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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

News Corp (NWS) - An outsider with an outsized opportunity

Ray David from Blackwattle Investment Partners discusses the transformation underway at News Corp led by CEO Robert Thomson.
NWS
REA
Ray David
Ray David
Equities

A pool of opportunities in US housing

The Fairlight strategy focuses on identifying and owning businesses with a proven track record of delivering high returns on capital over economic cycles. This quality...
Abbey Cook
Fairlight Asset Management
Equities

Nick Scali’s FY24 results: resilient margins and strategic expansion despite softening sales

Furniture retailer Nick Scali (ASX:NCK) reported its full-year results, and on most measures, the results were in line with consensus estimates. However, there were...
NCK
Roger Montgomery
Montgomery Investment Management
Reporting Season

Is this the best growth company on the ASX?

Life360's results crushed it and the company might reasonably lay claim to the best growth stock on the ASX right now.
360
Chris Conway
Livewire Markets
Reporting Season

FNArena reporting season monitor: August 2024 – Week One (20 stocks covered)

Read on to find the ratings, consensus price targets, and FNArena insights on each stock covered.
AD8
AMP
+17
Rudi Filapek-Vandyck
FNArena
Reporting Season

Rudi: Why CSL could be headed for $500

And four narratives that will be tested this reporting season...
COH
CSL
HLS
+4
Ally Selby
Livewire Markets
Reporting Season

Can the earnings momentum last for this ASX growth darling?

It's been labelled an "incredible business" and an ASX "market champion". But can REA Group surpass the lofty earnings expectations?
REA
Hans Lee
Livewire Markets
Equities

Should you buy the dip on Audinate?

Audinate hasn't traded at these levels for more than a year... so is it time to load up on this fallen darling?
AD8
Ally Selby
Livewire Markets
The Pitch

3 impact stocks to access the AI megatrend (beyond NVIDIA)

This fund manager proactively looks for the stocks that are creating solutions to the potential impacts that AI may bring.
+2
Hans Lee
Livewire Markets
Equities

Transurban’s financial results: A promising future amid the usual challenges

Despite challenges like inflation and finance costs, Transurban will retain its position in The Montgomery Fund’s portfolio.
TCL
Roger Montgomery
Montgomery Investment Management
The Rules of Investing

Why trying to time small caps is a "big waste of time" (and 2 long-term stock ideas)

In this Rules of Investing podcast, Langdon Equity Partners Founder and Lead Investor, Greg Dean, explains why - and shares how he does it.
The Rules of Investing
Livewire Markets
Equities

The stock market Olympics – who would be the GOATs of the ASX investment world?

Are these ASX companies the investing equivalent to some of the world's great Olympians? I'll take a look.
RMD
+4
Sara Allen
Livewire Markets
Equities

Lithium spring on the cards as green shoots emerge

There are several pieces of credible evidence to support the case for a price bounce, which would be good news for fast-growing Patriot.
IGO
PLS
+2
Barry FitzGerald
Independent Journalist
Equities

Opportunities within the Nifty 50

India’s digital journey is one of inertia. India launched its “Digital India Program” in 2015, which has driven “new economy” sectors from ~5% to ~15% of gross...
Global X ETFs
Global X ETFs
Buy Hold Sell

Buy Hold Sell: 5 of the fastest-growing stocks on the ASX for FY25

In this episode, Marcus Today's Henry Jennings and Market Matters' James Gerrish analyse some of the market's hottest growth stocks.
AD8
HUB
PDN
+2
Buy Hold Sell
Livewire Markets
Equities

Where to find value opportunities in Australian healthcare and 3 stocks to watch

Wilsons Advisory’s Melissa Benson and Shane Storey share their insights in the final part of the biotech mini-series.
CSL
+5
Sara Allen
Livewire Markets
Equities

How to navigate profit-taking

Market corrections are not uncommon with regular 10% pullbacks. Spotting the difference between these and the onset of a bear market is hard
+5
Kingsley Jones
Jevons Global
Equities

3 factors that drive investment returns, and concentration isn’t one of them

Is it like 2000 again?
Tom Hancock
GMO
Equities

Global dividends on the rise, but the big payers are changing

New sectors in global equity markets are emerging as dividend champions.
Dan Pennell
Plato Investment Management
Equities

How to navigate the large-cap rotation: 7 stocks Ausbil tips to outperform in the coming years

Ausbil's Arden Jennings shares his Australian small and micro-cap stock tips to outperform in the coming years.
360
+4
Sara Allen
Livewire Markets
Equities

Expect volatility and opportunity this reporting season

By Daniel Moore and Lucas Goode Another reporting season is nearly upon us. During this time, the temptation can be to succumb to the noise, fixate on...
Daniel Moore
IML
Equities

Is this the start of the Great Rotation?

Dominant market themes reverse in July Market trends reverse in July - can this trend continue in the H2? Figure 1 highlights the negative returns to the themes that...
Bruce Apted
State Street Investment Management
Views from the Top

Oberg: It's time to add risk in small caps

There are signs of life for small-cap investors. Here's how Oscar Oberg is positioning the Wilson Asset Management portfolios.
EML
GEM
HLS
+7
James Marlay
Livewire Markets
Equities

What we learned from our recent trip to America (Part 2)

In Part 2 of this series, we discuss how the economic and political situation is filtering through to companies.
+3
Sarah Shaw
4D Infrastructure
Equities

Poker, house auctions, and takeovers

If you want to ‘win’ (maybe termed ‘beating the average’) at investing, and protect your hard-earned capital, position sizing is the secret.
LTR
Nicholas Sproats
Harvest Lane
2076-2100 of 8780
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22 September 2026 Art Gallery of NSW, Sydney

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