ASX 50

The nuclear fuel precursor is currently seeing something of a "bubble", but write-off uranium at your peril says Michael Goldberg of Collins St Value Fund. And he’s...

"In the race of life, always back self-interest - at least you know it’s trying" Jack Lang Anyone who has listened to my colleague Rob Tucker in the past 12 months...

Warren Buffett once said that "if you don't find a way to make money in your sleep, you will work until you die". While some may find this adage crude, it is a...

A bullish session for the ASX to kick off the last week of the month and quarter with the market enjoying the more concrete rhetoric around re-opening as laid out by...

Since General Property Trust became Australia's first ASX-listed real estate investment trust 50 years ago, the pitch has barely changed. Australian real estate...

The iron ore futures price's pause for breath around US$100 dollars a tonne has left the market hunting for clues on the direction for the iron ore complex. The majors...

Many Australian companies offer the allure of healthy dividend payments, ie, income, plus potential share-price growth. But that's not all. Australia's franking...

Over the last 12 months the Australian equity market has been supported by a strong cyclical earnings recovery, unprecedented fiscal support and an extraordinarily...

It’s Tempranillo all round, as El Simich solves miner’s big problema with purchase of long-life copper asset on attractive terms. Sandfire (SFR) has had a problem ever...

It was a strong day out for the index, gains in technology and energy leading the way. Healthcare and Materials were the main laggards, but still eked out gains of...

Private investments are increasingly drawing the focus of some of the heaviest hitters of the investment world, including Oaktree Capital, Berkshire Hathaway and,...

The market was down early, but news that China’s central bank boosted its daily liquidity injection, plus confirmation that Evergrande had reached an agreement with...

The Juukan Gorge disaster has become the ultimate lesson for the future of ESG investing. The disastrous failures to protect historically significant sites that last...

In a previous wire, we asked the question: "Where is iron-ore headed from here?". We suggested a clearing price around $100 USD/ton. The futures price hit that level...

Tech stocks, consumer ‘platforms’, and healthcare (among others) have all seen outstanding returns in recent years, with many of them now ‘priced to perfection’. That...

In an environment where interest rates remain at record-lows and term deposits can no longer deliver the yield they once did for income-hungry investors, there are...

While the market was sharply lower overnight there was no sign of panic in the selling, volatility stayed low, credit spreads hardly moved and equities saw a large...

Investing and management team access go together like gold and steak - a mouthwatering combination attained only by a select few. However, the premise of investing...

If the markets were going to close for the next five years, starting from tomorrow, and you could only own shares in one stock, what would it be?  It's always a...

The market struggled into the weekend with the heavyweights of the banks and resources stocks trading lower. Iron ore and coal names were hit hard by more aggressive...

Long term investment strategy has always been the perennial optimisation between the macro and micro cycles. The main cycle we are seeing in the current macro is in...

One of the most persistent errors made by investors, on my observation, is a too stringent application of the 'Buy Low, Sell High' principle, usually translated as:...

Plus, Boss positioning to be the first cab off the uranium rank and Kingston prepares to finish DFS on 2.5Moz Misima. It has been a champagne week for the ASX-listed...

Energy stocks were back in favour today underpinning strength in the broader market as 123 stocks in the ASX 200 finished up on the session delivering the markets best...