ASX 100

Mistakes are a part of life. But reflecting and learning from them is one of the keys to being a successful investor says Tim Hillier from Allan Gray Australia. ...

Global equities continue to rally strongly from their March 2020 lows but stock/sector rotation has arguably been the main game in town as investors strive to add...

With lots of hype around some rapidly growing sectors with fast paced businesses, it can be easy to overlook opportunities amongst the noise. In this weekly update,...

Australia's biggest bank reported today and it did not disappoint. There was a wash of green, both on their financial statements and in the eyes of investors as they...

As we predicted, Commonwealth Bank (ASX: CBA) has today announced an off-market buy-back, with the size – at $6 billion - slightly exceeding our expectation of $5...

With the wall of cash dividends hitting investors’ accounts over the coming months due to surging iron-ore prices, there is one question top of mind: What to do with...

At Watermark, we love uncovering falling angels. This is typically a market favourite that lands itself in the fund manager "sin bin" after lofty expectations. Some...

Finding the tiddlers that can grow into tomorrow’s whales is one of the best things about fishing in the microcap pond. Laboratory and environmental services business...

If income investing was an Olympic sport, Australia would hold a silver medal, ranking second highest in the world for its dividend yield. And you can thank our...

For equity analysts and fund managers in Australia, Christmas comes twice a year, every February and August, when most Australian listed companies reveal their...

Katie Hudson's career is full of bold moves. Beginning as a sell-side analyst, she moved to Goldman Sachs in June 2008 during the midst of a raging GFC. From there,...

Against a rather dismal backdrop where 60% of the Australian population is in lockdown, the fiscal 2021 reporting season should provide a welcome boost. Overall...

The allure of finding a big winner is difficult to resist for most equity investors. After all, we’re doing it to make money! However, there’s just as much (if not...

Today, well over half the population of Australia is in some form of lockdown. Despite this terrible cloud overhanging the nation, vaccination rates are slowly...

A second spot market auction later this month could put the extent of the spodumene shortage on full display. Plus, Beament goes green as Klein fights for gold,...

If there were any doubts that the market is in the early stages of a new bull market, then those doubts can now be laid to rest. That’s the view of Rudi...

If the coronavirus were an Olympic athlete, it would be smashing the best-ever marathon time by taking a sneaky short cut, or else heaving to a weightlifting record...

IDP Education is a business with a strengthening competitive advantage that we added last year during COVID-19. In this article, we explore the emerging...

Ampol is a new position we established in the Firetrail High Conviction Fund. It may not be immediately recognisable as an ASX-listed company – this is because it...

The explosion of COVID-19 cases in early 2020 saw economic uncertainty hit the markets. Volatility spiked and equity markets fell sharply – the S&P/ASX200 almost...

Prima facie, Australian shareholders have plenty of reasons to feel excited ahead of the upcoming August results season. Most companies have recovered from last...

If the world thought 2020 was "unprecedented", then what, my friends, could we describe as the seven months we have seen so far of 2021?  In just over half a year,...

Most teenagers spend their waking hours daydreaming about the opposite sex, trying their first alcoholic beverage (in my case, Passion Pop), and engaging in other...

Credit Suisse is bullish on equities over the medium term, despite the "froth" that is clearly disseminating across the market and investor's all-enveloping fear of...