ASX 100

The rally by building stocks caught my attention yesterday in what was another fairly lacklustre session. The 4 local building stocks we are looking at today reside...

Plus, nothing in DGO share price for exploration programs now underway and Australian Strategic Minerals winning strong support for its downstream processing...

Phil King is a gold mine of new ideas and they tend to pay off. Regal's listed investment company RF1, which draws on Regal's wholesale funds, has gained 82%...

There’s a saying that “to the man with a hammer, everything looks like a nail”. Equity investors must hammer equities. Fixed Income investors must hammer debt. We...

It’s no mistake that Australian investors receive some of the highest dividends in the world. Our generous franking credit tax breaks go a long way toward explaining...

"Things are never as good as they seem or as bad as they seem" Legendary investor Sir John Templeton Last week the ABS (Australian Bureau of Statistics) released the...

Spurred on by friendly government policies and generous tax concessions, the property sector is a perennial favourite of investors. But outside of buying houses and...

Decarbonisation is shaping as one of the investment themes of the year, after being a relentless talking point for the majority of the past decade. With fossil fuel...

I caught up with Jono Higgins late last week (our Analyst at Shaw) who covers BNPL with a specific focus on Zip Co (Z1P). Z1P currently resides in both the Flagship...

High stock prices aren’t necessarily expensive, embrace a buy-and-hold mentality, and don’t spread your net too wide: these are core principles for Hyperion’s CIO and...

On Wednesday Australia's largest bank, Commonwealth Bank (ASX: CBA), announced its entry to the buy now, pay later space with the introduction of a new product,...

Pre-extreme market polarisation, I had developed my own share market indicator for the ASX, and for a while it proved rather reliable and effective.Its composition was...

The old metrics are out. If you really want to get in on an opportunity you have to look beyond return on capital and cash flows. NovaPort Capital has found a way to...

The sharp rise in bond rates from below 1% at the end of last year to now 1.7% caused a sell-off in yield-sensitive sectors such as REITs. Consistent with market...

It's a thought we've all had: Why limit yourself to investing domestically if to do so means missing out on lucrative skyrocketing international stocks (Tesla, say, or...

As the month of reporting season for many Australian listed companies wraps up, the environment of the market has shifted dramatically. With whispers of inflation,...

In a matter of months, we’ve experienced a remarkable turn-around when it comes to Australian equity income and right now it’s safe to say dividends are back. After a...

Nimble juniors lining up to test the new frontier in copper-gold exploration. Plus, a whopper gold hit at Stawell has tongues wagging and Tolga excited about runaway...

As Kurt Vonnegut once wrote, "peculiar travel suggestions are dancing lessons from God.” I don't know quite what he meant either, but what I do know is that, peculiar...

In a share market as bifurcated as the ASX, leading indices such as the ASX200 or the All Ordinaries no longer show investors the true picture of what is going on. On...

Yesterday I had a chat with Peter O’Connor, Shaw’s Senior Resource Analyst and a good mate of Market Matters. He’s a very good analyst and his views often contribute...

A once-in-two-decades opportunity has been created by small- and micro-cap speculators, say portfolio managers from Longwave Capital Partners and Spheria Asset...

“I got chills, they’re multiplying and I’m losing control; Cause the power, you’re supplying, it’s electrifying." I’m not sure Philip Lowe conjures the same sort of...

"Bull markets are born on pessimism, grown on scepticism, mature on optimism, and die on euphoria" - John Templeton It’s been just over three years since we last wrote...