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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

LTR Pharma - ED & the need for speed

LTR Pharma is a clinical-stage pharmaceutical company, commercialising a world first in erectile dysfunction, Spontan, a PDE5 nasal spray.
LTP
Thomas Schoenmaker
Alpine Capital
Equities

Where Macquarie sees EPS growth in June (and 16 ASX stocks to watch)

Macquarie's Australian Equity Strategy for June has some interesting insights into the market direction.
BHP
CSL
DXS
+13
Sara Allen
Livewire Markets
Equities

Passports to profit? Trip.com and Asia’s travel boom

The world’s two most populous countries have caught the travel bug.
Clay Smolinski
Clay Smolinski
Platinum Asset Management
Equities

Let your winners run: AI, commodities, and emerging markets

Is open-ended growth possible in equity markets? We discuss this and other topics in the latest episode of Stocks Neat.
Steve Johnson
Forager
Equities

Foreign misadventures: 5 mistakes companies make when expanding offshore

Many Aussie companies are attracted by bigger offshore markets. History shows that many have failed in their expansion attempts.
BHP
CSL
LLC
+3
Hugh Dive
Atlas Funds Management
The Pitch

Why the time to own Australia's Big Four banks is not now (and where you should invest instead)

And 3 financials companies Lazard Asset Management likes instead.
+4
Sara Allen
Livewire Markets
Equities

The MedTech minnow that could be the next ResMed

Don't sleep on this alternative treatment to CPAP in the massive and growing obstructive sleep apnea market
RMD
+2
Jacob Celermajer
Cordis Asset Management
The Rules of Investing

Rudi: AI is the end of investing as we know it

In this episode, FNArena's Rudi Filapek-Vandyck outlines why value investors can't expect a reversion to the mean.
The Rules of Investing
Livewire Markets
Equities

Plucky juniors trying their luck on the IOCG powerball

These huge copper-gold deposits are now being hunted by leveraged juniors. And silver explorer Mitre foreshadows two resource updates.
BHP
+5
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 5 speculative ASX-listed stocks with upside potential

Does higher risk equal higher returns? You'll find out in this episode of Buy Hold Sell.
DRO
+2
Buy Hold Sell
Livewire Markets
Equities

Don't buy the lithium dip: Morgan Stanley

The path of least resistance for lithium prices remains lower, according to Morgan Stanley
IGO
PLS
Kerry Sun
Livewire Markets
Equities

Investing in AI: Where we see opportunities beyond Nvidia

When a great company isn’t a great investment
+7
Alex Pollak
Loftus Peak
Equities

Invest in the unloved: 4 out-of-favour stock opportunities

Learn how and where Forager's Steve Johnson and ECP Asset Management's Sam Byrnes find investments outside the crowded trades
+6
Glenn Freeman
Livewire Markets
Equities

Where are tomorrow’s winners?

Today's popular stories aren't tomorrow's winners. So where are they?
ORG
+1
Greg Canavan
Fat Tail Investment Research
Equities

Inside Lendlease’s $4.5 billion restructure: 3 brokers weigh in

The multinational property firm is set to slim down and refocus on Australia but what will the new company look like?
LLC
Glenn Freeman
Livewire Markets
Equities

The outlook is sunny for global travel

Global equity insights from the future quality finders
Iain Fulton
Yarra Capital Management
Equities

These 12 ASX stocks are leading Australia’s AI revolution

There are several ways ASX companies can leverage the AI boom. We investigate 12 highly prospective ASX stocks riding the AI transformation.
360
BRG
DDR
+9
Carl Capolingua
Livewire Markets
Equities

Value beyond the obvious winners

How the Orbis Global Equity Fund outperformed over the past 12 months by sticking to what we know.
+5
Eric Marais
Orbis
Equities

The Fed versus the innovation economy

Follow what allocators do, not what they say.
+1
Scott Helfstein
Global X ETFs
Equities

3 reasons why US stocks keep hitting all-time highs (and can the ASX 200 do the same?)

Ned Davis Research has put some thought into this perplexing issue. We're translating these views for the Australian market.
ASB
ASX
Hans Lee
Livewire Markets
Equities

A deeper look at diversification

It was the late great (at least in economic circles) Noble Prize-winning economist Harry Markowitz who said the only free lunch in investing is diversification. ...
Chad Padowitz
Talaria Asset Management
Fund in Focus
Sponsored

Target market leaders, avoid dividend traps - IML's formula for consistent income

The IML Equity Income Fund aims to pay a quarterly distribution at least 2% above the ASX 300 yield - find out how in this Fund in Focus.
ORI
+1
Sara Allen
Livewire Markets
Equities

Which of the Mag 7 are good value?

The Magnificent 7 dominated US equity market returns in 2023 but while some continue to thrive, others have experienced negative returns this year. We talk to...
+6
Sinéad Rafferty
Fidante
Equities

Takeover targets: Why PE loves this sector, and where we're looking to invest next

Blackwattle Mid Cap discuss the ASX insurance brokers amidst a flurry of corporate activity across the sector
AUB
Tim Riordan
Blackwattle Investment Partners
Buy Hold Sell

4 of the highest quality companies on the ASX

In this episode, IML's Daniel Moore and Tribeca's Jun Bei Liu share why investors should be focusing on quality right now.
+3
Buy Hold Sell
Livewire Markets
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