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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

3 sectors to avoid completely

Performance is as much about avoiding the blow-ups, as it is about picking the winners. So for Livewire’s ‘Easter Eggs’, we outline three sectors to avoid completely,...
NXT
Simon Shields
Monash Investors
Expert Insights

A remarkable company for the long-term

Many ASX-listed telcos have been struggling in recent years. A combination of rising rates, industry competition, and the introduction of the NBN, have made lives...
CNU
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 high quality big caps

Good quality is obvious when you see it: Swiss watches… Italian shoes… Australian reality TV… However, the mark of quality usually comes with a price tag to match....
CSL
MQG
REA
+2
Buy Hold Sell
Livewire Markets
Expert Insights

What to own if the market closed for five years

Five years is a long time in financial markets. Five years ago, the ASX 200 was just hitting 5,000 points for the first time since Lehman’s collapse, US stocks were...
Livewire Exclusive
Livewire Markets
Expert Insights

Digging for overlooked opportunities

Graeme Carson from Cyan Investment Management nearly refused the initial meeting with this microcap, but was inspired to ‘do some digging’ after hearing the scale of...
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Three thriving small cap financials

When one door closes, another one opens. And so it is with APRA’s regulatory changes. While it's a headwind for banks, lending to small players is now an opportunity...
AXL
Buy Hold Sell
Livewire Markets
Equities

The critical factor in the Coles demerger

On Friday, Wesfarmers announced an intention to demerge their Coles Food, Liquor and Convenience business. While this transaction has some attractive merits we also...
WES
Philip Wensley
Philip Wensley
Paradice Investment Management
Buy Hold Sell

Buy Hold Sell: From darlings to dogs

We all love a good hotdog, but less so when the meat is on the turn. So in this special episode, our expert panelists give two former fast-food favourites the ‘sniff...
Buy Hold Sell
Livewire Markets
Equities

Dividend Imputation Should Change

This will be short and likely controversial. There’s a lot of vitriol about dividend imputation these days. Much of it is misguided. However widely practised around...
Gareth Brown
Forager
Buy Hold Sell

Buy Hold Sell: 4 stocks for buoyant markets

Conditions have been good for funds management in recent years. The stock market has been rising, funds have been flowing, and for some, performance fees have been...
PTM
Buy Hold Sell
Livewire Markets
Equities

Rio Tinto or BHP: Our preferred exposure

The ‘confession season’ could not have illustrated a bigger contrast than between the two major miners, BHP and Rio Tinto. Here we review and compare their results,...
BHP
RIO
Warryn Robertson
Lazard Asset Management
Equities

One Big Lesson from the Big Un Debacle

Some of the red flags at Big Un were obvious. Perhaps the biggest was the change in auditor, from PKF to the highly illustrious accounting firm Rothsay Resources. And...
Steve Johnson
Forager
Equities

Valuations, and the rewriting of a proverb

A2 Milk has posted great results with an almost 50% increase in revenue, but it strengthens the perspective that many valuations of businesses remain disconnected from...
Martin Conlon
Schroders
Equities

Smart money and dumb money

I have never liked the expression “Smart money.” It is demeaning to individual investors and used by commentators to imply they are smart and the rest of you aren’t....
Marcus Padley
Marcus Today
Expert Insights

Turning bad odds in your favour

Drawdowns are an inevitable part of investing; even Berkshire Hathaway fell by more than 50% during the GFC. As growth investors, Nick Griffin from Munro Partners,...
Livewire Exclusive
Livewire Markets
Expert Insights

L1: The sector we’re most excited about

Over the next three years, infrastructure spending in Australia is set to rise from $6 billion per year to $16 billion per year. Mark Landau, Joint Managing Director...
BLD
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Fresh ideas and new opportunities

Reporting season has just concluded and we've lined up two of the best-read managers in Australia to get their take on the health of Australian corporates. Chris...
ADH
+7
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 small-cap retailers

The market applied the blowtorch indiscriminately across the retail sector last year, creating long-absent pockets of value in the market. Shrewd investors moved in,...
APT
KGN
NBL
+2
Buy Hold Sell
Livewire Markets
Equities

15 stocks to watch following reporting season

The chaos of reporting season makes a good case against markets being efficient. It will take weeks, if not months, to fully parse the recent data download of many...
APT
BHP
CGF
+11
Alex Cowie
Alex Cowie
Equities

Don't let your profits go 'woof' in the Year of the Dog

A very ‘Xīnnián hǎo’ to you, as this month’s Chinese new year zodiac moves from the Rooster to the Year of the Dog. The 12-year repeating nature of Chinese astrology...
Nick Kirrage
Schroders
Equities

A small craft brewer with a big growth strategy

Started in 2002 by a small Western Australian team of brewers, Gage Roads (ASX:GRB) has grown to become one of the most prominent craft brewers in Australia. The...
Alex Milton
NovaPort Capital
Expert Insights

Beware: Confronting the perils of leverage

For professional investors, mistakes are not a rare occurrence. Common wisdom holds that if you get six out of 10 correct, you’re doing pretty well. The key is...
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 stocks in the hottest sector right now

The healthcare sector recorded a total gain of 24.4% in 2017, making it the single best performing sector on the ASX. Not even two months into 2018, and it is already...
NAN
+2
Livewire Exclusive
Livewire Markets
Expert Insights

The one Australian stock that makes our grade

An incredible 28 billion litres of spirits are consumed around the world each year. Of this, a mere 22% is produced by recognised distillers; the vast majority is made...
Livewire Exclusive
Livewire Markets
Equities

BHP: What the market missed

BHP reported its financial results for the first half of the 2018 financial year this afternoon. Underlying earnings were marginally disappointing mainly because of...
BHP
Adam Palmer
Adam Palmer
Paradice Investment Management
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