ASX 100

It was expected to be a sound reporting season for dividend investors, but so far it’s one that has exceeded the expectations of many. For those invested in...

In February of this year, I laid out three reasons why we at Firetrail Investments believe ResMed (ASX: RMD) was set for future growth in Resting easy with ResMed....

The COVID-19 pandemic, and associated lockdowns, have impacted some businesses very positively but been less kind to others. These impacts are coming to light in the...

A resume filled to the brim with unique activities would undersell the experiences of Alex Waislitz. Having been a company director at VISY and Pratt, vice president...

Welcome back to the August 2021 results season! The FNArena Reporting Season Monitor reports ratings, consensus price target changes, and brief summaries of the...

Now we're in the home stretch of reporting season and things are starting to wind down, but that didn't stop the final week from delivering some interesting reports. ...

When Alex Waislitz started his private investment company, Thorney Investment Group, back in 1991, he was a dyed-in-the-wool value investor. Having learned the craft...

Of all the businesses to have been hit hard by the global shutdowns since 2020, none have felt that impact worse than those in travel. Closed international and...

And Iluka’s bullish assessment of mineral sands prices is good news for Strandline as it ramps up construction of its Coburn project in WA.It is hard to move the dial...

While people may debate the independence of broker research, one thing they do boast is access. Access to company management, to information and data that you may not...

Ramsay (ASX: RHC) is the largest private hospital operator in Australia and a leading provider in France, the UK, and a number of Nordic countries. It has a long...

One of our preferred market valuation indicators is the CAPE model derived from macroeconomic fundamentals. The basic idea is that lower levels of interest rates...

Among these three darlings of the local tech sector - Seek (ASX: SEK), REA Group (ASX: REA) and Carsales.com (ASX: CAR) - only one blotted its copybook this earnings...

Sydney Airport and Transurban have been steady long-term performers and present opportunities for investors to add infrastructure exposure to portfolios.  Whilst...

Despite rising bond yields through most of 2020, continued low interest rates have underwritten record valuations across markets. Meanwhile, rampant M&A activity is...

BHP had a terrible week falling ~16% after announcing FY21 results, the unification of their structure, the proposed spin-out of their Petroleum division to Woodside...

Welcome back to the August 2021 results season! The FNArena Reporting Season Monitor reports ratings, consensus price target changes, and brief summaries of the...

Welcome to week three of August reporting season. It was a huge week as expected, with some big names, reporting some big numbers. We saw BHP and Woodside's...

I recently sat down with Ben Clark from TMS Capital to find out which results have grabbed his attention this reporting season. Clark is well known to many...

And again its juniors like Kalium and Trigg which offer the leverage. Plus, African Energy positions for big Queensland copper play and Argonaut sees much upside at WA...

There are a few things in life we all love with reckless abandon. That first sip of a cold drink on a warm summer's day, puppies, travel (minus the flights and/or...

We are all familiar with Treasury Wine products. Maybe some more than others in this locked-down world. I know my own alcohol consumption went into overdrive during...

BHP has endured a tough time after reporting both earnings and a company restructure this week, firstly let’s look at a quick summary of the news, there was plenty of...

A scarcity of Australian government debt meant that the RBA and APRA had to be creative when implementing the post-GFC global banking reforms, known as Basel 3. The...