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Equities

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

Growth

4 stocks and 2 themes the pros are watching right now

We've compiled the stocks with momentum, plus the global trends set to drive the next wave of growth.
PME
+1
Anna Dadic
Livewire Markets
Equities

Valuations vs. Euphoria: Are investors still thinking clearly?

Valuations are stretched, momentum rules, and quality is being overlooked. Are investors trapped in a fishbowl of euphoria?
BHP
CSL
+2
Ray David
Ray David
Growth

Investors had a decade to buy Amazon. Is it Spotify’s turn now?

Janus Henderson’s Josh Cummings lays the case for long-term optimism and why Spotify’s business model could echo Amazon’s path to dominance.
James Marlay
Livewire Markets
Equities

UnitedHealth: A high-quality business lost in the headlines

UnitedHealth's sell-off reflects headline fear, not fundamentals. We see a rare chance to own a high-ROE compounder at a steep discount.
Xinyu Ru
Fawkes Capital Management
Equities

Where would Warren Buffett get a job today?

The drivers of economic value have shifted dramatically in the past two decades.
Anthony Doyle
Pinnacle Investment Management
Growth

10 U.S. growth stocks that lit up earnings season (and what analysts think now)

We unpack what analysts are saying about 10 U.S. stocks that have carried the S&P 500 within a whisker of its all-time high in recent weeks.
+8
Vishal Teckchandani
Livewire Markets
Equities

Nanosonics: From darling to dud and back again

Nanosonics has bounced off its lows with strong recurring revenue and fresh momentum from Coris - here’s why we think there’s more to come.
NAN
Alex Shevelev
Forager
Equities

Trump's Big Beautiful Bill set to slug Australian stock investors with tax hikes

Tax rates on dividends could jump 5% and 5% thereafter annually, with capital gains taxes also set to rise.
Tom Richardson
Livewire Markets
Fund in Focus

How Vanguard's Diversified Growth ETF helps investors stay the course

With disciplined asset allocation, global diversification, and long-term focus, Vanguard's VDAL offers a simple way to stay the course.
Chris Conway
Livewire Markets
Equities

How adding salt to our portfolio is creating long-term value

Despite offering a projected 33% fully franked dividend yield for 60+ years, this ASX-listed, tier-one asset remains overlooked by investors
BCI
Lauren De Zilva
Ryder Capital
Growth

Why SaaS businesses are still proving the world's best growth stocks

If you want gangbusters growth or life-changing wealth it's hard to argue against the SaaS sector for many reasons explained here.
EOL
+9
Tom Richardson
Livewire Markets
Equities

What the recent rise in bond yields could means for stock markets

You probably didn’t think it was easy at the time, but looking back over the past 25 years or so investing has not been complicated. A simple two asset portfolio (60...
Tom Stevenson
Fidelity International
Equities

Beneath the noise: Google’s multi-engine growth story

Don’t mistake fear for fact: Google’s ad engine, cloud growth and AI lead are stronger than the market thinks.
Xinyu Ru
Fawkes Capital Management
Equities

Euro vision: Why Europe is now home to some of the world's hottest stocks

With Australian and US stocks more expensive than ever, fund managers are looking to Europe for the best growth opportunities
+3
Tom Stelzer
Livewire Markets
Growth

The growth investment that is dialled up to 11

There is a case to be made that growth investing should be aggressive, but there are some important caveats as well. We unpack them here.
Chris Conway
Livewire Markets
Equities

How to buy something for nothing on the ASX (2 strategies, 3 stock ideas)

Forget the unicorn hunt. Outperformance lives in evidence-based asymmetry, mispriced assets, and free options the market doesn’t see.
AQN
ASB
BHP
+10
Ben Richards
Seneca Financial Solutions
Equities

“You can’t fool gold”: T. Rowe Price’s Peter Bates on what’s happening in markets right now

Trade wars, deficits and AI mean finding the best quality companies is more important than ever
+1
Tom Stelzer
Livewire Markets
Equities

'Rather stick pins in my eyes': Simon Mawhinney slams CBA share price

One fund manager warns CBA investors may face the five years of dismal returns that CSL investors have worn.
ANN
CSL
+3
Tom Richardson
Livewire Markets
Equities

Can small caps shine in the global market reshuffle?

Nick Sheridan explores recent dynamic changes in global investment trends, with a focus on small cap resilience and prospects.
Janus Henderson
Janus Henderson
Equities

Cutting-edge assay group winning friends in high places with promises of faster, safer tests

Among the believers is Bill Beament, who reckons he is also on to a big winner at Develop’s rejuvenated Sulphur Springs zinc-copper project.
+3
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: Five overlooked growth stocks

Ellerston’s James Barker and Ausbil’s Andrew Peros join guest host Tom Piotrowski to analyse five overlooked ASX growth stocks.
SLC
+2
Buy Hold Sell
Livewire Markets
Growth

"The pigs are flying": where to find growth opportunities right now

Schroders' Sebastian Mullins believes the current market volatility means being active is more important than ever
+1
Tom Stelzer
Livewire Markets
Fund in Focus

How Lennox Capital's investment process has delivered double-digit growth for investors

Lennox's Small Companies Fund has produced consistently strong double-digit compound returns for investors. James Dougherty explains how.
HUB
+1
Tom Richardson
Livewire Markets
Equities

5 companies powering China’s next tech cycle

Over the past decade, China has laid the foundation across semiconductors, robotics, electric vehicles, and an AI-enabled ecosystem.
Billy Leung
Global X ETFs
Equities

Warning: Traders are lifting short bets against these 10 ASX 200 stocks

Over the week to 22 May traders increased bets that the shares in these ASX stalwarts are set to fall.
ALX
BRG
+8
Tom Richardson
Livewire Markets
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