ASX 200

Those Investors who fail to identify emerging market trends and themes may well fail to capture the rewards on offer from investing in the development of embryonic...

We've recently learnt about the emergence of a new generation of Australian companies that we've dubbed the Offshore Growers. These companies have expanded offshore,...

While the market closed fairly flat on the session overall there was some decent movement under the hood . Weakness early leading into an 11.30am low before a...

The big four banks are the engine room of many equity income portfolios, producing around a third of the gross dividend yield of the entire ASX200. So, when we sat...

The federal government may have succeeded in cleaning up the woeful private vocational education sector, but now faces a fresh issue in its quest to protect the $35...

In its latest LMI Monthly Update, Independent Investment Research places the spotlight on Ellerston Global Investments, a heavily discounted listed investment company...

When ‘growth’ stocks go out of favour and stop attracting a premium, there’s often a large valuation gap that must be crossed before they begin to look attractive as...

What’s going on with the share price of data center provider NextDC (ASX: NXT)? Over the past year, it has massively underperformed other firms in both the tech and...

Today I write that the ACCC inquiry into the big banks, and the front book/back book fracas that reportedly precipitated it, are completely bogus. Let’s get a few...

Plus, Canterbury holds its breath ahead of Queensland copper assays and Strandline’s big WA mineral sands project on track to secure funding from the Government’s...

With rates drifting lower again, income investors are under greater pressure to find reliable income and the yield on equities looks more attractive than ever. So...

The global search for yield has found its way to all corners of risk asset markets. Anything with a demonstrable short-term coupon has been bid up in price and bid...

Proposed revisions to capital adequacy and measurement of capital (APS 111) manageable for the majors. APRA has growled and launched a review of the capital treatment...

Brief recap of what has transpired across the Australian share market since January: upon an initially tepid recovery from deeply oversold levels, equity markets put...

In the first part of this series, we discussed the emergence of a new generation of Offshore Growers. So why have the Offshore Growers succeeded now when the past is...

Two years ago battery minerals, and in particular, lithium, were all the rage. Orocobre and Galaxy Resources were up ~5x and ~37x respectively in a few years, and it...

IDP Education (ASX: IEL) places international students into Australia and other key English speaking destinations, while also administering English language...

Back on the 19th of June in our piece ‘Nufarm: Short the Short’ (and go long!) we made the case for why we believed that a short squeeze was on the way. At the time...

The Retail sector is facing well-known headwinds, however, some stocks have defied these to post strong gains, because as we hear in this discussion, 'results can be...

Passive investment strategies continue to gain in popularity as large quantities of funds across the world are being invested in them at a time when most active...

Morgans large-cap best ideas are the stocks we think offer the highest risk-adjusted returns over a 12-month timeframe, supported by a higher-than-average level of...

Qantas Airways and Chorus are two stocks that generate superior free cash flow, according to Mark Landau, Joint Managing Director and Chief Investment Officer at L1...

The Australian Focus List contains our top nine stock picks across a diverse group of sectors including Diversified Financials, Software & Services, Internet,...

A good session for local stocks to finish the week thanks mostly to some improving rumours out of the US-China trade talks. Reports are now indicating a partial deal...