ASX 20

In this wire, we recap key market events, the current investing environment, and our market outlook. We also reiterate our Champion Stocks. Market review Despite some...

Plus, Red 5 poised for promotion to the next league of ASX gold producers. And Macquarie sees short-term bullish catalysts for commodities.Stavely Minerals (ASX:SVY)...

The best of the session was seen early with the market opening marginally higher this morning up +10pts at one stage before sellers stepped in and the market grinded...

At the start of the year, we asked Livewire readers for a stock idea as part of our annual investor survey. With over 2500 responses, many stocks were tipped multiple...

At face value, the August reporting season in Australia was disappointing, but not quite negative enough to spook investors into a general flight out of Australian...

Today I argue that in response to the 2008 crisis central banks and treasuries have thrown the baby out with the bathwater. Unable to tolerate the pain associated with...

An interesting day for local stocks with the energy sector the clear standout thanks to a spike in the Oil price, Futures trading +9.7% at time of writing underpinning...

This weekend I write that the ECB's decision to start buying bonds again to reduce the long-term cost of capital (aka QE)---coupled with the Fed cutting in a few...

Just like in life, an investor’s early experiences can’t help but shape the way they see the world. For Anton Tagliaferro, founder and Investment Director of Investors...

Looking at the top 20 this Sept / Oct vs last year, we can see that they’re paying +$1.94b more than the Top 20 last year – an increase of +12.6%. So, the increase we...

Saracen seen as a shining example of the silver lining in recent gold sell-off. Plus, a raft of juniors are on the potentially-lucrative porphyry trail, including Hot...

All investing strategies need to evolve with market conditions, and in particular to the current stage of the cycle. So in constructing an income portfolio to perform...

Overall economic growth and lower interest rates remain supportive for equities but the outlook, particularly this late in the business cycle, is becoming more...

It was a somewhat unique situation to be interviewing a former colleague when I sat down with Marcus Bogdan, CIO at Blackmore Capital recently. So, I have been across...

A lot has happened in Australian banking in the last 6-12 months. The Royal Commission’s final findings were released while the regulators have toyed with higher...

In Australia we’re fortunate to have some very talented women in funds management. Catherine Allfrey is one of them. After a chance encounter at a Wesfarmers event in...

Only a decade removed from the Global Financial Crisis (GFC), it may seem a bit counterintuitive to label banks as more of a ‘cushion’ than a ‘cause’ of the next...

Today I explain why this housing boom is very different to its predecessors, and should not constrain the RBA from cutting rates further to hit its inflation and...

Spare a thought for Wesfarmers’ boss Robb Scott.To the surprise of no one, shareholders in Scott’s $776 million lithium takeover target, Kidman Resources, voted...

On the micro-level, a failed or splendid financial performance release can have a noticeable impact on a company's share price up to three months down the track.On the...

In the current low growth environment, it is stocks with superior quality and earning power that are delivering great results for investors. Strong management,...

‘Post Earnings Announcement Drift’ (PEAD) is a well-documented phenomenon describing the tendency for stock prices to move for weeks or months after results as the...

FY19 proved to be a difficult year for earnings, excluding Financials, Utilities, Resources and REITs, earnings contracted 3.0%. However, fewer significant misses from...

Falling domestic interest rates had primed the Australian equity market for a poor bout of earnings results. By and large results were soft, but not disastrously so. ...