ASX 100

Financials are at a crossroads. On the one hand, banks and insurance companies are set to benefit from recovering global growth and higher interest rates. However,...

On 22 September 2017, Rio announced a A$2.5B share buy-back which includes A$700M as an off-market buyback and the balance being allocated to Rio Tinto’s existing...

At the end of 2016 we surveyed contributors and readers for their top stock pick for this year. Our friends at Sharesight polled their users too, and have just updated...

Imagine it. Your fund manager has just sold a stock that on almost every measure, from valuation and consensus to intuition and common sense, looks cheap. Why aren’t...

Greencape Capital is able to invest right across the market, and we had the chance to ask Jonathan Koh where the fund was seeing the best medium-term growth...

Just how risky is the Materials sector? That’s the question we sought to answer as we dive into one of Australia’s largest industries. We use Axioma’s Multifactor...

Only 12 months back, Telstra (ASX: TLS) shares were trading at around $5.00. The fall since then has been precipitous. Which has got a lot of investors asking: does it...

Last week we saw BWX, BKL, A2M, WTC, NCK, NAN and BIN all up 7% or more. BAL is up 85% in three months, A2M is up 83%, WTC is up 55%, BWX is up 28%, BLA is up 46%. The...

The market has favoured growth stocks in recent years, but that could all change according to Matthew Booker from Spheria Asset Management. In a cycle that’s been 10...

There was a time when Telstra was a staple of almost every Australian investor’s portfolio. Stable earnings and a big fully-franked yield meant that it never had...

Removing a company's debt burden can mark a turnaround for the share price, and in this wire, we discuss this and highlight three examples including one currently in...

In this episode of Buy Hold Sell Matthew Kidman from Centennial Asset Management asks Geoff Wilson AO from Wilson Asset Management and Charlie Aitken from Aitken...

Earlier this month Atlas sent out the tax statements for the Atlas High Income Property Fund, and for a relatively straightforward fund with a simple tax structure...

Given recent headlines and speculation with respect to commodity prices, I thought it worthwhile to outline my views on the near-term picture. Overall, I remain very...

Brokers are once again bullish on BHP, despite the shares underperforming the market during the last couple of weeks. Twelve-month targets average near the $30 mark,...

There is so much confusion about the stocks in the ASX’s large-caps index, the ASX 50. Some investors see them as ‘blue-chips’ by virtue of their size and longevity,...