Home Wires

Equities

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

The Rules of Investing

Why AI will have a bigger impact on the world than the invention of electricity

In this episode, T. Rowe Price's Dom Rizzo argues the world is underestimating the true impact of artificial intelligence.
The Rules of Investing
Livewire Markets
Reporting Season

Never cheap, always delivers: Why you shouldn't bet against Goodman Group

Learn about Goodman Group's latest result in this wire.
GMG
Ally Selby
Livewire Markets
Reporting Season

FNArena reporting season monitor: August 2024 – Week Two (64 stocks covered)

Read on to find the ratings, consensus price targets, and FNArena insights on each stock covered.
APZ
ARF
+10
Rudi Filapek-Vandyck
FNArena
Equities

Implementing the market volatility survival plan

Last week’s market gyrations were extreme and seemingly out of proportion to the apparent triggers - a US Federal Reserve (Fed) behind the curve of a slowing US...
Tom Stevenson
Fidelity International
The Pitch

An underappreciated small cap worthy of an energy investor's interest

Plus, insight into why being an old world energy firm with new energy ventures isn't enough to get you noticed by impact investors.
Hans Lee
Livewire Markets
Equities

Off the piste in Kalgoorlie, silver proves a gold medal winner with investors

Sun Silver and Andean Silver chiefs on why the metal is in hot demand; Ray Shorrocks and Reg Nelson team up to meet east coast gas demand.
ASL
BGL
+3
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 5 oversold ASX stocks

In this episode, Hayborough's Ben Rundle and Perpetual's Nathan Hughes search for value among some of the ASX's most oversold stocks.
+2
Buy Hold Sell
Livewire Markets
Reporting Season

This ASX giant has regained its most important market – But can it execute?

Treasury Wine Estates issued its first full-year result since China removed hefty tariffs on Australian wine imports.
Kerry Sun
Livewire Markets
Reporting Season

Why Telstra is undervalued and set for solid growth

Telstra shares have hit a six-month high on the back of a solid FY24 result and narrowed FY25 guidance.
BXB
TLS
Kerry Sun
Livewire Markets
Equities

Tech stocks and business model brilliance

Working within the Platinum investment process means seeking to own a share of a company when it has attractive growth potential and when it's priced at a discount to...
+13
Jimmy Su
Platinum Asset Management
Equities

Can the 10 biggest losers of the ASX 100 turn their fortunes around?

Could the worst performers in the ASX100 simply be undervalued with better to come? I'll take a closer look in this wire.
ALX
LLC
+8
Sara Allen
Livewire Markets
Equities

If a timeline is long, it’s wrong

We see clear risks going forward and believe it is prudent to price them into valuations.
GMG
+2
Schroders Australia
Schroders
Equities

Will the iron ore price crack $100 and trigger more pain for BHP, RIO, MinRes, and Fortescue?

Iron ore peaked at US$140/t in January but is now closing in on the psychological US$100/t support level. We investigate how low might go.
BHP
FMG
+1
Carl Capolingua
Livewire Markets
Reporting Season

CBA beat FY24 dividend and profit expectations. But it's still too "expensive"

How could you justify buying a bank that's almost twice as expensive as its peers, with a market cap that's three times its balance sheet.
Kerry Sun
Livewire Markets
Equities

The global equities funds that have consistently outperformed over the long term

These funds are the most-consistent at beating their benchmarks over the last five and 10 years in Australia.
Ally Selby
Livewire Markets
Equities

9 ASX stocks currently have P/Es over 100. Are they "expensive"?

We take a look at how the members of the Centurion Club (stocks with 1-yr forward P/Es over 100) have performed over the past 12 months.
360
BKW
CNU
+7
Chris Conway
Livewire Markets
Equities

QBE Insurance: A complex but promising 1H24 performance

We still believe QBE Insurance is well-positioned for long-term growth.
Roger Montgomery
Montgomery Investment Management
Equities

2 undervalued small and microcaps with structural growth opportunities

While small and microcap companies are more vulnerable to volatility and economic conditions, this also creates opportunities. Since August 2021, when central banks...
James Nguyen
Tyndall AM
Equities

Where to now for copper? Macquarie reviews ASX copper stocks ratings and targets

The copper price has completely retraced its March-May rally. Major broker Macquarie considers what’s next for Dr Copper.
29M
AMI
+8
Carl Capolingua
Livewire Markets
Reporting Season

CSL bleeds $7 billion on FY24 result. Have investors overreacted?

Australia's biggest healthcare stock disappointed on guidance for FY25, sending its share price south.
CSL
Ally Selby
Livewire Markets
Equities

What these 6 ASX company earnings say about the state of the economy

Data doesn't always uncover the granular nuances of the economy. That's where company earnings can help.
JBH
MGR
+3
Hans Lee
Livewire Markets
Equities

REA, you’ve done it again.

For background information about this A1-quality company, I previewed REA Group’s (ASX:REA) latest results here, wrote about why I believe REA Group is one of...
REA
Roger Montgomery
Montgomery Investment Management
Equities

5 ASX dividend stocks to weather what might be coming next

A handful of stock ideas that could prove useful should the weather turn nasty.
APA
CNU
+2
Chris Conway
Livewire Markets
Equities

5 pharma and biotech stocks on the move in July

In this wire, we take a look at five ASX-listed pharma & biotech companies whose share prices rallied in July.
ALC
+2
Claire Aitchison
Independent Investment Research
Reporting Season

Can this Aussie digital marketplace continue to successfully drive global sales?

This company has not only been the dominant local player, but has been rapidly expanding its global reach.
CAR
Sara Allen
Livewire Markets
2051-2075 of 8780
The 10th annual Livewire Live 2026

One room. One day. The minds that move markets.

22 September 2026 Art Gallery of NSW, Sydney

Register Now