Shares

What drove gold’s surge - and the miner L1 Capital thinks is mispriced

The US Treasury sparked a sharp gold rally. L1's Rafi Lamm explains what bond yields are signalling and where he sees value.
AUC
+1
Patrick Poke
Livewire Markets
Reporting Season

BHP could double CBA's market cap. Regal's Charlie Aitken explains why

It sounds like a wild proposition, but veteran investor Charlie Aitken argues the tide is turning decisively toward "The Big Australian."
James Marlay
Livewire Markets
Markets

US bond market turmoil is hitting stocks: What ASX investors need to know

The 30-year US T-bond yield hit a 19-year high and Washington tried to stem the bleeding – it worked for just one day.
Carl Capolingua
Livewire Markets
Reporting Season

Codan's CEO Alf Ianniello on defence, gold, and what comes next

Revenue up 30%, profits up 69% and a balance sheet that flipped $100 million in a year. Codan's CEO says the story is all about consistency.
CDA
Anna Dadic
Livewire Markets
Reporting Season

3 ASX winners and 3 losers, according to brokers

Brokers see up to 45% upside in this week’s winners, while coal, rail and the Big Four banks face a tougher outlook.
AYA
+6
Vishal Teckchandani
Livewire Markets
Reporting Season

BHP CFO Vandita Pant on dividends, copper growth, and the next 18 months

The copper transition is no longer a story about the future. BHP's CFO breaks down what it means for returns and growth from here.
BHP
Anna Dadic
Livewire Markets
Reporting Season

CSL rallies 18% on earnings beat - but is the worst finally behind it?

CSL beat expectations, guided to 5% earnings growth, and sent shares surging - but plenty of questions remain for the leaderless biotech.
CSL
Anna Dadic
Livewire Markets
Reporting Season

Just what the doctor ordered: PME jumps 12% on FY26 results

Record contracts, bigger dividends and double-digit earnings and revenue growth underpin a big result for the medtech company.
PME
Tom Stelzer
Livewire Markets
Shares

Reporting season masterclass! What quarterly, half-year and full-year reports really tell investors

A comprehensive guide to reading the two major reporting cycles for ASX mining companies together – and how to spot the gaps.
Carl Capolingua
Livewire Markets
Reporting Season

QBE is finally becoming boring. That could be good news for investors

QBE has delivered another steady result. Allan Gray’s Justin Koonin explains why ‘boring’ is exactly what investors should want.
Chris Conway
Livewire Markets
Reporting Season

Shoot first and ask questions later - earnings season ramps up

Henry Jennings breaks down a volatile week in reporting season, the stocks being punished, and one name that has jumped onto his watchlist.
360
ASX
+6
Chris Conway
Livewire Markets
Reporting Season

Why ANZ is the pick of the Big 4 as the budget fallout bites

ANZ posted the least ugly result of bank reporting season. Elston's Joe McCarthy on why it's still the pick of the Big 4.
Kerry Sun
Livewire Markets
Shares

Is gold finally oil-proof? Top ASX gold stocks as the bull market reignites

An oil price spike crushed gold in March, but this time bullion and the miners are rallying alongside crude – and that changes things.
BGL
+14
Carl Capolingua
Livewire Markets
Reporting Season

Growing dividend, $1 billion buyback - is it enough to keep the barbarians at the gate?

Telstra lifted earnings, dividends & shareholder returns in FY26. ClearBridge’s Patrick Potts weighs up whether the stock still offers value
TLS
Chris Conway
Livewire Markets
Shares

Emma Fisher: The consumer isn't broken, the ASX isn't boring and volatility is your friend

Airlie’s Emma Fisher shares her playbook for navigating a market driven by momentum, not fundamentals
Anna Dadic
Livewire Markets
Shares

How to invest like the (new) Buffett

Decoding Berkshire Hathaway’s latest report under new CEO Greg Abel.
+15
Sara Allen
Livewire Markets
Shares

Buy, Sell... Buy again? 3 stocks worth another look

Selling a stock doesn't mean giving up on it. Two fund managers on the positions they exited, watched fall, and bought back at better value.
+1
Keith Ford
Livewire Markets
Reporting Season

So much for AI troubles - Car Group posts record revenue and profit

Record profit, accelerating offshore growth and an upbeat outlook. Auscap’s Will Mumford breaks down CAR Group’s FY26 result.
Chris Conway
Livewire Markets
Shares

While memory stocks soar globally, this ASX name is the local play

A rare ASX exposure to memory, AI capex and US reshoring – and all three are working right now.
SGM
Claudia Kwan
North Star Impact Funds
Shares

How far can the prices of WBC, ANZ, CBA, and NAB shares stretch before valuations snap back?

Bank shares are under pressure today after Westpac's update, brokers are bears, and mums and dads are selling — so who's still buying?
+1
Carl Capolingua
Livewire Markets
Income

Is this the ultimate sleep-at-night dividend portfolio?

Which ASX 300 stocks gave investors the calmest, most reliable returns in the last financial year? Here are the results.
ALX
APA
+3
Anna Dadic
Livewire Markets
Shares

Gerrish: Bullish on the ASX and three stocks that could surprise on the upside

Market Partners' James Gerrish says the market has changed and investors need to change with it ahead of another volatile reporting season.
360
COH
JBH
+4
James Marlay
Livewire Markets
The Rules of Investing

Two attributes to make you a better investor

In this Rules of Investing podcast, Qiao Ma explores curiosity, grit, overlooked bottlenecks and the hunt for future winners.
Patrick Poke
Livewire Markets
Reporting Season

FNArena reporting season monitor: August 2026 - Week 1 (23 stocks covered)

Read on to find the ratings, consensus price targets, and FNArena insights on each stock covered.
Rudi Filapek-Vandyck
FNArena
Reporting Season

Oberg on Nick Scali's execution masterclass and why the shares could double

Strong margins, a profitable UK expansion and the prospect of significant store rollout have reinforced Oberg's conviction in Nick Scali.
NCK
Patrick Poke
Livewire Markets
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