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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

Faster and deeper rate cuts are bullish for Australian equities

Here I unpack the possibility of faster and deeper RBA cuts, and what it would for equity investors.
Jun Bei Liu
Ten Cap
Equities

Growth At Reasonable Yield (GARY) delivering active outperformance in volatility

Macro Cycles The U.S. economic slowdown became more apparent after Q1 GDP was revised down further from -0.2% to -0.5%, even as core inflation came in higher than...
CDA
+1
Mathan Somasundaram
Deep Data Analytics
Equities

Fundie vs AI - 10 ASX income generators

Fundie vs AI - Round 2: The best ASX income stocks for the next 12 months featuring Martin Currie's Reece Birtles.
APA
+6
Chris Conway
Livewire Markets
Equities

The appetite suppressant: How to invest in the world’s obsession with weight-loss

More than 20 million people globally are injecting themselves with GLP-1s... Weight-loss pills will only see that explode further.
Arms Rosenberg
Minotaur Capital
Equities

oOh!media (OML) – oOh! la la

oOh!media is benefiting from the structutural industry shift to Out-of-Home (OOH), cyclical upswing combined with an operational turnaround
OML
Phillip Hudak
Maple-Brown Abbott
Equities

Can stablecoins break Visa’s moat? Are Amazon & Walmart for real?

Visa’s stock declined 9% in June following the renewed interest by US retailers in stablecoins. We question why.
+3
Sam Chipkin
5AM Capital
Equities

One of Australia's best stock pickers pits his skills against AI

Fundie vs AI - Round 2: The best ASX growth stocks for the next 12 months featuring Datt Capital's Emanuel Datt.
+7
Chris Conway
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 of your most popular ASX stocks (and 2 big buys)

James Gerrish and Henry Jennings break down the prospects for 5 of the most-searched by you, our readers. They also share 1 big buy each.
CSL
FMG
+4
Buy Hold Sell
Livewire Markets
Equities

Tesla’s $12 billion opportunity hiding in plain sight

Tesla has officially launched its long-awaited Robotaxi service, marking major shift for the company and the future of ride hailing.
Jai Mirchandani
ELM Responsible Investments
Equities

Going for gold: Is GDG the next HUB24?

The success of HUB24 (ASX: HUB), Netwealth (ASX: NWL) and Pinnacle (ASX: PNI) has demonstrated that financial services firms in structural growth markets can sustain...
HUB
+1
Beyhan Irmako
Ausbil
Equities

Notes from a decade of All-Weathers

Flashback to 2015; how have ASX-listed All-Weather stocks performed over the period? Be ready to be surprised
GMG
HUB
RMD
+2
Rudi Filapek-Vandyck
FNArena
Equities

Resilience and growth in the heart of healthcare: why Pella invests in medical devices

In a world defined by macroeconomic uncertainty and shifting geopolitical realities, Pella continues to find opportunities.
Steven Glass
Pella Funds Management
Equities

Why CBA is the most hated rally on the ASX

Explaining CBA's inexplicable surge and why it's the Steven Bradbury of the ASX.
Hugh Dive
Atlas Funds Management
Equities

Guess how many ASX 200 stocks have outperformed CBA?

Few ASX 200 stocks beat CBA's gains in the past twelve months — a stark reminder of its dominance despite rich valuations.
Kerry Sun
Livewire Markets
Equities

2 ideas in 200 words #7

A stock hit by temporary disruptions and one that is growing faster than it can manage.
Romano Sala Tenna
Katana Asset Management
Equities

Why bulls and bears are wildly divided on lithium, Pilbara Minerals and IGO Ltd

Depressed lithium prices could be a massive opportunity or alarm bell for structural change as a signal to exit the sector.
IGO
+1
Tom Richardson
Livewire Markets
Equities

3 stocks that could be hit by tax loss selling

These three ASX stocks may be seeing end-of-financial-year selling. Here’s why that could present an opportunity.
IPG
PWH
REH
Patrick Poke
A Rich Life
Equities

Analysts, fund managers cautious on Xero's monster Melio acquisition

Tech juggernaut Xero is betting big on a new revenue model in the US and the opportunity to cross-sell its cloud accounting platform.
XRO
Tom Richardson
Livewire Markets
Equities

Bell Potter analysts' top stock picks for FY26

Bell Potter's analysts share their best ASX ideas for FY26 and beyond.
A1M
A4N
+29
Bell Potter
Stockbroker
Equities

Structural tailwinds + category leadership = long runway for growth for this glucose monitoring company

The Continuous Glucose Monitor market is poised for structural growth, and we believe Dexcom is best positioned to dominate the growth cycle
Jacob Celermajer
Cordis Asset Management
Equities

The IPO Australia's been waiting for: Virgin takes flight on the ASX

Airlines are tough businesses, but Virgin’s return to the ASX might offer value, competition, and a new angle for Aussie investors.
QAN
Jun Bei Liu
Ten Cap
Equities

ANZ at risk of dividend cut, says Morgan Stanley, as UBS downgrades to sell

The broker is warning elevated payout ratios across the banking sector means investors should expect flat dividends, apart from at one bank.
Tom Richardson
Livewire Markets
Equities

6 ASX and global stocks to rebalance your portfolio from banks, miners and tech

The ASX and S&P 500 are more concentrated than ever. These 6 stocks could help fill gaps in your portfolio, while offering growth and value.
+3
Vishal Teckchandani
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 2 standout ASX names for FY26

James Gerrish and Henry Jennings wrap up the year that was, look ahead to FY26, and share two cracking stock picks for the coming 12 months.
PDN
ZIP
Buy Hold Sell
Livewire Markets
Equities

Hyperion delivers again: AI, innovation, and structural growth drive returns

Get the key insights from Hyperion's latest market update and outlook webinar.
360
HUB
+15
Chris Conway
Livewire Markets
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