ASX 200

Demand for convenience has seen plastic use multiply and today plastics are fundamental to many aspects of daily life. As consumers we interact with plastics many...

The market quickly turned its focus back on the escalating US China trade war today following a twitter spat from Trump overnight. The US market fell 2% from their...

Australian house prices and the economy stand at an important crossroads. On the one hand, we have the return of the Liberal-National coalition, the softening of APRA...

The investment quality and portfolio role of the market’s newest large-cap stock became clearer recently. Coles Group, which demerged from Wesfarmers and listed on the...

Not all brick and mortar retailers are doing it tough. Take Super Retail Group (ASX:SUL), for example. The owner of Supercheap Auto, Rebel, Macpac and BCF is showing...

With a resource of 2.8Moz and a bumper gold price, Kingston Resources’ plan to rejuvenate the legendary Misima gold mine is starting to look like a case of perfect...

A quandary has taken hold, the real nub of which is whether the US economy is moving into recession - or simply experiencing a growth scare. This needs to be clarified...

With August 2019 reporting season here, for this week's episode of Buy Hold Sell we're looking for stocks that could give investors something to smile about this...

For those of us who remember gathering around the warming glow of the wood-paneled cathode ray tube television to watch Sale of the Century back in ye olden days, here...

In investing, as in other areas of life, there is the visible and the hidden. Something tangible, like an object or a number, is easily seen, and more memorable...

Many value investors would undoubtedly feel a lot like Dorothy in the current market environment, like they have taken a knock to the head during a violent twister...

NAOS Asset Management established its first listed investment company (LIC) in 2013 with 400 shareholders. Today, NAOS manages $260 million across three LIC vehicles...

To help you navigate the August 2019 reporting season, we have provided a listing of upcoming company announcements in chronological order, with our forecast NPAT...

The ASX200 quickly rallied to a new intraday all-time high this morning despite a muted lead from the US markets overnight. Banks and resources rallied together to...

This time last year, we published several articles on Livewire (including this one) outlining some of our thinking on Telstra (TLS), and in particular highlighting an...

The back-story... I try to put my money where my mouth is. A couple of months prior to the Federal Election, we shifted more than $100m into franked ASX hybrids for...

Yield chasing has spilled over into nearly every asset class, with Australian listed bank hybrids no exception. The current average margin of bank bills + 2.40% is...

As soon as she was able to open a trading account, Michelle Lopez bought shares in ASX, seeing it as a monopoly business crucial to the function of financial markets....

Today I write that the RBA has been spinning stories (basically blatant BS) on housing, the most miraculous of which is the completely fallacious claim that cutting...

The new field season in WA’s Paterson province has brought fresh exploration impetus, with Rio firing up 11 rigs while nearby juniors Sipa and Antipa are planning...

With the cash rate at just 1.0% and Westpac calling 0.5% by February, income stocks are firmly back on the menu. So, this week we scanned the market for outsized...

Momentum continues to carry the market higher with another day which saw solid intraday buying, pushing the market within 0.5% of an all-time high. Banks were the...

We met with senior company management of several of our portfolio holdings during the June quarter in both Australia and the UK. A notable highlight was a meeting with...

The market traded to a new 10 year high today buoyed by the prospect of lower interest rates as forecast by Westpac’s well regarded Chief Economist Bill Evans. He...