ASX 100

Telstra’s (ASX: TLS) $2.8 billion sale of a major stake in its InfraCo Towers business was welcomed by shareholders in recent weeks. The deal will unlock a large...

It’s certainly been an eventful couple of weeks for the Big Australian. On-top of releasing the strongest results for some time and confirming the go-ahead for its...

Eden Partners caught up with IGO Limited’s (IGO) Managing Director and Chief Executive Officer Peter Bradford last week to hear an update of operations, strategy and...

For a profit reporting season that promised the first bloom of earnings recovery, August’s slew of disclosures lacked a bit of froth and bubble. The numbers themselves...

Lithium and rare earth miners have had nothing short of an electric run over the past 12 months, with the appetite for battery material producers switching into gear...

Pilbara Minerals is a hard rock lithium miner operating in the Pilbara region of Western Australia that we believe is undervalued and, despite weaker results than...

The local market’s response to the latest wave of lockdowns has been similar to last year, when the worst of the selloff quickly reversed and investors “looked...

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...

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...

As a fundamental value manager, one way we can add value is avoiding stocks which look cosmetically cheap but are in fact value traps. A few value-style companies...

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...