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Livewire Markets
Australia
Приєднався 12 вер 2013
Livewire is Australia’s #1 website for free expert investment analysis & ASX News.
Each month 250,000+ investors use the platform to make more informed and successful investment decisions by accessing expertly curated information and analysis from 800+ of Australia’s most respected investment professionals. Real names. Real investors.
With multiple content forms, from podcasts, videos, articles and live events to a daily email summary tailored to your interests, Livewire is democratising access to the information needed to make confident and informed investment decisions.
Listen to our podcasts
The rules of Investing
Spotify : open.spotify.com/show/4yjyRDXp7joZ7UbkVWxXPk
Apple Podcasts : podcasts.apple.com/au/podcast/the-rules-of-investing/id1305615859
Buy Hold Sell
Spotify : open.spotify.com/show/1RVgsnqVLRThAaWhWlRm3h
Apple Podcasts : podcasts.apple.com/au/podcast/buy-hold-sell-by-livewire-markets/id1497491315
Each month 250,000+ investors use the platform to make more informed and successful investment decisions by accessing expertly curated information and analysis from 800+ of Australia’s most respected investment professionals. Real names. Real investors.
With multiple content forms, from podcasts, videos, articles and live events to a daily email summary tailored to your interests, Livewire is democratising access to the information needed to make confident and informed investment decisions.
Listen to our podcasts
The rules of Investing
Spotify : open.spotify.com/show/4yjyRDXp7joZ7UbkVWxXPk
Apple Podcasts : podcasts.apple.com/au/podcast/the-rules-of-investing/id1305615859
Buy Hold Sell
Spotify : open.spotify.com/show/1RVgsnqVLRThAaWhWlRm3h
Apple Podcasts : podcasts.apple.com/au/podcast/buy-hold-sell-by-livewire-markets/id1497491315
The 2 ASX tech companies this investor would hold for the next 5 years
In this episode of The Pitch, Fidelity's James Abela discusses the Australian technology sector, key risks and opportunities and his two top tech picks for the next five years.
*Follow us:*
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Twitter: livewiremarkets
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🎧 Listen to our podcasts 🎧
📊 The rules of Investing
Spotify 🎙️: open.spotify.com/show/4yjyRDXp7joZ7UbkVWxXPk
Apple Podcasts 🍏: podcasts.apple.com/au/podcast/the-rules-of-investing/id1305615859
📈 Buy Hold Sell
Spotify 🎙️: open.spotify.com/show/1RVgsnqVLRThAaWhWlRm3h
Apple Podcasts 🍏: podcasts.apple.com/au/podcast/buy-hold-sell-by-livewire-markets/id1497491315
General Advice Warning
Livewire gives readers access to information and educational content provided by financial services professionals and companies (”Livewire Contributors”). Livewire does not operate under an Australian financial services licence and relies on the exemption available under section 911A(2)(eb) of the Corporations Act 2001 (Cth) in respect of any advice given. Any advice on this site is general in nature and does not take into consideration your objectives, financial situation or needs. Before making a decision please consider these and any relevant Product Disclosure Statement. Livewire has commercial relationships with some Livewire Contributors.
*Follow us:*
Linkedin: www.linkedin.com/company/livewire-markets/
Twitter: livewiremarkets
Google: news.google.com/publications/CAAqBwgKMI79ugswm5jSAw
🎧 Listen to our podcasts 🎧
📊 The rules of Investing
Spotify 🎙️: open.spotify.com/show/4yjyRDXp7joZ7UbkVWxXPk
Apple Podcasts 🍏: podcasts.apple.com/au/podcast/the-rules-of-investing/id1305615859
📈 Buy Hold Sell
Spotify 🎙️: open.spotify.com/show/1RVgsnqVLRThAaWhWlRm3h
Apple Podcasts 🍏: podcasts.apple.com/au/podcast/buy-hold-sell-by-livewire-markets/id1497491315
General Advice Warning
Livewire gives readers access to information and educational content provided by financial services professionals and companies (”Livewire Contributors”). Livewire does not operate under an Australian financial services licence and relies on the exemption available under section 911A(2)(eb) of the Corporations Act 2001 (Cth) in respect of any advice given. Any advice on this site is general in nature and does not take into consideration your objectives, financial situation or needs. Before making a decision please consider these and any relevant Product Disclosure Statement. Livewire has commercial relationships with some Livewire Contributors.
Переглядів: 2 323
Відео
Not all healthcare stocks are created equal. Here are 3 this fundie is backing
Переглядів 7498 годин тому
If there is one area of the global equity market that can get an impact investor's tongue wagging, chances are it's healthcare. A swathe of companies, ranging from emerging biotechnology stocks in Phase I clinical trials, to the very largest medicine manufacturers actively work in the business of making life better and longer for us all. Nowhere has this become more apparent in recent times tha...
