ASX 100

UBS recently stripped down a Chevy Bolt, the 'first real mass-segment EV', to answer key questions about the EV segment’s future, and resulting implications across the...

A crowded trade appears when so many investors are positioned similarly that liquidity becomes a problem. Bitcoin is the obvious choice globally, but we wondered where...

Looking for quality and value is so popular that it’s hard to find an edge. Undervalued stocks can stay that way for years on end, and high-quality stocks that have...

Seven Group Holdings is the big mover on the market today, up by $1.00, or 8.9%, to $12.17 on the news that it has moved to 100% ownership of Coates Hire Group. What...

There’s a lot to like about Transurban (TCL), but not the way that has traded in the last few days. This begs the question that, despite all the pundits loving it, do...

In its latest Quarterly LMI Market Review, Independent Investment Research (IIR) provides detailed coverage of 39 listed investment companies, listed investment trusts...

Woolworths, BHP, and Telstra have cut dividends in recent years, and the long-term sustainability of dividends from other leading stocks is under scrutiny. So Livewire...

It’s been a pretty ordinary decade for the ASX Small Ordinaries Index, which remains more than 30% below its 2007 peak. However, it’s a market that’s ripe for...

The continued success and profitability of Australian banks over the last few decades, as well as recent large capital raisings, means that Australia’s big 4 banks are...

The old saying goes; ‘there are two sides to every trade’, but in the case of Telstra, we have three. In this second part of our equity income series, we take a close...

The central argument of our thesis on CBA has been the stock would lose most of its premium to its major bank peers as ANZ and National Australia Bank derisked and...

Prior to Telstra's FY17 result, media articles abounded speculating the company was going to announce the securitisation of its recurring NBN payments. The media cited...

Telstra and the banks are mainstays of any Australian income-focused portfolio and make up nearly half of the dividends paid out by ASX companies in FY17. However, all...

For the reporting season just finished there were 24 listed investment companies covered by Independent Investment Research that reported full year results. Out of...

It may come as a surprise to some that the world’s two leading mobile payments companies aren’t based in Silicon Valley. While a lot of attention has been focused on...

Retail stock prices have made some large moves during the last few months. We traded the recent bounce in JB Hi-Fi but have since moved on. Harvey Norman (HVN) is the...

Ramsay Healthcare (RHC) is a core structural short in the AIM Global High Conviction fund. The five bear points we have consistently pointed to are: ...