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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

Earnings previews for Woodside, Santos, Karoon, Ampol, Viva, Whitehaven and other ASX energy stocks

February earnings season is here, and it could be make or break for beaten down stocks in the ASX Energy sector like Woodside and Santos.
ALD
BOE
KAR
+6
Carl Capolingua
Livewire Markets
Equities

Wilson AM's Tobias Yao crushed AI backing founder-led businesses (74% to 39%)

A year ago, we asked whether AI will ever be able to pick stocks like a human. As the headline suggests, the current answer is 'not yet'.
Chris Conway
Livewire Markets
Equities

AI-fuelled growth: Amazon, Google, and Microsoft earnings compared

Amazon, Google, and Microsoft’s latest earnings reveal AI’s growing impact on cloud, ads, and software, as Big Tech races for AI dominance.
+1
Sally Fang
Swell Asset Management
Reporting Season

Why are investors buying Nick Scali?

Despite the fact it overshot its own guidance, Nick Scali's result may be the clearest sign of a consumer slowdown yet.
NCK
Hans Lee
Livewire Markets
Equities

Growth at reasonable yield (GARY) shows defense is the best form of offense

Bears can beat the bulls with growth and yield
ASB
+1
Mathan Somasundaram
Deep Data Analytics
Reporting Season

FNArena reporting season monitor: February 2025 - Week 1 (10 stocks covered)

Read on to find the ratings, consensus price targets, and FNArena insights on each stock covered.
AMC
BPT
BWP
+7
Rudi Filapek-Vandyck
FNArena
Reporting Season

Download Livewire's February Reporting Season Guide, with analysis of 10 ASX companies

We've put together the quintessential reporting season guide as we head into Feburary reporting season.
Chris Conway
Livewire Markets
Equities

The ultimate contrarian play? Why this fund manager is betting on airlines and banks, not AI

We spoke with Brandywine Global to find out where they're seeing value around the world and why they own global airlines.
QAN
+5
Chris Conway
Livewire Markets
Equities

The implications of extreme concentration

Concentration in equity markets has reached unprecedented levels, particularly in the United States.(1) A select few mega-cap stocks, colloquially referred to as the...
Dr David Walsh
RQI Investors
Equities

Beament eyes Develop re-rate and sale on back of imminent cashflow ramp-up

Copper’s strong run in face of trade wars piques investor interest in stocks such as Develop, discovery runaway AusQuest, Coda and Noronex.
AQDN
+5
Barry FitzGerald
Independent Journalist
Equities

Fundie vs AI: One year on, who is the winner?

A year ago, we asked whether AI will ever be able to pick stocks like a human? Here, we get some answers.
Chris Conway
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 3 stocks with strong sales growth (and 2 from the managers)

First Sentier's David Wilson and Elston's Joe McCarthy pick apart companies with strong sales growth - is it all it's cracked up to be?
S32
SEK
+2
Buy Hold Sell
Livewire Markets
Equities

What’s going on with the uranium market?

The fundamentals for uranium appear strong, growing demand from nuclear power and AI versus limited scope for production increases.
AEE
+17
Carl Capolingua
Livewire Markets
Equities

Trump's tariffs: ASX & global stocks that could tumble amid the uncertainty

How should investors interpret Trump’s tariff threats—literally, seriously, neither, or both?
BHP
BOE
+10
Dr David Allen
Plato Investment Management
Equities

Earnings optimism is back!

Corporate Australia has battled (too) many headwinds over the past three years, but investor optimism is on the rise for better times ahead.
MDR
+2
Rudi Filapek-Vandyck
FNArena
Equities

Why Warren Buffett loves ETFs

With a net worth exceeding US$140 billion(1) and a famously successful investing track record, we listen when the Oracle of Omaha speaks. Despite being a uniquely...
Betashares .
Betashares
Reporting Season

CEO of ASX's newest uranium producer Boss Energy says: "It's time to repay the faith"

Boss Energy is profitable, sitting on strategic stockpiles of uranium and cash, and is debt-free – a most envious position among ASX miners.
BOE
Carl Capolingua
Livewire Markets
Equities

Three of my learnings from 2024 that can help you invest in 2025

As I reflect on 2024, there are three lessons I’ve drawn that may prove useful as investors position their portfolios for 2025 and beyond.
Stephen Arnold
Aoris Investment Management
Equities

Buy Now, Pay Later – Zipping into focus

BNPL has its roots in the 19th century, originating from instalment plans that allowed consumers to purchase expensive items like furniture and farm equipment by...
SQ2
+5
Rachel Thomson
Eiger Capital
Equities

ResMed's half-year FY25 results: solid growth & expanding opportunities

ResMed’s (ASX:RMD) half-year FY25 results reflect a company that is not only thriving in its core business but is also strategically positioned to capitalise on future...
RMD
Roger Montgomery
Montgomery Investment Management
Equities

Regal joins Whitehaven Coal, Hancock, on Brazilian Rare Earths register

ASX-listed Brazilian Rare Earths is widely considered a potential takeover target as fund manager Regal builds a position on the register.
+1
Tom Richardson
Livewire Markets
Equities

3 ASX growth stocks loved by high-performing managers

'Cloning' top fund managers can be a winning strategy. Check out 3 ASX growth stocks that are worth a further look.
IPG
Patrick Poke
Livewire Markets
Equities

The ASX medtech innovator positioned for growth

This commercial med-tech is valued at just ~A$40m despite having innovative tech, market adoption and a partnership with a global giant.
4DX
CVB
EBR
+2
Hashan De Silva
KP Rx
Equities

What's under the hood of VanEck's new long/short ETF - ALFA?

VanEck has launched an ETF that offers a new take on the very powerful long/short strategy. So, what's under the hood? Find out here.
Chris Conway
Livewire Markets
Buy Hold Sell

Growth stocks are all the rage - here's how to pick the best of the bunch (and 2 ASX examples)

Elston's Joe McCarthy and First Sentier's David Wilson share their tips for hunting great growth stocks, and an example for good measure
RMD
Buy Hold Sell
Livewire Markets
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