Buy Hold Sell: 5 stocks spewing out a hell of a lot of cash
Переглядів 3,6 тис.8 годин тому
Cash flow is a great measure that allows investors to get a good look at how well a company is balancing its earnings against its expenses. Companies with positive and growing cash flows can hire talented people, invest in innovation, make acquisitions, buy back shares and pay dividends. And there are a few companies on the ASX that are currently spewing out a LOT of cash. So, in this episode, ...
CSL looks within to drive consistent, profitable growth
Переглядів 85310 годин тому
CSL shares have had a solid 12 months, up 17% and almost 5% ahead of the broader ASX 200 index. That is probably a fair reflection of the result that CSL delivered to investors last week, where some green shoots in one division were offset by headwinds in the others. CSL's blood plasma division, CSL Behring, remains the powerhouse within the global biotechnology company, aiming to maintain doub...
5 key factors driving an outsized opportunity in industrial property
Переглядів 30610 годин тому
There is a significant opportunity on offer to investors in industrial property over the next six months, with interest rate cuts underpinning potential upside in the real estate market. That's according to Trilogy Funds' Laurence Parisi, who believes interest rate cuts could kick-start a new real estate cycle. "There are significant tailwinds, namely device usage, growth in online sales, stron...
The unique growth company with a $600 million-plus war chest
Переглядів 1,9 тис.10 годин тому
In this interview, WiseTech Global (ASX: WTC) CEO and founder Richard White takes investors through the company's latest result, shares why there are likely to be further major contract wins on the horizon (particularly in Asia), how the company is using automation to trim the fat within the business, as well as the company's plans over the next 12 months. www.livewiremarkets.com/wires/the-uniq...
This investor is taking profits as markets reach a crucial "turning point"
Переглядів 1,6 тис.10 годин тому
The early August snap sell-off, sparked by the breakdown of the Yen carry trade and a weaker-than-expected US jobs print was quickly recouped (and then some) in global equity markets. It was blink and you'd miss it-type price action in shares. But in bonds, the ramifications have been more long-lasting. The weaker payroll print, in particular, has turned the market's attention away from inflati...
HUB24 set to grow FUA by 46% over the next 2 years
Переглядів 1,1 тис.12 годин тому
In this C-Suite Interview, CEO Andrew Alcock provides an insider's take on HUB24's latest result, outlines how the company is balancing shareholder returns and income, and points to some of the exciting initiatives HUB24 has on the horizon. www.livewiremarkets.com/wires/the-growth-stock-set-to-swell-by-46-over-the-next-two-years Timecodes 0:00 - Intro 0:23 - Key figures investors need to be awa...
Suncorp could deliver the trifecta - Special dividends, buybacks and share consolidation - in FY25
Переглядів 1,2 тис.15 годин тому
Suncorp (ASX: SUN) is one of the country's largest insurers alongside IAG and QBE. All three major insurers have seen some big headwinds over the last three years - soaring inflation, a challenging reinsurance market, and the impact of huge natural disasters to name a few. But Suncorp has had the additional challenge of running a consumer bank amid a structural slump in net interest margins. Th...
Why discretionary stocks are a contrarian opportunity (and 7 ASX-listed ideas)
Переглядів 2,6 тис.17 годин тому
Global investors know Australia for three things - our houses (the property investment opportunity), our holes (the massive mining sector), and our beaches (and let's face it, our sharks). But the truth is that the Australian economy is driven by a much larger force than the property or mining sectors can muster - the consumer. Consumer spending makes up about 50% of Australian GDP, according t...
3 qualities held by future stock leaders (and 3 companies that fit the bill)
Переглядів 1,8 тис.17 годин тому
In this episode of The Pitch, Fidelity's James Abela discusses trends in the small and mid-cap market, identifying future leaders and shares three companies he holds high conviction in - and it’s not just the usual tech culprits either. *Follow us:* Linkedin: www.linkedin.com/company/livewire-markets/ Twitter: livewiremarkets Google: news.google.com/publications/CAAqBwgKMI79ugswm5jS...
The 13 best small and mid-cap management teams on the ASX
Переглядів 3,7 тис.17 годин тому
Management teams can make or break a business. Good management teams focus on a company's long-term success, are aligned with shareholders, and are usually good stewards of capital. Bad management teams, however, may make "transformational acquisitions" that aren't in the best interest of a business, take on too much debt, dilute shareholders, and are more focused on the short term. Management ...
