ASX 300

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...

Analysing value stocks requires a deep understanding of the underlying assets. In their responses, Nathan Bell from Peters MacGregor, Alex Shevelev from Forager Funds,...

Since 2000, the Bank Index has been up 12 out of the last 16 years or 75% of the time. In the 12 years that the Bank Average has closed up, the average rise in those...

Stock prices have been moved more by macro events than by individual outlooks in the current business cycle, but that’s all starting to change, says Andrew Martin,...

High dividends often steal the limelight, but as holders of Telstra have recently learned, a sustainable dividend is every bit as important. This week’s Buy Hold Sell...

The quality of management is a major factor in assessing any investment opportunity. We adopt the rule that no matter how good a company may appear on paper, if we are...

We recently undertook a review of a company called Lynas Corporation (LYC). LYC is a miner and processor of rare earths. Rare earths are a critical component within...

Since June, buying the local market as it was sold off towards the 5600 area has proven correct, but as we all know nothing lasts forever, we are very cautious this...

Perhaps the defining trait of globalisation is how companies stretched their assembly lines around the world so that goods were made across many countries a long way...

In its latest LMI Monthly Update, Independent Investment Research takes a look at the ten highest yielding listed investment companies in its coverage and also...

Protecting against the downside is every bit as important as finding the big winners, after all, it takes a 100% gain to offset a 50% loss. This exclusive panel from...

Sentiment towards Santos has improved a great deal recently. The company has reduced costs and the price of oil seems to have stabilised for now. The interim update in...

Our EV thematic has been discussed in previous articles, most recently in February 2017. Given the major developments in this space during September, we felt it timely...

The fight for supremacy in Australia's supermarkets is a battle that's raged for many years and market cycles, since long before Coles was part of Wesfarmers. Matthew...

In this episode of Buy Hold Sell the panel discuss a selection of rate sensitive stocks including Transurban, Scentre Group, CBA and Suncorp. What we learn is that...

Since 2002, Washington H. Soul Pattinson has delivered total shareholder return of ~490%. That’s more than double the All Ords Accumulation Index and this year marks...