We heard from 11 of the market’s top fund managers yesterday at the Future Generation Investment Forum, with each offering at least one stock idea. If you missed it, we have summarised the key points from each presentation below and included the link to the recording. Show More
One of many slick features our talented dev team has built this quarter is a re-engineered ‘Trending' panel on our website. Their algo crunches data from clicks, likes, comments, and social shares (the button at the bottom-left of each wire), to create an ever-changing carousel of your favourite content. Show More
The chaos of reporting season makes a good case against markets being efficient. It will take weeks, if not months, to fully parse the recent data download of many hundreds of reports, and to also process views gleamed from the ensuing company roadshows. Reporting season can thus generate a long... Show More
Mark Haefele, the Global Chief Investment Officer at UBS penned a short note on the US market’s drastic pullback, calling for calm and suggesting it is not time to reduce exposure, not unless rates or inflation keep rising. Here’s his comment in full: Show More
With most of the market back at their screens, Livewire’s ‘Summer Series’ has concluded and normal service now resumes until next Christmas. In case you missed it, we’ve pulled together some of the most ‘liked’ wires from the last 4 weeks... Show More
When we asked you to suggest a stock tip in our 2018 Livewire reader survey, there were a few names that came up regularly. Drawing from the database of 2617 responses, here are the 10 stocks that readers tipped the most, with exclusive insights from our contributors for each one.... Show More
It is hard to earn a ‘like’ from a Livewire reader: even with an audience close to 100,000, the most ’liked’ wire of 2017 had just 93 likes. So we follow this valuable signal closely to see what’s really hitting the mark! Of the almost 3,000 wires posted this year,... Show More
It is time to call a winner on the Livewire 2017 outlook series stock calls. To recap, this time last year, we asked readers to participate in our survey, the final part of which was a stock pick. There were over 630 submissions, with more than 230 different stocks named.... Show More
I found this short video from PM Capital’s CIO, Paul Moore, really thought-provoking, and have pulled out a few quotes for you to highlight some points that jumped out (with full video below). These include a warning on rising rates, calling technology crowded, and the systemic risk from ETF's... Show More
At the end of 2016 we surveyed contributors and readers for their top stock pick for this year. Our friends at Sharesight polled their users too, and have just updated us on which of these three groups is in the lead… Show More
At the start of each year, we poll our readers for their best stock idea as part of our Outlook Survey. With just one quarter to go, it’s time to check in to see which calls are leading, and hear what our contributors are saying about them. Show More
Livewire strives to give readers unparalleled access to expert investment ideas so that they can be more informed and achieve better investment outcomes. Here is a distillation of 15 such wires that really captured your attention this quarter. Show More
The ASX-listed stocks highlighted by some of Australia’s leading fund managers at the 2017 Future Generation Investment Forum in May have defied seasonal weakness, and on average now gained 8.8% in the 7 weeks since the forum. This puts this interesting basket of stocks more than 10% ahead of the... Show More
It’s time to observe the halfway-mark for Livewire readers’ 2017 stock picks, nominated in December as part of our Outlook series. Read on to see the current top twenty, some recent contributor commentary on them, and the spreadsheet for the full list of 261 stocks with key metrics. Show More
A cohort of Australia’s leading fund managers gathered at the 2017 Future Generation Investment Forum two weeks ago, each presenting their top stock idea. A clear trend is already emerging in the domestic stocks mentioned. While the broader market has pulled back 2.2% since the Forum, this group of stocks... Show More
The Fairfax journey has been well covered by Livewire’s contributors over the last six months, with some early positive calls for the stock. In this wire, we track the commentary starting last November when it was trading at just $0.79, through to yesterday's close at $1.14. Show More
The Sohn Investment Conference was held in NYC earlier this week. Bloomberg summarised the twelve trade ideas put forward by the market luminaries presenting, including Jeffrey Gundlach from DoubleLine Capital’s call to short the S+P500 and go long the iShares EM ETF, levered 100%. Show More
Housing affordability is set to be a key item in tonight’s Budget and Philip Lowe, the RBA Governor, has delivered a timely speech addressing the RBA’s position on the issue. It was a calming message aimed at tempering concerns about rising household debt and the economic impact of a housing... Show More
In his excellent new quarterly letter, ‘Oh, the good old days’, Legendary value investor, Jeremy Grantham, rips into the reasons and ramifications of the richly valued S+P500 that has had an average PE 65% higher in the twenty years since 1997 than the period before. He blames abnormally high US... Show More
Callum Thomas’ weekly ChartStorm highlights some interesting charts including (below) the seasonally weak period we are entering. However, several charts demonstrate a more positive backdrop with North American institutional investors close to becoming buyers of equities again, while short sellers have retreated, and stock market sentiment on the rise… Show More
good to have you back James, and with a podcast too!
Very interesting wire, thanks Martin. It's good to see the latency in response to earning changes so clearly demonstrated.
Great resource, thanks Robert
Interesting points, thanks David. Not getting caught up in media and market noise is I think one of the biggest biases, and one we are all susceptible to daily. Addressing points 2 and 3 are more achievable with the right investment strategy.
Great wire Dean, thanks for posting. It's a very interesting theme. The speed with which we move to driverless EVs may catch many off guard.
Great picture Dean! How was the jump?
Thanks for a great summary with CE's charts Romano. Aussie Dollar will be crushed if we go down another 50bps and the Fed goes up another 200bps...
Great to have you back again Mathan
Thanks Gavin ... What are your thoughts on cobalt. Another big mover post-election.
Thanks Gavin. Uranium looks a bit like coal this time last year. Any insights as to why PDN moved strongly last week?
Thanks for the report Nick, and Welcome to the platform.
Great summary, thanks Miles.
I'll pass that on to Tim for you Andrew. Did you see his other videos? https://www.livewiremarkets.com/wires/33796
Great call Coppo. The sector is up 25% since your last resources call here on Livewire: https://www.livewiremarkets.com/wires/31478
Hi Fred, thanks for highlighting Amaya. I missed that one! I'll see if I can source some research on the offer.
Great article, thanks for contributing Romano.
Nice work Chad. This is a must read.
That chart on sticky CPI is startling Jordan - given how low inflation expectations are...
Great wire, thanks Don
Thanks Jordan. Also like the portfolio required for 7.5% yield.