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Buy Hold Sell

Buy Hold Sell: 3 under-the-radar stocks (and 2 overcrowded darlings)

In this episode, LSN Capital's Nick Sladen and Elston's Justin Woerner analyse some of the Small Ordinaries undiscovered stocks.
+2
Buy Hold Sell
Livewire Markets
The Pitch

How to choose excellent fund managers

Particularly in order to take advantage of the recovery in global and Aussie small and mid-cap stocks.
Ally Selby
Livewire Markets
The Pitch

How to identify the best tech opportunities on the ASX (and 5 companies that fit the bill)

You don't have to look overseas to find high quality tech opportunities, according to Eiger Capital's Stephen Wood.
360
NXT
TNE
+4
Sara Allen
Livewire Markets
Asset Allocation

Why the S&P/ASX 200 will rise by another 8% this year (and the 3 sectors to watch)

Plus, we nominate one sector that is due for a pullback.
+7
Cameron McCormack
VanEck
Daily Report

ASX 200 thumped as nagging inflation dashes 2024 rate cut hopes, gold & copper only places to hide

There were two places to hide from the carnage. Gold on a flight to safety and copper on a flight to anything BHP might write a cheque for!
29M
BHP
BOE
+10
Carl Capolingua
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Strong demand to power future-facing commodities (and 4 stocks to ride the wave)

Want access to commodities of the future? Lowell Resources’ John Forwood & Acorn Capital’s Rick Squire highlight some opportunities.
ALM
+6
Buy Hold Sell
Livewire Markets
The Pitch

Is the US equity market overvalued?

You'll find out in this episode of The Pitch, featuring Wilsons Advisory's David Cassidy.
+1
Ally Selby
Livewire Markets
Equities

BHP’s Anglo American aspirations reveal full extent of its copper conviction

This idea behind the $60b play has big implications for copper juniors like Caravel and Alma. Plus, much to like in revised Chalice model.
ALM
BHP
+2
Barry FitzGerald
Independent Journalist
Education

Media worth consuming – April 2024

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
The Pitch

The asset class growing like a mushroom in our own backyard (and how to access it)

Conditions couldn’t be riper for this asset to blossom - but you may not know what it is. Watch this episode of The Pitch to find out.
Hans Lee
Livewire Markets
Daily Report

ASX 200 to fall, S&P 500 lower + M&A and earnings from ResMed, BHP and Newmont

Get up to date on overnight market activity and the big events for the day.
The Morning Wrap
Livewire Markets
Macro

Higher inflation should see the RBA revise up its outlook

History suggests that there is the risk that the RBA revises up its longer term forecasts of inflation.
Kieran Davies
Coolabah Capital
Asset Allocation

The value investor's guide to multi-asset investing

An in-depth look at how to use valuation signals, how things are looking now, and a checklist for the best opportunities (and worst risks)
Callum Thomas
Topdown Charts
Asset Allocation

Bill Gross's top 2 dividend stocks (and how bond investors should be positioned)

Why the PIMCO founder and "King of Bonds" backs value and dividends over growth and rate cuts
+6
Hans Lee
Livewire Markets
Equities

Why Goldman Sachs would buy IGO and sell Mineral Resources

Major broker Goldman Sachs has released a research report outlining reasons why it thinks IGO is a buy and Minera Resources is a sell.
CXO
IGO
+2
Carl Capolingua
Livewire Markets
Macro

The RBA should warn that it could raise rates again

High inflation reinforces that the RBA should have raised rates by more last year, in line with its peers.
Kieran Davies
Coolabah Capital
Property

Back to the Future: this time REITs are better positioned

Great real estate in the right location is a sensible and compelling investment opportunity in the current market.
Marco Colantonio
Resolution Capital
Equities

Golden Horizons: Newmont’s growth trajectory after acquiring Newcrest

Last year Newmont (NASDAQ: NEM), a large US-domiciled gold miner, paid a 35% premium to acquire Newcrest Mining in a cash and scrip deal. We held Newcrest (ASX:...
Scott Olsson
Firetrail Investments
Equities

When J.P. Morgan moves into bail out mode, consider being a buyer too

In this article, we look at J.P. Morgan and its track record of acquiring in a crisis.
Stephen Bennie
Castle Point Funds
Macro

Australian CPI rises by 1.0% q/q, US corporate earnings mixed with a positive bias

We look at five of the biggest developments across global markets for the week ending 26 April 2024
COH
CSL
+2
Hue Frame
Frame Funds Management
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