Latest wires

This week in Tech: Is your iPhone slower?

Lachlan MacGregor
Lachlan MacGregor Alphinity Investment Management

If you think so, you aren't alone. Complaints and conspiracy theories are all over the internet. This goes to the core of the biggest question right now for technology investors: will Apple's customers upgrade their phone, or will the 'iPhone Supercycle' fizz. US$3 trillion is riding on the answer. Show More

M&A activity is heating up…

Luke Cummings
Luke Cummings Harvest Lane Asset Management

Following on from the recently announced takeover offers for Mantra Group Limited (MTR) and Property Group Limited (PLG) and so too the current tussle for control of Asia Pacific Data Centres (AJD), we thought it was worth revisiting what we look for when trading opportunities in the merger arbitrage space... Show More

Westpac weekly markets video

Sean Callow
Sean Callow Westpac Bank

The kiwi has been spellbound by New Zealand political news since Jacinda Ardern became Labour Party leader. In our brief weekly video, I discuss the sharp fall in the kiwi as Ardern was anointed prime minister and the new coalition government's focus on the currency, including an unexpected cameo by... Show More

Is Aussie Credit Cheap or Dear?

Christopher Joye
Christopher Joye Smarter Money Investments/Coolabah Capital Investments

In the AFR today I examine whether Aussie corporate and financial bonds are currently cheap or expensive relative to pre-GFC and post-GFC spread levels, on the basis of bottom-up modelling of their fundamentals, and compared to US investment-grade and high-yield credit (click on that link to read for free or... Show More

China: What we’ve learned from the 19th Party Congress so far

Dr. Mary Manning
Dr. Mary Manning Ellerston Asian Investments

Earlier this week, the 19th National Congress of the Communist Party began in China and kicked off with a marathon speech by President Xi. The speech, which ran for almost 3 and a half hours, showcased Xi’s accomplishments in the last 5 years and outlined a sweeping vision for the... Show More

Where to find opportunities in large companies

Clime Asset Management
Clime Asset Management Funds Management & Stock Research

There is so much confusion about the stocks in the ASX’s large-caps index, the ASX 50. Some investors see them as ‘blue-chips’ by virtue of their size and longevity, and thus see them as long-term portfolio holds. Others think the ASX 50 is largely useless: a motley, concentrated index of... Show More

Executive Series Argosy Minerals (AGY) Managing Director, Jerko Zuvela

CommSec
CommSec Online Stockbroker

In this short video we discuss the current state of the lithium market, the contrast between producers focussed on brine production compared to those who rely rock deposits and AGY’s Rincon Lithium Project in Argentina, whose first production of battery grade lithium product is anticipated during the March quarter of... Show More

Why we still hold New Century Resources

Rob Tucker
Rob Tucker Chester High Conviction Fund

New Century Resources is up significantly since we first acquired it and is trading approximately in line with our original share price target. Clearly, the company has been through a period of price discovery with strong promotional support. Hence, we felt a need to justify our purchase but also outline... Show More

Avatar fallback

Carlo Chiodo

Yep this is a beauty of a company. Though I rate RVR highly too. Holding both, but WAY more in NCZ.

Lepidico lures investors into a new galaxy where lithium is free

Barry FitzGerald
Barry FitzGerald Independent Journalist

A world where lithium is produced for free sounds too good to be true. But lithium producer Galaxy doesn’t think so. It has just taken a 12% stake in lithium technology developer Lepidico. Is this a marriage made in Heaven? Plus, our predictions of Echo’s re-rating are now reverberating. Show More

Buy Hold Sell: 5 hot small-caps

Buy Hold Sell
Buy Hold Sell Livewire

High expectations, high growth, and high risk. Small cap tech stocks are not for the faint of heart; high potential returns are on offer though, if you get the call right. So, find out whether it’s time to subscribe or delete these young companies, with Roger Montgomery and Neil Carter. Show More

Avatar fallback

Mal Mackenzie

I have Afterpay Touch Group (APT) and Updater (UPD). I had Class (CL1) but sold recently. Stupidly I sold Kogan (KGN) to early and I am not keen on NextDC (NXT) as I have been burnt by T [...]

Resources Stocks: What's The Problem?

Rudi Filapek-Vandyck

2017 is the first year of global synchronised growth post 2011 and 2018 is expected to at least extend the positive global momentum, so why haven't share prices of miners and energy producers performed better than they have thus far this year? Show More

Medium photedited3

Patrick Fresne

I suspect part of the problem is simply that there are too many resource companies relative to the level of investor interest. 700+ mining companies is probably excessive, even taking in [...]

Telcos: Thinking outside of the box

Guy Carson
Guy Carson TAMIM Asset Management

Recently we wrote an article looking at the Telecommunications industry in Australia. Our main premise was the introduction of TPG Telecom into the mobile space would cause problems for the existing players and lead to lower margins across the industry. We received a lot of feedback on that article and... Show More

Look to these Asian markets for returns

Peter Wilmshurst
Peter Wilmshurst Templeton Global Growth Fund Ltd (ASX code:TGG)

This year MSCI said it plans to add 222 mainland Chinese A-shares to their index. This heralds a further emergence of China (and more broadly Asia) as a signficant market to look out for. We see a range of opportunities in Chinese ports, telecom and select consumer companies. In Japan... Show More

5 cognitive biases that hurt us most

Livewire News
Livewire News Livewire

At a fund presentation yesterday, the manager said: “At its core, investing is actually a very simple business… The problem, however, is that it’s incredibly difficult”. Part of the reason is the plethora of cognitive biases we have as humans, five of which are summarised in this infographic from Visual... Show More