Is this a major turning point for ASX-listed consumer stocks?
In this wire, I outline what's happening in the sector and how we are thinking about positioning looking ahead.
Sliding doors, the Market and Business success: Geoff Wilson AO, Wilson Asset Management
In this episode of Euroz Hartleys Finding the Front our guest is none other than 40 plus year funds management industry icon, Mr Geoff Wilson AO, the Chairman and...
Buy Hold Sell: 3 ASX stocks dropping their dividends (and 2 on the way up)
In this episode, Plato's Peter Gardner and Antares' Andrew Hamilton analyse three dividend darlings facing headwinds from here.
Six key reasons why I’m bullish for the rest of 2023
Callum Newman of Fat Tail Investment Research explains why it's time to ditch the bears and focus on the big opportunity now.
Buy Hold Sell: 3 heavily sold-off stocks (and 2 now on fundies’ radars)
In this episode, Firetrail's Blake Henricks and Market Matters' James Gerrish assess some of the clangers of the February reporting season.
5 high conviction calls from 2022's top-performing fund managers
In this episode, Totus Capital's Ben McGarry and Merlon Capital Partners' Neil Margolis share their strategies for the year ahead.
Steve Johnson's litmus test for disciplined investing
When markets are noisy, discipline comes to the fore.
“Combining a career and a passion for investing” Ben Griffiths Co-Founder & MD of Eley Griffiths Group
This episode we have the wonderful opportunity of having a highly regarded, veteran of the Funds Management industry on the show. Our special guest is Mr Ben...
Buy Hold Sell: 3 dividend traps (and 2 you can trust)
Everyone loves a bargain. It's why Boxing Day sales are such a riot, or why my car salesman father tries to haggle nearly everything he buys. But as in life, sometimes...
12 stocks to bolster your portfolio right now (and how to position for a market pivot)
An old boss of mine once shared a horrific story about being stuck in an elevator (which in itself, would already be hellish). It stopped, before suddenly dropping...
Buy Hold Sell: 5 resilient cash cows
Here at Livewire, we are fortunate enough to speak with the country's top investors every day. And if there is one recommendation these pros have consistently repeated...
28% of ASX 300 stocks are loss makers: Here's why Macquarie is still backing 15 of them
Off the back of the August reporting season, Macquarie has found that 28% of the S&P/ASX 300 are loss-making businesses. But you shouldn't necessarily avoid all of...
Small caps are in a bear market: Here's what to do now
Remember in early 2021 when investment experts were talking about a "Goldilocks" scenario for markets - that is, when global economies were going from strength to...
Three stocks Monash is shorting, and the big opportunity investors are missing
I think you’d be hard-pressed to find anyone that doesn’t believe the market is volatile at the moment. We’ve seen dramatic rises in interest rates, falling share...
Three ASX stocks with a 60% payoff upside
A 60% payoff upside from even one ASX-listed company might be a pipedream for many investors, but it’s simply par for the course for the highly experienced Monash...
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