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201-220 of 1963

Equities

February 07, 2025 11:42

The ultimate contrarian play? Why this fund manager is betting on airlines and banks, not AI

Alibaba: As the dominant Chinese internet retailer, Alibaba (NYSE: BABA) trades at a single-digit P/E multiple, showcasing what Brandywine Global views as...

Chris Conway

Livewire Markets

February 07, 2025 11:42

Equities

February 07, 2025 11:38

The implications of extreme concentration

RQI’s core process has much less concentration than the benchmark, and trades at a significant valuation discount. However, it does not do this by avoiding...

Dr David Walsh

RQI Investors

February 07, 2025 11:38

Equities

February 06, 2025 14:46

What’s going on with the uranium market?

Small trades – large price swings.

+17

+15

Carl Capolingua

Livewire Markets

February 06, 2025 14:46

Equities

February 04, 2025 08:46

3 ASX growth stocks loved by high-performing managers

In addition to being praised in a personal letter from Warren Buffett and having built a net worth of hundreds of millions of dollars, Pabrai’s partnership...

Patrick Poke

A Rich Life

February 04, 2025 08:46

Equities

February 03, 2025 13:47

The ASX medtech innovator positioned for growth

This commercial med-tech is valued at just ~A$40m despite having innovative tech, market adoption and a partnership with a global giant.

Hashan De Silva

KP Rx

February 03, 2025 13:47

The Rules of Investing

February 01, 2025 06:00

Fight the FOMO with 4 stocks the herd is overlooking

I'm being quite parochial today, but AFG Group, Australian Finance Group, Australia's largest mortgage aggregator.

The Rules of Investing

Livewire Markets

February 01, 2025 06:00

Reporting Season

January 31, 2025 12:41

ResMed's latest earnings are "super impressive", says this fund manager

Could this Australian-American healthcare stalwart hit $60/share?

RMD

Hans Lee

Livewire Markets

January 31, 2025 12:41

Equities

January 30, 2025 06:00

3 quality ASX stocks for 2025

XYZ trades at a significant discount to peer valuations, providing a material valuation re-rate opportunity if XYZ can again execute.

Michael Teran

Blackwattle Investment Partners

January 30, 2025 06:00

Equities

January 28, 2025 12:12

Nasdaq's recent drop is a reminder to look for opportunities outside of the Magnificent 7

International equities trading at steep discounts to the US market The US market currently trades at a 60% premium valuation to the rest of the world,...

NASDAQ:XP

Garry Laurence

Profeta Investments

January 28, 2025 12:12

Equities

January 24, 2025 16:23

Our 2025 investment outlook – big themes for the year ahead

If CBA trades back to something more ‘normal’, given its fairly muted ROE outlook, you should expect a 30%+ retracement in the valuation at some point!

+12

+10

Blake Henricks

Firetrail Investments

January 24, 2025 16:23

Asset Allocation

January 22, 2025 13:00

Investors are bullish on these 3 assets - and bearish everything else

While the most crowded trade is the same - long Magnificent Seven (receiving 53% of the votes), long US Dollar and long cryptocurrency trades also now polled...

Hans Lee

Livewire Markets

January 22, 2025 13:00

Outlook Series

January 21, 2025 10:30

Where IML's Lucas Goode is finding value in small caps and 4 ASX picks

We think they're going to have an order book approaching $30 billion by the end of next year, and yet the company trades at a material discount to its net...

James Marlay

Livewire Markets

January 21, 2025 10:30

Asset Allocation

January 20, 2025 10:54

Descending the wall of hope

This was a mixture of trades, from taking profit on our Australian and US equity call spreads, to selling 2.5% S&P 500 futures and 2% TOPIX futures.

Sebastian Mullins

Schroders

January 20, 2025 10:54

Outlook Series

January 20, 2025 06:00

10 "sleep at night" stocks to weather any storm in 2025

And the great thing is it trades on about a third of the multiple, maybe half now of Hub24 and Netwealth. #7 - Myer (ASX: MYR) James Barker: The one stock...

Buy Hold Sell

Livewire Markets

January 20, 2025 06:00

Outlook Series

January 15, 2025 13:00

The Magnificent Seven name that Sam Ruiz thinks is worth a miss

Some of the stocks he mentions include: A German company which he says is right in the "sweet spot" of the healthcare trade, A life insurance company that...

Chris Conway

Livewire Markets

January 15, 2025 13:00

Equities

January 14, 2025 12:24

This company is redefining electronic trading - and seeing phenomenal growth

More clients mean more trades, higher revenues, and further operating leverage that can be passed back to clients as even lower costs—essentially a version of...

George Hadjia

Bristlemoon Capital

January 14, 2025 12:24

Outlook Series

January 14, 2025 06:00

12 contrarian calls that may just surge in 2025

We expect to streamlined Kelsian, a more cash generative Kelsian and certainly a Kelsian that trades on more than its current level of around 6x EBITDA.

Buy Hold Sell

Livewire Markets

January 14, 2025 06:00

Equities

January 13, 2025 13:27

Could 2025 be the year that valuations matter again?

The Charter Hall Retail REIT currently trades on 12x earnings and a forecast yield of 8% based on current interest rates, but with upside if rates were to get...

Daniel Moore

IML

January 13, 2025 13:27

Education

January 10, 2025 13:10

Howard Marks' 4 signs of the top (and other incredibly pertinent lessons for 2025)

The point of me sharing these statistics is to say that it's not just about the price you pay - it's also about what you're assuming will happen if and when you make...

Hans Lee

Livewire Markets

January 10, 2025 13:10

Equities

January 10, 2025 10:22

ASX insider moves from the December quarter - who went Christmas shopping?

Want to know who is buying and selling their own stock? Join Livewire's Chris Conway and Kerry Sun for our quarterly update.

Chris Conway

Livewire Markets

January 10, 2025 10:22

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The ultimate contrarian play? Why this fund manager is betting on airlines and banks, not AI

The implications of extreme concentration

What’s going on with the uranium market?

3 ASX growth stocks loved by high-performing managers

The ASX medtech innovator positioned for growth

Fight the FOMO with 4 stocks the herd is overlooking

ResMed's latest earnings are "super impressive", says this fund manager

3 quality ASX stocks for 2025

Nasdaq's recent drop is a reminder to look for opportunities outside of the Magnificent 7

Our 2025 investment outlook – big themes for the year ahead

Investors are bullish on these 3 assets - and bearish everything else

Where IML's Lucas Goode is finding value in small caps and 4 ASX picks

Descending the wall of hope

10 "sleep at night" stocks to weather any storm in 2025

The Magnificent Seven name that Sam Ruiz thinks is worth a miss

This company is redefining electronic trading - and seeing phenomenal growth

12 contrarian calls that may just surge in 2025

Could 2025 be the year that valuations matter again?

Howard Marks' 4 signs of the top (and other incredibly pertinent lessons for 2025)

ASX insider moves from the December quarter - who went Christmas shopping?