ASX 200

Calidus poised for re-rating on production growth and there’s takeover talk around De Grey. Plus, analysts see much upside in emerging mineral sands producer...

On Wednesday Australia's largest bank, Commonwealth Bank (ASX: CBA), announced its entry to the buy now, pay later space with the introduction of a new product,...

Pre-extreme market polarisation, I had developed my own share market indicator for the ASX, and for a while it proved rather reliable and effective.Its composition was...

The last 24-hours have seen uranium miner Paladin Energy (PDN) take advantage of a great rally over the last 3-months to raise almost $220m at 37c, an almost 19%...

The old metrics are out. If you really want to get in on an opportunity you have to look beyond return on capital and cash flows. NovaPort Capital has found a way to...

The sharp rise in bond rates from below 1% at the end of last year to now 1.7% caused a sell-off in yield-sensitive sectors such as REITs. Consistent with market...

It's a thought we've all had: Why limit yourself to investing domestically if to do so means missing out on lucrative skyrocketing international stocks (Tesla, say, or...

Oscar Oberg is voraciously bullish on small caps. And when you consider WAM Microcap Ltd returned 48.1% (before fees) over a 12-month period - an outperformance of...

As the month of reporting season for many Australian listed companies wraps up, the environment of the market has shifted dramatically. With whispers of inflation,...

In a matter of months, we’ve experienced a remarkable turn-around when it comes to Australian equity income and right now it’s safe to say dividends are back. After a...

Nimble juniors lining up to test the new frontier in copper-gold exploration. Plus, a whopper gold hit at Stawell has tongues wagging and Tolga excited about runaway...

As Kurt Vonnegut once wrote, "peculiar travel suggestions are dancing lessons from God.” I don't know quite what he meant either, but what I do know is that, peculiar...

In a share market as bifurcated as the ASX, leading indices such as the ASX200 or the All Ordinaries no longer show investors the true picture of what is going on. On...

Yesterday I had a chat with Peter O’Connor, Shaw’s Senior Resource Analyst and a good mate of Market Matters. He’s a very good analyst and his views often contribute...

A once-in-two-decades opportunity has been created by small- and micro-cap speculators, say portfolio managers from Longwave Capital Partners and Spheria Asset...

“I got chills, they’re multiplying and I’m losing control; Cause the power, you’re supplying, it’s electrifying." I’m not sure Philip Lowe conjures the same sort of...

"Bull markets are born on pessimism, grown on scepticism, mature on optimism, and die on euphoria" - John Templeton It’s been just over three years since we last wrote...

Well, that's a wrap on reporting season, and what a boomer of a season it was. Data provided by FNArena shows that February 2021 had the lowest percentage of companies...

Is it just me or are people forgetting the playbook? The conversations that I hear in lifts, on the street, in coffee shops...is scary. People are forgetting the...

In a reporting season where most company reporting was disrupted significantly by COVID-19 and changing consumer patterns – some positively and some negatively – it...

Welcome to the final instalment of the FNArena reporting season monitor. The Monitor reports ratings, consensus price target changes, and brief summaries of the...

Has Andrew Forrest’s iron ore money-printing machine Fortescue cracked the code? Has it made a big discovery at the Vulcan iron oxide-copper-gold prospect in the...

They’re not sexy but they’re dependable: Aussie banks and mining companies are overweight positions for Credit Suisse stock-pickers, as they walk the line between...

In the words of Curb Your Enthusiasm and Seinfeld creator Larry David, there is no denying that February's reporting season was Pretty, pretty ... pretty good. Nearly...