ASX 200

There is so much confusion about the stocks in the ASX’s large-caps index, the ASX 50. Some investors see them as ‘blue-chips’ by virtue of their size and longevity,...

High expectations, high growth, and high risk. Small cap tech stocks are not for the faint of heart; high potential returns are on offer though, if you get the call...

There is little more exciting in mining than a discovery. “Discovery” companies (as opposed to “exploration” companies) are rare, the phase characterised by investors...

QBE Insurance Group Limited (QBE) is a large and complicated entity. In fact, the scope of the business and the nature of insurance make it quite hard to understand...

When Merlon was established in 2010 and we first formally reviewed Telstra, the stock was trading at $2.64. The top down (and perhaps consensus) view at that time was...

Want to know the biggest yield trap of 2017? Each year there are dividend plays that turn out to be yield traps. In 2012, it was QBE. During 2012 to 2014, we saw...

With Domain listing next month, Jeremy Hook from TMS Capital asks Roger Montgomery from The Montgomery Fund and Neil Carter from IFM Investors for their take on the...

There has been some recent commentary from a number of market participants suggesting that the US tech sector is “crowded” and “expensive”. In reality, the valuation...

In late September Commonwealth Bank announced both the sale of its life insurance business and that they were looking at floating the bank’s funds management business...

Successful tech stocks can build a business from stealing market share by outplaying incumbents. However, these disruptors can in time then become the disrupted. To...

After reporting well in August, Mirvac (MGR) is now trading near multi-year highs. Do the fundamentals stack up at these pricing levels, and what are the charts...

Retail stocks have been down in the dumps in recent months as the hype around Amazon’s entry into the Australian market builds. Neil Margolis, Lead Portfolio Manager...