Why AI will have a bigger impact on the world than the invention of electricity
Переглядів 737День тому
T. Rowe Price's Dom Rizzo believes that AI will likely be the biggest productivity-enhancing technology for the global economy since the invention of electricity. So how do you pick the real AI winners from the imposters? In this episode of The Rules of Investing, Livewire's Ally Selby learns about some of the world's real AI winners, why Rizzo believes AI will be far more transformative than i...
An underappreciated small cap worthy of an energy investor's interest
Переглядів 1,3 тис.День тому
The energy transition is one of the most defining investment themes of our lifetime. And there is no doubt that the biggest money from institutional investors is not only investing in it but they are in it for the long haul. Bloomberg data reveals global investment in the energy transition climbed 17% in calendar 2023 to a new record of US$1.77 trillion. Here in Australia, the Albanese administ...
Buy Hold Sell: 5 oversold ASX stocks
Переглядів 5 тис.День тому
Like most things in life, stock sell-offs come down to simple supply and demand. If there are more sellers than buyers, a company's share price will fall. But in today's market, nearly 30 companies now trade at 52-week lows and many others have suffered double-digit losses over the last 12 months. So, are these oversold companies value traps or investable opportunities? To find out, Livewire's ...
Australians have burnt through all their cash. Here's what it means for your investments
Переглядів 2,4 тис.День тому
Australians have burnt through all their cash. Here's what it means for your investments
Rudi: Why CSL could be headed for $500
Переглядів 11 тис.14 днів тому
Rudi: Why CSL could be headed for $500
No shortcuts! How Ian Macoun built a $100 billion funds management behemoth
Переглядів 69414 днів тому
No shortcuts! How Ian Macoun built a $100 billion funds management behemoth
3 impact stocks to access the AI megatrend (beyond NVIDIA)
Переглядів 66314 днів тому
3 impact stocks to access the AI megatrend (beyond NVIDIA)
Buy Hold Sell: 5 of the fastest-growing stocks on the ASX for FY25
Переглядів 6 тис.14 днів тому
Buy Hold Sell: 5 of the fastest-growing stocks on the ASX for FY25
Investors' most common questions on gold, answered
Переглядів 88214 днів тому
Investors' most common questions on gold, answered
Oberg: It's time to add risk in small caps
Переглядів 1,8 тис.14 днів тому
Oberg: It's time to add risk in small caps
Bobby Yazdani’s best ideas are beyond the hype of generative AI
Переглядів 70014 днів тому
Bobby Yazdani’s best ideas are beyond the hype of generative AI
Why everything has to go right this ASX reporting season (and 4 must-watch stocks)
Переглядів 1,9 тис.21 день тому
Why everything has to go right this ASX reporting season (and 4 must-watch stocks)
50% of the ASX is banks and miners. Should you bet against the market?
Переглядів 5 тис.21 день тому
50% of the ASX is banks and miners. Should you bet against the market?
How this CIO turns inefficiency into opportunity
Переглядів 47321 день тому
How this CIO turns inefficiency into opportunity
How to dominate small caps like Roger Federer dominates tennis
Переглядів 2,5 тис.21 день тому
How to dominate small caps like Roger Federer dominates tennis
Why private markets are fast becoming the new "traditional asset class
Переглядів 68621 день тому
Why private markets are fast becoming the new "traditional asset class
Buy Hold Sell: 5 stocks likely to surprise to the upside this reporting season
Переглядів 4,5 тис.21 день тому
Buy Hold Sell: 5 stocks likely to surprise to the upside this reporting season
The one question these investors want answered during ASX reporting season
Переглядів 79321 день тому
The one question these investors want answered during ASX reporting season
PME"s PE is 191,how can it be a good buy
Did the presenter just swear in a professional interview 😅 this girl is a livewire ⚡️
I LOL'd when she just spurted that out
Thank you guys for your expertise, I like the MMS as I am a div guy, 9% fully frank is my cup of tea 😄
Whitehaven coal dropped over 7% today.
FID and VLS are two more to consider.
Redox looks great.
Too many stocks, not enough money to invest 😅
The eternal problem
I still don't know what the company does
A provider of software solutions to the logistics industry globally. Too expensive in my view, maybe thats why he sold a hell of a lot of shares in his own company
@@markharcourt2214 give me an example
They sell software. Not that hard to understand.
His background was as logistics person for AC/DC band equipment etc. A remarkable story.
These guys are worst farmers , they shouldn't even be allowed near a Bunnings nursery. Look at there farms there disgusting, worst managed farms in Australia
❤ What a great business filled with opportunity.
Interesting insights on the ASX market dynamics! While banks and miners dominate, there are some hidden gems like Actinogen Medical making waves in the biotech sector. Would love to see you cover their potential in one of your upcoming videos!
