ASX 200

It is important to find ideas where companies can generate cash flow growth regardless of the macro backdrop. Here we look at five stocks that pass our filters and...

Companies have seen rising labour and energy costs start to crimp their margins. Natalie Tam, Investment Director at Aberdeen Standard Investments told us that while...

It is not unusual for us to invest in companies that go on to significantly underperform the broader sharemarket. In fact, this happens to us 40% of the time. It is...

Australia’s drought may be the worst in 800 years and is also likely to affect many agriculture companies. Reviewing the FY2018 result by agricultural chemical...

In an age of social media and smartphones, the challenges faced by investors today are decidedly different to just a few decades ago. With algorithms serving us a...

Aristocrat (ALL) has had a poor performance period, down 15% from recent highs, but I believe at current levels represents an opportunity. The selling in ALL can be...

A year ago we wrote an article about ‘5 CEOs Who Tick All the Boxes’ based on the ASX listed CEOs who we thought showed similarities to Tom Murphy. For those...

We all know the theory, buy low and sell high. But how do you really feel about buying a stock when it’s bombed out and on its knees? In this episode of Buy Hold Sell...

While I'm yet to observe a popular way for governments to tax the masses, Labor's proposals on franking credits has focussed the attention of one very local and...

The prospect of a Labor government has far reaching ramifications for investors. However, there is one sector that stands to benefit from the election cycle whatever...

Until recently there have been few opportunities for investors to gain fixed interest exposure by investing in listed investment companies and trusts. The listing of...

There are three factors that need to be present when we consider an investment in a resource company: low commodity prices, a declining supply, and poor sentiment. On...