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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

Two global technology companies that use AI, but don’t have an “AI” premium

We are in an unusual point in history in financial markets, where money continues to flow into only a handful of companies in the US market and globally, equity flows...
+2
Garry Laurence
Profeta Investments
Equities

The AI Phenomenon: Lessons in risk management and investor psychology

While NVIDIA has captured the spotlight, it's crucial to recognise that the AI revolution extends far beyond a single company.
Anthony Doyle
Anthony Doyle
Firetrail Investments
Equities

Dividends and cash flow are key to long-term returns. Here’s 2 stocks that fit the bill

This shareholder yield strategy is set to thrive as the Great Rotation takes hold, explains Epoch Investment Partners' Kera Van Valen
Chris Conway
Livewire Markets
The Pitch

Are these stocks the ultimate "deep value" opportunity?

It's been written off by a lot of investors, but China may present a fantastic opportunity hiding in plain sight.
Hans Lee
Livewire Markets
Equities

Big value in small caps

The big question for small caps is how far does this rotation trade have to run?
Callum Thomas
Topdown Charts
Equities

805 days down (and counting)

With interest rate hikes starting to bite, just how resilient will Australia’s economy prove to be?
APA
BAP
CAR
+6
Dion Hershan
Yarra Capital Management
Equities

Goldman and Macquarie's predictions for the August reporting season

The brokers have quashed hopes of a positive reporting season, although it's not all doom and gloom when it comes to the year ahead.
ALQ
AMP
+38
Ally Selby
Livewire Markets
Equities

From resilient retailers to struggling brands - A consumer sector deep dive

We are in the midst of a highly complex consumer environment, with the market bracing for losses due to spending that’s been suppressed by inflation and interest...
+2
Magellan Investment Partners
Magellan Investment Partners
Equities

Lessons learned: The one that got away

Mindset is an important enabler in being open to learning from mistakes. This wire highlights lessons learned from a mistake of mine.
Tim Riordan
Blackwattle Investment Partners
Equities

What this quirky trend tells you about the economy (and 3 stocks to profit)

We humans are a strange bunch and one psychological quirk has a lot to say about the state of the world.
WES
Sara Allen
Livewire Markets
Equities

Inside Guzman y Gomez

A deep dive into one of Australia's fastest growing fast food chains
Patrick Hodgens
Firetrail Investments
Equities

Challenges for ASX listed companies in FY25

Seven key ESG topics we want to see ASX-listed companies work harder to address in the year ahead
Will Baylis
Will Baylis
ClearBridge Investments
Reporting Season

ASX stocks that beat earnings expectations: History says hold your winners

Historical data suggests that companies that exceed earnings expectations tend to tick higher in the days and weeks that follow the result.
AD8
IMD
NCK
+1
Kerry Sun
Livewire Markets
Equities

Will Victoria run out of gas this winter?

The rapid deterioration of gas storage in Victoria prompted the Australian Energy Market Operator to issue a system risk notice on June 19. This notice warns of...
Matthew Fist
Firetrail Investments
Equities

Are Sandfire Resources shares a buy after their quarterly report?

Sandfire Resources shares have dropped along with the copper price. Last week’s quarterly report gave brokers a chance to amend their views.
Carl Capolingua
Livewire Markets
Equities

Fortescue shares took a beating after its quarterly report. Is it time to buy?

If Fortescue's share price is anything to go by, brokers didn't like its quarterly report. But is the share price dip a buying opportunity?
FMG
Carl Capolingua
Livewire Markets
Reporting Season

When a stock misses earnings expectations: What's your next move?

Companies that miss earnings expectations drop an average 6.3% on results day, and still down 8.4% four months later, says the Coppo Report.
DTL
+2
Kerry Sun
Livewire Markets
Equities

See you in 2026 – a bullish framework for the next 12 months

Patience is a virtue in the investment world.
Roger Montgomery
Montgomery Investment Management
Equities

Why the Great Rotation into small caps is just getting started (and 9 ETFs and stocks to consider)

CFRA Chief Investment Strategist Sam Stovall has been in the markets for five decades. He says this Great Rotation is real and here to stay.
+8
Hans Lee
Livewire Markets
Equities

Why industrial property could go bust

Residential property has most Australians in thrall. Popular TV shows feature stressed renovators and hot auctions. Get rich quick while taking on significant...
GMG
+1
Hugh Giddy
IML
Equities

The trade lines are about to be redrawn: which companies will be winners and losers?

The geopolitical tectonic plates are curling and cracking in 2024. There are shooting wars in Ukraine and Gaza. Meanwhile, there are elections almost everywhere. And...
Andrew Clifford
Andrew Clifford
Platinum Asset Management
Equities

Bumper gold price finally starts to flush out near-term producers

There are few choices for investors in this space, but Rox’s strong PFS shows this may be changing; And look at the real uranium price.
AEE
BOE
+5
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 2 high-conviction fundies analyse each other's top picks

In this episode, Loftus Peak's Alex Pollak and Magellan's Alan Pullen analyse each others highest-conviction ideas.
+4
Buy Hold Sell
Livewire Markets
Equities

Are Pilbara Minerals shares a buy? Brokers weigh in on June quarter results

Pilbara Minerals’ June quarter production report has dropped, and the big brokers have made several changes to their recommendations.
PLS
Carl Capolingua
Livewire Markets
Equities

4 of Morgan Stanley's best pre-reporting season ideas

Don't have a watchlist yet for the upcoming ASX reporting season? Let Morgan Stanley do at least part of the work for you!
360
AD8
+1
Hans Lee
Livewire Markets
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