ASX 200

Peter Lynch once said, “Time is on your side when you own shares of superior companies.” The challenge of course is to own those superior companies at a reasonable...

James Miller from Firetrail Investments argues there are just two or three things that really matter when it comes to assessing any stock on the ASX. “A company like...

Over the past few months, rising energy prices have dominated newspaper headlines, treating readers to the sight of politicians wringing their hands, promising to get...

One of the most fundamental principles of capitalism tells us that large am ounts of competition drives down returns. Investing is no different. Justin Koonin,...

The process employed by Warren Buffett and Charlie Munger is striking not only for the long-term returns that have been generated, but also for its simplicity. In a...

Today NAB is offering a 10% fully franked yield, AMP Capital is trading at all-time lows and Janus Henderson is on PE multiple of just 6x. These are large and...

IIR is initiating coverage of WAM Microcap (ASX:WMI) a listed investment company that invests in a portfolio of ASX-listed micro cap stocks. The company is managed by...

On 20 September 2018, Rio announced a $US3.2B (A$4.4B) share buy-back which includes US$1.9B (A$2.6B) as an off-market buyback and the balance being allocated to Rio...

‘Economic moats’ allow companies to maintain their competitive advantage, so are essential for long-term profitability, but also for responding to a structural threat....

It’s been a while since I bought a stock trading on a PE multiple of 3x. There was one in 2012. Another in 2015. Both were, with a bit of luck, multi-baggers. Maybe...

A popular narrative, for many investors, has been that good ideas are becoming harder to find as the current bull market grinds higher. Patrick Hodgens, Portfolio...

On my last trip to China, we were a little cautious despite the optimism displayed by China’s primary industries — a flow on from the stimulus-led recovery of 2016....