ASX

Latest news and analysis on ASX

Equities

3 quality ASX stocks trading below value

Blackwattle highlight 3 high quality mid cap companies reflecting short term concerns post FY23 reporting & recent volatility
ORA
Tim Riordan
Blackwattle Investment Partners
Equities

Insider trades: The most important ASX insider buys and sells for the September quarter

It pays to know which insiders are buying and selling. Join Chris Conway and Kerry Sun for a deep dive into September quarter insider moves.
A1M
AGL
+52
Chris Conway
Livewire Markets
The Rules of Investing

Emma Fisher: Why it pays to be bullish (and the most outstanding idea on the ASX today)

Bears sound smart, but bulls make money. In fact, over the last 35 years, the total return of the ASX 200 was positive 80% of the time.
CSL
HLS
+7
The Rules of Investing
Livewire Markets
Livewire Live

Why this bull is bearish about the year ahead

Matt Williams from Airlie Funds Management explains why corporate profits will continue to be squeezed
David Thornton
Livewire Markets
Asset Allocation

Breaking the ASX investing mould | Romano Sala Tenna

Murdoch is joined by Romano Sala Tenna, one of the founders & PMs at Katana Asset Management to discuss their long-only, listed ASX strategy
CSL
MQG
+3
Murdoch Gatti
York Wealth Management
Macro

US Federal Reserve held rates at 5.5%, Canadian median CPI y/y rose 4.1%

Weekly Update | 23rd September 2023
Hue Frame
Frame Funds Management
Buy Hold Sell

Buy Hold Sell: 3 shocking results (and 2 stocks flying under the radar)

In this episode, IML's Michael O'Neill and Auscap's Will Mumford analyse some of the market's most controversial stocks.
CHN
CXO
+6
Buy Hold Sell
Livewire Markets
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
Macro

Buy the dip on this fake China crisis!

Callum Newman of Fat Tail Investment Research shares two indicators that show China is not close to a financial crisis...
Callum Newman
Fat Tail Investment Research
Equities

Is it worth investing in sinful stocks?

Do sinful stocks really stack up? In this wire, I'll run the ruler over the alcohol and tobacco industry.
BHP
+5
Sara Allen
Livewire Markets
Asset Allocation

Why successful investing today is a game of inches, not yards (and how to do it)

While this is no time to be making major calls on asset allocation, there are abundant opportunities for generating incremental returns
Niall O’Sullivan
Neuberger Berman
The Rules of Investing

Blackwattle's Ray David is raising red flags about market darling CSL

Plus, the company with the best suite of assets on the ASX
BHP
CSL
IPL
+3
The Rules of Investing
Livewire Markets
Reporting Season

Telstra just booked a 13% net profit lift - but one thing is ringing in the market's ears

Nonetheless, IML's Daniel Moore sees a runway for continued earnings growth.
TLS
David Thornton
Livewire Markets
Equities

3 picks to navigate the earnings season minefield safely

Earnings season can be a minefield and this season will be harder than most.
Mark Gardner
MPC Markets
Funds

How the best-performing small cap funds are positioning for a rebound

It's one thing to know small caps are poised for a rally. But which funds are in the box seat?
AKE
ALU
+27
David Thornton
Livewire Markets
Equities

WAM's Oscar Oberg is getting his ducks in a row for a small-cap rally

Here's how he's doing it...
360
AUB
+7
David Thornton
Livewire Markets
Rapid Fire

This hall of famer returned 15% over the past year without tech and lithium. This is how he did it

Plus, the energy "dog" the market has gotten wrong
+11
David Thornton
Livewire Markets
The Rules of Investing

Oscar Oberg: Small caps are primed to rally, and it doesn't happen without these stocks

Plus the need to generate returns through short-term tactical trades
The Rules of Investing
Livewire Markets
Equities

Where Jun Bei Liu is investing as markets climb a wall of worry

In this wire, you'll learn how the Tribeca Alpha Plus portfolio manager is looking for opportunities today, as well as her macro base case.
IGO
+15
Ally Selby
Livewire Markets
Equities

This company shows tech can pivot to profitability, and the market is loving it with 55% return year to date

With a new CEO comes a new strategy
XRO
David Thornton
Livewire Markets
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