Listed Managed Investments: Quarterly Review

Peter Rae

In its latest Quarterly LMI Market Review, Independent Investment Research (IIR) provides detailed coverage of 49 listed investment companies, listed investment trusts and active ETFs including commentary, investment views and ratings. We have coverage across a number of sectors and investing strategies and provide insight into performance, discounts and premiums... Show More

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Peter Brown

What is truly revealing and somewhat worrying from your report is that only 6 of the 49 LICS reviewed have outperformed the S&P/ASX All Ordinaries Index over the last 5 years. These LICs [...]

'Big Brands' offer protection in a world of disruption

Magellan Asset Management

Australian entrepreneur Dick Smith teared up when he heralded the closure of his 19-year-old locally sourced all-profits-to-charity Dick Smith Foods because the German discount chain Aldi, which only entered Australia in 2001, has “destroyed us”. Smith said, when announcing the closure in July, that he had written to Coles, Metcash... Show More

3 EduTech Focused Microcaps

Mark Tobin

At a recent technology conference, I attended there was a whole panel discussion on the opportunities around the use of technology and innovation in the education sector. While not as sexy and almost ubiquitous as FinTech or platform businesses like Facebook and Netflix etc. Education globally is still a huge... Show More

Greenland Minerals - Rare opportunity in Rare Earths

Stuart Roberts

In April 2016 Greenland Minerals updated its Feasibility Study on its Kvanefjeld Rare Earths Project in Greenland. Since the original Feasibility Study had been published in May 2015 the price of uranium, a significant by-product at Kvanefjeld, had come down, but Greenland Minerals had also made a lot of progress... Show More

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William Allan Cross

I seem to remember Greenland minerals story has been dragging on a lot longer than since 2015.

It's Different This Time, Not A Bubble

Rudi Filapek-Vandyck

One of my all-time favourite movie scenes is when Woody Allen stands in the queue in Annie Hall (1977) and he ends up having a discussion with the loudmouth academic behind him who professes to know everything there is to know about Marshall McLuhan. Show More