Home Wires

Equities

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

Success and More Interesting Stuff

Simon Conn’s guide to surviving the small cap 'torture chamber'

After nearly three decades at IML, Simon Conn reflects on investing through cycles, what matters most, and two stocks he still rates today.
Matthew Kidman
Centennial Asset Management
Income Series

To pay out or not to pay out: special dividends unpacked

Special dividends can be a boon for income investors. Here I explain what they are and why companies pay them.
Aaron Binsted
Lazard Asset Management
Equities

Make ASX reporting season easy: Buy winners, sell losers

16 seasons of data reveal stocks beating earnings forecasts gain 5.2% on results day and often continue trending higher for several months.
MTS
Kerry Sun
Livewire Markets
Equities

Adobe’s valuation slump on AI disruption not an issue for Canva, says fund manager

Figma's spectacular IPO has cranked excitement around Canva's potential to go public in a US market with a wild appetite for tech stars.
Tom Richardson
Livewire Markets
Equities

How active dividend investing can boost yield and achieve growth

Why dividend idiosyncrasies lend themselves so well to active management, and what a great dividend-paying company looks like.
ORG
Michael Price
Ausbil
Buy Hold Sell

Buy Hold Sell: 3 ASX names set to benefit from rate cuts, hot property

There’s more to ASX property than meets the eye. With rates falling, Matt Williams and David Wilson reveal where value is emerging.
CHC
GMG
MGR
+3
Buy Hold Sell
Livewire Markets
Equities

ResMed's ASX shares hit record on earnings beat, but is the future still bright?

Elston’s Bruce Williams discuss ResMed's results and margin momentum, and whether the stock still deserves a buy rating.
RMD
Vishal Teckchandani
Livewire Markets
Equities

Ozempic first mover sheds $170B in 4 days: Here's 2 ideas we're backing instead

After crashing more than 30% this week, Novo Nordisk has now seen its share price fall 65% over the last 12 months.
+1
Arms Rosenberg
Minotaur Capital
Equities

Why stock prices are set to swing wildly this ASX reporting season

Stock price swings on earnings day have nearly doubled in 20 years as markets price information instantly, eliminating gradual adjustments.
Kerry Sun
Livewire Markets
Equities

Finding growth amid structural changes

Reporting season is stressful, but it also serves as a reminder of the importance of stepping back to reflect on broader themes shaping the world around us. One topic...
+6
Johnny Russell
Nikko AM
Buy Hold Sell

Buy Hold Sell: 5 ASX financials (that aren't the banks!)

There’s more to ASX financials than the Big Four. Matt Williams (Airlie) and David Wilson (First Sentier) reveal where they're seeing value.
HUB
MQG
+2
Buy Hold Sell
Livewire Markets
Equities

How John Rothwell built Austal into a $2 billion shipbuilding powerhouse

Austal now has 12 US defence programs — but it all began with a $200K startup. Here’s how John Rothwell got it there.
ASB
Stephanie Gardner
Livewire Markets
Equities

Three small caps on the rise and with more left in the tank

At the smaller end of the market, where companies are less closely followed and analysed, it can often take significant announcements or newsflow to get investors to...
Lucas Goode
IML
Equities

Lost in translation - Not all revenue is created equal

One question I get asked often is how US equities can keep rising even as the US dollar weakens. At face value, it feels contradictory but the dollar’s weakness is not...
+4
Justin Lin
Global X ETFs
Equities

'Honeymoon over': What brokers think of Boss Energy after shares bombed 50%

Boss Energy's warning of production problems at its Honeymoon Mine led the market to dump shares pronto.
BOE
Tom Richardson
Livewire Markets
Income Series

Momentum is cracking, rates are falling… Haupt is buying income

Wilson AM’s Matt Haupt explains why volatility created opportunity for income investors and how his team is positioning for what’s next.
CSL
RIO
+1
Anna Dadic
Livewire Markets
Equities

“Trees don’t grow to the sky” - Ellerston challenges overweights to mega-cap tech stocks

The Mag Seven make up nearly 35% of the S&P 500, but Ellerston’s Nick Markiewicz says the next AI winners won’t be the names everyone knows.
Vishal Teckchandani
Livewire Markets
Equities

Stop calling markets expensive. They've just gotten better

Markets aren't expensive, they've evolved. Today's companies are higher quality with better margins and stronger balance sheets.
Kerry Sun
Livewire Markets
Equities

A return to fundamentals

This quarter highlighted the resilience of major secular trends, which could be key to returns going forward.
+7
Joshua Cummings
Janus Henderson
Equities

Founder-led focus meets demographic tailwinds: A decade-long runway

Penumbra's aspiration-based mechanical thrombectomy devices are building one of the most defensible competitive moats in medical technology
Jacob Celermajer
Cordis Asset Management
Income Series

Talaria's smoother journey for equity income (and 4 global stocks it likes right now)

Forget dividends alone: Talaria’s unique strategy harvests income from market volatility while preserving capital via valuation discipline.
+2
Chris Conway
Livewire Markets
Income Series

IML's top 5 picks from the ASX 100 most consistent dividends payers

After Carl Capolingua's deep dive into the most consistent dividends payers in the ASX 100, IML's Mike O'Neill shares his top picks.
AMC
+2
Stephanie Gardner
Livewire Markets
Equities

You're fired! 6 ASX stocks to fire, 6 to hire

This is the Apprentice, markets edition. Jun Bei Liu, Ben Richards, Henry Jennings and more name their highest-conviction buys and sells.
360
CSL
+9
Vishal Teckchandani
Livewire Markets
Equities

Forget Life360: Online safety group Qoria is backed as the ASX's next big winner

Life360 is today's winner, but you've got to find tomorrow's winners to make massive returns and Qoria's results last week created a stir.
360
QOR
Tom Richardson
Livewire Markets
Equities

China is turning AI into a commodity

Another DeepSeek moment raises questions about Microsoft and OpenAI's Strategy and offers us new opportunities for investment up the stack
Charles Ormond
Fat Tail Investment Research
76-100 of 7840