Great insights on the oversold ASX stocks! Have you checked out Actinogen Medical? With their recent positive trial results for Xanamem, it could be worth including in your next video. Definitely one to watch!
Isn’t this the guy who said house prices would plummet when rates went up? I think he is too confident
Thank you for a lot of interesting stocks mention, good panel.
thank you for a insightful interview :)
Thank you for a very interesting panel, some of the stocks are very insightful.
Excellent discussion. Good and trustworthy management is critical.
Great continent once again.
Dam this bloke looks disabled
How about you clean up 596 Katunga picola rd the farm a joke you are joke of farmers your destroying the neighbours lives with the smell
SRF,BGL.😂😊
Welcome back Ally, thank you for a wonderful panel :)
Great episode, well done.
Excess savings in aggregate is still well over $100B+
Back to the drawing board 🤔😀👍😉CSL
Catchy heading but there is lots of Trading information here to assimilate and use👍
Great insights! Have you looked at OncoSil Medical lately? Their recent growth trajectory could be worth a mention in your series on fast-growing ASX stocks.
I think Actinogen Medical might be a worthy addition. Their recent clinical advancements with Xanamem have positioned them as a rising star on the ASX. Could you dive into ACW in your next video?
brave call on CSL… 😅
No, it isn't. I was painting the outlook for investors who can ignore the short term and focus on the underlying longer-term. That view remains valid and intact
@@rudifilapek-vandyck8414 hi rudy… been following you a long time. i hope you are right. i bought CSL just before covid. I am patient :). need to be. Best wishes
You lost me when you covered your diversification and mentioned over 60% in the US real estate market.
Why Rudy wearing running shoes?
In his defence, this interview was organised a few hours before we filmed it - so he might not have had time to change shoes.
Fear and uncertainty create major wealth. It's those who take the risk and have strong gut to endure the bloody days. When i notice extreme dips i tend to actually move more money to crypto
I feel sympathy for our country, low income people are now suffering to survive yet inflation and recession keep increasing daily, many families can't even enhance the good cost of living anymore. You've helped me a lot Sir Brian! Imagine I invested $50,000 and received $190,500 after 14 days
Very possible! especially at this moment. Profits can be made in many different ways, but such intricate transactions should only be handled by seasoned market professionals.
Some persons think inves'tin is all about buying stocks; I think going into the stock market without a good experience is a big risk, that's why I'm lucky to have seen someone like mr Brian C Nelson.
Finding yourself a good broker is as same as finding a good wife, which you go less stress, you get just enough with so much little effort at things
Brian demonstrates an excellent understanding of market trends, making well informed decisions that leads to consistent profit
As a reits investor, i would say this is the best interview i hv seen. Thank you for organising it！
The title basically says it all about this pumping. Why CSL should be over 100 PE is an alternative title 😅 Hmmm
I think yours is a very biased, and incorrect, assessment. I never said it was going to happen overnight. I was painting the outlook for investors who can ignore the short term and focus on the underlying longer-term. That view remains valid and intact
@@raypurchase3597 Let's just keep this as simple as possible. Will you offer your apologies in 4-5 years' time? I don't think CSL reaching $400 in the years to come is outrageous at all. And I never ever have made it a secret that I own shares in the company, and I have for many years. I don't care if others don't see what I see. I was asked which stock, if only one, I would own and I answered truthfully. If that, in your book, is BS and "pumping" then I think we both have different interpretations of things. Again, you don't have to agree with my research and projections, I don't agree with so many things on a daily basis. I am simply sharing my research and it's up to you to take it on board or not. But, again, let's resume this conversation in 2028. It's only fair, isn't it?
Huge funds buy houses, so basically, people rent houses that their super paid for.
Nah It’s overpriced now
They’ve been saying that for 10 years
Ahahaha funny watching this after the Audinate result
What’s CSL?
Why is CSL?
When is CSL?
excellent show. Rudi is brilliant
@@Alexanda-mj5vd CLW? AUR? We must be living in a different universe ;) I can also assure you the FNArena-Vested Equities All-Weather Model Portfolio has handsomely beaten bonds and the local share market. Make sure you get your facts right. Otherwise, I am still in favour of owning ResMed shares. All the best ;)
Why is he wearing shoes?
Good one 😎
Why is he wearing a coat ?
Great combo with Henry and James
Bring on The FAVELAS!!
I note that when the US dollar is strong, both gold and the Australian (and Canadian) currencies tend to be relatively weak. This indicates to me that from an Australian point of view, trading in gold is also, at least partly, trading in the US dollar.
This did not age well
Thanks
LOL, this is going to be quite curdled tomorrow.