ASX 20

“You can hold a rock concert, and that’s okay. And you can hold a ballet, and that’s okay. Just don’t hold a rock concert and advertise it as ballet.” ~ Warren...

Some of the key issues we are considering as we look into the next financial year are as follows: Will global growth momentum be sustained? Can geopolitical tensions...

A recent market report from Pitcher Partners found that M & A activity in 2017 increased 55% compared with the prior year, with numerous industry players such as...

Miners and Banks are the two dominant sectors on the ASX. For the last few years, the miners have done the heavy lifting, and while they are a long way from former...

Back on the 22nd of May, I made a bet with one of the dealers on our floor. He thought Telstra would see a $1 handle before a $3 handle. I was on the other side, and...

The online grocery sector is inherently more complex than other forms of online retail. It is evident that the online grocery sector has not exhibited the same level...

The significant outperformance of Resources over Industrials since February 2016, is a major factor contributing to the recent underperformance of Value managers like...

Australian stocks enjoyed a strong hour or so of outperformance this morning with the banks again offering support to the index, however the war of words between...

As with all of our investments we are looking for a company with a current sustainable after tax cash earnings yield of 6 – 8% p.a. with strong growth for the medium...

In my AFR column I analyse one of the most debated investments on the ASX: the $2 billion NAB raised in 1999 via its National Income Securities (ASX: NABHA) (click on...

Income investors once turned to high-yield stocks as the income from traditional sources dwindled. But what should holders of those high yield stocks now do as bond...

This morning we suggested that our market is currently lacking coordinated strength with different sectors taking it in turns to drag the market kicking and screaming...

The statistical release of APRA and the RBA’s credit growth data for April shows a stabilisation in the rate of overall mortgage, personal and business loan book...