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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

Market Mover: Seven Group Holdings

Seven Group Holdings is the big mover on the market today, up by $1.00, or 8.9%, to $12.17 on the news that it has moved to 100% ownership of Coates Hire Group. What...
Livewire Equities
Livewire Equities
Livewire
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Unsung heroes of the income investor

Woolworths, BHP, and Telstra have cut dividends in recent years, and the long-term sustainability of dividends from other leading stocks is under scrutiny. So Livewire...
BHP
FMG
+4
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Highlights and let-downs from small-cap reporting

It’s been a pretty ordinary decade for the ASX Small Ordinaries Index, which remains more than 30% below its 2007 peak. However, it’s a market that’s ripe for...
+1
Livewire Exclusive
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Telstra: Dog or darling?

The old saying goes; ‘there are two sides to every trade’, but in the case of Telstra, we have three. In this second part of our equity income series, we take a close...
TLS
Livewire Exclusive
Livewire Markets
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Buy Hold Sell: Smok’n Small Caps

After a being sidelined for an extended period buyers are coming back to small caps. The Small Ords Index is on the move so we’ve invited two fundies that specialise...
IRE
+2
Buy Hold Sell
Livewire Markets
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The ASX dividend dilemma

Telstra and the banks are mainstays of any Australian income-focused portfolio and make up nearly half of the dividends paid out by ASX companies in FY17. However, all...
BHP
+5
Livewire Exclusive
Livewire Markets
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An eclectic mix of five global picks

It is hard to find value in the Australian market, and harder to find truly world-class companies leveraging global trends. So, some of the smartest investors in the...
+1
Livewire Exclusive
Livewire Markets
Equities

What the market has overlooked with Magellan

Being a value investor means looking for sustainable cashflow at a reasonable price, explains Neil Margolis, Lead Portfolio Manager at Merlon Capital Partners. But...
Merlon Capital Partners
Merlon Capital
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All i's on Apple

Apple will soon usher in the 10th anniversary of its hallmark product – the iPhone. The device has revolutionised the way we communicate since its introduction in...
Livewire Exclusive
Livewire Markets
Equities

This is the future, according to Hamish Douglass

I recently had the opportunity to sit down for 30 minutes with Hamish Douglass, the CIO of Magellan at their new offices in Sydney. We discussed a wide range of topics...
Tom McKay
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Big stocks with big yields

With both government bonds and bank accounts still returning less than 3%, investors continue to turn to the stock market for yield. In this week’s Buy Hold Sell,...
MQG
PTM
RIO
+2
Buy Hold Sell
Livewire Markets
Equities

Insights from recent management meetings

Amongst the raft of post result management meetings there is always much food for thought. In some cases, management teams convey thoughtful and coherent...
BHP
FMG
+7
Martin Conlon
Schroders
Equities

Is Macmahon on the cusp of finally delivering?

If you were buying Macmahon on the basis of its latest result, you wouldn’t pay a cent for it. Revenue was $360 million, 15% higher than last year. But the business...
Alex Shevelev
Forager
Buy Hold Sell

The best and worst of reporting season

Catherine Allfrey from Wavestone Capital and Chad Slater from Morphic Asset Management highlight the best and worst from reporting season, including one company that...
PTM
+1
Livewire Exclusive
Livewire Markets
Equities

A cyclical stock on its way back up

Emeco leases heavy earthmoving equipment to mining companies and their contractors. It is the largest company of its type in Australia. With mining activity beginning...
Monash Investors Limited
Monash Investors
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Three stand-out results this August

In the final edition of our results coverage, we hear from three contributors about their stand-out results for the period. Responses come from Simon Shields, Monash...
Livewire Exclusive
Livewire Markets
Equities

Big Miners the standout from results

The impressive cash generating power of the major miners became abundantly clear as the reporting season rolled through August, particularly those exposed to an iron...
BHP
FMG
RIO
David Wilson
First Sentier Investors
Expert Insights

The question every boardroom is discussing

All over the world, company boards are asking themselves the same question: ‘What is our digital strategy?’ Bricks and mortar retailers are aggressively exploring...
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 Household stocks

In this week’s episode of Buy Hold Sell, Catherine Allfrey from Wavestone Capital and Chad Slater from Morphic Asset Management share their view on Flight Centre,...
CCL
+2
Buy Hold Sell
Livewire Markets
Equities

The Value of Cash

Forager’s two funds have quite high cash weightings today. It’s almost 28% in the Australian fund and 30% in the Forager International Shares Fund. On our recent...
Gareth Brown
Forager
Expert Insights

Attributes of an outstanding investment

Short-term wins make great headlines, but it's the long-term wins that make a real impact on a portfolio. Superior long-term compound growth is one of the key tenets...
Livewire Exclusive
Livewire Markets
Expert Insights

Market Masters outperforming again: Livewire Live 2017

A panel of Australia's Market Masters have shared their top stock ideas at Livewire Live each year since inception. On average, the stocks have beaten the market by at...
AVN
AWC
+5
Livewire Exclusive
Livewire Markets
Expert Insights

Cabcharge presses the ‘reset button’

Cabcharge CEO, Andrew Skelton, says that “Cabcharge is now a reset business. We have improved our service offering, expanded our fleet, upgraded our infrastructure,...
Livewire Exclusive
Livewire Markets
Expert Insights

Two overvalued sectors we’re avoiding

Investors should be focusing on companies that have strong sustainable growth in free cash flows, rather than trying to justify ways of owning expensive stocks. Neil...
Livewire Exclusive
Livewire Markets
Equities

4 fresh smallcap ideas

With reporting season dominating in recent weeks, here are four small cap ideas you may have missed. They include two small medtech stocks from Simon Shields and...
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Livewire Equities
Livewire Equities
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