight?
Anna Dadic
Livewire Markets
Equities

PLS and LYC are overvalued, yet FMG and BOE are cheap… ASX mining stocks valuation insights

What is the best way to find value in the ASX mining sector? This handy valuation tool offers a quick way to compare your favourite stocks.
BHP
BOE
CXO
+17
Carl Capolingua
Livewire Markets
Equities

Turning tariffs and protectionism into buying opportunities

Joseph Sitch on how Victor Smorgon Group invests like operators, using long-term themes to navigate volatility and drive returns.
Chris Conway
Livewire Markets
Rapid Fire

Will Mumford’s go to metric for finding high-quality stocks

Auscap’s Deputy Portfolio Manager says the ASX looks fully valued but some of the best opportunities lie in high-quality sectors.
RMD
James Marlay
Livewire Markets
Equities

Buffett’s rule reversed? The 17 ASX and Kiwi stocks that made Macquarie’s screen

Macquarie challenges Buffett's wisdom of buying wonderful businesses at fair prices, and finds stocks that fit the reverse principle.
Vishal Teckchandani
Livewire Markets
Equities

How OpenAI’s rise is fuelling Microsoft and NVIDIA – and starting to threaten Google

UBS says OpenAI’s explosive growth fuels Microsoft and Nvidia, threatens Google, and poses both opportunity and risk for investors.
+2
Carl Capolingua
Livewire Markets
Equities

Small caps vs large caps, the battle shaping the ASX rally

Small caps roar back with a lead over the ASX200... but can they hold the mantle or is safety in the giants?
CGF
SEK
+2
Stephanie Gardner
Livewire Markets
826-850 of 8777
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