ASX 200

During the late 1980’s a German pop band named Milli Vanilli became an overnight sensation. Their success was driven by the release of the album Girl You Know It’s...

“You can hold a rock concert, and that’s okay. And you can hold a ballet, and that’s okay. Just don’t hold a rock concert and advertise it as ballet.” ~ Warren...

Some of the key issues we are considering as we look into the next financial year are as follows: Will global growth momentum be sustained? Can geopolitical tensions...

A recent market report from Pitcher Partners found that M & A activity in 2017 increased 55% compared with the prior year, with numerous industry players such as...

Miners and Banks are the two dominant sectors on the ASX. For the last few years, the miners have done the heavy lifting, and while they are a long way from former...

Monopoly is the ultimate real estate game, but it also has some important lessons for real life property investors. In Monopoly, there are three things that determine...

Back on the 22nd of May, I made a bet with one of the dealers on our floor. He thought Telstra would see a $1 handle before a $3 handle. I was on the other side, and...

The online grocery sector is inherently more complex than other forms of online retail. It is evident that the online grocery sector has not exhibited the same level...

The significant outperformance of Resources over Industrials since February 2016, is a major factor contributing to the recent underperformance of Value managers like...

Australian stocks enjoyed a strong hour or so of outperformance this morning with the banks again offering support to the index, however the war of words between...

We were first alerted to a potential opportunity in NEC through a large industrial and commercial property owner and developer. Over lunch, our industry contact was...

In March 2017 Ben Griffiths found himself in a deeply uncomfortable position. For the first time since inception 15 years ago his small cap portfolio was badly lagging...

The East Coast infrastructure boom is in full flow, with a big pipeline of projects scheduled for the coming years. This is having a flow on effect, and other areas of...