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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

What the bookies are telling us about the election and the key risk it poses for your portfolio

An odds-on minority government could mean growth risks but opportunities still abound.
PPC
Tom Stelzer
Livewire Markets
Equities

ASX banks ANZ, CBA, NAB, WBC still uninvestible say major brokers, but value is improving

A catch up on the latest upgrades, downgrades, and price target changes for ANZ, CBA, NAB, WBC & Co. The big brokers have been very busy!
+3
Carl Capolingua
Livewire Markets
Equities

Three investment sectors offering growth, innovation and opportunity

In this episode of In The Know, Magellan’s investment team looks at three interconnected investment sectors that continue to offer growth opportunities and...
Magellan Financial Group
Magellan
Equities

'Excessive imbalances': Why Ray Dalio just turned crazy bearish on markets

Economists argue trade imbalances have forced real interest rates too low and explain today's economic problems and asset price movements.
Tom Richardson
Livewire Markets
Equities

Navigating global equity markets amid the tariff wars

A discussion on the Antipodes Partners podcast about the investment implications of the tariff wars.
Alison Savas
Antipodes
Equities

Flight Centre, Brambles send tariff warning to stock market bulls

Flight Centre, Brambles, Yowie, Bubs, and Reliance Worldwide warn tariffs may hurt their profits as share buyers shrug off the risk.
BXB
+1
Tom Richardson
Livewire Markets
Equities

Why this year’s Berkshire Hathaway meeting will be the most important in its history

As Berkshire faces a historic transition, this year’s meeting offers investors a rare glimpse into its future beyond Warren Buffett.
Lachlan Hughes
Swell Asset Management
Equities

Navigating near-term volatility and the outlook for each sector

Equity leadership shifted during Q1 2025, and with little relief in sight, we discuss potential implications for each sector.
+1
Joshua Cummings
Janus Henderson
Equities

The bottom - are we there yet??

Maybe we've passed the bottom, maybe not, but here's an example of what it might look like if you start buying.
Sebastian Ferrando
Koda Capital
Buy Hold Sell

With more rate cuts on the way, how are the pros adjusting portfolios?

Matthew Haupt from Wilson Asset Management and Tim Johnston from Tyndall Asset Management discus how lower rates will impact ASX investing.
ALX
VCX
Buy Hold Sell
Livewire Markets
Equities

Why boring stocks can be good investments – and one I like

Boring stocks can deliver brilliant returns. Here’s why I think AUB Group is a quiet achiever worth watching.
AUB
Patrick Poke
A Rich Life
Equities

What the market's missing on Clarity Pharmaceuticals

Shortselling and the latest trial results
Michael Frazis
Frazis Capital
Buy Hold Sell

Buy Hold Sell: 3 ASX winners (and 2 losers) ahead of the RBA's next cut

Matthew Haupt from Wilson Asset Management and Tim Johnston from Tyndall Asset Management discuss rate cut winners and losers.
CPU
JBH
RMD
+1
Buy Hold Sell
Livewire Markets
Equities

Growing lithium supply glut triggers major broker’s new “Short” call: PLS, MIN, LTR on alert

Even the most ardent lithium bulls must concede the major issue facing the lithium market is oversupply. Bad news, it’s getting worse!
IGO
+1
Carl Capolingua
Livewire Markets
Equities

Trek about to find out if there is a multi-million-ounce present under its Christmas Creek tree

Plus, yesterday’s sell-off in rare earths stocks defies the reality abut the need for non-Chinese supplies.
+2
Barry FitzGerald
Independent Journalist
Equities

Volatility creates opportunity to buy great companies at attractive prices

Money is made by buying great companies at attractive prices. Such opportunities only come along during periods of heightened volatility.
BRG
CAR
+5
Tim Carleton
Auscap Asset Management
Equities

The ASX's hottest company has gone from zero revenue to $1.2 billion in 4 years

This business is up more than 20-fold in 5 years, with brokers and fund managers lining up to call it a buy.
APT
PME
Tom Richardson
Livewire Markets
Equities

ASX energy stocks like Woodside, Santos and Paladin are going cheap say big brokers: 50-60% upside on tap

ASX energy companies WDS, STO, BPT, KAR and WHC won’t escape the trade war unscathed, say big brokers, but significant value is emerging.
ALD
BOE
BPT
+7
Carl Capolingua
Livewire Markets
Equities

Meet the perfect investor (and how you can beat them)

The 'perfect investor' sells the exact top and buys the exact bottom of every market cycle, but you could still outperform them. Here's how.
Tom Stelzer
Livewire Markets
Equities

This recently triggered market signal has never failed to predict gains

The signal has occurred 74 times since 1990. US markets ended higher 1 & 5 years later 100% of the time. Here's what we're doing about it.
Andrew Mitchell
Ophir Asset Management
Equities

Why volatility is just getting started

Trump’s tariffs, bond shocks, and a 5x microcap win - Forager’s Steve Johnson and Harvey Migotti unpack the situation and what’s next.
Steve Johnson
Forager
Equities

Feeling greedy? These 7 ASX stocks could surge 50%+ in 12 months

From spicy speculative stocks to income-producing large-caps, these companies could sizzle if management do their job and the market turns.
A4N
GMG
PDN
+4
Vishal Teckchandani
Livewire Markets
Equities

Investors have had enough of large scale M&A

First do no harm. Management should try to not forget the hippocratic oath.
CSL
HLS
+5
Emma Fisher
Airlie Funds Management
Equities

Not playing the mug's game: How the pros are positioning ASX portfolios for the long-term

As markets stop and take a breath, we see what portfolio managers are thinking - and buying.
BHP
+4
Tom Stelzer
Livewire Markets
Equities

A stock with Perpetual value

Ray David from Blackwattle Investment Partners uncovers a great business at a bargain price—with a bonus turnaround option for free.
CPU
EQT
GQG
+1
Ray David
Blackwattle Investment Partners
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