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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.

Expert Insights

Using bad headlines to make great investments

At face value, the positions in the Schroders Global Recovery Fund may look very different, but they all have a similar thread, and that’s that people are scared. Nick...
Livewire Exclusive
Livewire Markets
Equities

Fund manager fees and fallacies

Imagine you wrote an annual letter that was read by investors worldwide looking to you for guidance. What would you write about fund manager fees? When addressing the...
Andrew Macken
Montaka Global Investments
Buy Hold Sell

Buy Hold Sell: 5 out-of-favour stocks

Everyone loves a bargain, but buying out-of-favour stocks can be a risky business. The five stocks discussed in today’s episode have fallen an average of 32% over the...
CCL
+2
Buy Hold Sell
Livewire Markets
Collections

What's driving the stellar run in small caps?

Small caps have surged in recent months. The Emerging Companies index (XEC), which includes stocks such as HUB24, Appen, Imdex, and Updater in its top ten...
APT
Livewire Exclusive
Livewire Markets
Equities

The dichotomy in business today

Technology is enabling businesses to start up at lower costs than ever before. Whether it’s renting server farms from Amazon Web Services, purchasing subscription...
Amit Lodha
Amit Lodha
Fidelity International
Expert Insights

How is Bunnings’ UK expansion progressing?

There is no substitute for boots-on-the-ground research when researching companies. Greencape puts great emphasis on this process, seeing it as investment and not a...
WES
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 cheap stocks

Unloved with low PEs and enticing yields these are the calling cards of cheap stocks and in a market that’s running hot, true value is hard to find. In this episode of...
CSR
+2
Buy Hold Sell
Livewire Markets
Expert Insights

Assessing today’s dividend landscape

If income is your religion then prepare to meet your God! Dr Don Hamson is Managing Director of Plato Investment Management and specialises in seeking out the best...
Livewire Exclusive
Livewire Markets
Equities

Can a2 Milk’s earnings match the hype?

In the space of just one month, a2 Milk added more than $1bn of additional market capitalisation, Wisetech Global not far short of $1bn, and Blackmores more than...
Martin Conlon
Schroders
Equities

Taxation will be a big risk for FANGs

Risks often come from unexpected places. For global technology companies, the obvious risks might come from obsolescence and changing consumer preferences. We think...
Amit Lodha
Amit Lodha
Fidelity International
Equities

One small cap with market leading potential

One attraction of investing small caps is the potential to uncover one of those rare gems that start small and go on to become big caps. Stocks like Magellan,...
Marcus Burns
Spheria Asset Management
Buy Hold Sell

Buy Hold Sell: Financials - old vs new

Financials are at a crossroads. On the one hand, banks and insurance companies are set to benefit from recovering global growth and higher interest rates. However,...
AMP
CYB
HUB
+1
Buy Hold Sell
Livewire Markets
Expert Insights

The best place for value and momentum

After decades of disappointment, the investment environment is finally starting to look positive in Japan. Chad Slater, Joint CIO at Morphic Asset Management, says...
Livewire Exclusive
Livewire Markets
Equities

Global investing: just buy the megatrend, right?

In this video I discuss if investing globally is simply a case of buying the right megatrend? Demonstrating a text book lesson in understanding a megatrend and...
Andrew Macken
Montaka Global Investments
Expert Insights

11 very different growth opportunities

Greencape Capital is able to invest right across the market, and we had the chance to ask Jonathan Koh where the fund was seeing the best medium-term growth...
APT
+6
Livewire Exclusive
Livewire Markets
Equities

GE: Buffett’s Last Takeover?

I’m sure I’m not the only one running the ruler over capital goods giant GE (General Electric). Still influenced by the rein of Jack Welch from 1981-2001, the company...
Gareth Brown
Forager
Expert Insights

It’s time for value to shine

The market has favoured growth stocks in recent years, but that could all change according to Matthew Booker from Spheria Asset Management. In a cycle that’s been 10...
Livewire Exclusive
Livewire Markets
Equities

Isentia Shows That “Good” Businesses Can be Risky Too

Isentia’s shares were trading at $3.50 this time last year. Yesterday the stock closed at $1.05. There’s nothing unheard of about a 70% share price fall. Forager...
Steve Johnson
Forager
Buy Hold Sell

Buy Hold Sell: Wilson vs Aitken – Mining & Energy

In this episode of Buy Hold Sell Matthew Kidman from Centennial Asset Management asks Geoff Wilson AO from Wilson Asset Management and Charlie Aitken from Aitken...
AGL
BHP
+1
Buy Hold Sell
Livewire Markets
Expert Insights

Why we sold Amazon

Amazon has been a long-term holding in the Fidelity Global Equities Fund, but Portfolio Manager, Amit Lodha, says they’ve recently exited their position, citing three...
Livewire Exclusive
Livewire Markets
Expert Insights

Why earnings revisions come in groups

In a world where information is disseminated almost instantly, markets have become quick to price in new information. However, Andrew Martin from Alphinity Investment...
Livewire Exclusive
Livewire Markets
Expert Insights

How 25 staff deliver to 66 countries

Last-mile logistics is one of the biggest issues facing ecommerce businesses today. Amazon has spent billions on the issue overseas, while Australia Post’s ‘Shipster’...
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 hot small-caps

High expectations, high growth, and high risk. Small cap tech stocks are not for the faint of heart; high potential returns are on offer though, if you get the call...
APT
KGN
NXT
Buy Hold Sell
Livewire Markets
Equities

The contrarian case for QBE

QBE Insurance Group Limited (QBE) is a large and complicated entity. In fact, the scope of the business and the nature of insurance make it quite hard to understand...
Justin Koonin
Allan Gray
Expert Insights

a2 Milk: what the market has missed

a2 Milk entirely side-stepped the carnage faced by other market darlings over the last 12 months to gain more than 282% in this timeframe, and a remarkable 1,115%...
Livewire Exclusive
Livewire Markets
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