ASX 100

Five years of price consolidation, a possible bottoming of the housing market, and the unexpected return of the coalition government have mitigated some of the key...

Recent lithium acquisitions provide see-through valuations for Pilbara which are well above its share price, fuelling talk about what it may get for its planned sale...

Expanding on my wire on tax-loss selling earlier this week, in this wire, I look at the dynamics behind this phenomenon and nominate the 50 worst performing big-cap...

The market edged higher today, however gains were very lacklustre considering the +2% rally in US markets overnight. The ASX 200 peaked early on 6387, up ~55pts...

Most direct property segments have solid fundamental support for valuations. Retail has been viewed as the exception. Landlords see many tenants under siege from the...

With the election out of the way and Labor's more disruptive reforms defeated, market sentiment has clearly taken a turn for the better. Looking ahead, the most likely...

We have a special episode of the Complexity Premia podcast out today on the Game of Thrones-style battle between Presidents Trump and Xi over trade, which is...

The market has viewed the private health insurers as one of the biggest winners from this month’s Federal Election. This is due to the market having factored in the...

With investors making big profits this year in certain stocks, there will be many investors who will want to offset these profits via selling their losers to lock in...

After consulting numerous Chinese and US intelligence, defence and political experts, I believe the probabilities have shifted materially from the benign modal case in...

Lynas (LYC:ASX) is a rare earth producer with operations in Malaysia and Australia; most recently in the news for being the target of an opportunistic takeover by the...

The growing popularity of Venture Capital (VC) has enabled some remarkable and innovative businesses. The attractive returns of many VC funds have stoked further...

The soaring iron ore price is generating cash hand-over-fist for Rio, BHP and FMG. But when it comes to leverage for investors, juniors like Centaurus have it in...

The property sector is one of Australia’s largest carbon emitters, contributing more than 20% of Australia’s greenhouse gas emissions. In fact, the buildings we live...

One phenomenon going on at the moment is the buying of stocks that were going to be stuffed by an ALP victory: i.e.: retail, banks, consumer stocks, property stocks,...

The market traded lower today thanks to weakness from overseas markets last night and again during our time zone today, however despite the day being dominated by...

This Time Last Year I wrote an article titled The most (and the least) profitable companies on the ASX200. The article was written in response to reading several...

With no overseas lead to key off this morning, local stocks were muted from the outset however continued strength in the Iron Ore price and reasonable buying through...

The latest episode of Coolabah Capital’s Complexity Premia markets/investing podcast is now live over at Apple here or at Podbean here.In the latest episode we...

Headline performance of miners since 2016 has been sterling. The ASX100 Resources and Small Resources have both posted strong gains, with capital returns of 2x from...

A very subdued day was seen on the ASX200 ahead of holidays in the UK & US which will see the financial markets of both countries closed tonight. The index moved...

When compulsory super was introduced 25 years ago you could rely on cash and fixed income. These days, the RBA cash rate is 1.5%, 10-year bonds yield less than 2% and...

If you research Australia’s largest listed companies, you’ll discover that some of them were much smaller stocks not that long ago. Small or medium companies can be...

Our key picks from the LIC / LIT sector, across pre-tax NTA and share price performance, distribution yield (based on the previous 12 months and including Special...