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

Reporting Season

ResMed's latest earnings are "super impressive", says this fund manager

Could this Australian-American healthcare stalwart hit $60/share?
RMD
Hans Lee
Livewire Markets
Equities

Should investors worry about tariffs?

The prospect of the new Trump administration raising tariffs may have helped push up interest rate expectations, bond yields, and the US dollar. While US equity...
Tim Richardson
Tim Richardson
Pengana Capital Group.
Equities

Boss stands out from uranium pack as production, costs cheer analysts

Stellar performance leads to swathe of glowing research notes. Plus, Pilbara chief cites ‘incredibly strong’ long-term outlook for lithium.
BOE
Barry FitzGerald
Independent Journalist
Equities

Perpetual Limited: A path to $30

We think that Perpetual should keep its crown jewel - its corporate trust business.
PPT
Garry Laurence
Profeta Investments
Buy Hold Sell

5 of your most-tipped growth stocks for 2025 (and 2 that should have made the list)

Joe McCarthy from Elston and David Wilson from First Sentier run the ruler over your most-tipped growth stocks for 2025
BHP
CAR
CSL
+4
Buy Hold Sell
Livewire Markets
Equities

Why founder-led businesses are set to outperform in 2025 and beyond

There are certain conditions and characteristics of founders and their businesses we look for when investing. We share some of them here.
Tobias Yao
Wilson Asset Management
Equities

3 quality ASX stocks for 2025

We discuss our stock picks from 2024 and then highlight three new high-quality companies best placed to navigate 2025.
SEK
XYZ
Michael Teran
Blackwattle Investment Partners
Equities

The Australian dollar is near five-year lows and these 4 ASX sectors stand to benefit

Plus, how high is the bar for the ASX-listed banks in 2025?
Hans Lee
Livewire Markets
Equities

Has Pilbara Minerals finally turned the long lithium corner?

Pilbara Minerals shares are rallying on a better-than-expected quarterly production and activities report, we investigate why.
BOE
PLS
Carl Capolingua
Livewire Markets
Equities

The ASX sector tipped to be February reporting season's surprise story

A bull market in stocks will spill into strong results for fund managers, as investors wait to pounce on a rotation from banks to miners.
Tom Richardson
Livewire Markets
Equities

3 ASX stocks that highlight how active investing delivers outperformance

Centennial Asset Management's Matt Kidman says an 'active' investment strategy will continue to beat the market.
Michael Carmody
Centennial Asset Management
Equities

DeepSeekAI: What is it and why is it a threat to the current AI Goliaths?

DeepseekAI claims to have built its latest AI models for just $6 million, so do we need Nvidia's expensive chips?
+4
Mark Gardner
MPC Markets
Equities

Nvidia's value crashes by $942 billion thanks to DeepSeek. Is your portfolio too exposed to the tech trade?

In this analysis piece, we examine whether DeepSeek's news is a blip or a game-changer for the ultra-bull market in mega-cap tech.
GMG
NXT
+1
Hans Lee
Livewire Markets
Equities

Has China just burst an AI bubble?

Even a minor disturbance to the narrative can lead to dramatic consequences.
Roger Montgomery
Montgomery Investment Management
Equities

Nasdaq's recent drop is a reminder to look for opportunities outside of the Magnificent 7

This sell-off has reminded investors of the risks of investing in semiconductor companies and over-inflating valuations.
Garry Laurence
Profeta Investments
Equities

Some DeepSeek thoughts

Markets have been on a tear for a while and are probably due a pullback. But, DeepSeek doesn’t seem to be an AI boom-ending event.
+3
Damien Klassen
Nucleus Wealth
Equities

Is DeepSeek a threat to your ASX tech stocks? Here's what you need to know

Investors dumped their tech stocks overnight, with Nvidia down a staggering ~US$500 billion in market cap. Are local tech names in trouble?
NXT
Kerry Sun
Livewire Markets
Equities

3 ASX small caps well positioned for 2025

The gap between large-cap and small-cap equities remains wide. Here we share three names we believe can help close the gap.
ASB
Lucas Goode
IML
Equities

"Nvidia's still a buy": As China's ChatGPT moment rattles tech sector

Investors are scrambling to assess whether China's DeepSeek kills demand for Nvidia's GPUs and the AI stock bull market.
Tom Richardson
Livewire Markets
Equities

CSL, PME or REA: Which ASX stock will be the first to hit $500?

Rudi Filapek-Vandyck, Michael Wayne, and Henry Jennings each boldly nominate the one ASX stock they believe will hit $500 first.
COH
CSL
MQG
+3
Vishal Teckchandani
Livewire Markets
Equities

How patience paid off for this company's ever-growing earnings moat

This elegantly simple app allows customers to easily exchange money at a fraction of the cost relative to traditional banks.
Gareth Brown
Forager
Equities

Our 2025 investment outlook – big themes for the year ahead

Opportunities emerge as China shifts gears, banks face valuation pressure, and real asset M&A heats up amid an indexing frenzy
360
ALD
BHP
+12
Blake Henricks
Firetrail Investments
Equities

2 ideas in 200 words #2

2 compelling investment ideas to take away and research
IPH
QAN
Romano Sala Tenna
Katana Asset Management
Equities

Starting points matter

Understanding the three components of shareholder returns.
Emma Fisher
Airlie Funds Management
Equities

AusQuest eyes holy grail of exploration with first taste of copper-gold porphyry find

Tiddler’s shares soar as investors contemplate huge upside; Appetite for big deposits sees third parties in due diligence with Sunstone.
AQD
BHP
IGO
+2
Barry FitzGerald
Independent Journalist
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