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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.

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
Equities

The top-performing Aussie and global equity ETFs for FY25

What were the hottest themes in FY25 and which ETFs captured them and delivered standout performance for investors? Find out below.
+3
Chris Conway
Livewire Markets
Equities

Is the end of globalisation the end of global equity investing? The follow up...

Has global equity investing lost its edge? As deglobalisation and US dominance reshape markets, it may be time to rethink diversification.
Amit Lodha
Arteqin Capital Limited
Equities

The AI data centre boom: AI hyperscalers have hyperscaled demands for key resources

While we are focused on US Tech stocks, US Tech stocks are focused on our key resources they need to build their AI Kingdoms.
BHP
RIO
+3
Mark Gardner
MPC Markets
Equities

The Aspen solution: where affordability meets investment opportunity

As older Australians look for affordable housing, Aspen’s smart model provides both shelter and shareholder value.
APZ
Jack McNally
Airlie Funds Management
Equities

Fund managers hit record bullish levels as cash holdings trigger sell signal

Fund managers slashed cash levels to a decade-low of 3.9% as optimism soars to levels not seen since February, according to BofA.
Kerry Sun
Livewire Markets
Equities

Beyond beta: Harnessing the potential of Australian small companies

In a world chasing passive giants, Australian small caps shine with active alpha, sector diversity, and next-gen growth potential.
Phillip Hudak
Maple-Brown Abbott
Equities

When the market’s hot, go where it’s not: Biotech’s position of opportunity for FY26

Biotech stumbled in FY25, but we didn’t. HB Biotechnology kept its footing and delivered 23% outperformance in a tough market.
OPT
+3
Charlie Williams
HB Biotechnology
Equities

RBA shakes up card payments: What it means for Visa, Mastercard, and merchants

The RBA’s proposed surcharge ban and fee caps may reshape payments, but Visa and Mastercard are already positioned for the shift.
NASDAQ:V
Lachlan Hughes
Swell Asset Management
Equities

A rock-solid global small cap stock that’s flying under the radar

In a market full of flashy tech and speculative growth stories, here's a refreshingly grounded stock to watch.
Dan Peters
Spheria Asset Management
Equities

Why my mum might help pop the CBA bubble

Rational investors have abandoned CBA, resulting in a share price that gets 'pushed around' by passive and momentum flows.
BHP
Alastair MacLeod
Elston Asset Management
Equities

Alphabet: A brain without a body

Alphabet’s real strength isn’t in its parts, it’s in their integration. Break it up, and the signal powering Google ads deteriorates.
Lachlan Hughes
Swell Asset Management
Equities

No Country for Old Men

Wide valuation gaps between the popular and unpopular offer extremely good prospects for those prepared to avoid the crowds.
BHP
COH
+5
Martin Conlon
Schroders
Equities

Will 'old' companies prove to be the biggest AI winners?

Can AI retain its edge on the market? Aziz Hamzaogullari answers questions on why the Magnificent 7 are still leading the charge.
+4
Louise Watson
Natixis Investment Managers
Buy Hold Sell

Buy Hold Sell: Quality vs value across 4 ASX pairs

Hamish FitzSimons and Dougal Maple-Brown apply their respective lenses to four pairs of ASX stocks across the quality and value spectrum.
BHP
+5
Buy Hold Sell
Livewire Markets
Equities

CBA bubble: Passive vs active debate

CBA's valuation bubble is a symptom of the structural rise of passive investing that has changed how active managers impact market prices.
Jason Teh
Vertium Asset Management
Equities

Google looks cheap, but is it justified?

Investors are wondering if Google's "Kodak moment" has arrived with the launch of ChatGPT. The result is a sell-off that's gone too far.
+2
Cliff Man
ETF Shares
Equities

2 sizzling stocks in an ASX sector that keeps defying the odds

Auscap’s Will Mumford reveals 2 growth stocks he’s backing in a sector where “discretionary” items are starting to become essential.
NCK
Vishal Teckchandani
Livewire Markets
Equities

Top 5 ASX 300 contributors versus the rest. Something must eventually break

Real returns from the S&P/ASX 300 have been solid lately, but what’s driving them has been nothing short of remarkable.
GMG
+2
Simon Mawhinney
Allan Gray
Rapid Fire

The surprising resilience of big tech and 2 stocks for coming years

T.Rowe Price’s Dominic Rizzo shares why AI spend has been essential and how he has managed through uncertainty.
+7
Sara Allen
Livewire Markets
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