Gold and value stocks dominate leader-board in EGG stock picking competition

Eley Griffiths Group

As the Eley Griffiths Group stock-picking competition nears its final weeks, here is a quick update of the leader-board. A confluence of events including heightened trade tensions, an oil price correction, Brexit, midterms and a general repricing of growth expectations have seen significant challenges for both developed and emerging markets.... Show More

How far is housing from fair value?

Angela Ashton

With the housing market continuing to make news, we examine nationwide house prices relative to changes in income, lending rates and a measure called ‘hypothetical borrowing power’, to assess how they compare to 'fair value'. Show More

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Dr Jerome Lander

Having predicted the market falls this year also, I can't wait to see the next article and how far Sydney needs to fall before it becomes fair value! The falls to fair value (or below) [...]

The biggest challenge facing investors in 2019

Peter Wilmshurst

US companies had a strong run in earnings and revenue growth during 2018, with numbers largely surprising on the upside. A run like that looks unlikely in 2019, as the benefits of substantial fiscal stimulus from US tax cuts and greater public spending wane. US companies are already signalling that... Show More

The next 30 years for investors

Mark Burgess

In a panel discussion at Livewire Live in 2016, which you can see here, I described my worst fear at that moment: the danger of a trade war. In this wire, I revisit my thesis and ask what it means for investors. Show More

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Stipe Nubbles

I would be very interested to know, in Mark's comment, "For the active investor, this may be a great time to show skill" what he means by "active investor." Is this a person trading co [...]

Gold Mountain - PNG porphyry mineralisation identified

Mark Gordon

Recent times have seen a number of porphyry copper-gold gold discoveries by junior to mid-tier explorers, with the most advanced being Xanadu (ASX: XAM, TSX: XAM) with their Kharmagtai and associated discoveries in Mongolia, and Solgold (LSE: SOLG, TSX: SOLG) with the Cascabel Project in Ecuador. In addition, Sunstone Metals... Show More

The lesser known stock we interact with every week (ASX:IGL)

Mark Christensen

Despite being relatively unheard of the IVE Group’s (ASX: IGL) activities touch virtually every household in Australia, every week of the year. This printing company has transformed itself into an integrated marketing, print and communications service provider to a large and diverse range of blue chip Australian and global companies... Show More

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Aart Hofman

A fine pitch Mark but let's hear the potential negatives. There's got to be a reason for such a low p/e and massive yield in the current market. What do some know that you and I don't? [...]

Santa... where are you?

James Gerrish

The market continued to feel ‘heavy’ today even though US stocks rallied hard from their intra-sessions lows overnight. The morning session was okay in Oz however once again it seemed like bigger players were simply sitting on the offer hitting large cap stocks that tried to rally. The bulls will... Show More

Successful small cap investing: it pays to invert

Liam Donohue

The listed Australian small companies’ market is known for its significant capital growth, wealth creation and most importantly the fostering of innovative emerging businesses. It is the birthplace of many of Australia’s largest companies including names such as Realestate.com, Flight Centre and TPG Telecom. Show More