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

Expert Insights

Australia’s banks still priced for perfection

Markets have ‘baked in’ expectations that interest rates and inflation will stay low for a long time, but Simon Mawhinney, Chief Investment Officer at Allan Gray,...
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Equities

Montgomery Global’s 4 steps to investing

In this short video I discuss Montgomery Global’s four-step investing process by reviewing a core holding in our global portfolios. If you are interested in the...
Andrew Macken
Montaka Global Investments
Collections

2018 'Predictions and Top Picks'

Each year we invite Livewire readers to participate in our 'Predictions and Top Picks'. It’s a survey with a difference, giving you the ability to test your views...
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Livewire Christmas Cracker #10: A small company with all the attributes of stellar growth

In our new 'Christmas Cracker' series, each morning through to Christmas we will bring you a top insight for 2018 from one of our contributors. Today’s insight is by...
AXL
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Expert Insights

The best and worst places for value

Investing in safe companies like consumer staples or healthcare might feel good and help you sleep better, but you’re unlikely to earn outsized returns, says Nick...
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Livewire Christmas Cracker #7: A micro-cap biotech we like for 2018

In our new 'Christmas Cracker' series, each morning through to Christmas we will bring you a top insight from one of our contributors. These will be diverse and could...
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Equities

Valuation risks in the US

Reflecting on my research trip to the U.S. meeting with over 50 companies in four cities across various sectors including the industrial and technology industries, the...
Adrian Martuccio
Adrian Martuccio
Bell Asset Management
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Livewire Christmas Cracker #6: A mid-cap taking the reins on data storage

In our new 'Christmas Cracker' series, each morning through to Christmas we will bring you a top insight from one of our contributors. These will be diverse and could...
NXT
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Livewire Christmas Cracker #5... Aitken: Kidman to double again

In our new 'Christmas Cracker' series, each morning through to Christmas we will bring you a top insight from one of our contributors. These will be diverse and could...
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The long and short of retail stocks

Tuesday’s underwhelming launch of the Amazon retail platform triggered big jumps in retail stocks led by JB HiFi, which gained 6.7%. Was the previous sell-down...
NCK
+1
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Livewire Christmas Cracker #3: Is this bull market just getting started?

In our new 'Christmas Cracker' series, each morning through to Christmas we will bring you a top insight from one of our contributors. These will be diverse and could...
Livewire Exclusive
Livewire Markets
Equities

The rise and rise of Medicinal Cannabis

Following cannabis’ notoriety and political-driven prohibition for almost a century, its cultivation and use is now progressively being legalised for medicinal use...
CAN
John Deniz
Paragon Funds Management
Expert Insights

When Amazon becomes a tailwind

Being a disruptor, and not the disrupted, can mean Amazon becoming a powerful tailwind rather than a headwind. One such disruptor, a global delivery logistics company,...
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Livewire Markets
Equities

Why do we own Facebook?

At Montgomery Global, we believe the online technology platform is a special business model that, if successful, will deliver owners supernormal returns for a long...
Andrew Macken
Montaka Global Investments
Collections

The retail stock most likely to go bust

Amazon’s official launch is imminent. With the world’s biggest Ecommerce company potentially days away from taking market share, we asked a panel of Livewire...
JBH
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Equities

A dozen new stock ideas from Future Generation

We kept notes for you yesterday at the Future Generation Investment Forum, where a dozen of the best Australian and global fund managers each presented an investment...
AOG
HRL
ORG
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Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 emerging leaders

Big established companies are struggling to grow and the ASX20 has delivered miserly 5% annual return since 2012. For investors seeking some growth the challenge is to...
APT
CGF
+2
Buy Hold Sell
Livewire Markets
Equities

Themes and stocks from the WAM Funds’ portfolios

At today’s WAM Funds presentation, Chief Investment Officer, Chris Stott, shared some of the key themes and holdings from their current portfolio. He covers their...
APT
+8
Patrick Poke
Livewire Markets
Expert Insights

Separating the value from the story

Currently, the market’s ‘story’ for the global banks is not a positive one. Increasing regulation, the threat of fines and lawsuits, and a general investor-apathy have...
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Livewire Markets
Buy Hold Sell

Time to switch back into retail?

Two years ago, retail stocks were performing well, while mining services companies were just about on life support. At the time, switching from one to the other looked...
JBH
Buy Hold Sell
Livewire Markets
Expert Insights

The biggest turnaround story in Australia

BHP has been an underperformer for over a decade now. Troy Angus, Head of Large Caps at Paradice Investment Management, says this has largely been due to “hideously...
BHP
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Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 global growth stocks

There are 323 million people in the US, 743 million in Europe, and 1.3 billion in China. When looking at Australia’s population of just 24 million coupled with a low...
BWX
+1
Buy Hold Sell
Livewire Markets
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High conviction small caps, straight from the experts

After asking our panel of small cap managers what’s driving the stellar run in small caps, and the key themes to play, we asked them to nominate a high-conviction...
APT
+3
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Livewire Markets
Expert Insights

Some good news for dividend investors

With the challenges facing leading dividend payers like CBA and Telstra, investors would be forgiven for being downbeat on the outlook for dividends. Telstra’s...
TLS
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Equities

Animal Spirits to the Fore

In March this year, copper miner MMG announced that it had sold its Century zinc mine in Queensland for the grand total of $1. That $1 didn’t go far though. MMG agreed...
Steve Johnson
Forager
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