ASX 200

An interesting notion I came across in my Zen training is that all phenomena are dependent on, and penetrated by all other phenomena. Looking at a flower, for example,...

In 2019, nobody would have expected the likes of Cochlear to hold a capital raising anytime soon, but in the midst of a severe and sudden collapse in earnings, they...

The market has become a different place since we published the findings of our annual Predictions and Top Picks survey in January, and it's time to revisit the stocks...

They’re making Qantas Airways (ASX:QAN) their largest portfolio position, snapping up shares in a sector whose fundamentals are being torpedoed, and underweighting...

If you’ve been to your local shopping centre lately, well, I’m surprised. Deemed essential services, they remain open but have the feeling of a ghost town. Footfall,...

The combination of infrastructures attractive fundamentals, long-term structural growth opportunity, the COVID-19 response and beaten-down stock prices following the...

And the squeeze on supplies of zinc concentrate is likely to prompt smelters to offer strong support to those juniors hunting and developing the galvanising metal,...

It may be a gloomy backdrop for the economy as many companies cancel their earnings guidance due to the coronavirus-driven downturn. But even in this environment,...

At the end of my last piece "For want of a coffee can, we left $7million on the table” which covered the story of Equities and Freeholds Limited (EQF), I suggested EQF...

There are more self-funded and semi-funded Australian retirees than ever before. The ability to retire with limited reliance on government support should be celebrated...

We have reviewed our Champion Stocks (excluding resources and small caps) for the next three to five years and decided to make no changes.These Champion Stocks all...

Every so often, you find a story in a newspaper about a frugal living individual who had a modest paying job throughout their life, who everyone in their community...

2019 feels like a distant memory. In case you forgot, it was a bumper year for equities with ~20% returns across most stock indices. WAAAX stocks were defying gravity,...

The ASX200 was clobbered 134-points yesterday as the local market put in an awful performance considering the Dow rallied over 700-points on Friday and Asian indices...

The listed Virgin Australia bonds (VAHHA) look set to go down as one of the worst investments ever to appear on the ASX. After being issued in November 2019, the bonds...

COVID-19 has been profound and pervasive. We have seen massive shock waves impact our way of life, the economy, company business models, credit markets and liquidity....

With the Australian share market rallying strongly in April off the 25 March low, there has been a spate of capital raisings by cash-strapped companies looking to...

While we have all seen (and probably experienced) the stories of grocery stockpiling during the covid-19 health crisis, we believe these are likely to be short-term...

And now Liontown, Chalice’s stablemate and neighbour, is looking for a Julimar of its own in ‘similar geological terrain’ while Cassini says me-too. Plus, there’s a...

Looking back on the start to 2020, it's hard to know where to begin. In Australia, the widespread and devastating bushfires had barely been extinguished by damaging...

Virgin Australia has been poorly managed and poorly capitalised for years. Whilst the Coronavirus lock-down is the most recent cause of its woes it is merely the...

Australian stocks are down heavily this year, an event-driven sell off owing to the impact of the COVID-19 pandemic. Given the uncertainty, many leading companies have...

There’s one concerning new risk that’s been introduced in response to the COVID-19 lockdowns that’s not been fully appreciated, Sebastian Evans, Chief Investment...

The easy premise is that the scourge of COVID-19 will change societies, economies and company profits forever. The harder forecast is where, and to what extent. Just...