ASX 100

The quality of management is a major factor in assessing any investment opportunity. We adopt the rule that no matter how good a company may appear on paper, if we are...

We recently undertook a review of a company called Lynas Corporation (LYC). LYC is a miner and processor of rare earths. Rare earths are a critical component within...

Since June, buying the local market as it was sold off towards the 5600 area has proven correct, but as we all know nothing lasts forever, we are very cautious this...

In its latest LMI Monthly Update, Independent Investment Research takes a look at the ten highest yielding listed investment companies in its coverage and also...

Sentiment towards Santos has improved a great deal recently. The company has reduced costs and the price of oil seems to have stabilised for now. The interim update in...

Our EV thematic has been discussed in previous articles, most recently in February 2017. Given the major developments in this space during September, we felt it timely...

The fight for supremacy in Australia's supermarkets is a battle that's raged for many years and market cycles, since long before Coles was part of Wesfarmers. Matthew...

In this episode of Buy Hold Sell the panel discuss a selection of rate sensitive stocks including Transurban, Scentre Group, CBA and Suncorp. What we learn is that...

Since 2002, Washington H. Soul Pattinson has delivered total shareholder return of ~490%. That’s more than double the All Ords Accumulation Index and this year marks...

Two of the largest positions in the fund right now have been a2 Milk and WiseTech Global. Both of these are stocks that have done tremendously well and whilst we...

Most Australian investors domestic equity exposure is diversified across large, mid and small cap companies. Mid/small cap companies like Qantas, Treasury Wines,...

At the start of each year, we poll our readers for their best stock idea as part of our Outlook Survey. With just one quarter to go, it’s time to check in to see which...

Xero (XRO) is a chart that we have followed a few times this year and the stock continues to climb. Price action is once again indicating that there from current...

Warren Buffett famously said: “I buy on the assumption they could close the market the next day, and not reopen it for five years”. We asked Greencape Capital, NAOS,...

Buying unloved stocks is part of the DNA at Forager. Most of the funds’ excess returns over almost eight years have come from buying stocks that other investors hated...

Livewire strives to give readers unparalleled access to expert investment ideas so that they can be more informed and achieve better investment outcomes. Here is a...