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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

A different kind of trend

“Life moves pretty fast. If you don’t stop and look around once in a while you could miss it” Ferris Bueller’s Day Off Despite being released only a year after this...
AGL
+48
Anthony Kavanagh
Chester Asset Management
Equities

Is Xero becoming the highest quality company on the ASX?

Blackwattle Mid Cap team discuss Xero's recent result and ability to grow & improve quality over the medium to long term.
XRO
Michael Teran
Blackwattle Investment Partners
Equities

RPM Automotive Group (ASX:RPM) – growth, scale and improving prospects on a low single-digit PE multiple

Having recently affirmed its FY24 guidance of ~$12m EBITDA, we think a low single-digit PE multiple undervalues this growing business.
BAP
Steve McCarthy
DMX Asset Management
Equities

Is this small cap in the fast lane to the ASX300?

It’s only just in the ASX Top 500 and often flies under the radar of the mainstream financial press.
HUB
Lucas Goode
IML
Equities

Why Australia has missed out on the “small cap effect”

This paper will make the case that the performance, risk and constituent characteristics of the small cap index in Australia are poor.
BLD
Schroders Australia
Schroders
Equities

The Goldilocks zone for resource exploration (and four ASX companies nailing it)

Everyone wants to find the next Olympic Dam - or do they? How the right resource for the right company can yield exceptional results.
A1M
BHP
+2
Chris Conway
Livewire Markets
Income

28 ASX stocks have grown dividends each year for the last 5 (but will they in future?)

We ran a basic list of stocks that have grown dividends each year for the last five. Martin Currie's Reece Birtles added the key insights.
APA
AUB
+7
Chris Conway
Livewire Markets
Equities

Factor investing and industry concentration

Investors forming factor-based portfolios without consideration of industry do so at their peril.
Jason Hall
Hamilton12
Equities

Why we're still bullish on the ASX (and 2 stocks we've been buying)

Get ready for another rally. We can see a range of reasons why the Australian market trades higher over the next 12-24 months.
GQG
Michael Carmody
Centennial Asset Management
Fund in Focus
Sponsored

Why investors need to understand real returns

And how Talaria Asset Management delivers investors income no matter the economic cycle.
Ally Selby
Livewire Markets
Buy Hold Sell

10 of the highest-yielding stocks on the ASX

And where investors should be looking for sustainable and growing dividends instead.
ABG
+9
Buy Hold Sell
Livewire Markets
Equities

How can global investors benefit from demographic change?

Demographic change is reshaping the global population - especially in developed countries - as birth rates fall and populations age. This is bringing shifts in the...
Tim Richardson
Tim Richardson
Pengana Capital Group.
Equities

5 pharma & biotech stocks on the move in May

There were some strong moves in the Pharma and Biotech sector in May, with the share prices of 33 companies in the coverage universe rising by 10% or more. Below we...
+2
Claire Aitchison
Independent Investment Research
Equities

Will Samsung’s worker strike impact investors?

Samsung Electronics, a cornerstone of the global tech industry, is on the brink of a historic event. For the first time since its founding in 1969(1), Samsung’s labour...
Billy Leung
Global X ETFs
Income

How to generate a 7% yield irrespective of interest rates, dividends, and the economic cycle

And the importance of having multiple sources of return in a portfolio.
Ally Selby
Livewire Markets
Equities

Rejuvenated Ausgold shows parallels with $1.7b Capricorn of four years ago

Instos see history repeating; Meteoric could change view of Brazilian rare earths; Canaccord tips silver explorer Mitre to triple.
AUC
+2
Barry FitzGerald
Independent Journalist
Equities

To enjoy this stock market party, do you really have to dance near the door?

You can own mega cap growth stocks and sleep at night too.
LLC
LTR
+4
Dr David Allen
Plato Investment Management
Views from the Top

All-time highs no bother for those playing in small and mid cap space

With markets at all time highs, one might think there is little value to be found. That's not the case in SMID-caps according to Qiao Ma.
Chris Conway
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 3 dividend darlings (and 2 traps)

In this episode, Plato's Peter Gardner and Merlon's Andrew Fraser analyse the dogs and darlings of the ASX's income plays.
JBH
+2
Buy Hold Sell
Livewire Markets
Equities

Is it small caps' time to shine?

There are compelling tailwinds driving global small cap stocks at the moment, which presents an opportunity for Australian investors
Sadhvi Gupta
Goldman Sachs Asset Management
Equities

25% plunge in iron ore price is just demand vs supply —Macquarie

The iron ore price is down over 25% in 2024 and ASX iron ore stocks are tanking. Major broker Macquarie tips iron ore can fall even further.
BHP
+5
Carl Capolingua
Livewire Markets
Equities

10 stocks driving L1 Capital’s returns (including 5 ASX names)

L1 Capital’s CIO Rafi Lamm and Head of Research Amar Naik recently discussed where they see some of the best opportunities.
AGL
+5
Glenn Freeman
Livewire Markets
Equities

Inflation uncertainty makes retirement planning harder

When I drive up the coast for a summer holiday, packing is easy. Shorts, t-shirts, thongs – done. It’s a bit different if I go snowboarding: my bags are packed full of...
Michael O'Neill
IML
Equities

Walmart: The elephant that danced

The great disruption narratives are often underdog stories
Andrew Baud
Platinum Asset Management
Rapid Fire

Why this stock picker lives for the hunt (and the big opportunities she's targeting)

Ahead of a longer form 'Views From the Top' interview, I peppered Munro's Qiao Ma with some rapid fire questions.
Chris Conway
Livewire Markets
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