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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

Where to find market opportunities

There are opportunities abound for investors with an active management mindset in 2025. In this discussion on the outlook for markets and the key themes for this year,...
Magellan Investment Partners
Magellan Investment Partners
Reporting Season

Woodside's "operational excellence" delivers a dividend beat

Despite trading at three-year lows, Woodside delivered a strong 2024 earnings beat and capped off the year with a solid final dividend.
Kerry Sun
Livewire Markets
Equities

Unity Software: finally, the long-awaited turnaround?

Unity has been an unmitigated disaster for shareholders the past three years, but is it finally setting the stage for a dramatic turnaround?
Daniel Wu
Bristlemoon Capital
Equities

Amid a tornado of headlines, where does opportunity lie for global investors in 2025?

With all the noise in equity markets, global investors might be reviewing their strategies and wondering, what’s next?
Maroun Younes
Fidelity International
Equities

Four risks that investors should watch in 2025

Global equities have just delivered a second year of stellar gains, but a range of investment risks may bring more volatile share markets in 2025. However, there are...
Tim Richardson
Tim Richardson
Pengana Capital Group.
Equities

Gold deal of the decade

Why we are invested in Greatland Gold
Matthew Fist
Firetrail Investments
Equities

Warren Buffett is dumping shares and his favourite valuation metric is flashing sell

Warren Buffett has raised record amounts of cash, but the equities apostle insists great businesses are still the best way to create wealth.
+2
Tom Richardson
Livewire Markets
Equities

Telstra’s half year results – modest gains driven by cost control not expansion

Telstra’s (ASX:TLS) latest half-year financial results, released yesterday, tell a story of modest gains, underpinned by cost control rather than broad-based...
TLS
Roger Montgomery
Montgomery Investment Management
Equities

Which ASX shares to buy in a high gold price environment

How we think Howard Marks would play the gold price spike, plus 6 high-conviction shares Seneca holds in our top-performing funds.
DEG
+12
Ben Richards
Seneca Financial Solutions
Reporting Season

FNArena reporting season monitor: February 2025 - Week 3 (155 stocks covered)

Read on to find the ratings, consensus price targets, and FNArena insights on each stock covered.
Rudi Filapek-Vandyck
FNArena
Equities

The AI hype trap: Why Antipodes’ Jacob Mitchell warns investors to stay grounded

The boutique fundie is hunting for stocks that benefit from AI - without the insane valuations - using a "pragmatic value" approach.
+1
Vishal Teckchandani
Livewire Markets
Equities

Software juggernaut Palantir just fell to earth: Is it a buy?

Shares have tumbled over two whipsaw trading sessions to mean this could be an opportunity to get on the planet's hottest software stock.
RIO
Tom Richardson
Livewire Markets
Equities

Telix eyes strong growth in 2025, but RFK Jr. poses a wildcard: Shane Fitzgerald

Telix smashes revenue forecasts with $1.2B+ guidance, but RFK Jr. & U.S. regulatory chaos pose risks. Shane Fitzgerald remains bullish.
Vishal Teckchandani
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 3 underrated dividend stocks for steady income (and two to skip)

Michael O'Neill from IML and Ben Clark from TMS Private Wealth analyse three overlooked dividend stocks, and each share a name to avoid.
BXB
COL
+2
Buy Hold Sell
Livewire Markets
Equities

Kmart and chemicals (not Bunnings) powers Wesfarmers result

Wesfarmers (ASX:WES) delivered a solid set of half-year results for financial year 2025, exceeding market estimates at the earnings-before-tax (EBT) level and...
WES
Roger Montgomery
Montgomery Investment Management
Equities

The investment landscape just got more complex

PM Capital Market Update 2025
Paul Moore
PM Capital
Equities

Telstra still offers ASX income investors a reliable dividend yield says veteran fund manager

Telstra has long been a stalwart of income investors’ portfolios, but in a modern and everchanging world - is a reliable dividend enough?
TLS
Carl Capolingua
Livewire Markets
Equities

Cost discipline and new opportunities the highlights from Transurban's results

Look past the headline loss and focus on the underlying improvements, and there's plenty to like about TCL's results, says Ofer Karliner.
Chris Conway
Livewire Markets
Reporting Season

Wesfarmers: "great company and great management, but very overvalued"

Wesfarmers shares eyed a record high on Thursday, but it needs a big acquisition to justify its valuation, said Martin Currie's Jim Power.
WES
Tom Richardson
Livewire Markets
Equities

9 growth and defensive stock picks from 3 market-beating fundies

Plato, Hyperion and Resolution Capital share their top stock ideas to play some of the market's hottest themes.
LTR
+7
Vishal Teckchandani
Livewire Markets
Equities

Warning: Short sellers are actively lifting their bets against these 10 stocks

Data shows professional investors aggressively lifted bets on these 10 S&P/ASX 200 stocks falling in the short term.
AD8
APA
BOE
+7
Tom Richardson
Livewire Markets
Equities

HUB24's phenomenal growth showing no signs of slowing down

We sat down with HUB24 CEO, Andrew Alcock on results day to discuss the past six months and the all-important outlook.
Chris Conway
Livewire Markets
Equities

Mineral Resources still a sell on debt burden, iron ore and lithium prices - Datt Capital

The Mineral Resources dream of iron ore, lithium, and mining services is quickly turning into a nightmare. It’s not over, says this expert.
GMG
PME
Carl Capolingua
Livewire Markets
Equities

All ears on Deere: the investment case for John Deere

Why we're invested in this high quality cyclical stock
Firetrail Investments
Firetrail Investments
Equities

Goodman’s AI ambitions: Can it deliver long-term returns? Michael Wayne weighs in

Goodman doubles down on data centres with a $4B equity raise. Michael Wayne unpacks the risks, rewards, and what it means for investors.
GMG
Vishal Teckchandani
Livewire Markets
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