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Listed stock commentary covering small-caps to big-caps, growth to income, domestic to global, and momentum to deep value.

Equities

Brokers respond to BHP March Qtr result: Strong copper and iron ore not enough to outweigh terrible coal

The major brokers have reviewed BHP's quarterly report and we have their latest research, ratings, and price target updates.
BHP
RIO
Carl Capolingua
Livewire Markets
Equities

The 7 stocks Paul Moore is eyeing closely

The next instalment in this series of 'The $10,000 Idea' features a Livewire favourite.
+2
Hans Lee
Livewire Markets
Equities

Why every investor should be watching stock market liquidity

The Vibe During the recent reporting season, we witnessed what appeared to be significant volatility around company result announcements. The AFR ran an opinion piece...
LLC
+4
Stephen Wood
Eiger Capital
Equities

EVs hit a speed bump

Following a period of exponential growth, the outlook for EVs has recently become more challenging. Where do we see the opportunities?
+2
Anthony Doyle
Firetrail Investments
Equities

Investors dipping toes back in lithium waters amid growing doubts over big banks’ bearish calls

There is renewed interest in explorers such as Cygnus and Mont. Plus, Boss’ first drum of uranium will pave way for growth at Honeymoon.
BOE
+1
Barry FitzGerald
Independent Journalist
Equities

Is Cettire all it's cracked up to be?

Short sellers are searching for evidence the $1.2 billion company is just a house of cards, but Cettire's bulls remain undeterred.
CTT
Ally Selby
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Strong demand to power future-facing commodities (and 4 stocks to ride the wave)

Want access to commodities of the future? Lowell Resources’ John Forwood & Acorn Capital’s Rick Squire highlight some opportunities.
ALM
+6
Buy Hold Sell
Livewire Markets
Equities

J.P. Morgan a lone bear as small-cap optimism grips the globe

In a media briefing this morning, J.P. Morgan revealed an oncoming debt cliff could see US small caps continue to suffer.
Ally Selby
Livewire Markets
Equities

Why not get exposure to one of the two certainties in life?

Despite InvoCare being delisted, we believe the remaining funeral business on the ASX is a better company that offers more value.
Tim Montague-Jones
ASR Wealth Advisers
Equities

A 10-bagger battery metals play (and how this fundie found it)

Emanuel Datt explores an unloved biopharma company, a manganese miner and a rare earths explorer that grew into a $1bn market cap producer.
Glenn Freeman
Livewire Markets
Equities

Interest rate expectations have changed - we explain why

Are there implications from lingering inflationary impulses?
Tim Carleton
Auscap Asset Management
Equities

Expensive or opportunity?

Heightened volatility always triggers profit taking and cash moving to the sidelines. Investors should consider not all stocks are equal
+6
Rudi Filapek-Vandyck
FNArena
Equities

No cut for you! RBA cut expectations pushed to 2025 (for the first time ever!)

Federal Reserve Chairman Jerome Powell has become more hawkish on interest rates and this could have dire consequences for the stock market.
Carl Capolingua
Livewire Markets
Equities

The 10 biggest losers on the ASX100: Fallen angels or cheap for a reason?

Could a company that has lost close to 50% in the last year be cheap or a dog? In this wire, we'll look at the 10 biggest ASX 100 losers.
ALX
APA
EBO
+7
Sara Allen
Livewire Markets
Equities

Barbie dolls and drilling rigs: it's the same idea!

Fat Tail’s Callum Newman explains how you can take advantage of the gold bull market in 'tangential' ways
IMD
Callum Newman
Fat Tail Investment Research
Equities

Russia metals sanctions on aluminium, copper, and nickel: Which ASX miners stand to benefit?

What will be the short-term and long-term impact on markets of new sanctions on Russian copper, aluminium and nickel?
29M
AWC
+7
Carl Capolingua
Livewire Markets
Equities

Hidden growth potential in this ASX microcap

We believe lacklustre revenue growth and lumpy profitability mask the potential of SDI Limited’s post-COVID strategic shift
Luke Winchester
Merewether Capital
Equities

Investing for long-term growth

In this episode of "Inside the Rope," host David Clark welcomes back Tim Carleton, Chief Investment Officer at Auscap Asset Management, to discuss his fund's...
David Clark
Koda Capital
Equities

Fairlight’s approach to investing in Japan

Fairlight’s investment mandate is to invest in wealth generating small and mid-cap businesses located outside of Australia. Provided there exists both a strong...
Alvise Peggion, CFA
Fairlight Asset Management
Equities

Stay focused on earnings

Should a sticky inflation release cause investors to revise their outlook for equities?
Neuberger Berman
Neuberger Berman
Equities

Healthcare offers diversification from market hot spots

Middle-aged Scottish men (of which there are a few in our office) tend to become subjects of good-natured ribbing. Some of it, admittedly, is deserved. One of the...
+3
Greig Bryson
Yarra Capital Management
Outlook Series

How the #1 picks for 2024 are tracking (and the stock up 67%)

It's been a positive quarter for both the All Ordinaries Index and our fundie picks.
HLS
+7
Ally Selby
Livewire Markets
The Pitch

Why Australian small caps are looking promising and three stocks to watch

The market is looking supportive of valuations and Eiger Capital's Stephen Wood sees opportunities.
Sara Allen
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 4 undiscovered gems as gold prices hit record highs

Is there more in the tank for gold prices? Lowell Resources’ John Forwood & Acorn Capital’s Rick Squire provide their take.
BGL
DEG
+6
Buy Hold Sell
Livewire Markets
Equities

Growth at reasonable yield (GARY): April 2024

Yield investing with data in a high interest rate environment
ASB
CDA
DOW
+1
Mathan Somasundaram
Deep Data Analytics
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