ASX 300

John D. Rockefeller once said: "Do you know the only thing that gives me pleasure? It's seeing my dividends coming in". Mr Rockefeller was perhaps a little too fond of...

The index was choppy early, edging higher in the first hour before heading lower from at around 11am onwards which coincided with Santos resuming trade after snubbing...

One of the key attributes we look for in a management team is clear evidence that they have “skin in the game”. All the evidence suggests that this is a powerful...

Since the Royal Commission kicked off hardly a day has gone by without Australia’s largest financial institutions in the news, for all the wrong reasons. Some of the...

The market rolled over early this morning on some big volume through the futures market before ebbing and flowing throughout the session. A whimper up into the close...

Financial services have been making headlines for all the wrong reasons in recent weeks. Following Rowena “Shock and” Orr’s public shellacking of the wealth management...

In the midst of the Royal Commission into Misconduct in Financial Services, the major banks have released their latest half yearly results. The market headed into the...

Wilson Asset Management held their shareholder presentation in Sydney today. Chris Stott, Catriona Burns, and Matthew Haupt all took the stage this morning to share...

As value investors, we usually shy away from resources and materials because the factors influencing their price are inherently unpredictable – namely macro factors,...

The conclusion of our December 2016 Livewire article read... “Such would suggest that the 2015 peak valuations in the Australian banking sector could indeed have...

We're pleased to bring you the Wilson Asset Management shareholder presentation live from Sydney. A live stream of the presentation will commence at 10:00am on...

Over the past few years, Australian companies have operated in a low and falling bond yield environment. There are beginning to be signs that this multi-decade trend...

Higher returns require higher risk and volatility… Or at least, that’s what finance theory would tell us. Is it possible to ‘have your cake and eat it too’? Burns,...

While we believe that over the longer-term, smaller companies provide more opportunities to outperform compared to larger ones, rarely have we seen such a large...

Global interest rates are rising after a multi decade decline in US Bond Yields and recently we saw interest rates / bond yields rally above those on offer by stocks,...

When you look at the ASX 300 Industrial Index, over 50% is dominated by financials and real estate so investors need to be cautious. The financials can be quite...