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Latest news and analysis on Longform

Equities

An advanced project in an undersupplied market

My preferred commodity exposure is sulphate of potash (SOP) – not to be confused with the more common muriate of potash (MOP), which in is an oversupplied market. SOP...
AMN
John Deniz
Paragon Funds Management

Finding value in the banking sector

+1
Merlon Capital Partners
Merlon Capital

Why Westpac is our pick of the big four

MQG
+3
Bell Potter
Stockbroker

Aussie retailers, watch out – Could Amazon Go disrupt you?

MTS
WES
+1
Stuart Jackson

The three ’I’s that drive the gold price

Hedley Widdup
Lion Selection Group

The long-awaited return of Australian earnings growth

AMC
+3
Marcus Tuck
Marcus Tuck
Mason Stevens

Peak optimism for Australia’s big four banks

+1
Daniel Want
Daniel Want
Prerequisite Capital Management

Dirty poker

DXS
Pat Barrett
Pat Barrett
UBS Asset Management

Livewire readers’ best and worst picks

ALQ
ALU
+12
Livewire Exclusive
Livewire Markets

Weekly S&P 500 #ChartStorm - 4 Dec 2016

Callum Thomas
Topdown Charts

The best time to switch to value

Marcus Tuck
Marcus Tuck
Mason Stevens

Scoring goals not breaking legs

AGL
OSH
STO
+1
UBS Asset Management
UBS Asset Management
UBS Asset Management

Three wires that caught my eye

Patrick Poke
A Rich Life

Despite being hit for six, the signs are good for APN Outdoor

Roger Montgomery
Montgomery Investment Management

ING Groep – A leader in Digital Disruption

Jacob Mitchell
Antipodes
Buy Hold Sell

Buy Hold Sell: Australia’s most shorted stocks

In this week’s Buy Hold Sell we examine five of the most shorted stocks on the ASX. All five of these stocks have over 11% of their register sold short. Traders short...
MTS
+1
Buy Hold Sell
Livewire Markets

3 property developers with overseas exposure

GMG
LLC
Alphinity Investment Management
Alphinity Investment Management

ABS housing data points to pain ahead

Patrick Poke
A Rich Life

November Market Commentary: Trump and Equities Win, Safe Haven and EM Assets Lose

Jonathan Rochford
Narrow Road Capital

7 investment strategies when rates are rising

ALU
+2
Livewire Exclusive
Livewire Markets
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