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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

Big predators start consuming under-valued copper companies as disconnect to metal price rolls on

Following Xanadu and New World bids, takeover spotlight swings to Sunstone and Coda; Plus, AusQuest about to resume copper drilling in Peru.
AQDN
BHP
+7
Barry FitzGerald
Independent Journalist
Equities

The beaten-up sector offering value and 2 ASX stocks that could lead a turnaround

It's always darkest before the dawn and some of the best investments require venturing where no one else is. Is that the case for energy?
Chris Conway
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 3 stocks on a tear and two the market is overlooking

Ellerston’s James Barker and Ausbil’s Andrew Peros join guest host Tom Piotrowski to analyse high-profile growth stocks.
360
+2
Buy Hold Sell
Livewire Markets
Equities

Could this flashing warning signal sink the ASX 200 rally?

Surging treasury yields signal major debt and economic risk for the US. Could it torpedo the rally in stocks? What investors must watch now.
BHP
+9
Carl Capolingua
Livewire Markets
Equities

Bond yields are rising: Could a sovereign debt problem morph into a share-sinking crisis?

Bond yields are rising and the soaring gold price is arguably setting off alarm bells for equities, so what should investors do?
Tom Richardson
Livewire Markets
Equities

Forget Pro Medicus: This software stock is emerging as a future fundie favourite

Making the big money in share markets is about finding tomorrow's winners, not today's. Here's one potential idea.
EOL
Tom Richardson
Livewire Markets
Equities

Moving beyond founder-led

We have been reading a few articles recently from Australian funds managers regarding the benefits of investing in “founder led or controlled” companies. Not to...
Andrew Brown
East 72 Dynasty Trust
Equities

The ASX 200's fallen giants - is there any way back?

The ASX 200 is back in positive territory for 2025 but what are the prospects for its worst performers?
IEL
IGO
+1
Tom Stelzer
Livewire Markets
Equities

Darkest before dawn? It’s crunch time for lithium and ASX lithium stocks

ASX lithium stocks have bounced even as the lithium price has sunk to new cycle-lows. What’s in store for both? Technicals and fundamentals.
CXO
+11
Carl Capolingua
Livewire Markets
Equities

Is now the time to buy ASX uranium stocks? Analysis of the latest uranium technical and fundamental factors

ASX uranium stocks like Boss Energy, Paladin Energy, and Deep Yellow have rallied as the uranium price has turned higher. Can it continue?
AEE
+12
Carl Capolingua
Livewire Markets
Equities

Retirees need to dial down risk and focus on income

It has been hard to keep up with financial news lately. As Howard Marks aptly put it, “the world’s economy has been shaken like a snow globe.” Trump’s tariffs...
Michael O'Neill
IML
Equities

The role of company meetings in long-term investing

In part one of this series we outline why company meetings matter to us and how it shapes our thinking on a business.
Vic Guha
Aoris Investment Management
Equities

Dino Otranto CEO Fortescue Metals: Redefining the future of Iron Ore

Dino shares his journey and how he’s driving FMG’s bold green iron future—innovating like a tech company that delivers Iron Ore.
BHP
FMG
S32
Euroz Hartleys Ltd
Euroz Hartleys Ltd
Equities

Former market darling...bottoming?

Peg this one on your watchlist...
Callum Newman
Fat Tail Investment Research
Equities

How Lazard's Infrastructure Fund has beaten the market for 20 years

The fund's targeting of high-quality businesses for income and growth has helped investors to steady returns for a very long time.
Tom Richardson
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 companies with powerful earnings potential

Airlie's Will Granger and IML's Marc Whittaker analyse 3 stocks with big earnings potential, and each share one they particularly like.
360
BRG
PWH
+2
Buy Hold Sell
Livewire Markets
Equities

The best and worst ASX 200 stocks since Trump’s Trade War correction

How did you go during the correction? Did you own the best or worst stocks in the ASX 200? Check how you went against our Best/Worst lists!
360
+17
Carl Capolingua
Livewire Markets
Equities

The famous yield curve: buy or sell signal? You decide…

The bankers look bullish...
PLT
PPM
+1
Callum Newman
Fat Tail Investment Research
Equities

Key insights and stock picks from the 2025 Sohn Conference in New York

The latest Sohn Conference was held in New York overnight - here are the key insights from some of the world's best stock pickers.
+5
Chris Conway
Livewire Markets
Equities

Tencent - Quality franchise on discount valuations

As the market questions the return on investment on Artificial Intelligence capex - Tencent demonstrates the power of its digital eco-system
Sunny Bangia
Blackwattle Investment Partners
Equities

How investors should navigate Trump’s second term

With Trump driven news flow in 2025 already exceeding Biden’s entire four years of Presidency, it’s a useful time to step back and gain perspective on why these...
WGB
Nick Healy
Wilson Asset Management
Equities

50% upside hidden in this lab testing powerhouse: Eurofins Scientific

Why Eurofins Scientific is currently among the largest positions in our Global Equity Fund
Sam Chipkin
5AM Capital
Equities

2 ideas in 200 words #5

2 Key Ideas from the recent Macquarie Australian Conference
IPH
Romano Sala Tenna
Katana Asset Management
Equities

REA Group Q3 FY25 result – yield resilience aids solid performance amid softer listings outlook

Last week, REA Group delivered a broadly in-line third quarter result, highlighting the resilience of its pricing power and disciplined cost management, even as...
REA
Roger Montgomery
Montgomery Investment Management
Equities

Impressive March quarter results sends Life360’s share price up 18 per cent

In response to Life360’s (ASX:360) March 2025 Quarterly update released on Monday 12 May, its share price has jumped 18 per cent from $23.58 to $27.85 in the past two...
360
David Buckland
Montgomery Investment Management
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