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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

Alphabet: the market’s most undervalued Mag 7 company

AI and Youtube are Alphabet's most underpriced subsidiaries.
+1
Garry Laurence
Profeta Investments
Equities

8 ASX stocks, 4 top fundies - what they’re buying (and avoiding)

At the recent Pinnacle Summit, four fund managers reveal their top ASX stock picks focusing on fundamentals and long-term value in 2025.
COH
+5
Anna Dadic
Livewire Markets
Equities

Four nuclear energy names you didn’t know about

Uranium is one of the most efficient and low-carbon ways to produce energy. As the world moves toward electrification and away from fossil fuels, nuclear power is...
Justin Lin
Global X ETFs
Equities

The overlooked winners of the AI fear trade

Why Pzena believes misplaced fear from the AI revolution is creating some of the best value opportunities right now.
Vishal Teckchandani
Livewire Markets
Equities

Housing and defence stocks set to shine

Centennial Asset Management's Matt Kidman expects the Housing and Defence sectors to outperform over the next 12-24 months.
Michael Carmody
Centennial Asset Management
Equities

China’s changing consumption is reshaping these Aussie stocks

During the June quarter, we visited China to better understand the Chinese consumer sector. Key areas of interest included wine (Treasury Wine Estates), infant milk...
IEL
Nick Pashias
Antares Equities
Equities

A spotlight on Asia’s tech champions

Asia is home to key manufacturers crucial to the global AI supply chain.
Hugh Lam
Betashares
Equities

Building Austal: Australia’s global shipbuilder - John Rothwell AO’s Remarkable Journey

Building a boat with a motorbike engine at 13. Building a world class shipbuilding company called Austal.
ASB
Euroz Hartleys Ltd
Euroz Hartleys Ltd
Equities

The stablecoin challenge

Can it crack the Visa-Mastercard fortress?
NASDAQ:V
Elisa Di Marco
Magellan
Equities

From overlooked to overdue: Asia's investment case builds

Market sentiment towards Asia may be starting to turn after a prolonged period of underperformance, and these are some of the stocks we like
+2
Anthony Srom
Fidelity International
Equities

Graphite stocks shaken from their slumber as US slaps huge impost on Chinese imports

It’s great news for Syrah and a big boost for Kingsland, owner of Australia’s biggest graphite resource; Brinsden buoys lithium followers.
+2
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 6 stocks with above-market yields (and 2 from the managers)

Plato's Peter Gardner and Atlas' Hugh Dive run the ruler over stocks with above-market yields. They also share a top pick each.
AMC
GQG
+5
Buy Hold Sell
Livewire Markets
Equities

Costco: a tech stock disguised as a supermarket?

The world's most richly valued supermarket is a under-recognised heavy hitter of the Nasdaq 100.
+2
William Taylor
ETF Shares
Equities

4 small caps we’re watching this reporting season

These Aussie companies have turnaround potential, strong momentum, or something to prove this reporting season.
AD8
ATA
BHP
+4
Patrick Poke
A Rich Life
Equities

Inside Ophir's stellar FY25 with Andrew Mitchell (and 5 stock he likes right now)

With top-tier returns across two funds, Ophir’s Andrew Mitchell explains the stock stories, signals, and strategy that made FY25 a success.
360
+3
Chris Conway
Livewire Markets
Equities

The catalyst bringing BHP, Rio Tinto and Fortescue back to life (and taking it out of CBA)

Iron ore heavyweights are trending higher, while Commonwealth Bank is down almost 6% in the last two sessions. Here's why.
Kerry Sun
Livewire Markets
Equities

Echoes of 2000: What CBA and Pro Medicus investors should remember

Markets forget fast. The tech bubble taught a hard lesson: valuation discipline matters more than short-term performance.
BXB
PME
+2
Tim Carleton
Auscap Asset Management
Equities

Tech, turnarounds, and the return of small caps

We look at the winners and losers of FY 2025, and how Forager is positioning for the year ahead.
Steve Johnson
Forager
Income Series

The most consistent ASX dividend stocks

Dividends, capital growth, which is better? Why not both, and consistency as well? These are the most consistent ASX dividend stocks.
ALX
+13
Carl Capolingua
Livewire Markets
Income Series

Buy Hold Sell: 5 ASX names built for income

Plato's Peter Gardner and Atlas' Hugh Dive share what they look for in income stocks, before running the ruler over a handful of ASX names.
CHC
CNU
+4
Buy Hold Sell
Livewire Markets
Fund in Focus

Alphinity Global's mission to make money for investors

Earnings leadership, company quality and stock valuation is what Trent Masters looks for when picking.
Tom Richardson
Livewire Markets
The Rules of Investing

Life changing technology meets a structural growth industry

Tech has reshaped how we live. Now it’s changing how we survive. Jacob Celermajer on the medtech shift redefining modern healthcare.
The Rules of Investing
Livewire Markets
Equities

A small cap winner beneath the surface

Laserbond (ASX:LBL) is a founder-led, fallen market darling but signs are emerging its fortunes could be about to turn for the better.
LBL
Harley Grosser
HD Capital Partners
Equities

Saturn’s success shows how junior gold stocks can outperform in face of flat bullion price

Falcon and Stavely do likewise with bumper drilling results while cash from Javelin’s toll treating plan could dwarf its market cap.
CHN
+3
Barry FitzGerald
Independent Journalist
Equities

2 ideas in 200 words #8

A new stock in a fast growing sector and a company that will generate more cash than its current market capitalisation in three years.
Romano Sala Tenna
Katana Asset Management
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