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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

A few tips for you - though not for the Melbourne Cup

In honour of the forthcoming Melbourne Cup, let’s start with a quick trivia question: In how many calendar years has the favourite finished first in each leg of...
Nick Kirrage
Schroders
Expert Insights

Former market darling offers compelling value

Markets tend to overreact on both the upside and the downside. Two years ago, Sirtex was trading at $40 per share and expectations were running high. Following several...
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Domain IPO: 5 key questions

With Domain listing next month, Jeremy Hook from TMS Capital asks Roger Montgomery from The Montgomery Fund and Neil Carter from IFM Investors for their take on the...
REA
Livewire Exclusive
Livewire Markets
Equities

Aussie tech stocks Versus Alphabet

There has been some recent commentary from a number of market participants suggesting that the US tech sector is “crowded” and “expensive”. In reality, the valuation...
CAR
COH
+6
Sam Granger
Equanimity Partners
Expert Insights

How the banks are fighting disruption

A few years ago, there were concerns over ‘disintermediation’ of the major banks – fintech disruptors were slowly chipping away at the various services the banks...
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 big tech stocks

Successful tech stocks can build a business from stealing market share by outplaying incumbents. However, these disruptors can in time then become the disrupted. To...
CAR
+2
Buy Hold Sell
Livewire Markets
Collections

Red flags: How to spot portfolio bombs

When hunting for undervalued companies, investors will inevitably encounter the dreaded ‘value trap’; a stock that’s so cheap that it looks too good to be true. As the...
Livewire Exclusive
Livewire Markets
Equities

Skydive the Beach set to soar

Skydive the Beach (ASX: SKB) is an adventure tourism company. SKBs principal activity is the provision of tandem skydiving and it is named after its original skydiving...
Simon Shields
Monash Investors
Expert Insights

Value emerging in this unloved sector

Retail stocks have been down in the dumps in recent months as the hype around Amazon’s entry into the Australian market builds. Neil Margolis, Lead Portfolio Manager...
JBH
Livewire Exclusive
Livewire Markets
Expert Insights

A misunderstood gem

Stock prices have been moved more by macro events than by individual outlooks in the current business cycle, but that’s all starting to change, says Andrew Martin,...
MQG
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 stocks with sustainable yield

High dividends often steal the limelight, but as holders of Telstra have recently learned, a sustainable dividend is every bit as important. This week’s Buy Hold Sell...
MQG
+2
Buy Hold Sell
Livewire Markets
Equities

5 CEOs Who Tick all the Boxes

The quality of management is a major factor in assessing any investment opportunity. We adopt the rule that no matter how good a company may appear on paper, if we are...
+2
Robert Miller
NAOS
Expert Insights

Livewire Live 2017: Picking the winners and avoiding the bombs

Protecting against the downside is every bit as important as finding the big winners, after all, it takes a 100% gain to offset a 50% loss. This exclusive panel from...
PTM
Livewire Exclusive
Livewire Markets
Buy Hold Sell

The Supermarket War: Woolies vs Wesfarmers

The fight for supremacy in Australia's supermarkets is a battle that's raged for many years and market cycles, since long before Coles was part of Wesfarmers. Matthew...
WES
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Winners & Losers from Rising Rates

In this episode of Buy Hold Sell the panel discuss a selection of rate sensitive stocks including Transurban, Scentre Group, CBA and Suncorp. What we learn is that...
SCG
SUN
+1
Buy Hold Sell
Livewire Markets
Equities

Why we like a2 Milk and WiseTech Global

Two of the largest positions in the fund right now have been a2 Milk and WiseTech Global. Both of these are stocks that have done tremendously well and whilst we...
Kate Howitt
Kate Howitt
Fidelity International
Equities

Can Domino’s continue to deliver?

The digital delivery of food & beverages will be one of the fastest-growing areas of the market in the coming years. In the US, expectations are for up to 7x growth in...
Paul Taylor
Fidelity International
Equities

Livewire readers' best performing stock ideas: The final quarter

At the start of each year, we poll our readers for their best stock idea as part of our Outlook Survey. With just one quarter to go, it’s time to check in to see which...
APT
APX
+12
Alex Cowie
Alex Cowie
Collections

The best trades on a 5-year view

Warren Buffett famously said: “I buy on the assumption they could close the market the next day, and not reopen it for five years”. We asked Greencape Capital, NAOS,...
CSL
Livewire Exclusive
Livewire Markets
Equities

Sifting through Fallen Angels

Buying unloved stocks is part of the DNA at Forager. Most of the funds’ excess returns over almost eight years have come from buying stocks that other investors hated...
CDD
+7
Alex Shevelev
Forager
Equities

China sharpening their FANG's

Plenty of attention has been given to ‘FANG’ stocks (Facebook, Amazon, Netflix, Google), but it’s the Chinese analogues, Tencent and Ali Baba, that are more...
Platinum Asset Management
Platinum Asset Management
Collections

When short-sellers get it wrong

Short-covering rallies can be quite spectacular when the short-sellers finally concede defeat. To find out which stocks the short sellers may have got wrong, we put...
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Beaten up and unloved

The market isn’t always right, but a lot of the time it is. As Howard Marks once said, “You can’t do the same things others do and expect to outperform.” Dawn...
PPC
Buy Hold Sell
Livewire Markets
Collections

The most crowded trades on the ASX

A crowded trade appears when so many investors are positioned similarly that liquidity becomes a problem. Bitcoin is the obvious choice globally, but we wondered where...
BWX
+2
Livewire Exclusive
Livewire Markets
Expert Insights

One sector about to hit the sweet spot

Looking for quality and value is so popular that it’s hard to find an edge. Undervalued stocks can stay that way for years on end, and high-quality stocks that have...
SUN
Livewire Exclusive
Livewire Markets
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