ASX 200

Another fairly quiet day across markets from a volume perspective, however we did see a flow of Chinese economic data mid-morning that moved the dial, plus there were...

Domino’s (ASX:DMP) has been served with a class action lawsuit regarding wage underpayment. Domino’s believe their agreements are applicable and will defend this in...

With many LICs trading at discount to NTA, particularly the smaller LICs, it’s not surprising to see a pick-up in corporate activity in this sector. In its latest LMI...

Twelve months ago I highlighted Transurban as a company with an attractive, sustainable dividend profile. The two key planks to the thesis were high cash operating...

In year 427BC, the Greek philosopher Plato founded ‘The Academy’, which is considered the world’s first university. It is somewhat fitting then that half of...

This week I outline our analysis of the coming tsunami of "bail-in-able" Tier 2 bonds care of APRA's finalised Total Loss Absorbing Capacity (TLAC) policy, which the...

Another day where the market ebbed and flowed in a reasonable range, typical of a low volume ‘school holiday’ sort of session. Not a lot happening across the desk...

Over the past week most parents around Australia including myself have been receiving report cards from the children’s teachers; either confirming expectations as to...

Another day of light volume through given school holidays - the market swinging around in a reasonable 43-point trading range, closing up but selling into the close...

Earlier this year, I was lucky enough to sit down with one of Australia’s most successful and experienced investors, Robert Millner, Chairman of Washington H Soul...

A volatile session for Aussie stocks today with strong buying in the morning session hitting a crescendo around 11.30am before sellers emerged / or more accurately,...

On July 2nd the RBA followed up on its 0.25% cut to the cash rate in the June meeting with a further 0.25% cut, taking the cash rate to 1.00%. At both cash rate...

After all of the misconduct exposed at the Banking Royal Commission it is somewhat fashionable to bash the regulators for their shortcomings. That’s fair enough as...

We met with the senior company management of several of our portfolio holdings during the June quarter in both Australia and the UK. The key highlights of those...

Life can get busy, so in case you missed any gems, we've rounded up and summarised some of the most 'viral' stock wires on Livewire from the last quarter. These are...

A big sell off today for Aussie stocks with sellers out early and sustained throughout the day with very little respite to speak of – the market eventually closing on...

What do A2 Milk and Nine Entertainment have in common? They represent two key themes that Australian investors should focus on. These themes are: businesses with...

This week I reflect on the intensifying FOMO rally driven by the expected search for yield dynamic that has been triggered by RBA rate cuts, the prospect of the Fed...

The RBA has taken the unusual step of back-to-back cuts to its official cash rate at its June and July meetings, taking the rate to an historical low of 1%. Along the...

In the lead up to the tech wreck of the early 2000s Paul Skamvougeras was working on the dealing desk at Perpetual. The ‘value’ focused manager was struggling to keep...

There are many high-quality small companies operating across all areas of the Australian economy. Some of these companies will one day grow into large, mature...

Junior Sunstone Metals unveiled results this week which were in line with Newcrest’s legendary Cadia mine and that of the $1b SolGold. And MD Malcolm Norris should...

US markets were higher overnight and that filtered into a positive backdrop for our market today, however volume was very light and we’d expect the same to play out...

Yogi Berra’s (purported) quote seems an apt description of the current state of global markets and economies. The past financial year, particularly in Australia, has...