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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 IPO Australia's been waiting for: Virgin takes flight on the ASX

Airlines are tough businesses, but Virgin’s return to the ASX might offer value, competition, and a new angle for Aussie investors.
QAN
Jun Bei Liu
Ten Cap
Equities

ANZ at risk of dividend cut, says Morgan Stanley, as UBS downgrades to sell

The broker is warning elevated payout ratios across the banking sector means investors should expect flat dividends, apart from at one bank.
Tom Richardson
Livewire Markets
Equities

6 ASX and global stocks to rebalance your portfolio from banks, miners and tech

The ASX and S&P 500 are more concentrated than ever. These 6 stocks could help fill gaps in your portfolio, while offering growth and value.
+3
Vishal Teckchandani
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 2 standout ASX names for FY26

James Gerrish and Henry Jennings wrap up the year that was, look ahead to FY26, and share two cracking stock picks for the coming 12 months.
PDN
ZIP
Buy Hold Sell
Livewire Markets
Equities

Hyperion delivers again: AI, innovation, and structural growth drive returns

Get the key insights from Hyperion's latest market update and outlook webinar.
360
HUB
+15
Chris Conway
Livewire Markets
Buy Hold Sell

Buy Hold Sell: The best and worst performers of FY25

Market Matters' James Gerrish and Marcus Today's Henry Jennings run the ruler over the best & worst-performing stocks of the past 12 months.
360
BGL
+7
Buy Hold Sell
Livewire Markets
Equities

It's not about Trump

Michael Browne, Chief Investment Officer at Martin Currie discusses inflation, energy and the art of the possible.
ClearBridge Investments
ClearBridge Investments
Equities

Jump on the AI trade with these 3 ASX stocks, says broker

A valuation dip is a window of opportunity to jump on three genuine AI stock winners on the ASX, according to this broker.
NXT
Tom Richardson
Livewire Markets
Fund in Focus

Income investing in the world's best companies

Portfolio manager Kera Van Valen says she targets companies with growing free cashflow to return to investors as dividends.
Tom Richardson
Livewire Markets
Equities

Five small cap takeover candidates

The ASX could be primed for more M&A activity - here are the small cap stocks in the crosshairs
+8
Alex Shevelev
Forager
Equities

ASX uranium stocks big winners as Sprott buying spree sparks massive rally

Sprott announced it will purchase up to US$200m in physical uranium, a move that could help reignite bullish sentiment across the sector.
BOE
+7
Carl Capolingua
Livewire Markets
Equities

Lithium legend Ken Brinsden on Pilbara Minerals, Patriot and why prices can rebound

The man who built Pilbara Minerals is running a new ASX lithium hopeful and says soaring demand will help lithium prices recover.
PLS
Tom Richardson
Livewire Markets
Equities

Four lessons from a ‘best-ever’ month and a key holding we think has big upside

In our latest monthly update, we share the key lessons from a strong month for Ophir funds and highlight one ASX name we like right now.
360
Andrew Mitchell
Ophir Asset Management
Equities

Bell Potter: 2 surprising defensive picks – and 2 to avoid

With Telstra’s fiery rally leaving it fully priced, where should investors turn for protection? Bell Potter names two interesting stocks.
AMC
TCL
TLS
+1
Vishal Teckchandani
Livewire Markets
Fund in Focus

Investing in earnings leadership (and 2 ASX examples)

Alphinity's Stuart Welch highlights the importance of earnings momentum and shares how his team hunts for companies displaying it.
QAN
Chris Conway
Livewire Markets
Equities

Santos takeover faces major hurdles, switch to Woodside Energy says broker

We review ADNOC’s Santos takeover, market and broker response, the likelihood of a rival bid, and the major hurdles it faces to be approved.
ALD
BPT
+6
Carl Capolingua
Livewire Markets
Equities

Five reasons we’re backing Qualitas

Why this misunderstood private credit firm is one of our high conviction small cap holdings.
PPM
QAL
Matthew Fist
Firetrail Investments
Equities

World champions across the board

Valuations are proving anchors without a tip currently, and the current continues to see share prices accelerate.
CSL
+8
Schroders Australia
Schroders
Equities

Come prepared, ask the right questions, listen intently – Aoris’ formula for great company meetings

In the final part of this series we pull back the curtain on how we approach and conduct company meetings.
Vic Guha
Aoris Investment Management
Equities

Howard Marks tells investors how to make money in markets today

The credit and stock investor dismissed worries over an asset price bubble and said to ignore short term risks.
Tom Richardson
Livewire Markets
Equities

Narrow-body jet could propel Airbus to new heights

Next-generation aircraft helping European aerospace giant widen lead over Boeing. By Portfolio Manager John Whelan.
PM Capital
PM Capital
Equities

Israel strikes Iran: Impacts on crude oil and the ASX 200

Israel has attacked Iranian nuclear and missile facilities. How have ASX energy stocks responded and what are the ramifications for the ASX?
ALD
BPT
HZN
+5
Carl Capolingua
Livewire Markets
Equities

Silver takes on golden glow as supply deficit and M&A point to further price rises

Bullish price targets for Andean highlight the increasingly favourable sentiment for gold’s poor cousin.
ASL
+2
Barry FitzGerald
Independent Journalist
Equities

The critical mineral no one's watching (and our #1 ASX small cap pick)

Bauxite prices spiked 40% last year, but we think this is just the beginning. Here’s how we’re playing it and why.
+7
Ben Richards
Seneca Financial Solutions
Buy Hold Sell

Buy Hold Sell: 5 ASX disruptors taking on the giants

Join Datt Capital’s Emanuel Datt and Yarra Capital’s Michael Steele as they analyse five ASX small caps disrupting their industries.
IMD
+2
Buy Hold Sell
Livewire Markets
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