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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

The secret to finding the best small and micro-cap stocks on the ASX

...and 11 stocks on Ellerston Capital's radar.
360
+8
Sara Allen
Livewire Markets
The Pitch

Bob Desmond: Be cautious of hot themes like AI (and 2 high quality stocks you should look at instead)

Claremont Global's Bob Desmond shares why investors should be cautious of the hype around AI and focus on undervalued opportunities instead.
+3
Ally Selby
Livewire Markets
Equities

If the uranium price has bottomed, these are the major uranium stocks and ETFs to watch

Uranium is rallying on the US election result and Russia’s export ban. If the low is in, these are the global & ASX uranium stocks to watch.
AEE
+13
Carl Capolingua
Livewire Markets
Equities

Reshaping modern warfare and its economics

The growing use of drones is transforming warfare. Though their use on the battlefield dates back as far as World War I, recent conflicts, along with technological...
Global X ETFs
Global X ETFs
Equities

ESG investing is the purest form of capitalism

ESG integration exemplifies the profit motive at its finest.
Steven Glass
Pella Funds Management
Equities

Is the Russian ban on enriched uranium to the US the catalyst ASX uranium stocks need?

The uranium price is looking up after Trump’s big US election win, and following a new ban on Russian enriched uranium exports to the US.
BOE
DYL
+4
Carl Capolingua
Livewire Markets
Equities

18 stocks backed by a fund that returned 42% in 12 months

Firetrail's Australian Small Companies Fund has shot the lights out over the past 12 months. Here, they reveal the stocks they are backing.
360
A1M
+20
Ally Selby
Livewire Markets
Views from the Top

Why Anthony Aboud isn’t shorting the Big Four Banks

Perpetual's Anthony Aboud argues shorting decisions should be more than valuation based and shares the opportunities he's watching.
+2
Sara Allen
Livewire Markets
Equities

Surprise China policy change boosts ASX aluminium and copper stocks

China announced Friday it would remove a key tax rebate on aluminium and copper exports, potentially reshaping markets for these metals
BHP
RIO
S32
Carl Capolingua
Livewire Markets
The Pitch

A once in three-decade type of opportunity

It's been a long time coming, but as Lazard Asset Management's June-Yon Kim explains, investors cannot ignore this opportunity.
Ally Selby
Livewire Markets
Equities

ASX stocks Trump Trade Playbook

“Make America great again”. Not Europe, not Australia, and certainly not China. Which ASX stocks stand to benefit the most from Trump’s win?
ALQ
AMC
+24
Carl Capolingua
Livewire Markets
Equities

What "quality" means to these stock pickers - and a handful of ideas for you to consider

Highlights from a recent panel session featuring Claremont Global’s Bob Desmond, Fairlight's Abbey Cook, and Pzena's John Goetz.
Chris Conway
Livewire Markets
Views from the Top

Why Geoff Wilson is keeping some dry powder for the coming cycle

The veteran investor shares his lessons and anecdotes from his journey, along with why he is holding dry powder for the coming cycle.
Ally Selby
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 3 defensive darlings for the next market pullback (and 2 to buy when it does)

Jun Bei Liu from Tribeca and David Moberley from ClearLIfe Capital analyse five stocks that could weather a coming downturn.
360
REA
RMD
+2
Buy Hold Sell
Livewire Markets
The Pitch

Bob Desmond just added this consumer powerhouse to his portfolio - Here's why

In this episode of The Pitch, Claremont Global's Bob Desmond shares why investors should always focus on quality companies.
+6
Ally Selby
Livewire Markets
Equities

It’s tough to be rational

As emotions run high, anchoring on rational fundamentals is tougher, but probably more important than ever.
BHP
+7
Martin Conlon
Schroders
The Pitch

Why having a private markets mindset can drive outsized returns in public markets

Taking an active approach to investing is only the beginning according to HMC Capital Partners' Victoria Hardie.
HMC
Sara Allen
Livewire Markets
Equities

What it will take to create the next CSL or Telix Pharmaceuticals

The Aussie biotech space is small but mighty – what will it take to see it surge?
Sara Allen
Livewire Markets
Equities

Banks in focus: 2025 outlook and reporting season highlights

In episode four of our 'Value Added Insights' series, I review the recent bank earnings season, shares my outlook for the sector in 2025, and discuss why ANZ stands...
+1
Craig Young
Tyndall AM
Equities

Why your next investment belongs in this region

Emerging markets often get their fair share of flack, but there’s big opportunities when you look in the right places.
Sara Allen
Livewire Markets
Rapid Fire

Geoff Wilson answers 9 questions without notice

Geoff Wilson answers nine 'questions without notice' from members past and present of the Wilson Asset Management team.
WAM
Ally Selby
Livewire Markets
Equities

How to invest for growth... defensively

Janus Henderson's Global Research Growth Fund recently conducted a webinar, sharing current market insights and investment philosophy
Chris Conway
Livewire Markets
The Pitch

3 themes (and 5 stocks) for long term growth and diversification

Antipodes’ John Stavliotis believes China offers investors a range of benefits and he uses three buckets for exposure.
Sara Allen
Livewire Markets
Equities

The 7 zombie companies lurking on the ASX 300

While everyone's attention is focused on Mineral Resources and WiseTech, there are other companies on the ASX that are flashing red.
BOE
IMM
+6
Ally Selby
Livewire Markets
Equities

Is India the world's best growth story?

Investors’ love affair with India cooled significantly last month. Foreign investors sold US$11bn worth of Indian shares, the fastest rate of disposals ever for the...
Tom Stevenson
Fidelity International
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