Shares

The trades, themes and risks shaping Antipodes’ strategy

From software exits to real asset overweights, James Rodda explains the trades, risks and themes shaping Antipodes’ portfolio today.
Chris Conway
Livewire Markets
Shares

Resurgent lithium price sets miners scrambling to make lucrative DSO sales

Core Lithium and Bill Beament’s Develop among those looking to cash in; Plus, Solstice’s growing WA copper find is a winner for shareholders
CXO
+1
Barry FitzGerald
Independent Journalist
Markets

Ben Griffiths: Beneath the rally, the market is fracturing

Markets hit new highs, but beneath the surface, risks are building. Ben Griffiths explains what investors should be watching now.
Chris Conway
Livewire Markets
Growth

7 ASX growth stocks ticking all the boxes right now

Livewire's Carl Capolingua and Chris Conway have built a process for identifying growth stocks - they put it into practice here.
BHP
CDA
+4
Chris Conway
Livewire Markets
Shares

Earnings still matter and in volatile markets, stock pickers get their chance

When markets swing wildly, fundamentals take over. Jun Bei Liu and Oscar Oberg share the stocks and strategy guiding their portfolios.
EVT
NUF
+2
Chris Conway
Livewire Markets
Retirement

The case for loving dividend stocks

A look at all the data on dividend stocks shows why you shouldn't hate on them!
Dr Don Hamson
Plato Investment Management
Shares

Are the banks well-provisioned? Or are they playing catch up?

The Australian banking sector approaches the May 2026 reporting season, at a possible structural turning point in the credit cycle.
Ryan Lim
Alpha Insights
Growth

The edge that has outperformed 10x in an increasingly efficient market

Growth is being repriced faster than ever. Joe Ziller explains why founder-led businesses may still deliver outsized returns.
+1
Anna Dadic
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 ASX high-flyers with fuel in the tank

Five ASX stocks that have defied the gloom. IML's Lucas Goode and Hayborough's Ben Rundle weigh in on whether the rally has further to run.
CCL
CDA
IMD
+2
Buy Hold Sell
Livewire Markets
Shares

Searching for a signal? Alphinity’s Stuart Welch says earnings upgrades matter most

Alphinity’s Stuart Welch says the firm is aware of macro forces but focused on finding companies that can beat expectations.
Anna Dadic
Livewire Markets
Shares

Are Australian stocks finally cheap? Morningstar thinks so

Morningstar sees broad undervaluation across the market – and highlights where to look for opportunities.
DXS
SDR
+3
Sara Allen
Livewire Markets
Shares

The case for hating dividend stocks

Are dividends making Australians worse investors?
360
XYZ
+3
Vishal Teckchandani
Livewire Markets
Shares

There are 2,300 ASX stocks. Most don’t matter

From 2,300 ASX stocks to 14. A practical screen for quality, growth, cash flow and valuation support.
Chris Conway
Livewire Markets
Shares

The ASX small-cap gems Spheria is backing - and the metric that matters most

Cashflow is king when it comes to finding the companies offering outperformance, says Spheria co-founder Marcus Burns.
IMD
+4
Tom Stelzer
Livewire Markets
Shares

Stop trying to pick the bottom of the SaaSpocalypse

SaaS stocks have de-rated, but valuations still assume near-perfect execution. With AI risk rising, buying the dip looks less certain.
Chris Conway
Livewire Markets
Shares

6 ASX stocks to buy before volatility strikes again (and 3 to sell)

The next global shock won’t ring a bell first. Two managers explain why cashflow resilience matters - and which ASX stocks have it.
APA
+3
Vishal Teckchandani
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 6 hot ASX commodity stocks

Six top commodity stock ideas from two of Australia’s best resource investors. No themes, no noise - just high-conviction buys right now.
+2
Buy Hold Sell
Livewire Markets
Shares

Why the Middle East crisis could light a fire under ASX uranium and lithium stocks

A historic oil shock is rewriting the energy security playbook — and ASX investors in lithium and uranium stocks may be the winners.
BOE
DYL
+6
Carl Capolingua
Livewire Markets
Retirement

Fully-franked dividends are a gift, but don't rule out going global for income

Plato's Dr Don Hamson says we may not be in the glory days for dividends but there are still opportunities to generate income from shares.
James Marlay
Livewire Markets
Shares

ASX insiders get back to buying in volatile March quarter - who's been making moves?

Want to know who is buying and selling their own stock? Join Livewire's Chris Conway for the quarterly insider moves update.
PME
REA
SEK
+1
Chris Conway
Livewire Markets
Buy Hold Sell

Buy Hold Sell: The commodities that still run the world (and 4 ASX stocks to play them)

Demand for oil and gas remains resilient despite the transition push. These four ASX stocks offer exposure to a market still in demand.
BPT
KAR
+1
Buy Hold Sell
Livewire Markets
Shares

The 4,000 stock universe most fund managers can't fully cover - and how Goldman Sachs does

Small caps are under-researched and widely dispersed. Goldman Sachs is using AI to turn that into an edge.
Anna Dadic
Livewire Markets
Shares

Chalice’s time arrives with government handouts and growing palladium demand

Project funding appears to be within reach; Plus, US uranium producer Peninsula says it is set to capitalise on America’s supply deficit.
CHN
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 4 ASX miners to watch as the gold price reboots

A 70% rally. A 20% correction. With macro tailwinds returning, is gold primed for a reboot and which ASX miners stand to benefit?
BGL
PNR
+1
Buy Hold Sell
Livewire Markets
Shares

Low P/E and high conviction: are these 5 ASX stocks bargains?

With volatility comes opportunity. Could these 5 low P/E stocks merit further research for your portfolio?
HUM
+3
Sara Allen
Livewire Markets
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