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Morgans Adviser Chris Titley recently interviewed Vik Bansal, CEO of Cleanaway (ASX Code: CWY) Show More

Snapshot: China’s export-led growth model is reaching its limits. While China’s exports grew rapidly from admission to the WTO in 2001, declining competitiveness saw China’s share of global exports peak in 2015. Now, tariffs imposed by the United States on around half of China’s exports, see further impediments to the... Show More

Property prices in Sydney and Melbourne are likely to see top to bottom falls of around 20% as credit conditions tighten, supply rises and a negative feedback loop from falling prices risks developing. Other cities will perform better having not seen the boom of the last few years. Property investors... Show More

Alternative lenders have been one group to benefit from the fallout of the Royal Commission. In this exclusive interview, Andrew Schwartz, Group Managing Director at Qualitas, which invests across the property spectrum, explains the scale of the opportunity created by a retreat from the banks. Show More

We have been in a period where financial market volatility has been abnormally low and as such, the focus in fixed income has become overly skewed to how much interest income can be generated, at the expense of ignoring downside risks. Show More

If there’s one thing holding back the electrical vehicle sector it’s ‘range anxiety’ – the sickly feeling that you’re not going to make it to the next sparsely-located charging station and will spend the night by a lonely verge. Show More

I doubt Tabcorp shareholders will be too happy this morning. The chair of their board – you know that thing that is supposed to represent shareholders’ interests – is on the front page of the paper lambasting a shareholder vote against executive remuneration. Show More

A lot of trading books and courses will tell you in the first paragraph “Treat it as a business” and whilst that’s boring, it’s right. And one of my tennis partners has another trading cliché, “Do not trust yourself”, which is really the same thing. The more investment, and the... Show More

Companies have seen rising labour and energy costs start to crimp their margins. Natalie Tam, Investment Director at Aberdeen Standard Investments told us that while these sort of challenges are uncontrollable, some companies are better placed to respond than others, and outlines two stock examples. Show More

Independent Investment Research has issued a report on Qualitas Real Estate Income Fund a newly established investment trust seeking to raise funds and list on the ASX. Show More

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  QRI_IPO_Report_October_2018_Final.pdf (622 KB)

We have seen the second sizeable sell-off this year. The SP500 has dropped -7.80% in October (so far), not quite matching the fall of -11.8% in Jan-Feb 2018. The volatility can be an opportunity, and we view it as such. With this in mind, it is worth discussing the technical... Show More

Healthia (ASX:HLA) was formed to bring together well established allied health businesses, which include the My FootDr Podiatry and Allsports Physiotherapy brands, with the aim to be one of Australia’s leading allied health companies. Show More

In 1979, Greenland was granted autonomy within the Danish Realm and three years later the island’s parliament held a vote on EU membership. The main issue was control of Greenland’s fishing rights. By 53% to 47%, Greenlanders opted to leave. It took three years to formulate the island’s departure and... Show More

It is not unusual for us to invest in companies that go on to significantly underperform the broader sharemarket. In fact, this happens to us 40% of the time. It is the other 60% of the time and what we do on the back of a significant fall in the... Show More

One of the key attributes that IML looks for when we invest in stocks is to focus on companies that have a sustainable competitive advantage. In our view a strong competitive advantage is a key reason why some businesses can outperform others over the longer term. At its core, a... Show More

Huge winners like Facebook don’t come along very often, and they’re incredibly difficult to identify when they do. So how can investors benefit from these big winners, minus some of the uncertainties? Bill Pridham, Co-Portfolio Manager at Ellerston Global Investments believes in the ‘selling pickaxes to gold miners’ approach. Show More

With all major approvals, the Mining Lease, offtake agreements and debt facilities in place, Sheffield Resources has commenced preliminary site works on the world class zircon-rich Thunderbird HMS deposit. The Project, which is located on the Dampier Peninsula of Western Australia, is just 140km by road from either Broome or... Show More

Even in a rising market, there are always a handful of stocks that no investor wants to touch. Whether it’s Royal Commissions, earnings downgrades, debt problems, or operational issues, a cursory glance at the ASX200 usually reveals one or more names down 50% in a year. Common wisdom tells us... Show More

Takeda Pharmaceutical is the largest pharmaceutical company in Japan and Asia, it is headquartered in Osaka and entered the US pharmaceutical market in 1977. Shire Pharmaceutical is a speciality biopharmaceutical company, headquartered in Ireland and listed on the London stock exchange in 1996. Show More

Australia’s drought may be the worst in 800 years and is also likely to affect many agriculture companies. Reviewing the FY2018 result by agricultural chemical company, Nufarm (ASX:NUF), makes interesting reading. While Nufarm’s results were in line with the guidance provided by the company in July, the result includes two... Show More