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

Buy Hold Sell

2 stocks fundies would bet the house on (and worst calls from the first half)

Seneca's Luke Laretive and Forager's Steve Johnson unpack the first half, and look ahead to the rest of the year in this episode of BHS.
Buy Hold Sell
Livewire Markets
Equities

Iron Ore faces long-term challenges but two companies remain attractive

Risks are skewed to the downside for iron ore prices in FY25, while the long-term outlook for iron ore demand is clouded by structural headwinds within China’s...
BHP
RIO
Greg Burke
Wilsons Advisory
Equities

Don’t hold your breath lithium investors, unless you can do it for 4 years…

Lithium investors are a tough bunch. They'll need stay that way if new research from energy transition think tank Wood Mackenzie is correct.
IGO
PLS
Carl Capolingua
Livewire Markets
Equities

Four top innovator stocks in US infrastructure

Recent investments in US infrastructure are set to transform the nation’s landscape, enhancing transportation, energy, and communication systems. This focus on...
+3
Billy Leung
Global X ETFs
Equities

Evaluating the stock market's rally versus the economic reality

The market’s focus on the future means that the connection between earnings and the economy is more tenuous.
Alastair MacLeod
Elston Asset Management
Equities

Bad Chinese news seen as good news for copper price

Expectations of Chinese stimulus grow; A project funding-led re-rate on the cards at Develop and Orion cheers South African election.
BHP
+3
Barry FitzGerald
Independent Journalist
Equities

This market is running out of breadth

Fewer and fewer stocks are participating in this rally. Investors need to be cautious here
Greg Canavan
Fat Tail Investment Research
Buy Hold Sell

Buy Hold Sell: 3 of 2024’s hottest stocks (and 2 in the too hard basket)

Luke Laretive from Seneca Financial Solutions and Steve Johnson from Forager Funds Management analyse some hot stocks from the first half.
BOE
+2
Buy Hold Sell
Livewire Markets
Equities

Send a burrito to the GYG naysayers

I recently wrote about the then-upcoming Guzman y Gomez (ASX:GYG) float. That post and its associated social media mentions engendered some polarized views. Curiously,...
Roger Montgomery
Montgomery Investment Management
Equities

Foreign investors return, but can Chinese stocks thrive again? (3 China stocks to watch)

Regulatory and economic fear has gripped Chinese stock markets in recent years but there are signs the very negative sentiment is turning.
Antipodes Partners
Antipodes
Equities

Debt – investment implications of higher borrowing levels

Covid, high energy prices and elevated interest rates have slowed economic activity, forcing governments to borrow huge sums to support their economies. High debt...
Tim Richardson
Tim Richardson
Pengana Capital Group.
Equities

The sector that benefits most from a "late cycle" stock market

Morgan Stanley's Chief Investment Officer shares his views on markets.
+3
Hans Lee
Livewire Markets
Income

5 stocks IML likes from the ASX 50 most consistent dividends payers analysis

After Carl Capolingua's deep dive into the most consistent dividends payers in the ASX 50, we hit up IML's Mike O'Neill for 5 names he likes
CSL
SUN
+2
Chris Conway
Livewire Markets
Equities

The founders of Guzman Y Gomez, Wisetech, and Seek share the secrets to success

Ahead of Guzman Y Gomez's (ASX: GYG) IPO - and rumours of Canva, three founders discuss the measures of success.
SEK
+1
Sara Allen
Livewire Markets
Income

The most consistent dividend paying stocks in the ASX top 50

Top 50 stocks and 1000 years of data. These are the most consistent dividend paying stocks on the ASX now, and (potentially) in the future.
Carl Capolingua
Livewire Markets
Equities

9 ASX small caps these fundies are backing today

Plus, why small cap investors need to be bullish about the Australian consumer.
360
ALD
+11
Hans Lee
Livewire Markets
Equities

2024 looks like 2005 and 2017 for stock market investors - and it's a bullish signal

Plus, Longview's view on whether equity markets about to experience a once-in-a-decade leadership change.
Hans Lee
Livewire Markets
Equities

AI boom is creating opportunities for renewables and power infrastructure

As artificial intelligence (AI) continues to advance at a rapid pace, it’s increasingly clear that reliable and resilient power sources and infrastructure are critical...
Global X ETFs
Global X ETFs
Equities

Exploiting the valuation gap

Fears over China’s property market and slowing growth has led many to avoid allocating to the world’s second largest economy. This has created a compelling valuation...
Sinéad Rafferty
Fidante
Equities

The bull and bear case for Australian shares in FY25

Ignore ‘market noise’ and focus on investing in quality companies.
Vinay Ranjan
Airlie Funds Management
Equities

Tapping into global growth with thematic equities

Janus Henderson's recent Global Investment Summit explored growth drivers in equities
Janus Henderson
Janus Henderson
Equities

ASX Industrials M&A (and Morgan Stanley’s 3 top sector picks)

Morgan Stanley has weighed the bids lobbed at AdBri, Boral and CSR but indicated its ASX industrials preferences lie elsewhere
ABC
BLD
BXB
+3
Glenn Freeman
Livewire Markets
Income

Passive income ideas for Australian investors of all ages in FY25

Everyone loves a little extra dosh in their pocket, no matter whether they are young or old. Here, you'll learn to do exactly that.
BHP
+11
Ally Selby
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 stocks with sustainable and fully franked dividends

In this episode, Plato's Peter Gardner and Merlon's Andrew Fraser explore five stocks with 100% fully franked dividends.
ASX
+2
Buy Hold Sell
Livewire Markets
Equities

Two cracking 'trendbreaker' stocks

Callum Newman explains the factors that cause individual stocks to break through the weak momentum on the stock market currently.
DRO
GQG
Callum Newman
Fat Tail Investment Research
2251-2275 of 8780
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