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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.

Equities

3 companies that fit the “quality” moniker

For Ninety One, quality means a long-term sustainable competitive advantage, sourced from innovation.
+1
Chris Conway
Livewire Markets
The Pitch

This stock market "is one of the most attractive in the world" right now

Lazard Asset Management's June-Yon Kim certainly thinks so.
Ally Selby
Livewire Markets
Reporting Season

The US$115 billion question: Will Meta and Microsoft's huge spending on AI be worth it?

Many of the Magnificent Seven reported their earnings this week. In this wire, we cover the one thing two key results have in common.
+1
Hans Lee
Livewire Markets
Equities

Iron ore rally risks “fizzling” here –Morgan Stanley

Major broker Morgan Stanley is concerned that the recent rally in the iron ore price post-China stimulus announcements may be unsustainable.
BHP
FMG
+1
Carl Capolingua
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 stocks with controversial leaders

From CEOs, to chairs, and major shareholders - these business leaders have made headlines for the wrong reason and remain divisive as ever.
+3
Buy Hold Sell
Livewire Markets
Equities

Great growth, great value, great technicals: Do these ASX stocks have it all?

Can you have it all? Chris Conway and Carl Capolingua bring you their list of ASX stocks with great earnings, value, and technicals.
ABG
BAP
BGL
+21
Chris Conway
Livewire Markets
Equities

2 stocks benefiting from Japan's digital revolution

The Forager team undertook a research trip to Japan a couple of months ago, meeting more than 50 companies. Here's two that stood out.
XRO
Harvey Migotti
Forager
Equities

PFAS: The risks, opportunities and an Australian company to watch

I recently returned from the USA, spending a week travelling across five states from the West Coast to the East Coast and seeing over 25 companies. The purpose of...
ALQ
SDV
James Nguyen
Tyndall AM
Equities

Are ASX bank shares overvalued? This is what the big brokers say…

Aussie bank shares have been some of the best performers in the S&P/ASX200 over the last 12 months, but can their amazing run continue?
+3
Carl Capolingua
Livewire Markets
The Pitch

Why this asset class is due for a boom (and the 3 tailwinds that will make it happen)

In this edition of The Pitch, Andrew Swan of Man Group explains why Asian equities are ready for a long-awaited bull run.
Hans Lee
Livewire Markets
Equities

The bull market resurrection happening now

Callum Newman explains one reason why the Aussie small cap resurrection has a long way to go...
Callum Newman
Fat Tail Investment Research
Equities

Who loves Australian banks?

Despite analyst concerns, the banks have kept climbing. Are passive funds to blame for this climb?
Arian Neiron
VanEck
Equities

Ben Griffiths: The one thing that needs to happen to confirm a new major bull market

Plus, the Eley Griffiths Group co-founder and executive chairman outlines some of the major macro forces moving markets today.
Ally Selby
Livewire Markets
The Pitch

The premium you pay for developed markets hasn’t been this high in 20 years. Here’s what you need to know

…and why it’s a misconception that emerging market companies are cyclical and lower quality.
Sara Allen
Livewire Markets
Equities

Worried about a downturn? Here are 7 ASX companies with resilient earnings

The companies these fundies believe will help investors ride a downturn.
BXB
COL
+4
Sara Allen
Livewire Markets
Equities

These healthcare stocks are a prescription for profit

We have been saying for some time that we believe there are attractive long-term investment opportunities in Australian small cap healthcare – high-quality stocks with...
Marc Whittaker
IML
Equities

ASX’s most highly rated lithium producer: Is Greenbushes enough for IGO?

ASX lithium stocks are about to enter their third year of general decline. Most of the major lithium names are down in order of magnitude 70-90% from the highs set in...
CXO
+9
Carl Capolingua
Livewire Markets
Equities

Why this building materials company will retain its top position

Part 1 of the highlights from our recent trips visiting management teams.
Tim Carleton
Auscap Asset Management
Equities

What the perma-bears won’t tell you about 'extreme' stock market valuations

The current market’s valuation is among the top 3% of most expensive markets since 1881. Should investors be nervous?
Dr David Allen
Plato Investment Management
Equities

In banking, boring matters

Two banking franchises that are of very high quality and have consistently delivered results for decades.
+1
Sunny Bangia
Blackwattle Investment Partners
Equities

Four founder-led companies worth watching

Ray David discusses the importance of Governance, and four Founder led ASX businesses to keep an eye on.
FMG
NWS
+7
Ray David
Ray David
Equities

Should you sell your Qantas shares?

Qantas shares are flying high after a well-received trading update. What do the big brokers think about the stock now? Buy, hold, or sell?
QAN
Carl Capolingua
Livewire Markets
Equities

A three-piece update to Nick Scali furniture

We think a re-rating accompanying earnings growth is not beyond the realms of possibility.
NCK
Roger Montgomery
Montgomery Investment Management
Equities

4 sectors (and 9 stocks) to take advantage of the booming opportunity in this asset class

As we wind up our trip across Latin America, we take a look at the opportunities in a key part of our universe - transportation stocks.
Sarah Shaw
4D Infrastructure
Equities

Why invest in small caps now

While small caps have underperformed the past three years, we think valuations are looking attractive and the time is right to invest.
Alex Shevelev
Forager
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