ASX 100

Are we watching the wrong 800-pound Gorilla?Xero is the classic disruptor. As the first cloud-based accounting platform for small business, it revolutionised the...

Sellers dominated today with the index on the skids from mid-morning onwards, the selling really kicking into gear post local inflation data at 11.30am that printed in...

It's not just Afterpay that has slipped recently, a few of the WAAAX stocks seem to be melting. Yet this may just be part of a wider trend of capital switching from...

Another session of low conviction and light volumes with early optimism again sold into. The market is certainly struggling to hold any meaningful assault on the 6800...

“We have delivered on our commitments and we are laying the foundations for future growth into the next decade”.These were former CEO David Thodey’s comments at...

Since the United Kingdom voted in June 2016 to leave the European Union, concerns over Brexit have buffeted the share prices of Australian companies. As the result...

Bond yields continue to be the tail that wags the stock market dog whether it be the overall index, or the specific sectors that are swinging in / out of favour. When...

This month marks the 25th anniversary of CSL (CSL) as a listed company on the ASX. In fitting fashion, shares in Australia's highest quality global success story...

Companies like Regus and Servcorp have been around for decades offering users a serviced office product not too removed from the “flexible” or “co-working” offers we...

After opening higher this morning , the market chopped around in a tight +/-15pt range throughout the day, although it did end near the highs of the sessions. A fairly...

The downtrend in value and uptrend in growth have been unstoppable over the last three years. And while in theory, ‘the trend is your friend’, in reality, it's only...

Today I explain why most global high yield bonds are really just equity risk, with similar volatility and maximum 40% losses, while also lifting the lid on one of our...

Fenix Resources’ imminent feasibility study on its WA iron ore project is expected to forecast strong financial returns underpinned by high grades and a small capex...

The bank sector has had a tough time over the last few years, with falling lending volumes, lending restrictions imposed, competitive margin pressures, heightened...

Warren Buffett’s favourite metric is return on equity, or ROE, which gives investors a measure of how well a company’s management team is using its equity to generate...

We've recently learnt about the emergence of a new generation of Australian companies that we've dubbed the Offshore Growers. These companies have expanded offshore,...

While the market closed fairly flat on the session overall there was some decent movement under the hood . Weakness early leading into an 11.30am low before a...

The big four banks are the engine room of many equity income portfolios, producing around a third of the gross dividend yield of the entire ASX200. So, when we sat...

The federal government may have succeeded in cleaning up the woeful private vocational education sector, but now faces a fresh issue in its quest to protect the $35...

In its latest LMI Monthly Update, Independent Investment Research places the spotlight on Ellerston Global Investments, a heavily discounted listed investment company...

When ‘growth’ stocks go out of favour and stop attracting a premium, there’s often a large valuation gap that must be crossed before they begin to look attractive as...

Today I write that the ACCC inquiry into the big banks, and the front book/back book fracas that reportedly precipitated it, are completely bogus. Let’s get a few...

Plus, Canterbury holds its breath ahead of Queensland copper assays and Strandline’s big WA mineral sands project on track to secure funding from the Government’s...

With rates drifting lower again, income investors are under greater pressure to find reliable income and the yield on equities looks more attractive than ever. So...