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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

Woolworths and Coles: Strong FY24 results with "stable growth at cheap valuations"

Australia's supermarket duopoly topped FY24 earnings expectations, and this could be their time to shine.
COL
JBH
+2
Kerry Sun
Livewire Markets
Reporting Season

Is Fortescue's 70% dividend payout sustainable?

Fortescue's results were largely in line with expectations but investors will be watching iron ore projections and green project expenditure
Sara Allen
Livewire Markets
Reporting Season

Why Woodside believes its dividend bonanza can continue

Plus, CEO Meg O'Neill shares what the market is getting wrong about the company's two latest acquisitions.
Ally Selby
Livewire Markets
Reporting Season

Why BHP is still bullish on iron ore and betting $7.4bn on copper

BHP’s CFO Vandita Pant believes there’s still plenty of mileage in iron ore demand for the Big Australian, while boosting alternatives.
BHP
Sara Allen
Livewire Markets
Equities

3 stocks with stellar results and an undervalued gem

In the second in a special series of reporting season podcasts, I chat to Jason Guthrie, about my main takeaways from Reporting Season so far, including an update on...
AGL
ALD
ANN
+4
Simon Conn
IML
Equities

Santos or Woodside? What if you had to pick just one for your portfolio?

ASX energy companies Santos & Woodside Energy have reported their half-year results. This top analyst gives us his view on which is better.
STO
Carl Capolingua
Livewire Markets
Equities

Why boomers are propping up the Australian Economy (and 3 shares set to benefit)

Data from CBA shows inflation is disproportionately impacting younger, working-age Australians, while it benefits the older demographics.
GQG
+5
Luke Laretive
Seneca Financial Solutions
Reporting Season

Despite lower iron ore prices, BHP will return $11 billion to shareholders in FY24

The Big Australian may have cut its dividend but its total payout still ranks first in class.
BHP
GMG
Hans Lee
Livewire Markets
Equities

Why is the GYG share price falling today despite results exceeding forecasts?

In a stellar financial performance, and in contrast to rivals, Guzman y Gomez (GYG) has significantly surpassed both its prospectus forecasts and market expectations...
Roger Montgomery
Montgomery Investment Management
Equities

Reporting season shows fear and greed remain the best long-term alpha generators

The third week of reporting season is always busy, and some 110 companies reported that represent $716bn of market capitalisation. A similar number of companies are...
BRG
+18
BRAD POTTER
BRAD POTTER
Tyndall AM
Equities

4 fantastic results from ASX reporting season (and one that disappointed)

In a special series of reporting season podcasts, IML’s portfolio managers give an update on the main themes they are seeing and performance of key stocks. In this...
BXB
CSL
+3
Hugh Giddy
IML
Equities

5 investing indicators that could give you some ideas (or some laughs)

Investing is not all about hunting for bargains, for quality... or for that matter, doing deep research.
+1
Hans Lee
Livewire Markets
Equities

It’s time to catch these juicy ASX earnings season dividends. How does 11.8% sound?

Earnings season is almost over, now starts dividend season! Here’s the low down on the juicy dividend yields on offer post-FY24 earnings.
BHP
COL
+5
Carl Capolingua
Livewire Markets
The Pitch

The 2 ASX tech companies this investor would hold for the next 5 years

Fidelity’s James Abela thinks tech lovers shouldn’t ignore the amazing innovations closer to home.
360
AD8
+10
Sara Allen
Livewire Markets
Equities

Where will capital flow after the Magnificent Seven party ends?

In July/August 2007 the ASX 200 plunged 12%. Bear Stearns had just liquidated two of its hedge funds. They had exposure to ‘collateralised debt obligations’. The...
Greg Canavan
Fat Tail Investment Research
Equities

Why Australian equities will again outperform

Their earnings have sunk since the GFC, yet even weaker bases underpin the S&P 500’s returns. Aussie stocks thus offer better prospects.
Chris Leithner
Leithner & Company Ltd
Reporting Season

FNArena reporting season monitor: August 2024 – Week Three (169 stocks covered)

Read on to find the ratings, consensus price targets, and FNArena insights on each stock covered.
A1M
ACF
+33
Rudi Filapek-Vandyck
FNArena
The Pitch

Not all healthcare stocks are created equal. Here are 3 this fundie is backing

Plus, a closer look at what it really takes to understand investing in biotechnology stocks.
+1
Hans Lee
Livewire Markets
Equities

Reporting season half time: Positioning for US rate cuts

ASX 300 earnings expectations edge lower
AMC
+21
Greg Burke
Wilsons Advisory
Equities

Patriot’s expatriate sees key parallels between Pilbara’s lithium monster and his new Canadian venture

Brinsden says Patriot’s project has much in common with his old show at Pilgangoora. And he says Patriot would make money at current prices.
IGO
LTR
PLS
+1
Barry FitzGerald
Independent Journalist
Equities

3 shock absorbers for investors expecting turbulence

Numerous economic and geopolitical risks continue to remain on the horizon and are keeping many people up at night, not just investors.
CSL
+3
Cameron McCormack
VanEck
Buy Hold Sell

Buy Hold Sell: 5 stocks spewing out a hell of a lot of cash

Is cash flow really king? You'll find out in this episode of Buy Hold Sell.
HLI
NCK
+2
Buy Hold Sell
Livewire Markets
Equities

GARY Top 10: Yield investing outperforms in a slowing global economy

Yield investing with risk management keeps delivering through the cycle
CDA
ELD
+2
Mathan Somasundaram
Deep Data Analytics
Reporting Season

Why you shouldn't be holding on to Megaport for dear life

The company's share price fell more than 20% today - and Datt Capital's Emanuel Datt believes it could fall even further.
MP1
Ally Selby
Livewire Markets
Reporting Season

Which ASX insurer is better for your portfolio?

Two of the big three ASX insurers have reported their results this week. But which one would Adam Dawes rather buy?
SUN
Hans Lee
Livewire Markets
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