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Nick Griffin: This is just the beginning of the AI runway

Despite NVIDIA soaring around 240% in 2023, Griffin argues the stock is cheaper than it's been in a year.
XRO
+5
Chris Conway
Livewire Markets
Equities

Five small caps punching above their weight

In periods of margin compression, companies with dominant market positions typically shine. These are our picks.
AUB
+4
Tim Johnston
Tyndall AM
Equities

The era of the 100% pay-out ratio is over. Here's why

Margin pressures from high interest rates, a weaker consumer and tight labour markets were key 2023 themes but these companies stand out.
ALD
BHP
+9
BRAD POTTER
BRAD POTTER
Tyndall AM
Education

Earnings season, inflation outlook, and the energy transition

Earnings season lessons, inflation outlook, and why the energy return on investment is such an important metric.
BXB
FMG
Kiryll Prakapenka
Fat Tail Investment Research
Expert Insights

The credit market is returning 8-10% today

It's been at least 4 years since the market offered up those numbers
David Thornton
Livewire Markets
Macro

US JOLTS declined sharply to 8.83m, Australian CPI y/y fell 4.9%

Weekly Update | 1st September 2023
Hue Frame
Frame Funds Management
Buy Hold Sell

Buy Hold Sell: 3 of the ASX’s fastest-growing stocks (and 2 in the dog house)

Who let the dogs out...
HUB
PLS
+2
Buy Hold Sell
Livewire Markets
Education

Magic Pills – How New Weight Loss Drugs are Changing Society and the Stock Market

Forager Funds CIO, Steve Johnson and Co-Portfolio Manager Gareth Brown discuss the new drug taking the world – and stock markets – by storm.
RMD
VVA
Steve Johnson
Forager
Reporting Season

This industrial company returned 34% in 2023, and it's swimming in product demand

We touch base with its CEO to find out if the demand will hold up
ABC
David Thornton
Livewire Markets
Property

Property market challenges bring opportunity if you’re knocking on the right doors

Japan was the strongest market from a regional perspective for global listed real estate during Q2 as solid fundamentals combined with increased corporate governance...
Resolution Capital
Resolution Capital
Expert Insights

"We're in an incredibly attractive macro environment" for this asset class

Rising interest rates caused this fund manager to launch a new fund rather than close it. Here's why.
Hans Lee
Livewire Markets
Reporting Season

NEXTDC's Craig Scroggie is spending $1bn on an AI-fuelled future

And that's not just over the year ahead...
NXT
Ally Selby
Livewire Markets
Education

When to sell stocks (it's not easy)

Assessing the winners and losers of reporting season and answering the vital question -- when to sell stocks?
CAR
COL
+5
Kiryll Prakapenka
Fat Tail Investment Research
Buy Hold Sell

7 growth stocks for the next 10 years

Elvest's Adrian Ezquerro and LSN Capital Partners' Nick Sladen share their tips for above-market returns over the next decade
BLD
CAR
+20
Buy Hold Sell
Livewire Markets
Reporting Season

Aussie Broadband's Phillip Britt on the telco's plans to take on the incumbents

The telco continues to take the market by storm, with its NBN share lifting 1.1% to 7.6% over the past year.
Ally Selby
Livewire Markets
Equities

A quality stock with excellent momentum

The Montgomery Investment Management team look at one of the ASX's most well-known tech stocks.
David Buckland
Montgomery Investment Management
Reporting Season

This CEO's laser focus is on paying down debt and creating a leaner business

Profits may be up at Ramsay Health Care but the final dividend dropped by nearly 50%. In this interview, CEO Craig McNally shares why.
Hans Lee
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 3 stocks with high ROEs (and 2 fundie favourites)

In this episode, LSN Capital's Nick Sladen and Elvest's Adrian Ezquerro analyse five of the ASX's most efficiently growing stocks.
IPH
+3
Buy Hold Sell
Livewire Markets
Equities

Beware the retail rally

In this wire, Steve Johnson, CIO of Forager Funds Management and Gaston Amoros, Senior Analyst, discuss the market confusion
ADH
JBH
+3
Steve Johnson
Forager
Reporting Season

Woodside CEO Meg O'Neill talks record earnings, the dividend outlook and union tensions

Livewire sat down with the Woodside Energy Group CEO for an interview on everything from the company's latest result to the energy outlook.
Ally Selby
Livewire Markets
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