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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

The hidden gem driving AI’s unstoppable energy demand

As AI reshapes the global economy, the race to power its data centers is unlocking untapped potential in energy infrastructure.
NYSE:AGX
Xinyu Ru
Fawkes Capital Management
Equities

5 ways to identify high-quality ASX companies (and 14 stock examples)

Using MarketMeter's research, we put three stock pickers to the test and asked them to highlight the highest-quality stocks on the ASX.
APZ
+11
Hans Lee
Livewire Markets
Equities

De Grey bid is more evidence of why gold stocks are undervalued

Northern Star’s $5b bet highlights the upside for a raft of emerging producers, including Astral, Santana, Magnetic and Ausgold.
AUC
+4
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 5 dogs of 2024 tipped to rebound in 2025

Marcus Today's Henry Jennings and Atlas' Hugh Dive sort through the equity rubble of 2024, hunting for beaten-up stocks set to bounce.
PDN
+2
Buy Hold Sell
Livewire Markets
The Pitch

3 high conviction ASX stock picks for the next 5 years

Plus, the only Big Bank in which this fund manager has an overweight position.
CSL
+2
Hans Lee
Livewire Markets
Equities

Investing in a world of options and asymmetry

“The secret to wealth is finding the asymmetric payoff—small risk, big reward” Nassim Taleb Introduction When this writer first set about a career in finance we were...
ASB
+13
Anthony Kavanagh
Chester Asset Management
Equities

4 key megatrends and a handful of ASX stock ideas to play them

Livewire recently hosted the inaugural MarketMeter insights lunch panels featuring some of the industry's most prominent fund managers.
COH
+8
Hans Lee
Livewire Markets
Equities

ANZ, Commonwealth Bank, NAB and Westpac have had a monster 2024. Can it continue?

We investigate ASX bank sector returns in 2024 to try to determine just how good they’ve been, and ponder what investors might get in 2025.
+3
Carl Capolingua
Livewire Markets
The Pitch

What this former Magellan money manager has learned about going it alone

...and where they now see the most opportunity and the biggest risks as independent investors.
Hans Lee
Livewire Markets
The Pitch

Finding winners in this growing megatrend

While it has its critics, it's important for investors to recognise the value of sustainable investing.
Livewire Exclusive
Livewire Markets
Rapid Fire

Why remaining adaptable will be key to stock picking success in 2025

Think you have a pretty good view of what the investing world will look like in 2025? History has proven to make fools of us all.
Chris Conway
Livewire Markets
Equities

Combating the rise of illegal tobacco trade in Australia

Australia has been a global leader in reducing smoking rates through stringent laws and health campaigns, but a new battlefront has emerged.
ALD
COL
MTS
+2
Michael Ward
Tyndall AM
Equities

How to harness the 'size effect' in Australian small caps

Global small caps have started outperforming large- and mid-caps again, but not in Australia. Selectivity could be key to changing that.
Cameron McCormack
VanEck
Equities

2 ideas in 200 words

2 Stock ideas for busy investors
DEG
Romano Sala Tenna
Katana Asset Management
Equities

A compelling investment opportunity in a growing sector

Ingenia Communities (ASX: INA), a leading operator, owner, and developer of land lease communities and holiday accommodations, is strategically positioned to...
HMC
Victoria Hardie
HMC Capital
Equities

Trust in quality

Investors can do a lot worse than picking quality growth stocks and staying the course. View from a personal experience
AD8
CSL
+9
Rudi Filapek-Vandyck
FNArena
The Pitch

The 3 key factors for this successful stock picker (and 2 ASX stocks he likes)

Glenmore Asset Management's Robert Gregory likes to keep things simple so that he can stay disciplined.
HUB
Chris Conway
Livewire Markets
Equities

The 4 common traits of small-cap takeovers (and our top 8 targets for 2025)

Plus, how we found the ASX's newest takeover story: De Grey Mining.
CXO
+40
Ben Richards
Seneca Financial Solutions
Equities

Trump trades are chump trades

Following the crowd into a Trump Trade like Tesla will end in tears. Here are three lessons for surviving Trump's next term for investors.
Charles Ormond
Fat Tail Investment Research
The Pitch

Invest in companies with good corporate cultures (and an unlikely example to get you started)

Finding companies with good corporate cultures can also accentuate your portfolio's returns.
Hans Lee
Livewire Markets
Equities

Here comes Santa! Can we expect ASX shares to soar to record highs in December?

Time flies when you’re having fun! ASX stocks enter December, traditionally one of the strongest months of the year, in strong shape.
BHP
BKW
+17
Carl Capolingua
Livewire Markets
Equities

Double digit growth at a discount, is this an overlooked mega cap?

Why we see value in this monopoly business that is trading at a discount to the market and its peers.
James Rodda
Antipodes
Buy Hold Sell

Buy Hold Sell: 3 ASX stocks the market loves (and 2 that are flashing red)

In this episode, David Keelan from Ellerston and Andrew Peros from Ausbil analyse a handful of the ASX's market darlings.
360
AD8
+2
Buy Hold Sell
Livewire Markets
The Pitch

Is it time to sell your ASX consumer stocks?

Fidelity International's Casey McLean certainly thinks so. Hear why in this episode of The Pitch.
Hans Lee
Livewire Markets
Equities

Key themes and top picks from across the globe

In September, all six members of the Alphinity Global investment team embarked on international travel, collectively visiting eight countries, and engaging with over...
+21
Elfreda Jonker
Alphinity Investment Management
826-850 of 7910